ALAB Archives

ALAB

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Aug 7, 2025	Fidelity Growth Strategies Fund	22.7%	12.9%	ALAB, ALNY, APP, AXON, BROS, CMTG, COR, DXCM, FICO, HLT, HOOD, HWM, IDXX, INSM, NET, RBLX, RCL, ROAD, STRL, TDG	AI, Data centers, growth, industrials, infrastructure, mid cap, technology	AI-driven business investment accounted for roughly half of U.S. GDP growth over the past 12 months. Capital spending has experienced a powerful AI-driven upswing. Fund holdings within the industrials sector are concentrated in picks-and-shovels companies enabling the massive build-out of artificial intelligence capabilities.	HOOD AXON	View
2025 Q2	Aug 4, 2025	Baird Small/Mid Cap Growth Equity Fund	4.5%	-6.6%	ADMA, ALAB, ALHC, BJ, BMI, BOOT, BRBR, BWXT, CASY, CAVA, CHDN, COCO, CWAN, DKNG, DSGX, ELF, EQH, EXLS, FDS, FND, FOUR, FSS, GLOB, HLI, HQY, INSM, INSP, KAI, KNSL, LII, MANH, MKTX, MNDY, MTSI, NBIX, ONTO, PODD, PSTG, SPSC, SRPT, SSD, TARS, TECH, TREX, ULS, VERX, WAY, WSC, WSO, XPEL	AI, Biotech, growth, healthcare, semiconductors, small cap, technology, underperformance	The benchmark's rally was led by companies with AI-exposure that drove rapid multiple expansion. The portfolio underperformed due to underexposure to more speculative AI areas including small cap semiconductors and AI-hardware. Defensive positions with minimal AI-exposure were the largest detractors to relative performance.		View
2025 Q2	Jul 22, 2025	Columbia Global Technology Growth Fund	24.8%	-	AAPL, ACN, ALAB, AMZN, ASML, AVGO, CRM, GOOGL, HOOD, INTU, LRCX, META, MSFT, NFLX, NOW, NVDA, TSM, TTD	AI, Cloud, global, growth, semiconductors, technology, Trade Policy	AI remained the most significant driver of technology market performance during the quarter. Investors remained hyper-focused on AI infrastructure spending and return on investment across all sectors. Companies like NVIDIA reported extraordinary demand for data-center products driven by generative AI adoption across hyperscalers, enterprise and sovereign customers.	NOW CRM ACN TTD AVGO NVDA HOOD ALAB AAPL TMUS GPN FI HOOD ORCL MSFT AVGO NVDA	View
2025 Q2	Jul 17, 2025	Alger Mid Cap Focus Fund	19.9%	3.9%	ALAB, AXON, CSU.TO, HOOD, TLN, WING	AI, Cloud, Data centers, financials, growth, industrials, mid cap, technology	AI is at an inflection point, potentially enabling significant increases in productivity. Strong demand for AI infrastructure is driving business spending acceleration. Companies like Astera Labs are well positioned in AI computing markets, providing critical connectivity solutions for AI accelerators and data movement.	AXON CSU.TO WING ALAB TLN HOOD RYAN CWAN VRT NET PLTR	View
2025 Q2	Jul 15, 2025	Lord Abbett Developing Growth Fund	6.4%	21.1%	ALAB, BROS, CRDO, FIX, GH, GWRE, INSM, KTOS, MTZ, RDDT, RMBS, SFM	AI, defense, growth, semiconductors, small caps, technology	Generative artificial intelligence continues to provide market tailwinds and productivity gains. The fund is finding opportunities in pioneering Gen AI companies in semiconductors and software, as well as industrial companies enabling datacenter expansion and power infrastructure to support AI growth.		View
2024 Q2	Jun 30, 2024	Baron Global Advantage Fund	3.3%	6.9%	ADYEN.AS, ALAB, ARGX, ASML, CPNG, CRWD, DAVA, DDOG, FVRR, GLOB, INDI, MELI, NET, NVDA, RIVN, SHOP, SNOW, TMP, TSLA, WIX	AI, global, growth, healthcare, semiconductors, software, technology	The fund views AI as driving a new industrial revolution, with NVIDIA positioned as the AI generator creating tokens for every industry. The manager believes we remain early in AI adoption across industries and the race for Artificial General Intelligence continues with exponential demand growth for accelerated computing.	TXG NET SHOP CPNG CRWD NVDA	View
2025 Q1	Apr 30, 2025	Invesco Discovery Fund	-12.2%	-12.2%	AAON, ALAB, BBIO, CLS.TO, COOP, CRS, CWAN, CWST, CYBR, DUOL, EHC, ERJ, EVR, FRPT, FTI, GKOS, ITCI, KKR, LITE, OLLI, PRS, RKLB, WAY	aerospace, AI, Biotech, growth, healthcare, small cap, technology	The fund experienced challenges from AI-related volatility, with the secular growth narrative being challenged by DeepSeek developments. Astera Labs declined significantly due to concerns about lower-cost AI models from China affecting the AI infrastructure investment thesis.	BBIO RKLB WAY	View
2026 Q1	Apr 18, 2026	Artisan Mid Cap Fund	-5.9%	-5.9%	AJG, ALAB, ARES, CCCS, COHR, DASH, EW, MDB, PRS, RBLX, SITM, SMTC, TW, WAT, WING	aerospace, AI, Biotechnology, Data centers, defense, energy, growth, mid cap			View
2025 Q1	Mar 31, 2025	Artisan Partners Small Cap Fund	-10.1%	-10.1%	ALAB, ARIS, ASCB, BFAM, BROS, FRSH, FTAI, GWRE, HALO, INTA, IRTC, KTOS, MOD, MTSI, MYRG, PEN, SG, SN, TWST, VCYT	AI, Biotechnology, Cloud, defense, growth, healthcare, small caps, Trade Policy	The introduction of China's DeepSeek AI model challenged market assumptions around AI infrastructure spending durability. This development raised questions about US leadership in AI and long-term returns on AI investments, particularly impacting data center capacity enablers in the portfolio.		View
2025 Q1	Mar 31, 2025	Fidelity Freedom 2045 Fund	0.1%	0.1%	ALAB, BA.L, DECK, GE, IMPUY, MRVL, NVDA, PDD, RHM.DE, SAN, SE, TSLA, XOM	asset allocation, diversification, geopolitics, policy, target date, tariffs	The fund emphasizes strategic asset allocation and diversification to help navigate different market environments and risks. Recent years have amplified portfolio diversification based on the view that participants will experience multiple market environments throughout their lifetime, and that regimes can change abruptly. The fund's glide path reflects long-term views on participant needs, diversification and capital markets.		View
2025 Q1	Mar 31, 2025	Fidelity Freedom 2055 Fund	0.0%	0.0%	ALAB, BA.L, DECK, GE, IMPUY, MRVL, NVDA, PDD, RHM.DE, SAN, SE, TSLA, XOM	asset allocation, diversification, geopolitics, Policy Uncertainty, target date, tariffs	The fund emphasizes strategic asset allocation and diversification to help navigate different market environments and risks. Recent years have amplified portfolio diversification based on the view that participants will experience multiple market environments throughout their lifetime, and that regimes can change abruptly. The fund's glide path reflects long-term views on participant needs, diversification and capital markets.		View
2025 Q1	Mar 31, 2025	Alger Mid Cap Focus Fund	-13.3%	-13.3%	ALAB, APP, HEI, MRVL, PLTR, SPOT	aerospace, AI, growth, mid cap, semiconductors, Streaming, technology, volatility	AI is at an inflection point, potentially enabling significant increases in productivity. Palantir's AI Platform continues to gain adoption across various industries. AppLovin's AI-powered software engine drives a large majority of the company's revenue through its recommendation and targeting engine.	ALAB MRVL APP PLTR SPOT HEI	View
2025 Q1	Mar 31, 2025	Voya MidCap Opportunities Strategy	-	-	ALAB, NARI, PSN, TTD, TW, WELL	AI, Capital markets, defense, growth, healthcare, mid cap, real estate, technology	The artificial intelligence sector experienced significant challenges during the quarter, with emerging cracks in the AI sector contributing to market uncertainty. Chinese AI rival Deepseek's announcement negatively impacted AI-related stocks like Astera Labs. Big technology stocks, including AI-focused companies, fell into bear-market territory.		View
2024 Q1	Mar 31, 2024	Baron Global Advantage Fund	3.5%	3.5%	ADYEN.AS, ALAB, ARGX, ASML, BJFN.NS, CPNG, CRWD, ENDV, INDI, MELI, NET, NVDA, RIVN, SDGR, SHOP, SNOW, TSLA, VKTX, ZOMATO.NS, ZS	AI, cybersecurity, Electric Vehicles, global, growth, innovation, semiconductors, technology	Fund views AI as a multi-decade paradigm shift with NVIDIA at the epicenter. GenAI is showing rapid real-world adoption with revenues exceeding $3 billion. The manager believes AI will drive productivity gains and technological breakthroughs across industries from drug discovery to autonomous machines.	ALAB VKTX NVDA	View
2024 Q4	Mar 12, 2025	Invesco Discovery Fund	1.2%	22.6%	ALAB, AMZN, CLH, CLS, CRS, CYBR, DUOL, EHC, EVR, FIX, INTA, MOD, NVDA, ONTO, PEGA, PI, QTWO, STEP, TMDX, WING	AI, Cloud, growth, semiconductors, small cap, software, technology	Technology driven innovation has continued to disrupt large portions of the global economy, providing substantial opportunity through investment in premier growth compounders. The fund added Pegasystems which has increasingly integrated artificial intelligence functionality into its products, with newest AI releases representing more than 25% of its bookings. Intapp offers cloud-based and AI-powered software solutions for the financial services industry.	INTA CVLT PEGA	View
2024 Q4	Dec 31, 2024	Alger Small Cap Focus Fund	1.8%	7.8%	ALAB, CDNA, MOD, NTRA, WING, XMTR	AI, Genomics, growth, healthcare, semiconductors, small caps, technology	AI is at an inflection point, potentially enabling significant increases in productivity. Astera Labs specializes in connectivity solutions for AI and machine learning systems, with products that optimize data flow in AI accelerators and high-performance computing environments.	CDNA WING NTRA ALAB XMTR	View
2024 Q4	Dec 31, 2024	BlackRock Science And Technology Term Trust	-	19.8%	ALAB, CRDO, NVDA, RDDT, SPOT, TSLA	AI, Closed-End Fund, Covered Calls, semiconductors, technology			View
2024 Q4	Dec 31, 2024	Artisan Partners Small Cap Fund	0.6%	14.7%	ABMD.CO, ALAB, COCO, CROX, FLS, GTLB, HALO, INSM, ITGR, JBT, LSCC, MTSI, NOVT, ONTO, PSN, RGEN, SDHC, SN, STVN, VCYT, VSEC	AI, Biotechnology, energy, healthcare, semiconductors, small cap, technology	Data centers are energy-intensive and with AI expansion, energy consumption is projected to grow exponentially. Portfolio companies like Astera Labs and MACOM are benefiting from growing AI datacenter spending. Cloud software franchises are making steady progress introducing AI functionality into their leading solution suites.		View
2024 Q3	Dec 23, 2024	Spear Advisors	-3.5%	0.0%	ALAB, AMD, ANET, CEG, CRDO, DDOG, GEV, HUBS, MRVL, NET, NVDA, SHOP, SNOW, SPRX, TSLA, VST, ZS	AI, Data centers, energy, growth, semiconductors, technology	The fund sees AI as driving the next technology cycle, with applications emerging that were previously impossible due to compute limitations. They are expanding from AI hardware to applications including autonomous driving and quantum computing, noting step-change improvements in performance with accelerated computing.	TSLA	View
2025 Q3	Nov 8, 2025	Baird Small/Mid Cap Growth Equity Fund	-3.2%	-9.6%	AAON, ADMA, AFRM, ALAB, BMI, BOOT, BRBR, BROS, BURL, BWXT, CASY, CAVA, CLWD, COCO, DKNG, ELF, EXAS, FDS, FOUR, FSS, HLI, INSM, INSP, IONQ, LII, MASI, MKTX, MTSI, NBIX, PEN, PODD, QBTS, RGTI, SOFI, TARS, TTAN, TWLO, TXRH, WAY, WING, WSO	AI, growth, healthcare, momentum, Quality, semiconductors, small cap, software	AI enthusiasm drove significant benchmark outperformance through semiconductor and infrastructure plays, with quantum computing stocks adding over 2% to benchmark weight despite extreme valuations. The market's insatiable desire for AI beneficiaries created meaningful factor headwinds for the portfolio.		View
2025 Q3	Nov 25, 2025	BlackRock Science And Technology Term Trust	11.6%	-	AAPL, ALAB, AMZN, APP, CLS, CRDO, GOOGL, LITE, META, MSFT, NVDA, TSLA	AI, growth, hardware, private equity, semiconductors, software, technology	The technology sector rebounded strongly in Q3 2025 driven by renewed AI optimism and deepening CAPEX commitments. AI infrastructure cycle is being driven by rollout of next-generation GPUs and significant ramp-up in compute capacity by hyperscalers and sovereign governments. National AI initiatives are now matching or exceeding traditional hyperscaler investments, fueling robust demand for advanced semiconductors and networking technologies.		View
