| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 9, 2026 | Tectonic Investors | 25.3% | - | 1211 HK, 5GN.AX, GMD.AX, IBKR, SE, SFR.AX, WGX.AX | AI, Australia, commodities, Copper, Data centers, gold, Resources, technology | 5GN.AX 1211.HK WGX.AX GMD.AX SE SFR.AX IBKR |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 11, 2026 | Fund Letters | Tectonic Investors | 5G Networks / Webcentral | Information Technology Services | Alternative Carriers | Neutral | Australian Securities Exchange | Australia, capital management, cloud services, Communication Services, Equity, Managed services, Share Buyback, Technology Services, telecommunications | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||