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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| 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. | ||||||||