AIR FP|ICLR|LIN|MRVL|NOW|TSM Archives

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 28, 2026	Fund Letters	Baron Emerging Markets Fund	Taiwan Semiconductor Manufacturing Company Limited	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NYSE	5G, AI, automotive, Cyclical Recovery, Foundry, high-performance computing, IoT, semiconductors, Taiwan, technology	View Pitch
Apr 28, 2026	Fund Letters	Harding Loevner Global Equity	ServiceNow	Information Technology	Systems Software	Bull	NYSE	Artificial Intelligence, Cloud computing, Digital transformation, Enterprise software, government contracts, IT services, SaaS, workflow automation	View Pitch
Apr 28, 2026	Fund Letters	ClearBridge Investments All Cap Growth	ServiceNow Inc	Software & Services	Application Software	Bull	NYSE	Application Software, Digital transformation, Enterprise software, operating leverage, Platform Solution, wallet share, workflow automation	View Pitch
Apr 28, 2026	Fund Letters	Polen Capital - Focus Growth	ServiceNow Inc	Information Technology	Systems Software	Bull	NYSE	Automation, Cloud computing, Digital transformation, Enterprise software, growth, SaaS, technology, Workflow	View Pitch
Apr 28, 2026	Fund Letters	Ariel International Fund	Taiwan Semiconductor Manufacturing Company Ltd	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NYSE	Advanced Manufacturing, Artificial Intelligence, Cyclical Entry, Integrated Circuits, semiconductor foundry, Taiwan, technology leadership	View Pitch
Apr 28, 2026	Fund Letters	Ariel Global Fund	Taiwan Semiconductor Manufacturing Company Ltd.	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NYSE	AI, Cyclical Entry, Forward PE, Foundry, market leader, semiconductors, technology leadership	View Pitch
Apr 28, 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, Pricing power, semiconductors, technology leadership	View Pitch
Apr 28, 2026	Fund Letters	Cooper Investors Global Equities Fund (Unhedged)	Taiwan Semiconductor Manufacturing Company	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NYSE	AI, Cyclical, Foundry, high-performance computing, Leading Edge, manufacturing, semiconductors, Taiwan	View Pitch
Apr 28, 2026	Fund Letters	Polen Capital - International Growth	ICON plc	Health Care	Life Sciences Tools & Services	Bull	NASDAQ	biotechnology, Clinical research, Cro, Cyclical Recovery, Healthcare services, Ireland, Pharmaceutical, R&D	View Pitch
Apr 28, 2026	Fund Letters	ClearBridge Investments All Cap Growth	Marvell Technology	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	5G, AI infrastructure, automotive, data center, Networking, semiconductors, Storage, technology, Value	View Pitch
Apr 28, 2026	Fund Letters	Longriver Investment Partners	Taiwan Semiconductor Manufacturing Company	Information Technology	Semiconductors	Bull	Taiwan Stock Exchange	Advanced Manufacturing, foundry services, market leader, semiconductors, Taiwan, technology, Value	View Pitch
Apr 27, 2026	Fund Letters	Polen Capital - International Growth	ICON plc	Health Care	Life Sciences Tools & Services	Bull	NASDAQ	Biotech, contract research organization, Cyclical Recovery, drug development, healthcare, life sciences, R&D Services	View Pitch

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

AIR-FPICLRLINMRVLNOWTSM