ADYEN NA Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2023 Q3	Sep 30, 2023	Farrer 36 Asset Management Private Limited	-	-	ADYEN NA, ASAI3 BZ, BLIN, EVO SS, IAC, SE, SPOT, TASK	-			View
2024 Q2	Jul 12, 2024	Parnassus Growth Equity Fund	3.3%	21.0%	AAPL, ADYEN NA, AMAT, AZN LN, CRM, GOOG, MSCI, NTRA, NVDA, ODFL, PANW, PCOR, TSM, WDAY	-			View
2024 Q2	Jul 12, 2024	Parnassus Mid Cap Growth Fund	8.6%	13.3%	ADYEN NA, BILL, BMRN, CPRT, CSGP, GWRE, KLAC, LULU, MPWR, MSCI, POOL, SLNY, SQ, TER, TT, WDAY, WDC, WST	-			View
2025 Q1	Apr 19, 2025	Polen Capital – International Growth	0.0%	0.0%	ADYEN NA, AON, GLOB, ICLR, LONN SW, MELI, NVO, SAP GR, TCEHY, TME, TSM, ULVR	-			View
2025 Q1	Apr 15, 2025	Polen Capital – Global SMID Company Growth	-5.5%	-5.5%	ABT, ADYEN NA, AMZN, AON, GLOB, MELI, NVDA, NVO, SAP GR, WTW	-			View
2024 Q4	Dec 31, 2024	Harding Loevner International Equity	-	1.8%	6146 JP, ADYEN NA, GMAB, OR FP, TSM	-			View
2023 Q4	Dec 31, 2023	Farrer 36 Asset Management Private Limited	-	-	ADYEN NA, BFIT NA, EDR SM	-			View
2025 Q3	Nov 8, 2025	Loomis Sayles Global Growth Fund	7.6%	21.3%	ADYEN NA, GOOG, MELI, NFLX, ORCL, TSLA	Cloud, Digital Advertising, E-Commerce, EVs, growth	The fund focuses on high-quality global growth companies with durable competitive advantages and structural growth drivers. Secular adoption curves in cloud computing, digital advertising, EVs, and e-commerce underpin long-term return potential despite near-term volatility. The portfolio manager emphasizes valuation discipline, owning businesses only when they trade at meaningful discounts to intrinsic value.	LFCR	View
2025 Q3	Oct 20, 2025	Touchstone Sands Capital International Growth Equity Fund	-3.1%	15.7%	6098 JP, ADYEN NA, ARGX, CSU CN, EVD GR, GALD SW, HEX NO, III LN, MELI, NU, PDRB, SE, SHOP, SIKASW, TSM	Artificial Intelligence, E-Commerce, financials, Global Growth, healthcare	International holdings in Asia and Europe saw mixed results, but structural themes in e-commerce and financial innovation continued to drive growth. The funds core exposures include Shopify, MercadoLibre, and Taiwan Semiconductor as AI-related demand spreads globally. Healthcare names like Argenx and Galderma support steady earnings through innovation and margin expansion.		View
2025 Q3	Oct 13, 2025	The Baird Chautauqua International Growth Fund	5.2%	19.0%	6160 HK, ADYEN NA, BABA, CSU, GMAB, TCS IN	Artificial Intelligence, emerging markets, Global Growth, healthcare, valuation	The fund reports moderate returns driven by resilient performance in technology and consumer sectors, while maintaining exposure to long-term structural growth themes in AI adoption and healthcare innovation. Managers emphasize disciplined valuation and high-quality companies across Europe and Asia despite macro uncertainty.		View
2025 Q3	Oct 13, 2025	The Baird Chautauqua Global Growth Fund	6.8%	17.2%	6160 JP, ADYEN NA, BABA, CSU, MU, NVO CN	Artificial Intelligence, China, healthcare, technology, Trade tariffs	Global equities rallied as tariffs eased and monetary policy loosened. The fund remains focused on secular growth areas such as AI, digital transformation, and healthcare, while overweighting Chinese holdings aligned with domestic consumption and innovation. Trade normalization and selective growth exposure drive strategy.	BABA	View
2024 Q4	Jan 13, 2025	Generation Investment Management Global Equity	-	-	ADYEN NA, ASML NA, BDX, KSP ID, MSFT	-			View
2024 Q2	Jul 18, 2024	Harding Loevner Global Equity	5.2%	15.6%	AAPL, ADYEN NA, ASML, CRM, DHR, GLOB, MSFT, NVDA, TSM, VRTX	-			View
2023 Q4	Jan 31, 2024	Harding Loevner International Equity	9.5%	11.5%	005930 KS, 2688 HK, 4519 JP, 601012 CH, ADYEN NA, NZM2 GR, PZXB GR, RO SW, TSM	-			View
2023 Q4	Jan 30, 2024	Parnassus Growth Equity Fund	3.3%	21.0%	ADBE, ADYEN NA, CRM, PLNT, SBAC, TMO	-			View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of ADYEN-NA

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

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