|
Apr 28, 2026 |
Fund Letters |
LVS Advisory - Event Driven |
Netflix
|
Communication Services |
Entertainment |
Bull
|
NASDAQ |
Ad-supported tier, cost-cutting, entertainment, growth, high conviction, Largest Position, Let Winners Run, Paid Sharing, Revenue Growth, Streaming |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Vision Capital |
NVIDIA Corporation
|
Information Technology |
Semiconductors & Semiconductor Equipment |
Bull
|
NASDAQ |
Accelerated Computing, Artificial Intelligence, CUDA, data center, GPUs, growth, semiconductors, technology |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Baron Opportunity Fund |
NVIDIA Corporation
|
Information Technology |
Semiconductors |
Bull
|
NASDAQ |
Accelerated Computing, AI, data centers, GPUs, growth, semiconductors, technology |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Baron Opportunity Fund |
Microsoft Corporation
|
Software & Services |
Systems Software |
Bull
|
NASDAQ |
AI, Azure, Cloud computing, growth, SaaS, Software, technology |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Aoris International Fund |
Microsoft Corporation
|
Information Technology |
Systems Software |
Bull
|
NASDAQ |
AI, Azure, Cloud computing, innovation, product development, Software, Teams, technology, value creation |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
O'Keefe Stevens Advisory, Inc |
Nvidia Corporation
|
Information Technology |
Semiconductors & Semiconductor Equipment |
Neutral
|
NASDAQ |
Artificial Intelligence, Gpu, Management Quality, market leader, Position Reduction, semiconductors, technology, valuation concerns |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Ensemble Capital |
Netflix
|
Communication Services |
Entertainment |
Bull
|
NASDAQ |
advertising, Content, entertainment, Global, growth, media, Streaming, Subscription, technology, turnaround |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Templeton & Phillips Capital Management |
UnitedHealth Group
|
Health Care |
Health Care Plans |
Bull
|
NYSE |
Aging demographics, Data Analytics, Dividend Growth, Free Cash Flow, healthcare, Healthcare Payer, Healthcare Provider, home care, machine learning, OptumCare, Value |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
ClearBridge Investments Dividend Strategy |
Microsoft Corporation
|
Information Technology |
Systems Software |
Bull
|
NASDAQ |
Artificial Intelligence, Cloud computing, Diversified Technology, Dividend Growth, large-cap, risk management, Software |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Polen Capital - Focus Growth |
Microsoft Corporation
|
Information Technology |
Systems Software |
Bull
|
NASDAQ |
Artificial Intelligence, Azure, Cloud computing, Co-Pilot, Enterprise software, generative AI, LLM, productivity software, SaaS |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Polen Capital - Focus Growth |
Netflix Inc
|
Communication Services |
Entertainment |
Bull
|
NASDAQ |
advertising, Content, digital media, entertainment, growth, SaaS, Streaming, Subscription, turnaround |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
ClearBridge Investments All Cap Growth |
NVIDIA Corporation
|
Information Technology |
Semiconductors & Semiconductor Equipment |
Bull
|
NASDAQ |
AI, Gpu, growth, risk management, semiconductors, technology |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
ClearBridge Investments All Cap Growth |
Netflix Inc
|
Communication Services |
Interactive Media & Services |
Bull
|
NASDAQ |
Ad-supported, ARPU, Content, media, Streaming, Subscription |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
RiverPark Large Growth |
Netflix, Inc.
|
Communication Services |
Entertainment |
Bull
|
NASDAQ |
Ad-supported tier, Content, Free Cash Flow, operating leverage, Pricing power, Streaming, Subscription |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
RiverPark Large Growth |
Microsoft Corp.
|
Information Technology |
Systems Software |
Bull
|
NASDAQ |
Azure, Cloud computing, Digital transformation, Enterprise software, Free Cash Flow, market leader, operating leverage |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Distillate Capital Small/Mid Cap Quality & Value |
Nvidia Corporation
|
Information Technology |
Semiconductors & Semiconductor Equipment |
Neutral
|
NASDAQ |
Artificial Intelligence, Gpu, market leader, Options Hedging, Position Reduction, semiconductors, technology, valuation |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
RiverPark Long/Short Opportunity Fund |
Microsoft Corp.
|
Information Technology |
Systems Software |
Bull
|
NASDAQ |
Azure, Cloud computing, enterprise, Free Cash Flow, operating leverage, Software, technology |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Vulcan Value Partners - All Cap |
UnitedHealth Group Inc.
|
Health Care |
Managed Health Care |
Bull
|
NYSE |
Demographics, growth, health insurance, Healthcare services, Integrated Model, network effects, Optum, Scale Advantages |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Vulcan Value Partners - Focus |
UnitedHealth Group Inc.
|
Health Care |
Managed Health Care |
Bull
|
NYSE |
Demographics, health insurance, Healthcare services, network effects, Optum Growth, Scale Advantages, vertical integration |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Vulcan Value Partners - Focus Plus |
UnitedHealth Group Inc.
