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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Apr 30, 2025 | Invesco Discovery Fund | -12.2% | -12.2% | 1ITCI IM, ALAB, BBIO, COOP, EMBR3 BZ, EVR, FRPT, LITE, PSN, RKLB, WAY | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Alger Mid Cap Focus Fund | -13.3% | -13.3% | ALAB, APP, HEI, MRVL, PLTR, SPOT | - | View | ||
| 2024 Q4 | Mar 12, 2025 | Invesco Discovery Fund | 1.2% | 22.6% | ALAB, ALTR, CLS, CVLT, GWRE, INTA, NOVA, PEGA, PI, QTWO, WING | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Alger Small Cap Focus Fund | 1.8% | 7.8% | ALAB, CDNA, MOD, NTRA, WING, XMTR | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Artisan Partners Small Cap Fund | 0.6% | 14.7% | ALAB, ARGX, COCO, CROX, FLS, GTLB, HALO, IPAR, ITGR, LSCC, NOVT, PSN, SN, TYL, VCYT, VSEC | - | View | ||
| 2024 Q3 | Oct 30, 2024 | Baird Small/Mid Cap Growth Equity Fund | 6.9% | 2.7% | ALAB, BMI, BSY, CACI, CYBR, LW | - | View | ||
| 2025 Q3 | Oct 29, 2025 | Polen Capital – U.S. SMID Company Growth | 14.4% | 28.0% | ALAB, BE, GGAL, MNDY, SOFI, TLN | AI, Data centers, Electrification, power demand, SMID Caps | Electrification and AI-driven power demand dominated results, as holdings like Bloom Energy and Talen Energy benefited from soaring electricity needs tied to data centers and onshoring manufacturing. SMID-cap growth remained supported by expanding earnings revisions and broad market participation. Management continues to focus on companies enabling power grid modernization, digital transformation, and next-gen aerospace. | View | |
| 2025 Q3 | Oct 28, 2025 | Fidelity Growth Strategies Fund | 3.3% | 16.7% | ALAB, APP, AXON, HOOD | Artificial Intelligence, Data centers, Growth Stocks, industrials, U.S. Economy | The funds outperformance was led by holdings tied to AI infrastructure and industrials such as Sterling Infrastructure and AppLovin, reflecting strong demand for AI-enabled data centers. Management sees capital expenditure on AI as a key driver of U.S. growth, with industrials and picks-and-shovels businesses positioned as primary beneficiaries. The portfolio remains overweight industrials and underweight healthcare amid ongoing market rotation. | View | |
| 2025 Q3 | Oct 28, 2025 | Columbia Global Technology Growth Fund | 12.1% | - | ACN, ALAB, AVGO, CRM, HOOD, NOW, NVDA, TTD | Artificial Intelligence, Cloud, Data centers, semiconductors, tariffs | The funds returns were powered by surging demand for AI infrastructure, led by NVIDIA and Broadcom, as hyperscalers invested heavily in next-generation data centers. Management emphasized that AI remains in early innings, driving long-term secular growth across semiconductors, cloud, and enterprise software. The fund also noted that easing U.S. tariff risks and improving trade policy provided macro support for technology valuations and investor sentiment. | NOW CRM ACN TTD AVGO NVDA HOOD ALAB AVGO US NVDA US ALAB US AVGO US NVDA US ALAB US |
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| 2025 Q3 | Oct 21, 2025 | Artisan Partners Small Cap Fund | 8.7% | 4.8% | 4350 JP, ALAB, ASND, CGNX, CWAN, IBP, INSM, LOAR, LSCC, MDGL, MOD, MTSI, SN, WAY, WING | AI, Biotech, Health Care, industrials, small caps | The fund posted strong absolute but weaker relative returns as speculative small-cap stocks led markets. Managers emphasized profit-cycle investing, focusing on companies with durable growth such as Modine, Lattice Semiconductor, and Insmed. Key themes include AI-related infrastructure, biotech innovation, and cyclical recovery in housing and industrials. | OLLI CGNX MTSI TWST INSM MOD LSCC OLLI CGNX MTSI TWST INSM MOD LSCC |
