Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 23, 2026 | Lord Abbett Developing Growth Fund | 39.0% | 38.4% | ABVX, ALAB, MIHI, STRL | AI, Cloud, defense, growth, Infrastructure Spending, private credit, semiconductors, small caps | View | ||
| 2026 Q2 | Jul 18, 2026 | Arquitos Capital Management | 64.8% | 52.9% | ABVX, FNCHQ, LQDA | Biotechnology, Concentration, Drug Development, Patent litigation, small caps, value | FNCHQ ABVX LQDA |
View | |
| 2026 Q2 | Jul 14, 2026 | Cedar Grove Capital Management | 12.8% | -13.2% | ABVX, CMG, CVNA, ENSG, EVLV, FRMI, GEMI, HIMS, KITS.TO, MTY.TO, NKTR, OFRM, POET, QURE, REAL, RR, SG, SNWV, TOI, XE | AI, Biotechnology, consumer discretionary, healthcare, Long/Short, Patience, SmallCap, Telehealth | View | ||
| 2026 Q1 | Apr 10, 2026 | Cedar Grove Capital Management | -23.0% | -23.0% | ABVX, EVLV, HIMS, KITS.TO, LNSR, MTY.TO, NKTR, OSW, REAL, SNWV, TOI, WW | Biotechnology, consumer, healthcare, Long/Short, Multi-Strategy, small cap, special situations | MTY.TO NKTR ABVX TOI SNWV EVLV REAL KITS.TO |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 22, 2026 | Fund Letters | Arquitos Capital Management | Abivax | Biotechnology | Biotechnology | Bull | NASDAQ | acquisition target, biotechnology, Crohn's Disease, Event-driven, FDA approval, Options Strategy, Phase 3 trial, safety data, Ulcerative Colitis, Volatility | View Pitch |
| Apr 23, 2026 | Fund Letters | Cedar Grove Capital Management | Abivax | Biotechnology | Biotechnology | Bull | NASDAQ | acquisition target, biotechnology, Commercialization, French, Maintenance Data, Phase 3, Special situations, Ulcerative Colitis | View Pitch |
| Feb 4, 2026 | Twitter / X | @A_May_MD | ABIVAX Société Anonyme | Biotechnology | Biotechnology | Bull | NASDAQ Global Market | biopharma, biotechnology, france, FundFlows, Immunology, mergers, MicroRNA, takeover, UlcerativeColitis | View Pitch |
| Jan 22, 2026 | Twitter / X | @A_May_MD | Abivax SA | Health Care | Biotechnology | Bull | NASDAQ | Abvx, Colitis, cybersecurity, Europe, france, Induction, Readout, Slide | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Willow Tree Research | Abivax | Health Care | Biotechnology | Bull | NASDAQ | — | 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. | ||||||||