|
Health Care |
Managed Health Care |
Bull
|
NYSE |
Demographics, Dual Engine Growth, health insurance, Healthcare services, market leadership, network effects, Optum, Scale Advantages |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Vulcan Value Partners - Large Cap |
UnitedHealth Group Inc.
|
Health Care |
Managed Health Care |
Bull
|
NYSE |
Demographics, diversified revenue, health insurance, Healthcare services, Integrated Care, market leader, network effects, Optum, Scale Advantages |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Vulcan Value Partners - Small Cap |
UnitedHealth Group Inc.
|
Health Care |
Managed Health Care |
Bull
|
NYSE |
Demographics, healthcare, Healthcare services, Insurance, Integrated Model, network effects, Optum, Scale Advantages |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Mar Vista Strategic Growth Fund |
Microsoft Corporation
|
Information Technology |
Systems Software |
Bull
|
NASDAQ |
Artificial Intelligence, Cloud computing, Digital transformation, Enterprise software, IaaS, PAAS, productivity software, SaaS, technology |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Meridian Hedged Equity Fund |
Microsoft Corp.
|
Information Technology |
Systems Software |
Bull
|
NASDAQ |
AI Copilots, Artificial Intelligence, Cloud computing, Premium Upselling, productivity software, technology, valuation concerns |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Mar Vista Strategic Growth Fund |
Microsoft Corporation
|
Information Technology |
Systems Software |
Bull
|
NASDAQ |
Azure, ChatGPT, Cloud computing, Digital transformation, Enterprise software, generative AI, productivity software, SaaS |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Stenham Asset Management |
Microsoft Corporation
|
Information Technology |
Systems Software |
Bull
|
NASDAQ |
Artificial Intelligence, Azure, Cloud computing, Enterprise software, large-cap, SaaS, technology |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Andrew Hill Investment Advisors |
Microsoft Corporation
|
Technology |
Software |
Bull
|
NASDAQ |
AI, AI applications, Cloud computing, Enterprise software, Software, technology infrastructure |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Andrew Hill Investment Advisors |
NVIDIA Corporation
|
Technology |
Semiconductors & Semiconductor Equipment |
Bull
|
NASDAQ |
AI, Artificial Intelligence, Chips, Gpu, market leader, semiconductors, Technology leader |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Magellan Global Fund |
Netflix Inc
|
Communication Services |
Entertainment |
Bull
|
NASDAQ |
Ad-supported, Content, entertainment, margin expansion, Platform Monetization, revenue diversification, Streaming, Subscription |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Avenir Corporation |
Microsoft Corporation
|
Software & Services |
Systems Software |
Bull
|
NASDAQ |
AI, Azure, capital allocation, cloud services, Enterprise software, SaaS, technology |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Ironvine Capital Partners |
Microsoft Corporation
|
Software & Services |
Systems Software |
Bull
|
NASDAQ |
Artificial Intelligence, Cloud computing, Enterprise software, high-ROIC, network effects, SaaS, Scale Advantages, subscription model |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Highwood Value Partners |
Microsoft Corporation
|
Information Technology |
Software |
Bull
|
NASDAQ |
AI services, Azure, Cloud computing, data centers, Digital transformation, Enterprise software, Office 365 |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Matrix Dividend Income |
UnitedHealth Group
|
Health Care |
Health Care Providers & Services |
Bull
|
NYSE |
defensive, health insurance, healthcare, market leader, Medical Services, Optum, value opportunity |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Matrix Large Cap Value Strategy |
UnitedHealth Group
|
Health Care |
Health Care Providers & Services |
Bull
|
NYSE |
defensive, health insurance, healthcare, market leader, Medical Services, premium valuation, Regulatory risk |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Ithaka US Growth Strategy |
Microsoft Corporation
|
Information Technology |
Systems Software |
Bull
|
NASDAQ |
Artificial Intelligence, Azure, Cloud computing, Enterprise software, Gaming, Operating Systems, Productivity Applications, software platforms |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Ithaka US Growth Strategy |
NVIDIA Corp.
