| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 15, 2026 | Brown Advisors Mid-Cap Growth strategy | -9.0% | -9.0% | AAON, ANDG, ARES, CCC, CSGP, DDOG, DKNG, DT, EFX, FICO, FIX, FTAI, GH, GWRE, HUBS, IT, LITE, LNG, LSCC, MDLN, MPWR, ODFL, OII, OS, PODD, PWR, RDDT, TOST, TTD, VOYG, VRSK, VRT, VST, WCN, WDAY, YSS | AI, energy, growth, industrials, mid cap, software, technology | GH FTAI ANDG RDDT TOST GWRE |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 23, 2026 | Fund Letters | Brown Advisors Mid-Cap Growth strategy | Andersen Group, Inc. | Personal Services | Professional Services | Bull | NASDAQ | Big Four Alternative, growth, IPO, M&A, professional services, Tax Services | 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 |
|---|---|---|---|---|---|---|---|---|
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $3.7M | 0.01% | 144,544 | +144,544 | +100.00% | 0.1508% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $943,385 | 0.00% | 36,382 | +36,382 | +100.00% | 0.0380% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $4.6M | 0.01% | 177,882 | +177,882 | +100.00% | 0.1856% |
| Israel Englander | Millennium Management LLC | $233.2B | $5.5M | 0.00% | 213,648 | +213,648 | +100.00% | 0.2229% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $311,160 | 0.00% | 12,000 | +12,000 | +100.00% | 0.0125% |
| George Soros | Soros Fund Management | $6.8B | $1.6M | 0.02% | 62,600 | +62,600 | +100.00% | 0.0653% |