ADIBDXFIFNDHASMETAMSFTMSIORCLTMO

ADIBDXFIFNDHASMETAMSFTMSIORCLTMO

ADIBDXFIFNDHASMETAMSFTMSIORCLTMO

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
No letters found for ADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 28, 2026 Fund Letters Parnassus Growth Equity Fund Thermo Fisher Scientific Inc. Health Care Life Sciences Tools & Services Bull NYSE Biotech Tools, Cyclical, Drug Discovery, Healthcare Technology, Laboratory Equipment, life sciences, R&D Services
Apr 28, 2026 Fund Letters The London Company SMID Cap Hasbro Inc. Consumer Discretionary Leisure Products Bull NASDAQ Corporate Simplification, Cost Reduction, deleveraging, Dividend Protection, entertainment, Toys, turnaround
Apr 28, 2026 Fund Letters SouthernSun SMID Cap Floor & Décor Holdings Consumer Discretionary Specialty Retail Bull NYSE Direct Sourcing, Equity, hard-surface flooring, market share gains, Specialty retail, store expansion, Unit economics, Warehouse Format
Apr 28, 2026 Fund Letters Oakmark Global Fund Oracle Corporation Information Technology Systems Software Bull NYSE Cloud computing, Database, Digital transformation, Enterprise software, infrastructure, SaaS, Software
Apr 28, 2026 Fund Letters Saltlight Capital Meta Platforms Communication Services Interactive Media & Services Bull NASDAQ Ad Targeting, Artificial Intelligence, digital advertising, iOS Privacy Changes, network effects, Performance Marketing, Personalization, programmatic advertising, social media, user engagement
Apr 28, 2026 Fund Letters Ariel Fund Royal Caribbean Group Consumer Discretionary Hotels, Restaurants & Leisure Bull NYSE Consumer Discretionary, Cruise, Cyclical, Leisure, operational excellence, Pricing power, Travel
Apr 28, 2026 Fund Letters Concentrated Compounding Thermo Fisher Scientific Inc. Health Care Life Sciences Tools & Services Bull NYSE Analytical instruments, contrarian, Cyclical Recovery, Laboratory Equipment, Life Sciences Tools, pharmaceuticals, Value
Apr 28, 2026 Fund Letters Aristotle Atlantic Core Equity Strategy Meta Platforms, Inc. Communication Services Interactive Media & Services Bull NASDAQ Artificial Intelligence, digital advertising, efficiency, Messenger, Olympics, Political advertising, Reels, social media, technology, user engagement
Apr 28, 2026 Fund Letters Aristotle Atlantic Core Equity Strategy Oracle Corporation Information Technology Systems Software Bull NASDAQ Artificial Intelligence, Cerner, cloud infrastructure, Database, Enterprise software, Oci, SaaS, synergies, technology
Apr 28, 2026 Fund Letters RGA Investment Advisors Meta Platforms Inc Communication Services Interactive Media & Services Bull NASDAQ digital advertising, growth, large-cap, Metaverse, operating leverage, social media, technology, virtual reality
Apr 28, 2026 Fund Letters Mar Vista Strategic Growth Fund Oracle Corporation Information Technology Systems Software Bull NYSE Cloud computing, Database, Digital transformation, Enterprise software, ERP, generative AI, Hyperscale Cloud, SaaS
Apr 28, 2026 Fund Letters Stenham Asset Management Thermo Fisher Scientific Inc. Health Care Life Sciences Tools & Services Bull NYSE Bioprocessing, Biotech, COVID, FDA Approvals, healthcare, life sciences, pharmaceuticals
Apr 28, 2026 Fund Letters Artemis US Select Fund Meta Platforms Inc Communication Services Interactive Media & Services Bull NASDAQ AI investment, cost-cutting, data centers, digital advertising, growth story, Platform Transition, social media
Apr 28, 2026 Fund Letters Generation Investment Management Global Equity Thermo Fisher Scientific Health Care Equipment & Services Life Sciences Tools & Services Bull NYSE biotechnology, Equity, growth, healthcare, Life Sciences Tools, Pharmaceutical Services, Research Instrumentation
Apr 28, 2026 Fund Letters Kovitz Core Equity Hasbro Consumer Discretionary Leisure Products Bull NASDAQ brand portfolio, Games, IP monetization, Magic The Gathering, margin expansion, new management, Toys, turnaround
