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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q2 | Jul 14, 2023 | WestEnd Capital | - | - | AI, AMD, ET, LLY, NVDA | Artificial Intelligence Infrastructure, capital flows, Growth Stocks, Semiconductor Demand, Technology Allocation | The quarter centered on direct engagement with AI leaders, including NVIDIA and AMD, reinforcing conviction in GPU-driven infrastructure demand and software-enabled productivity gains :contentReference[oaicite:1]{index=1}. WestEnd significantly increased technology exposure, adding to semiconductor, cloud, and software leaders while trimming cyclicals and travel-related holdings. The portfolio reflects a strategic tilt toward companies positioned to benefit from massive capital flows into AI and innovation. | ET LLY AI AMD NVDA |
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| 2025 Q4 | Jan 14, 2026 | Apis Flagship Fund | 10.0% | 55.1% | 012450.KS, 086280.KS, 103140.KS, AI, CELC, GTX, QURE | Asia, defense, global, healthcare, Memory, Mining, small caps, technology | Defense exposure continued from 2024 but evolved toward smaller companies with niche intellectual property. Korean defense holdings including Hyundai Rotem, Poongsan, and Hanwha Aerospace were among top contributors for the year, collectively adding over 11% to annual performance despite some Q4 weakness attributed to technical pause. New theme emerged in 2025 with exposure to memory within the semiconductor complex. Memory semiconductor companies were notable source of strength, contributing more than 5% to Q4 returns, led by Japan-based Kioxia Holdings which was highlighted in Q3 letter. Mining and mining equipment emerged as new theme in 2025. Represents bombed out cyclical exposure where valuations remain cheap and expectations modest, yet early signs of demand are emerging supported by fiscal stimulus programs. European building materials represents another area of bombed out cyclical exposure beyond mining where exposure was added. Valuations remain cheap and expectations modest with early signs of demand emerging supported by fiscal stimulus programs. Resolution to Ukraine war could further enhance long-term growth outlook. | AI QURE CELC |
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| 2023 Q2 | Jul 15, 2023 | Alluvial Capital Management | 4.8% | 15.7% | AI, CRAWA, LGT/A CN, PLPC, PX, RWWI, UD IM | - | View | ||
| 2023 Q4 | Jan 31, 2024 | Bireme Capital | -2.0% | -2.0% | AAPL, AI, ARM, BATS LN, CLX, ORI, RICK, TR | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 21, 2026 | Fund Letters | George Bolton | C3.ai, Inc. | Information Technology | Application Software | Bear | New York Stock Exchange | Accounting, AI, Governance, profitability, Risk | View Pitch |
| Jan 20, 2026 | Fund Letters | Daniel Barker | C3.ai, Inc. | Information Technology | Application Software | Bear | New York Stock Exchange | Artificialintelligence, Shortselling, Software, valuation | View Pitch |
| Sep 16, 2025 | Short Thesis | Kerrisdale Capital | C3.ai Inc | Information Technology | Application Software (Enterprise AI Solutions) | Bear | NYSE | Adoption, AI, Competition, Software, valuation | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Gil Rotstein | C3.ai | Information Technology | Software - Infrastructure | Bull | NYSE | — | 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. | ||||||||