|
Information Technology |
Semiconductors & Semiconductor Equipment |
Bull
|
NASDAQ |
Artificial Intelligence, autonomous driving, data center, Gaming, Gpu, machine learning, semiconductors, technology hardware, Visual Computing |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Wedgewood Partners |
Microsoft
|
Information Technology |
Software |
Bull
|
NASDAQ |
Azure, Cloud computing, Digital transformation, double-digit growth, Enterprise software, Office365, productivity software, SaaS |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Madison Sustainable Equity Fund |
UnitedHealth Group Inc
|
Health Care |
Health Care Providers & Services |
Bull
|
NYSE |
EPS growth, health insurance, Healthcare services, Integrated Model, Medicare, value-based care |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
ClearBridge Investments Large Cap Growth Strategy |
Nvidia Corporation
|
Information Technology |
Semiconductors & Semiconductor Equipment |
Bull
|
NASDAQ |
Artificial Intelligence, data center, Gaming, generative AI, Gpu, growth, Pricing power, semiconductors |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Stewart Asset Management |
Nvidia Corporation
|
Information Technology |
Semiconductors & Semiconductor Equipment |
Bull
|
NASDAQ |
AI, data center, Gaming, Gpu, growth, Hardware, networking equipment, semiconductors, Software, technology |
View Pitch |
|
Apr 28, 2026 |
Fund Letters |
Montaka Global Investments |
Microsoft
|
Information Technology |
Systems Software |
Bull
|
NASDAQ |
Artificial Intelligence, Azure, Cloud computing, growth, Office 365, SaaS, technology |
View Pitch |
|
Apr 27, 2026 |
Fund Letters |
Trojan Fund from Troy Asset Management |
Microsoft Corporation
|
Software & Services |
Systems Software |
Bull
|
NASDAQ |
Artificial Intelligence, Cloud computing, large-cap, Software, technology, Value |
View Pitch |
|
Apr 27, 2026 |
Fund Letters |
Bretton Fund |
UnitedHealth Group Incorporated
|
Health Care |
Health Care Plans |
Bull
|
NYSE |
Aging demographics, Government Reimbursement, health insurance, Healthcare services, managed care, Medicare Advantage, Regulatory |
View Pitch |
|
Apr 27, 2026 |
Fund Letters |
Ithaka US Growth Strategy |
Microsoft Corporation
|
Information Technology |
Software |
Bull
|
NASDAQ |
Artificial Intelligence, Azure, Cloud computing, Enterprise software, Gaming, OpenAI, productivity software, Search |
View Pitch |
|
Apr 27, 2026 |
Fund Letters |
Ithaka US Growth Strategy |
NVIDIA Corp.
|
Information Technology |
Semiconductors & Semiconductor Equipment |
Bull
|
NASDAQ |
Artificial Intelligence, automotive, ChatGPT, data center, Gaming, Gpu, growth, machine learning, semiconductors, Visual Computing |
View Pitch |
|
Apr 27, 2026 |
Fund Letters |
Madison Sustainable Equity Fund |
UnitedHealth Group Inc
|
Health Care |
Health Care Providers & Services |
Bull
|
NYSE |
double-digit growth, Government, health insurance, Healthcare services, Medicare, Private Sector, value-based care |
View Pitch |
|
Apr 27, 2026 |
Fund Letters |
LVS Advisory - Defensive |
Netflix Inc
|
Communication Services |
Entertainment |
Bull
|
NASDAQ |
Advertising Tier, Content, monetization, Paid Sharing, Revenue Growth, Streaming, Subscription |
View Pitch |
|
Apr 27, 2026 |
Fund Letters |
ClearBridge Investments All Cap Growth |
Nvidia Corporation
|
Information Technology |
Semiconductors & Semiconductor Equipment |
Bull
|
NASDAQ |
Advanced computing, Artificial Intelligence, Cloud computing, data centers, Digital transformation, Graphics Processing Units, semiconductors |
View Pitch |
|
Apr 27, 2026 |
Fund Letters |
Diamond Hill Mid Cap |
Stifel Financial Corp
|
Financials |
Investment Banking & Brokerage |
Bull
|
NYSE |
Advisor Count, assets under management, Brokerage, diversified business model, financial services, investment banking, Low Lending Risk, secular growth, wealth management |
View Pitch |
|
Apr 27, 2026 |
Fund Letters |
FMI International Equity |
UnitedHealth Group Inc.
|
Health Care |
Managed Health Care |
Bull
|
NYSE |
Defensive growth, Health Services, Healthcare Technology, managed care, Medicare Advantage, Optum, Scale Advantages |
View Pitch |
|
Apr 27, 2026 |
Fund Letters |
FMI Large Cap Equity |
UnitedHealth Group Inc.
|
Health Care |
Managed Health Care |
Bull
|
NYSE |
health insurance, Healthcare Technology, managed care, market leader, Medicare Advantage, Optum, Scale Advantages |
View Pitch |
|
Apr 27, 2026 |
Fund Letters |
FMI Small Cap Equity |
UnitedHealth Group Inc.
|
Health Care |
Managed Health Care |
Bull
|
NYSE |
Defensive growth, health insurance, Healthcare Technology, managed care, Medicare Advantage, Optum, Scale Economics |
View Pitch |
|
Apr 27, 2026 |
Fund Letters |
RiverPark Large Growth |
UnitedHealth Group Incorporated
|
Health Care |
Health Care Providers & Services |
Bull
|
NYSE |
healthcare, Healthcare Technology, Insurance, managed care, Medicaid, Medicare, Optum, Pharmacy Benefits |
View Pitch |
|
Apr 27, 2026 |
Fund Letters |
RiverPark Long/Short Opportunity Fund |
UnitedHealth Group Incorporated
|
Health Care |
Health Care Providers & Services |
Bull
|
NYSE |
capital returns, Defensive growth, healthcare, Healthcare Technology, Insurance, managed care, Pharmacy Benefits, vertical integration |
View Pitch |
|
Apr 27, 2026 |
Fund Letters |
Burke Wealth Managament The Focused Growth Strategy |
Nvidia Corporation
|
Information Technology |
Semiconductors & Semiconductor Equipment |
Bull
|
NASDAQ |
Accelerated Computing, AI revolution, Artificial Intelligence, data centers, Gpu, growth, semiconductors, technology |
View Pitch |
