ARCHOS.PA Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Aug 10, 2025	Fairlight Alpha Fund	9.3%	29.8%	AAPL, ARCHOS.PA, SRB.L	AI, Gold Miners, infrastructure, Mining, small caps, technology, value	The fund identified opportunities in AI infrastructure businesses, particularly those supplying computing power, energy, pipes, cooling systems, and concrete structures for AI data centers. They invested in TSS, Inc., which showed exceptional growth with revenues up 523% year-over-year in Q1, driven by systems integration segment growth of 264%.	SRB.L LOGIC.PA TSS SRB LN TSSI US	View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of ARCHOS-PA

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

ARCHOS-PA

ARCHOS-PA

Letters With This Ticker

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BSD Shareholders of ARCHOS-PA

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