AIR-FPICLRLINMRVLNOWTSM

AIR-FPICLRLINMRVLNOWTSM

AIR-FPICLRLINMRVLNOWTSM

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
No letters found for AIR FP|ICLR|LIN|MRVL|NOW|TSM

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 13, 2026 Fund Letters Oakmark Select Fund ICON plc Health Care Life Sciences Tools & Services Bull NASDAQ 11x Earnings, Biopharma Services, Clinical trials, Cro, Historic Low Multiple, Pure-Play, R&D Outsourcing
Apr 13, 2026 Fund Letters Ariel International Fund Taiwan Semiconductor Manufacturing Company Ltd. Information Technology Semiconductors & Semiconductor Equipment Bull NYSE AI, Foundry, market leader, semiconductors, shareholder returns, Taiwan, technology
Apr 13, 2026 Fund Letters Canopy Investors Icon plc Health Care Life Sciences Tools & Services Neutral NASDAQ Biotech Services, Clinical research, Cro, cyclical downturn, free cash flow yield, Pharma R&D, Value Investment
Apr 13, 2026 Fund Letters LVS Advisory - Growth Icon Plc Health Care Life Sciences Tools & Services Bear NASDAQ Biotech Services, contract research organization, Cro, debt burden, Integration-Risk, life sciences, M&A strategy, Pharmaceutical Services
Apr 13, 2026 Fund Letters LVS Advisory - Event Driven Icon Plc Health Care Life Sciences Tools & Services Bear NASDAQ business model, contract research organization, Cro, debt burden, industry consolidation, Large Pharma, M&A strategy, Operational Disruption
Apr 13, 2026 Fund Letters Brown Advisors Global Leaders Strategy Marvell Technology Inc Information Technology Semiconductors Bull NASDAQ AI data center, Asic, cloud infrastructure, hyperscalers, NVIDIA Alternative, Program Wins, semiconductors, technology
Apr 13, 2026 Fund Letters GreensKeeper Value Fund Icon PLC Health Care Life Sciences Tools & Services Bull NASDAQ Clinical research, Clinical trials, contract research organization, drug development, Healthcare Outsourcing, Pharmaceutical Services
Apr 13, 2026 Fund Letters Ithaka US Growth Strategy ServiceNow, Inc. Information Technology Application Software Bull NYSE Cloud computing, Digital transformation, Enterprise software, Government, ITSM, SaaS, workflow automation
Apr 13, 2026 Fund Letters Parnassus Value Equity Fund Linde plc Materials Industrial Gases Bull NYSE capital intensity, clean energy, Concentrated market, Cyclical Recovery, Decarbonization, high switching costs, Industrial Gases, Reshoring
Apr 13, 2026 Fund Letters Ithaka US Growth Strategy ServiceNow, Inc. Information Technology Application Software Neutral NYSE AI agents, cloud-based, Consumption-based Model, Enterprise software, Human Resources, IT Operations, ITSM, SaaS, workflow automation
Apr 13, 2026 Fund Letters Mar Vista Global Equity Fund Linde plc Materials Industrial Gases Bull NYSE Ammonia, Carbon Sequestration, clean energy, Decarbonization, Emerging markets, Hydrogen, Industrial Gases, On-site Plants
Apr 13, 2026 Fund Letters Brown Capital Management International All Company Fund ICON Health Care Life Sciences Tools & Services Bear NASDAQ Bear, biotechnology, Clinical trials, Cro, Equity, Ireland, pharmaceuticals, Regulatory
Apr 13, 2026 Fund Letters Diamond Hill International Taiwan Semiconductor Manufacturing Company Limited Information Technology Semiconductors & Semiconductor Equipment Bull NYSE advanced nodes, contract manufacturing, Foundry, geopolitical risk, semiconductors, Taiwan, technology