Apr 28, 2026 Fund Letters Airlie Australian Share Fund Meta Platforms Inc Communication Services Interactive Media & Services Bull NASDAQ Ad Targeting, Artificial Intelligence, capital expenditure, cash flow generation, data centers, digital advertising, revenue per user, social media, technology infrastructure, user engagement
Apr 28, 2026 Fund Letters Highwood Value Partners Meta Platforms, Inc. Communication Services Interactive Media & Services Bull NASDAQ AI algorithms, digital advertising, Facebook, Instagram, social media, user engagement, Video Content
Apr 28, 2026 Fund Letters Highwood Value Partners Oracle Corporation Information Technology Software Bull NYSE AI training, cloud infrastructure, Database, Enterprise software, hyperscaler, Magnificent 7, OpenAI
Apr 28, 2026 Fund Letters Polen Capital - Global Growth Oracle Corporation Information Technology Systems Software Bull NASDAQ AI, cloud infrastructure, Database, Enterprise software, SaaS, technology
Apr 28, 2026 Fund Letters Wedgewood Partners Meta Platforms Communication Services Interactive Media & Services Bull NASDAQ AI infrastructure, Artificial Intelligence, digital advertising, growth, revenue acceleration, social media, technology, user engagement
Apr 28, 2026 Fund Letters Madison Sustainable Equity Fund Oracle Corp Information Technology Software Bull NYSE Cerner, cloud, ERP, HCM, infrastructure, SaaS, transformation
Apr 28, 2026 Fund Letters The Sound Shore Fund Oracle Corporation Information Technology Systems Software Bull NASDAQ Artificial Intelligence, Cloud computing, Database, Digital transformation, Enterprise software, Legacy Technology, Software
Apr 28, 2026 Fund Letters Artemis US Select Fund Meta Platforms Inc Communication Services Interactive Media & Services Bull NASDAQ Ad Tech, Artificial Intelligence, digital advertising, social media, technology, user engagement
Apr 28, 2026 Fund Letters Montaka Global Investments Meta Platforms Communication Services Interactive Media & Services Bull NASDAQ Artificial Intelligence, digital advertising, growth, Reels, social media, technology, turnaround
Apr 27, 2026 Fund Letters Bireme Capital Meta Platforms Inc Communication Services Interactive Media & Services Bull NASDAQ Cost Reduction, digital advertising, efficiency, Layoffs, operating leverage, social media, technology
Apr 27, 2026 Fund Letters ClearBridge Investments Large Cap Value Becton Dickinson and Company Health Care Health Care Equipment Bull NYSE Acquisitions Integration, Healthcare Equipment, Hospital Customers, margin expansion, Medical devices, Pricing power, regulatory barriers, supply chain
Apr 27, 2026 Fund Letters ClearBridge Investments Large Cap Value Meta Platforms Inc Communication Services Interactive Media & Services Bull NASDAQ cost discipline, Interactive Media, monetization, Platform Ecosystem, Scale Advantages, social media, strong balance sheet, user engagement
Apr 27, 2026 Fund Letters Polen Capital - Global Growth Oracle Corporation Information Technology Systems Software Bull NASDAQ AI, cloud infrastructure, Database, Enterprise software, SaaS, technology
Apr 27, 2026 Fund Letters Madison Sustainable Equity Fund Oracle Corp Information Technology Software Bull NYSE Cerner Acquisition, Cloud computing, cloud infrastructure, ERP, HCM, margin expansion, SaaS
Apr 27, 2026 Fund Letters ClearBridge Investments All Cap Growth Meta Platforms Inc Communication Services Interactive Media & Services Bull NASDAQ capital allocation, cash flow, cost-cutting, Instagram, operational efficiency, social media, turnaround
Apr 27, 2026 Fund Letters Burke Wealth Managament The Focused Growth Strategy Meta Platforms Inc Communication Services Interactive Media & Services Bull NASDAQ AI investment, cost-cutting, digital advertising, Reels, social media, TikTok Competition, turnaround, workforce reduction

BSD Shareholders of ADIBDXFIFNDHASMETAMSFTMSIORCLTMO

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.

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: