ACGLAPHCOOCSGPDKNGGWREIDXXIOTITLPLAMSCIMTDPCORROPTECHVRSK

ACGLAPHCOOCSGPDKNGGWREIDXXIOTITLPLAMSCIMTDPCORROPTECHVRSK

ACGLAPHCOOCSGPDKNGGWREIDXXIOTITLPLAMSCIMTDPCORROPTECHVRSK

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
No letters found for ACGL|APH|COO|CSGP|DKNG|GWRE|IDXX|IOT|IT|LPLA|MSCI|MTD|PCOR|ROP|TECH|VRSK

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 28, 2026 Fund Letters Baron Focused Growth Fund Guidewire Software, Inc. Information Technology Software Bull NYSE Annual Recurring Revenue, cloud transition, Insurance-software, margin expansion, P&C insurance, SaaS, Software, sticky revenue
Apr 28, 2026 Fund Letters Baron Focused Growth Fund IDEXX Laboratories, Inc. Health Care Health Care Equipment & Supplies Bull NASDAQ Animal Health, diagnostics, innovation, market leader, Pet Care, recurring revenue, secular growth, Veterinary diagnostics
Apr 28, 2026 Fund Letters Polen Capital - Global Growth MSCI Inc. Financials Financial Exchanges & Data Bull NYSE asset management, capital allocation, Data Analytics, ESG, financial data, indices, network effects
Apr 28, 2026 Fund Letters TimesSquare Capital Management U.S. FOCUS Growth Equity strategy IDEXX Laboratories Inc. Health Care Equipment & Services Life Sciences Tools & Services Bull NASDAQ Animal Health, Diagnostic Equipment, Livestock Testing, Pet Care, Veterinary diagnostics, Water Testing
Apr 28, 2026 Fund Letters Baron Asset Fund CoStar Group, Inc. Real Estate Real Estate Services Bull NASDAQ commercial real estate, market recovery, proprietary data, Real Estate Data, Residential expansion, subscription revenue
Apr 28, 2026 Fund Letters Baron Asset Fund Mettler-Toledo International Inc. Health Care Life Sciences Tools & Services Bull NYSE biopharmaceutical, China exposure, cyclical headwinds, life sciences, market leader, Precision Instruments
Apr 28, 2026 Fund Letters Baron Asset Fund IDEXX Laboratories, Inc. Health Care Life Sciences Tools & Services Bull NASDAQ competitive moat, Pet Care, proprietary products, sales force expansion, secular growth, Veterinary diagnostics
Apr 28, 2026 Fund Letters Baron Asset Fund Guidewire Software, Inc. Information Technology Application Software Bull NYSE cloud migration, Digital transformation, Enterprise software, Insurance-software, P&C insurance, recurring revenue, SaaS
Apr 28, 2026 Fund Letters NCG Small Cap Growth Strategy Guidewire Software Information Technology Application Software Bull NYSE cloud migration, Digital transformation, Insurance-software, Legacy Replacement, P&C insurance, platform, SaaS, turnaround
Apr 28, 2026 Fund Letters NCG SMID Cap Growth Strategy Guidewire Software Information Technology Application Software Bull NYSE cloud migration, Digital transformation, Insurance-software, Legacy Modernization, P&C insurance, platform, recurring revenue, SaaS
Apr 28, 2026 Fund Letters Mar Vista Strategic Growth Fund Mettler-Toledo International Inc. Health Care Equipment & Services Life Sciences Tools & Services Bull NYSE Analytical instruments, Biotech, China, COVID Recovery, Laboratory Equipment, life sciences, market share gains, Pricing power
Apr 28, 2026 Fund Letters TimesSquare Capital Management U.S. FOCUS Growth Equity strategy Verisk Analytics Inc. Industrials Research & Consulting Services Bull NASDAQ Data Analytics, financial services, Insurance Analytics, Insurance Technology, risk assessment, Software
Apr 28, 2026 Fund Letters Oakmark Global Select Fund Credit Suisse Group Financials Investment Banking & Brokerage Bear SIX Banking Crisis, Client Withdrawals, investment banking, Reputational Risk, restructuring, risk management, Switzerland, wealth management
Apr 28, 2026 Fund Letters NZS Capital - Growth Amphenol Corporation Information Technology Electronic Components Bull NYSE 5G, Acquisitions, Aerospace, automotive, Connectors, data centers, Decentralized, Digital transformation, Electronic Components, Industrial, Physical World Innovation, Sensors
Apr 28, 2026 Fund Letters Polen Capital - Global Growth IDEXX Laboratories Inc Health Care Life Sciences Tools & Services Bull NASDAQ Defensive growth, healthcare, life sciences, Pet Diagnostics, recurring revenue, Veterinary
Apr 28, 2026 Fund Letters ROCKLINC Partners Fund CoStar Group Real Estate Real Estate Services Bull NASDAQ commercial real estate, Data Analytics, economic moat, information services, market leader, marketplace, network effects, real estate technology, recurring revenue, SaaS
Apr 28, 2026 Fund Letters Fenimore Dividend Focus Strategy Verisk Analytics Industrials Research & Consulting Services Bull NASDAQ Data Analytics, Fraud prevention, Insurance, Moat, recurring revenue, SaaS, technology
Apr 27, 2026 Fund Letters Maran Capital Management Delek US Holdings Energy Oil, Gas & Consumable Fuels Bull NYSE Asset Divestiture, Catalyst-Driven, energy infrastructure, Master Limited Partnership, refining, share repurchase, Special Situation, Sum-of-the-Parts, value unlock
Apr 27, 2026 Fund Letters Polen Capital - Global Growth IDEXX Laboratories Inc Health Care Life Sciences Tools & Services Bull NASDAQ Defensive growth, healthcare, life sciences, Pet Diagnostics, recurring revenue, Veterinary
Apr 27, 2026 Fund Letters Richie Capital Group MSCI Inc Financials Financial Exchanges & Data Bull NYSE Climate data, compounder, Data Analytics, ESG Data, financial data, financial services, Index Provider, recurring revenue
Apr 27, 2026 Fund Letters Oakmark International Fund Credit Suisse Group AG Financials Capital Markets Bear SIX Swiss Exchange Client Withdrawals, exit strategy, investment banking, Reputational Risk, restructuring, risk management, Swiss Banks, turnaround, wealth management
Apr 27, 2026 Fund Letters Torre Financial Amphenol Corporation Information Technology Electronic Components Bull NYSE 5G, Aerospace, automotive, Connectors, data centers, Decentralized, Digitalization, Electronic Components, Industrial, M&A, Physical World Innovation, semiconductors, Sensors

BSD Shareholders of ACGLAPHCOOCSGPDKNGGWREIDXXIOTITLPLAMSCIMTDPCORROPTECHVRSK

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
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.

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