2024 Q3	Oct 30, 2024	Baird Small/Mid Cap Growth Equity Fund	6.9%	2.7%	AAON, ACLS, ALAB, APPF, BMI, BOOT, BROS, BSY, BURL, BWXT, CACI, CASY, CWA, CYBR, EXLS, FANG, FDS, FIVE, FND, FOUR, IEX, INSP, IRTC, JKHY, KAI, KNSL, LFUS, LGIH, LSCC, LW, MANH, MEDP, MNDY, NBIX, ONTO, PCOR, PODD, POOL, PRCT, RXST, SITM, SMPL, TARS, TREX, TYL, ULS, VNOM, WSC	financials, growth, healthcare, industrials, semiconductors, small caps, software, technology	The fund initiated a position in Astera Labs, a fast-growing and profitable developer of semiconductor products known as retimers that are key enablers of AI workloads and help prevent GPU bottlenecks. The manager believes this business adds further profitable AI-exposure to the portfolio.		View
2025 Q3	Oct 29, 2025	Polen Capital – U.S. SMID Company Growth	14.4%	28.0%	ALAB, BE, GGAL, MNDY, ORCL, SOFI, TLN	aerospace, AI, Electrification, energy, growth, industrials, SMID Cap, technology	AI data centers require enormous amounts of power, driving demand for solutions like Bloom Energy's fuel cells. The AI revolution has turbocharged electricity demand and is viewed as having strategic value in the geopolitical power struggle between the US and China.		View
2025 Q3	Oct 28, 2025	Fidelity Growth Strategies Fund	3.3%	16.7%	ALAB, ALNY, APP, AXON, BROS, COMFORT, COR, DXCM, FICO, HLT, HOOD, HWM, IDXX, INSM, NET, PCCP, RBLX, RCL, STRL, TDG	AI, Data centers, growth, industrials, infrastructure, mid cap, technology	AI-driven business investment accounted for roughly half of U.S. GDP growth over the past 12 months. AppLovin's stock was boosted by the company's use of AI to improve ad targeting on mobile games. The fund holds picks-and-shovels companies enabling the massive build-out of artificial intelligence capabilities.		View
2025 Q3	Oct 28, 2025	Columbia Global Technology Growth Fund	12.1%	-	AAPL, ACN, ALAB, AMZN, ASML, AVGO, CRM, GOOGL, HOOD, INTU, LRCX, META, MSFT, NFLX, NOW, NVDA, TSM, TTD	AI, Cloud, global, growth, innovation, semiconductors, technology	AI remained the most significant driver of technology market performance during the quarter. The fund benefited from AI infrastructure investments, with companies like NVIDIA reporting extraordinary demand for data-center products and Broadcom seeing AI semiconductor chips become a majority of revenue. The transformative potential of AI continues to drive investor enthusiasm across all sectors of the economy.	NOW CRM ACN TTD AVGO NVDA HOOD ALAB AVGO US NVDA US ALAB US AVGO US NVDA US ALAB US	View
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	View
2025 Q3	Oct 15, 2025	Lord Abbett Developing Growth Fund	13.8%	12.7%	ALAB, BROS, CRDO, FIX, GH, GWRE, INSM, KTOS, MTZ, RDDT, RMBS, SFM	AI, defense, growth, industrials, semiconductors, small caps, technology	Generative artificial intelligence continues to provide market tailwinds with productivity gains across sectors. AI is flourishing in semiconductors and software companies, as well as enabling datacenter expansion and power infrastructure. The emerging defense and space technology sector benefits from AI's role in autonomous software and hardware systems.	CSU US KRAT US ASTR US	View
2025 Q3	Oct 14, 2025	Driehaus Small Cap Growth Fund	16.9%	10.7%	ALAB, CRDO, GH, SITM	AI, Data centers, growth, healthcare, industrials, semiconductors, small cap, technology	AI continues to be the dominant theme driving the market and economy. The fundamental strength in AI is very sustainable, with companies becoming more productive and efficient by using AI. Over the intermediate and long-term, profit margins should expand as companies leverage AI capabilities.	KARM US GH US CRDO US	View
2025 Q3	Oct 14, 2025	Driehaus Small/Mid Cap Growth Fund	10.7%	8.1%	ALAB, AXON, CVNA, GH, PWR	AI, Data centers, earnings, growth, healthcare, industrials, small cap, technology	AI continues to be the dominant theme driving the market and economy. Over the intermediate and long-term profit margins should expand as companies become more productive and efficient by using AI. The biggest beneficiaries continue to be companies levered to the robust hyperscaler capex and data center buildout.	GH US CVNA US PWR US AXON US	View
