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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q3 | Oct 19, 2023 | Laughing Water Capital | 2.5% | 11.1% | APLS, CDMO, HGV, LFCR, THRY | Biotechnology, Cloud, Macro, small caps, value, volatility | Manager discusses Avid Bioservices as a biologic contract drug manufacturer facing near-term headwinds from biotech spending slowdown but positioned to benefit from favorable industry dynamics including patent cliff, outsourcing trends, and supply-demand imbalance. Expects significant cash flow generation as new capacity gets filled over 4-5 years. | THRY CDMO |
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| 2025 Q3 | Oct 16, 2025 | Contrarius Global Equity Fund | 30.9% | 45.0% | APLS, BEAM, CRSP, NTLA, PARA, PFE, TSLA, VRTX, WBD | AI, Biotechnology, contrarian, CRISPR, Gene Editing, Media, Tesla, value | The fund believes AI represents a transformative opportunity similar to the internet revolution. They see the market as potentially being in 1997 rather than 1995 of the AI adoption cycle, with real-world AI applications like autonomy and robotics having not yet started. The impact of AI is expected to dwarf that of the internet over time. | BEAM NTLA CRSP |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Sep 16, 2025 | Short Thesis | Citron | Apellis Pharmaceuticals Inc | Health Care | Application Software | Bear | NASDAQ | cybersecurity, growth, Integration, M&A, Software | 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. | ||||||||