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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jul 2, 2024 | Infuse Partners | 21.9% | - | AKAM, ALRM, LYFT, MCD, META, MSFT, NET, UBER | Concentration, growth, Israel, software, technology, value | The letter discusses how AI has created tailwinds for proxy networks as large language models need structured data from across the internet for training. This has driven demand for data scraping services that proxy networks enable. | ALRM |
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| 2026 Q1 | May 13, 2026 | Shelton Equity Income Strategy | -0.2% | -0.2% | AKAM, BAC, BSX, COP, CTSH, DIS, LRCX, MRK, SYF, VZ, XOM | dividends, energy, income, Options, volatility | View | ||
| 2026 Q1 | Apr 28, 2026 | Lazard Enhanced Opportunities Portfolio | - | - | AKAM, BILL, FIVN, IREN, ORCL, PGY | Convertibles, Data centers, energy, Middle East, software, technology, volatility | View | ||
| 2024 Q1 | Apr 27, 2024 | Parnassus Growth Equity Fund | 3.3% | 21.0% | AAPL, ADYEY, AKAM, AMAT, AMZN, AVGO, CHTR, CP, CRM, GOOGL, INTU, ISRG, LLY, MSFT, NTRA, NVDA, PTC, SPGI, TSM, V, VRTX, YUM | AI, growth, healthcare, large cap, semiconductors, technology | AI-related momentum and optimism continued from 2023 into Q1 2024, particularly within semiconductors. The fund benefits from AI exposure through holdings like NVIDIA, Taiwan Semiconductor, and Broadcom, which are positioned to benefit from soaring demand for AI capabilities and chip production. | View | |
| 2024 Q4 | Dec 31, 2024 | Parnassus Growth Equity Fund | 4.9% | 26.9% | AKAM, AMAT, AMD, AVGO, BSX, CRM, DASH, DDOG, EFX, FERG, INTU, LVMUY, MELI, MSFT, NET, NTRA, NVDA, PCOR, TMO, TSM | AI, growth, healthcare, large cap, semiconductors, technology | AI remained a dominant theme throughout 2024, with companies positioned to capitalize on artificial intelligence driving significant returns. The fund benefits from investments in companies like Broadcom designing AI server processors and NVIDIA leading the market for AI-required chips. AI integration across customer relationship management and cloud computing platforms continues to drive robust growth. | VRTX EXAS TEAM DASH DDOG |
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| 2024 Q3 | Oct 28, 2024 | Parnassus Growth Equity Fund | 3.3% | 21.0% | AAPL, ABNB, ADYEY, AKAM, AMAT, AMZN, CHTR, CMG, CSGP, DHR, GOOGL, INTU, MAR, MELI, MSCI, MSFT, NVDA, PCOR, SHW, V | consumer, Esg, financials, growth, healthcare, large cap, Quality, technology | The fund maintains exposure to payment processing companies like Adyen and Visa, with Adyen reporting solid quarterly results that exceeded expectations following a period of volatility. The fund continues to favor names with exposures to payment processing among other end markets in the Financials sector. | CSGP MELI CMG |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 20, 2026 | Seeking Alpha | Seeking Alpha | Akamai Technologies, Inc. | Technology | Content Delivery Network (CDN) | Bull | Nasdaq Stock Market | Akamai Technologies, CDN, cloud infrastructure, competitive pressures, financial position, Free Cash Flow, growth strategy, investment thesis, market share, security solutions | View Pitch |
| Oct 15, 2025 | Value Investors Club | Beantown Stonks | Akamai Technologies, Inc. | Information Technology | Internet Services & Infrastructure / Edge Security & Compute | Bull | NASDAQ | AI inference, API security, CDN stabilization, Edge computing, Microsegmentation, Share Buybacks | 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. | ||||||||