2025 Q3	Oct 14, 2025	Alger Mid Cap Focus Fund	14.5%	19.0%	ALAB, AXON, CSU.TO, HOOD, TLN, WING	AI, Cloud, Data centers, financials, growth, mid cap, semiconductors, technology	AI is at an inflection point, potentially enabling significant increases in productivity. Strong demand for AI infrastructure is driving business spending acceleration. Companies like Astera Labs are well positioned in AI computing markets, providing critical connectivity solutions for AI accelerators and data movement.	ALAB HOOD	View
2024 Q4	Jan 20, 2025	Baird Small/Mid Cap Growth Equity Fund	5.1%	8.0%	ACLS, ALAB, APPF, CACI, CHX, CYBR, GKOS, LW, MASI, MEDP, MNDY, NBIX, ONTO, PEN, PODD, PSTG, RXST, SITM, TARS, VERX, VITA	AI, growth, healthcare, Outperformance, semiconductors, small caps, technology	The fund holds Astera Labs, a fast-growing semiconductor company with exposure to AI and data center infrastructure. The company's stock increased over 150% in the quarter following new product announcements and stronger than expected sales growth. Pure Storage was initiated as a new position, expected to benefit from hyperscaler AI spending with recent design wins.		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	View
2023 Q2	Jul 19, 2023	Polen Capital – U.S. SMID Company Growth	8.8%	-1.3%	ALAB, BE, GGAL, MNDY, ORCL, SOFI, TLN	AI, energy, growth, industrials, innovation, SMID Cap, technology	AI data centers require enormous amounts of power, driving demand for solutions like Bloom Energy's fuel cells. The AI revolution has turbocharged electricity demand and is viewed as strategically important in the US-China geopolitical power struggle.	ATLN.L SOFI 6BE GR	View
2023 Q1	Apr 19, 2023	Polen Capital – U.S. SMID Company Growth	8.8%	-1.3%	ALAB, BE, GGAL, MNDY, ORCL, SOFI, TLN	aerospace, AI, Electrification, energy, growth, industrials, SMID Cap, technology	AI data centers require enormous amounts of power, driving demand for companies like Bloom Energy that provide reliable onsite power solutions. The AI revolution has turbocharged electricity demand growth. Sectors exposed to the AI narrative performed best in the quarter, with Technology driving roughly 65% of overall index returns.	ATLN.L SOFI 6BE GR	View
2023 Q1	Mar 5, 2023	Spear Advisors	-3.5%	0.0%	ALAB, ASTS, AVAV, COHR, KLAC, KRMN, LRCX, MKSI, NVDA, WULF	AI, Automation, energy, Industrial, semiconductors, Space, technology	The fund invests in companies benefiting from artificial intelligence trends as one of its core secular themes. AI is listed as a primary investment focus area for the fund's industrial technology strategy.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Columbia Global Technology Growth Fund	Astera Labs	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	AI infrastructure, Connectivity, data centers, growth, hyperscalers, semiconductors, technology	View Pitch
Apr 13, 2026	Fund Letters	Alger Mid Cap Focus Fund	Astera Labs, Inc.	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	AI infrastructure, Cloud computing, connectivity solutions, data center, GPU Connectivity, high-performance computing, machine learning, semiconductors	View Pitch
Apr 13, 2026	Fund Letters	Alger Mid Cap Focus Fund	Astera Labs, Inc.	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	AI infrastructure, Cloud computing, data center, Data Connectivity, GPU Connectivity, high-speed data, Networking, semiconductors	View Pitch
Apr 13, 2026	Fund Letters	Baron Global Advantage Fund	Astera Labs, Inc.	Information Technology	Semiconductors & Semiconductor Equipment	Bull	NASDAQ	AI infrastructure, Bandwidth, Connectivity, data center, Fabless Semiconductor, First Mover, growth, hyperscale, PCIe Retimers, Signal integrity	View Pitch
Apr 13, 2026	Fund Letters	Alger Small Cap Focus Fund	Astera Labs, Inc.	Information Technology	Semiconductors	Bull	NASDAQ	AI infrastructure, Cloud computing, connectivity solutions, custom silicon, data centers, Gpu, high-performance computing, semiconductors	View Pitch
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

BSD Shareholders of ALAB

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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Letters With This Ticker

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