Apr 13, 2026 Fund Letters Mairs & Power - Growth Fund Taiwan Semiconductor Manufacturing Company Information Technology Semiconductors & Semiconductor Equipment Bull NYSE Advanced Logic, Foundry, manufacturing, market share, R&D, semiconductors, Taiwan, technology
Apr 13, 2026 Fund Letters Longriver Investment Partners Taiwan Semiconductor Manufacturing Co Ltd Information Technology Semiconductors & Semiconductor Equipment Bull NYSE Advanced Packaging, AI chips, CoWoS, Foundry, Gate-All-Around, Process Technology, Semiconductor manufacturing, Taiwan
Apr 13, 2026 Fund Letters Hardman Johnston International Equity Taiwan Semiconductor Manufacturing Company Limited Information Technology Semiconductors & Semiconductor Equipment Bull NYSE AI, Foundry, Geographic Diversification, Leading Edge, Monopoly, semiconductors, Taiwan
Apr 13, 2026 Fund Letters Diamond Hill International Taiwan Semiconductor Manufacturing Company Information Technology Semiconductors & Semiconductor Equipment Bull NYSE 5G, AI, contract manufacturing, Foundry, semiconductors, Taiwan, technology
Apr 13, 2026 Fund Letters Diamond Hill International Taiwan Semiconductor Manufacturing Company Limited Information Technology Semiconductors & Semiconductor Equipment Bull NYSE Advanced Manufacturing, Artificial Intelligence, Competitive advantages, Foundry, high-performance computing, semiconductors, Taiwan
Apr 13, 2026 Fund Letters Magellan Global Opportunities Fund Taiwan Semiconductor Manufacturing Company Information Technology Semiconductors & Semiconductor Equipment Bull NYSE Advanced Manufacturing, AI, capital-intensive, data centers, Foundry, market dominance, semiconductors, supply chain, Taiwan, technology
Apr 13, 2026 Fund Letters Polen Capital - International Growth ICON plc Health Care Life Sciences Tools & Services Bull NASDAQ biotechnology, Clinical trials, Cro, Equity, life sciences, Outsourcing, pharmaceuticals
Apr 13, 2026 Fund Letters Polen Capital - International Growth ICON plc Health Care Life Sciences Tools & Services Bull NASDAQ Biotech, Clinical trials, Cro, drug development, Healthcare services, life sciences, Pharmaceutical Services
Apr 13, 2026 Fund Letters VT Holland Advisors Equity Fund Taiwan Semiconductor Manufacturing Company Limited Information Technology Semiconductors & Semiconductor Equipment Bull NYSE competitive moat, growth, manufacturing, scale advantage, semiconductors, Taiwan, technology
Apr 13, 2026 Fund Letters Columbia Global Technology Growth Fund ServiceNow, Inc. Information Technology Software Neutral NYSE AI Orchestration, Cloud computing, Enterprise software, platform strategy, Renewal Concerns, workflow automation
Apr 13, 2026 Fund Letters Alger Mid Cap Focus Fund Marvell Technology, Inc. Information Technology Semiconductors & Semiconductor Equipment Bull NASDAQ 5G infrastructure, AI infrastructure, automotive, Cloud computing, data center, Networking, semiconductors, System-on-Chip
Apr 13, 2026 Fund Letters Ariel International Fund Taiwan Semiconductor Manufacturing Company, Ltd. Information Technology Semiconductors & Semiconductor Equipment Bull NYSE AI, Apple, datacenter, Edge AI, Foundry, manufacturing, semiconductors, technology
Apr 13, 2026 Fund Letters Ariel Global Fund Taiwan Semiconductor Manufacturing Company, Ltd. Information Technology Semiconductors & Semiconductor Equipment Bull NYSE Advanced Manufacturing, AI, Apple, Edge computing, Foundry, semiconductors, Taiwan
Apr 13, 2026 Fund Letters Brown Capital Management International All Company Fund ICON Health Care Life Sciences Tools & Services Neutral NASDAQ Clinical trials, Cro, FDA, Industry Uncertainty, Ireland, Pharmaceutical Services, Regulatory, Top Three
