ARGX-BBDAVADDOGGLOBILMNLOARMELINETNUNVDATSM

ARGX-BBDAVADDOGGLOBILMNLOARMELINETNUNVDATSM

ARGX-BBDAVADDOGGLOBILMNLOARMELINETNUNVDATSM

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
No letters found for ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 28, 2026 Fund Letters White Falcon Capital Management Nu Holdings Ltd Financials Consumer Finance Bull NYSE Brazil, credit cards, cross-selling, Customer Acquisition, Data Analytics, digital banking, Emerging markets, Fintech, Latin America, technology platform
Apr 28, 2026 Fund Letters Baron Focused Growth Fund Illumina, Inc. Health Care Life Sciences Tools & Services Bull NASDAQ diagnostics, DNA Sequencing, Genomics, high-margin, life sciences, Oncology Testing, Prenatal Testing, research
Apr 28, 2026 Fund Letters Saltlight Capital MercadoLibre Consumer Discretionary Internet & Direct Marketing Retail Bull NASDAQ digital payments, e-commerce, Emerging markets, Fintech, Latin America, marketplace, network effects
Apr 28, 2026 Fund Letters The London Company SMID Cap Endava plc Information Technology IT Consulting & Other Services Bull NYSE Agile Technology, Custom Application Development, enterprise IT, IT services, Minimal CapEx, strong balance sheet, Technical Talent Shortage
Apr 28, 2026 Fund Letters Polen Capital - International Growth Globant Information Technology IT Consulting & Other Services Bull NYSE Argentina, Digital transformation, emerging technologies, Enterprise Services, IT services, Software Development, Technology Consulting
Apr 28, 2026 Fund Letters Polen Capital - International Growth MercadoLibre Consumer Discretionary Internet & Direct Marketing Retail Bull NASDAQ digital payments, e-commerce, Emerging markets, Fintech, growth, Latin America, marketplace
Apr 28, 2026 Fund Letters Polen Capital - U.S. SMID Company Growth Globant Information Technology IT Consulting & Other Services Bull NYSE Cyclical Resilience, Digital transformation, It consulting, long-term growth, Technology Services
Apr 28, 2026 Fund Letters SouthernSun Small Cap Live Oak Bancshares, Inc. Financials Regional Banks Bull NASDAQ Branchless Model, credit quality, Equity, interest rate sensitivity, regional bank, SBA lending, small business, Technology-Enabled Banking
Apr 28, 2026 Fund Letters RiverPark Large Growth Illumina, Inc. Health Care Life Sciences Tools & Services Bull NASDAQ biotechnology, DNA Sequencing, Genomics, Healthcare Technology, Innovation Leader, life sciences, market leader
Apr 28, 2026 Fund Letters Palm Valley Capital Management Avista Corporation Utilities Electric Utilities Bull NYSE defensive, Electric Utility, Hydroelectric, Rate Case, Regulated, utilities, Value, Wildfire Risk
Apr 28, 2026 Fund Letters Baron Emerging Markets Fund Nu Holdings Ltd. Financials Consumer Finance Bull NYSE Brazil, credit cards, Customer Acquisition, digital banking, disruption, Fintech, Latin America, operating leverage
Apr 28, 2026 Fund Letters NCG Small Cap Growth Strategy Endava Information Technology IT Consulting & Other Services Bull NYSE banking, Cyclical Recovery, Digital transformation, Fintech, IT services, Outsourcing, Payments, Telecom
Apr 28, 2026 Fund Letters NCG SMID Cap Growth Strategy Endava Information Technology IT Consulting & Other Services Bull NYSE banking, Cyclical Recovery, Digital transformation, IT services, Outsourcing, Payments, Technology Consulting, TMT
Apr 28, 2026 Fund Letters Brown Capital Management International All Company Fund MercadoLibre Consumer Discretionary Internet & Direct Marketing Retail Bull NASDAQ Argentina, Brazil, digital payments, e-commerce, Fintech, Latin America, Logistics, payment services
Apr 28, 2026 Fund Letters Infuse Partners MercadoLibre Inc Consumer Discretionary Internet & Direct Marketing Retail Bull NASDAQ competitive moat, dominant market position, e-commerce, Flywheel Effect, founder-led, Latin America, Logistics, Payments
Apr 28, 2026 Fund Letters Infuse Partners Nu Holdings Ltd Financial Services Consumer Finance Bull NYSE Brazil, credit cards, digital banking, Fintech, founder-led, Geographic Expansion, Latin America, market share gains, Mobile Banking
Apr 28, 2026 Fund Letters Brown Capital Management International All Company Fund MercadoLibre Consumer Discretionary Internet & Direct Marketing Retail Bull NASDAQ cross-selling, digital payments, e-commerce, Fintech, growth, Latin America, marketplace, network effects, payment processing
Apr 28, 2026 Fund Letters Easterly - Global Real Estate Fund Mercado Libre Consumer Discretionary Internet & Direct Marketing Retail Bull NASDAQ B2B wholesale, digital health, digital payments, E-commerce Platform, Financial Inclusion, Fintech, Latin America, market dominance, Political Resilience, POS Terminals
Apr 28, 2026 Fund Letters RVK Mercado Libre Consumer Discretionary Internet & Direct Marketing Retail Bull NASDAQ Brazil, digital payments, e-commerce, Emerging markets, Fintech, Internet Retail, Latin America, Mexico
Apr 28, 2026 Fund Letters Argosy Investors Endava plc Information Technology IT Consulting & Other Services Bull NYSE Digital transformation, IT Outsourcing, Quality Management, Sector Consolidation, Technology Services, value opportunity
Apr 28, 2026 Fund Letters Ithaka US Growth Strategy MercadoLibre, Inc. Consumer Discretionary Internet & Direct Marketing Retail Neutral NASDAQ digital payments, e-commerce, Emerging markets, Fintech, Latin America, MercadoPago, network effects, Platform business
Apr 28, 2026 Fund Letters White Falcon Capital Management Nu Holdings Financials Consumer Finance Bull NYSE Brazil, Credit, Data Analytics, digital banking, Emerging markets, Fintech, market share, Neobank, ROE
Apr 27, 2026 Fund Letters Harding Loevner Emerging Markets Equity Globant Information Technology IT Consulting & Other Services Bull NYSE AI, Argentina, Cloud Operations, cybersecurity, Digital transformation, IT services, net cash, Software Development
Apr 27, 2026 Fund Letters Deep Sail Capital Partners Mercado Libre Consumer Discretionary Internet & Direct Marketing Retail Bull NASDAQ Brazil, Digital adoption, e-commerce, Fintech, growth, Latin America, Logistics, marketplace, Mexico, network effects, Payments
Apr 27, 2026 Fund Letters Brown Capital Management International All Company Fund MercadoLibre Inc Consumer Discretionary Internet & Direct Marketing Retail Bull NASDAQ e-commerce, Fintech, Gmv Growth, infrastructure investment, Latin America, MercadoPago, Payments

BSD Shareholders of ARGX-BBDAVADDOGGLOBILMNLOARMELINETNUNVDATSM

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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