AORT

AORT

AORT

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 22, 2025	Alger Weatherbie Specialized Growth Fund	11.6%	-5.2%	AORT, PI, PLMR, SMTC, SPSC, VERX	AI, growth, healthcare, industrials, semiconductors, small cap, technology	AI is at an inflection point, potentially enabling significant increases in productivity. Continued enthusiasm for artificial intelligence drove Information Technology sector outperformance. Burgeoning demand for AI infrastructure is driving U.S. business spending acceleration.	VERX PLMR SPSC AORT PI SMTC NEO RXO NEOG ACAD UPST STRL	View
2025 Q2	Jul 21, 2025	Sawgrass Asset Management – Small Cap Quality Growth	5.5%	-	AORT, AVPT, NVDA, SNEX	growth, Quality, Risk Appetite, Russell 2000, small caps, valuation	Small caps are at extreme relative valuation discounts to large caps, with the Russell 2000 representing only 5% of S&P 500 market cap. The normalized P/E relative to larger stocks is at a two-standard-deviation low, cheaper than COVID lows. Large cap leadership cycle is the second longest in US stock market history.	AVPT AORT SNEX SNEX	View
2026 Q1	Apr 21, 2026	Conestoga Small Cap Composite	-5.0%	-5.0%	AORT, AZTA, BL, CWST, DGII, ESE, HLIO, HLMN, LMAT, NPO, RBC, RGEN, SPSC, STVN, UTI	defense, energy, growth, Quality, small cap, software, Valuations			View
2025 Q1	Mar 31, 2025	NCG SMID Cap Growth Strategy	14.1%	14.1%	AGYS, ALHC, AORT, ATEC, ATRO, BROS, CAVA, FLYW, GLBE, INOD, IRTC, OS, PEGA, PEN, QNST, SAIA, SITM, UTI, VERX, WAY	growth, healthcare, industrials, small cap, technology, uncertainty, underperformance	NCG emphasizes investing in what they believe are the fastest growing and highest quality companies in America. They maintain focus on companies that can grow revenue and profits at strong rates in any economic and market environment. The firm continues to seek high-quality growth companies selected using original research combined with strong sell discipline.		View
2025 Q3	Oct 24, 2025	NCG Micro Cap Growth Strategy	4.6%	5.2%	ADMA, ADPT, AEHR, AMPX, AMSC, AORT, APLD, ATRO, BRCF, CCB, CDNA, EVLV, FEIM, KEST, LEU, LMB, OPRX, PAR, PGY, PI, PKE, PL, PRCH, WULF, XMTR, ZETA	AI, defense, growth, Micro Cap, nuclear, Onshoring, small cap	AI infrastructure buildout is spurring significant investment and capital expenditures, driving new growth opportunities for innovative companies across technology, industrials, and energy sectors. The infrastructure needed to support AI development is creating substantial near-term investment opportunities.	ATRO	View
2025 Q3	Oct 21, 2025	Alger Weatherbie Specialized Growth Fund	-	-	AORT, PI, PLMR, SMTC, SPSC, VERX	AI, growth, healthcare, industrials, semiconductors, small cap, technology	AI is at an inflection point, potentially enabling significant increases in productivity. Continued enthusiasm for artificial intelligence drove Information Technology sector outperformance. Burgeoning demand for AI infrastructure is accelerating U.S. business spending.	VERX PLMR SPSC AORT PI VERX PLMR SPSC AORT PI	View
2025 Q4	Jan 20, 2026	Sawgrass Asset Management – Small Cap Quality Growth	-0.5%	7.7%	AORT, BTSG, CRVL, CVLT, IRMD, PRGS, SANM, SNEX, WLDN	growth, healthcare, industrials, Quality, small caps, technology, value	The manager argues for the advent of the small-cap decade based on three key factors: relative valuation discount of small cap to large cap at continual trough valuations, concentration of mega-caps as a percent of total equity market, and the duration of large cap leadership cycle being the second longest in U.S. stock market history. The rubber band of these linchpins is stretched tight and when it snaps, small caps are likely to generate historical appreciation. The Small Cap Quality Growth strategy generates portfolios exhibiting lower price volatility, stable consistent growth, and attractive valuations. The manager's favored factors include lower volatility, lower market sensitivity, higher earnings yield, higher momentum, and higher profitability, though these were mixed for the quarter and year as high-volatility led strongly during both periods. Low-quality factors led both Q4 2025 and the full year, with high short interest, low share price, low P/E, low sales growth, and high bankruptcy risk being leading factors. Loss-makers outperformed profitable companies significantly, evidencing the risk-on nature in the market. Microcaps led for both periods, further demonstrating elevated risk appetite.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Alger Weatherbie Specialized Growth Fund	Artivion Inc.	Health Care	Health Care Equipment & Supplies	Bull	NYSE	Aortic Disease, Cardiac Surgery, Clinical trials, Mechanical Valves, Medical devices, Stent Grafts, Tissue Preservation	View Pitch
Apr 13, 2026	Fund Letters	Sawgrass Asset Management - Small Cap Quality Growth	Artivion	Health Care	Health Care Equipment & Supplies	Bull	NYSE	Aortic Disease, clinical data, Equity, Health Care Equipment, Medical devices	View Pitch
Nov 29, 2025	Fund Letters	H. George Dai	Artivion Inc.	Health Care	Medical Devices	Bull	NYSE	Aortic, cardiovascular, Devices, guidance, operating leverage, pipeline, Stent graft	View Pitch
Nov 28, 2025	Fund Letters	H. George Dai	Artivion Inc.	Health Care	Medical Devices	Bull	NYSE	Aortic, cardiovascular, Devices, guidance, operating leverage, pipeline, Stent graft	View Pitch

BSD Shareholders of AORT

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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