Apr 13, 2026 Fund Letters Baron Emerging Markets Fund Taiwan Semiconductor Manufacturing Company Limited Information Technology Semiconductors & Semiconductor Equipment Bull NYSE 5G, AI, automotive, Foundry, high-performance computing, IoT, semiconductors, Taiwan, technology
Apr 13, 2026 Fund Letters Burke Wealth Managament The Focused Growth Strategy ServiceNow Inc Information Technology Software Bull NYSE AI, Consumption Model, DOGE, efficiency, Enterprise software, Government, SaaS
Apr 13, 2026 Fund Letters Impax US Sustainable Economy Fund ServiceNow Information Technology Systems Software Bull NYSE AI integration, Enterprise software, ESG, Microsoft partnership, Productivity Enhancement, Systems Software, workflow automation
Apr 13, 2026 Fund Letters Janus Henderson Forty Fund Marvell Technology Inc Information Technology Semiconductors Bull NASDAQ AI infrastructure, Artificial Intelligence, custom silicon, data center, Growth Reset, hyperscalers, semiconductors
Apr 13, 2026 Fund Letters RGA Investment Advisors Taiwan Semiconductor Manufacturing Company Limited Information Technology Semiconductors & Semiconductor Equipment Bull NYSE advanced nodes, AI infrastructure, Cyclical Recovery, Foundry, geopolitical risk, hyperscalers, NVIDIA, Pricing power, semiconductors, Taiwan
Apr 13, 2026 Fund Letters Munro Global Growth Fund Taiwan Semiconductor Manufacturing Company Information Technology Semiconductors & Semiconductor Equipment Bull NYSE AI, Cyclical, Foundry, growth, semiconductors, Taiwan
Apr 13, 2026 Fund Letters Lakehouse Global Growth Fund ServiceNow Inc. Information Technology Systems Software Bull NYSE Enterprise software, Federal Government, Free Cash Flow, High Renewal Rates, Platform Model, SaaS, subscription revenue, workflow automation
Apr 13, 2026 Fund Letters NZS Capital - Growth Taiwan Semiconductor Manufacturing Company Information Technology Semiconductors & Semiconductor Equipment Bull NYSE AI, Foundry, Leading Edge, manufacturing, Monopoly, semiconductors, Strategic Pricing, Taiwan
Apr 13, 2026 Fund Letters Janes Henderson Global Sustainable Equity Fund ICON plc Health Care Life Sciences Tools & Services Bull NASDAQ biotechnology, Clinical research, Clinical trials, Cro, drug development, Healthcare services, life sciences, Pharmaceutical
Apr 13, 2026 Fund Letters Artemis Global Select Fund Taiwan Semiconductor Manufacturing Company Limited Information Technology Semiconductors Bull NYSE Foundry, manufacturing, market leader, semiconductors, Taiwan, technology
Apr 13, 2026 Fund Letters Eagle Capital Management Taiwan Semiconductor Manufacturing Company Limited Information Technology Semiconductors Bull NYSE AI, automotive, Cyclical, Foundry, market leader, Process Technology, semiconductors, Taiwan
Apr 13, 2026 Fund Letters East Capital Taiwan Semiconductor Manufacturing Company Information Technology Semiconductors & Semiconductor Equipment Bull NYSE Advanced Chips, AI, Foundry, growth, NVIDIA, Pricing power, semiconductors, Taiwan
Apr 13, 2026 Fund Letters Longriver Investment Partners Taiwan Semiconductor Manufacturing Company Information Technology Semiconductors & Semiconductor Equipment Bull NYSE Advanced Manufacturing, Cyclical Recovery, Foundry, GenAI, semiconductors, Taiwan, technology
Apr 13, 2026 Fund Letters Artemis Global Select Fund Taiwan Semiconductor Manufacturing Company Information Technology Semiconductors & Semiconductor Equipment Bull NYSE AI, Foundry, manufacturing, Pricing power, semiconductors, Taiwan, technology
