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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jun 30, 2025 | Riverwater Micro Opportunities Strategy | - | - | ABEO, AEHR, ALRS, AMRK, ARIS, DCBO, LAKE, LEU, LMNR, NCMI, NPKI, PLOW, RDVT, SSSS, TILE, UROY, UTL | Defensive, energy, Gene Therapy, materials, Microcap, nuclear, Quality, Utilities | Nuclear power is positioned as critical infrastructure for AI data centers and decarbonization goals. Big tech firms are securing long-term nuclear power deals and investing in small modular reactors. Policy environment supports quadrupling nuclear electricity by 2050 through reformed licensing and federal backing. | TILE ABEO LEU TILE ABEO ARIS LEU |
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| 2025 Q3 | Oct 16, 2025 | Riverwater Micro Opportunities Strategy | - | - | ABEO, ALLT, ARIS, AVBC, AVD, BDC, CCB, DCTH, IRMD, MAMA, MEC, NPKI, TILE, UROY, UTL | AI, Banking, healthcare, Microcap, nuclear, Quality, uranium, value | Nuclear power gained momentum as a clean energy solution for AI data centers, with uranium prices strengthening into the high $70s low $80s per pound range. The manager maintains long-standing conviction that nuclear energy will play a critical role in meeting exponential growth in power demands from artificial intelligence infrastructure. | AVD ALLT AVBC DCTH UROY |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Riverwater Micro Opportunities Strategy | Abeona Therapeutics | Health Care | Biotechnology | Bull | NASDAQ | biotechnology, dermatology, FDA-approved, gene therapy, High Pricing, manufacturing, operating leverage, rare disease, Single Treatment | View Pitch |
| Mar 19, 2026 | Seeking Alpha | Seeking Alpha | Abeona Therapeutics Inc. | Biotechnology | Gene Therapy | Bull | NASDAQ Stock Market | Abeona Therapeutics, Cash runway, Commercialization, execution risk, FDA approval, gene therapy, Priority Review Voucher, recessive dystrophic epidermolysis bullosa, valuation, Zevaskyn | View Pitch |
| Jan 8, 2026 | Fund Letters | Adam Peck | Abeona Therapeutics Inc. | Health Care | Biotechnology | Bull | NASDAQ | Biotech, dermatology, Gene, Raredisease, Therapy | View Pitch |
| Oct 23, 2025 | Value Investors Club | chewy | Abeona Therapeutics Inc. | Health Care | Biotechnology | Bull | NASDAQ | Biotech, gene therapy | 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 |
|---|---|---|---|---|---|---|---|---|
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $3.1M | 0.00% | 591,737 | +591,737 | +100.00% | 1.1361% |
| Israel Englander | Millennium Management LLC | $233.2B | $1.8M | 0.00% | 343,568 | -365,781 | -51.57% | 0.6597% |
| Cliff Asness | AQR Capital Management | $190.6B | $603,520 | 0.00% | 114,520 | +80,908 | +240.71% | 0.2199% |
| James E. Flynn | Deerfield Management | $6.9B | $210,800 | 0.00% | 40,000 | +40,000 | +100.00% | 0.0768% |
| Jayson Yuan | Palo Alto Investors LP | $718.4M | $573,719 | 0.08% | 108,865 | +0 | +0.00% | 0.2090% |