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| 2025 Q3 | Oct 14, 2025 | Alger Mid Cap Focus Fund | 14.5% | 19.0% | ALAB, AXON, CSU, HOOD, TLN, WING | Artificial Intelligence, Data centers, Financial Technology, semiconductors, Utilities | Mid-cap growth was led by AI infrastructure providers such as Astera Labs and Talen Energy, which benefit from data center expansion and power demand. Financial platforms like Robinhood illustrate the rise of digital wealth tools, while utilities benefit from AI-related grid upgrades. The portfolio remains focused on durable AI beneficiaries and tech-driven efficiency plays. | ALAB HOOD |
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| 2024 Q4 | Jan 20, 2025 | Baird Small/Mid Cap Growth Equity Fund | 5.1% | 8.0% | ALAB, MASI, PSTG | - | View | ||
| 2025 Q4 | Jan 19, 2026 | Artisan Mid Cap Fund | -0.4% | 14.8% | ALAB, APG, ARGX, ASND, BKR, COHR, CVNA, DASH, INSM, LHX, MACOM, MDB, RBC, RBLX, SHOP, SPOT, TTAN, VEEV, WAT, WST | AI, Biotechnology, defense, growth, healthcare, industrials, mid cap, technology | AI-related capital spending remains an area of active debate entering 2026. The team continues to find compelling opportunities among companies positioned to benefit from AI investment strength and gain share of customers' AI spending based on superior technology that improves datacenter performance and efficiency. Healthcare returned as a source of market strength with the team maintaining relatively high exposure despite several years of industry headwinds. The positioning is grounded in conviction in profit cycle opportunities for biotech companies with compelling product launches. Aerospace and defense holdings appear well positioned for multiyear growth. The team believes companies are well positioned to benefit from growing investment in next-generation missile defense and national security programs requiring advanced capabilities. Holdings exposed to datacenter and AI infrastructure spending contributed to returns. Companies benefit from continued cloud growth and rising AI demand driving rapid datacenter expansion with strong long-term growth opportunities. | IRTC FERG SNOW WAT TTAN CVNA ALAB LHX SPOT VEEV MDB RBLX INSM COHR |
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| 2024 Q2 | Jul 31, 2024 | Baron Discovery Fund | 13.5% | 9.3% | ALAB, BASE, CDNA, EXAS, FND, GTLB, GWRE, INSP, ITGR, KNSL, MEG, NVMI, PCOR, RGEN, SILK, SITE, STVN, TEM, VCYT | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 20, 2026 | Seeking Alpha | Seeking Alpha | Astera Labs, Inc. | Semiconductors | Semiconductor Equipment & Materials | Bull | NASDAQ Stock Market | Astera Labs, AWS warrant, growth momentum, hyperscaler AI architecture, operating leverage, qualification timing, scale-up switching, Scorpio X, semiconductors, Valuation reset | View Pitch |
| Jan 23, 2026 | Fund Letters | Matthew Kamm | Astera Labs, Inc. | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI, Bandwidth, Connectivity, datacenters, semiconductors | View Pitch |
| Jan 8, 2026 | Value Investors Club | virtualodin | Astera Labs | Information Technology | Software | Bear | NASDAQ | cloud, Digital platforms, Enterprise software, IT services, Software, technology | View Pitch |
| Dec 3, 2025 | Fund Letters | Rahul Narang | Astera Labs Inc | Information Technology | Semiconductors | Bull | NASDAQ | AI, Connectivity, growth, hyperscalers, semiconductors | View Pitch |
| Nov 29, 2025 | Fund Letters | Amy Zhang | Astera Labs Inc. | Information Technology | Semiconductors | Bull | NASDAQ | AI, cloud, Connectivity, data center, growth, Hardware, Interconnect, semiconductors | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Uttam Dey | Astera Labs | Information Technology | Semiconductors | Bull | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Litong Tian | Astera Labs | Other | - | Bull | NASDAQ | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Joseph Parrish | Astera Labs | Information Technology | Semiconductors | Neutral | NASDAQ | — | 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. | ||||||||