Apr 13, 2026 Fund Letters ClearBridge Investments Large Cap Growth Strategy ICON plc Health Care Life Sciences Tools & Services Bull NASDAQ Biotech, Clinical trials, contract research, Cro, Cyclical Recovery, healthcare, Pharmaceutical Services, Value
Apr 13, 2026 Fund Letters FMI International Equity ICON PLC Health Care Life Sciences Tools & Services Bull NASDAQ Biotech, Clinical trials, Cro, Cyclical, drug development, healthcare, Merger Integration, Pharmaceutical Services, Value
Apr 13, 2026 Fund Letters Ithaka US Growth Strategy ServiceNow, Inc. Information Technology Systems Software Bull NYSE AI, Cloud computing, Digital transformation, Enterprise software, IT Service Management, SaaS, workflow automation
Apr 13, 2026 Fund Letters Carillon Eagle Mid Cap Growth Fund Marvell Technology Inc Information Technology Semiconductors & Semiconductor Equipment Bull NASDAQ Artificial Intelligence, cloud infrastructure, data centers, design wins, hyperscale, semiconductors, technology
Apr 13, 2026 Fund Letters ClearBridge Investments All Cap Growth ICON plc Health Care Life Sciences Tools & Services Bull NASDAQ biotechnology, Clinical trials, contract research, Cro, Cyclical Recovery, healthcare, Multiple compression, Pharmaceutical Services
Apr 13, 2026 Fund Letters Ithaka US Growth Strategy ServiceNow, Inc. Information Technology Systems Software Bull NYSE AI products, Cloud computing, Enterprise software, IT Service Management, SaaS, subscription revenue, workflow automation
Apr 13, 2026 Fund Letters Diamond Hill International Taiwan Semiconductor Manufacturing Company Limited Information Technology Semiconductors & Semiconductor Equipment Bull NYSE AI chips, Foundry, growth, high-performance computing, manufacturing, semiconductors, Taiwan, technology
Apr 13, 2026 Fund Letters Polen Capital - International Growth ICON plc Health Care Life Sciences Tools & Services Bull NASDAQ Biotech, Clinical trials, Cro, drug development, life sciences, Pharmaceutical Outsourcing, R&D Services
Apr 13, 2026 Fund Letters Invesco Small Cap Value Fund ICON plc Health Care Life Sciences Tools & Services Bull NASDAQ Biotech, Clinical trials, contract research, Cro, drug development, Healthcare Outsourcing, oligopoly, Pharmaceutical Services, Value
Apr 13, 2026 Fund Letters Hardman Johnston Large Cap Equity Marvell Technology, Inc. Information Technology Semiconductors & Semiconductor Equipment Bull NASDAQ AI infrastructure, Cloud computing, data center, Datacenter Buildout, networking chips, semiconductors, technology infrastructure
Apr 13, 2026 Fund Letters Lansdowne Partners European Fund Linde plc Materials Chemicals Bull NYSE defensive business, double-digit growth, Industrial Gas, Opportunistic Addition, Through-cycle Returns, undervalued
Apr 13, 2026 Fund Letters ClearBridge Investments Mid Cap Growth Strategy Marvell Technology Inc Information Technology Semiconductors & Semiconductor Equipment Bull NASDAQ AI infrastructure, custom silicon, data centers, hyperscale, Networking, semiconductors, Storage
Apr 13, 2026 Fund Letters Ironvine Capital Partners Taiwan Semiconductor Manufacturing Company Information Technology Semiconductors & Semiconductor Equipment Bull NYSE AI, Capital equipment, Foundry, high-ROIC, manufacturing, market leader, Pure-Play, semiconductors, Taiwan, technology

BSD Shareholders of AIR-FPICLRLINMRVLNOWTSM

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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