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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Sep 30, 2025 | SGA – U.S. Large Cap Growth | -1.4% | 2.8% | AAPL, ABBV, AMZN, AON, ARM, AVGO, AXP, CMG, COO, CP, CRM, DHR, ECL, GOOGL, GWW, INTU, IT, JNJ, META, MSFT, NFLX, NKE, NOW, NVDA, NVO, ORCL, PLTR, SNPS, SPGI, TSLA, UNH, V, WCN, WDAY, WM, YUM | AI, growth, large cap, momentum, Quality, technology, underperformance, valuation | AI infrastructure buildout remains a dominant market force driving speculation and momentum trading. While AI benefits some portfolio companies like Nvidia, Microsoft, Alphabet, Meta, and Amazon, the manager warns of bubble dynamics similar to the dot-com era. Historical parallels suggest infrastructure beneficiaries may face disappointment while long-term winners emerge later as companies building services on top of infrastructure. | View | |
| 2024 Q3 | Sep 30, 2024 | AVI Global Trust | - | - | APO, ARM, CPNG, DTE.DE, ENT.L, FMXUF, KKR, NWSA, SFTBY, TMUS | activism, Discounts, dividends, global, value | D'Ieteren announced a special dividend of €74 per share, equating to a 39% yield at current prices. The dividend will be funded via a €3.8bn dividend recapitalisation at Belron and new debt facilities. The manager views receiving a large portion of market cap back at NAV as inherently positive. | DIEPA.BR |
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| 2024 Q2 | Aug 7, 2024 | Brookfield Asset Management | - | - | AMD, ARM, ASML, AVGO, BABA, BIDU, GOOGL, META, MSFT, NVDA, ORCL, PLTR, SNOW, TSM | AI, China, Cloud, growth, infrastructure, semiconductors, technology | WestEnd maintains concentrated exposure to AI infrastructure through both established leaders and catch-up trades. The firm holds positions in Palantir and Snowflake while adding AMD, Alibaba, and Baidu as companies positioned to gain market share in the AI arms race. These investments span hardware, software, and enterprise AI adoption across global markets. | BIDU BABA SNOW AMD |
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| 2023 Q2 | Aug 19, 2023 | African Lions Fund | 3.7% | 6.2% | AMD, ARM, ASML, AVGO, BABA, BIDU, GOOGL, META, MSFT, ORCL, PLTR, SNOW, TSM | AI, China, Cloud, growth, infrastructure, semiconductors, technology | WestEnd maintains concentrated exposure to AI infrastructure through both established leaders and catch-up trades. The firm holds positions in Palantir and Snowflake while adding AMD, Alibaba, and Baidu as companies positioned to gain market share in the AI arms race. | BIDU BABA SNOW AMD |
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| 2026 Q2 | Aug 11, 2026 | Loomis Sayles Global Growth Fund | 6.4% | -7.5% | 0700.HK, ADSK, ADYEN.AS, AMZN, ARM, CRM, GOOGL, MSFT, NFLX, NVO, RACE, TCOM | Advertising, AI, Cloud, E-Commerce, Intrinsic Value, quality growth, semiconductors, Streaming | View | ||
| 2026 Q2 | Jul 8, 2026 | INN8 | - | - | 000660 KS, 005930 KS, 0700.HK, 6600.T, 6857.T, 8035.T, AMD, ARM, AU, BABA, BUD, CFR SW, CPI.JO, DSY.JO, FSR.JO, GFI, GS, IMPUY, INTC, MTN.JO, MU, NPN.JO, NVDA, PRX.AS, SBK.JO | AI, China, gold, inflation, interest rates, IPO, semiconductors, South Africa | View | ||
| 2026 Q2 | Jul 30, 2026 | Sands Capital Global Growth Fund | 22.2% | 4.0% | 000660 KS, ARM, ASML, AVGO, BE, GALD SW, ICE, INTC, ISRG, MU, NFLX, NVDA, ONON, ORCL, SHOP, SPOT, TSM | AI Infrastructure, Data centers, emerging markets, Growth Equity, Long-Term Investing, semiconductors, technology | View | ||
| 2026 Q2 | Jul 30, 2026 | Sands Capital Technology Innovators Fund | 26.9% | 7.8% | 000660 KS, AMD, APP, ARM, AVGO, DDOG, INTC, KVYO, META, MSFT, NET, NVDA, PANW, PLTR, STX, TSM | AI Infrastructure, cybersecurity, Data centers, growth, Memory, semiconductors, technology | View | ||
| 2026 Q2 | Jul 29, 2026 | SGA – U.S. Large Cap Growth | 6.6% | -5.4% | AMZN, ANET, AON, ARM, AVGO, CP, CRM, ECL, EQIX, GOOGL, GWW, INTU, MSFT, NFLX, NOW, NVDA, WM, YUM | AI, growth, large cap, momentum, Quality, semiconductors, valuation | AON INTU ANET EQIX |
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| 2026 Q2 | Jul 29, 2026 | SGA – International Growth | 7.6% | -3.7% | 6098.T, 6146.T, 9983.T, ARM, CP.TO, FMX, GALD SW, LIN, OR.PA, SE, SRT3.DE, TSM, UMG.AS | AI, growth, international, momentum, Quality, semiconductors, valuation | 6146.T |
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| 2026 Q2 | Jul 29, 2026 | SGA – Global Growth | 7.2% | -7.6% | AMZN, ANET, AON, ARM, AVGO, GOOGL, LIN, NVDA, SE, SU.PA, TSM, V | AI, Concentration, global, growth, momentum, Quality, semiconductors, valuation | View | ||
| 2026 Q2 | Jul 28, 2026 | American Century International Growth Fund | 8.4% | - | 4543.T, 6861.T, 6954.T, 8035.T, 8316.T, A5G.IR, ARM, ASML, AZN, BNP.PA, BTI, DB1.DE, ENI.MI, IBE.MC, IFX.DE, LSEG.L, ML.PA, ORSTED.CO, SU.PA | AI, financials, growth, healthcare, industrials, international, large cap, semiconductors | View | ||
| 2025 Q2 | Jul 22, 2025 | Opal Capital | 7.6% | - | AMD, ARM, ASML, AVGO, BABA, BIDU, GOOGL, META, MSFT, NVDA, ORCL, PLTR, SNOW, TSM | AI, China, growth, large cap, semiconductors, technology | WestEnd maintains concentrated exposure to AI infrastructure through established positions in Palantir and Snowflake, while adding new positions in AMD, Alibaba, and Baidu as catch-up trades. The firm views these companies as benefiting from the broad market adoption phase of AI, with AMD positioned to compete head-to-head with NVIDIA for major infrastructure contracts. | BIDU BABA SNOW AMD |
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| 2026 Q2 | Jul 21, 2026 | Carmignac Patrimoine | 43.5% | 40.4% | 005930 KS, 3016.TW, 3110.T, 3227.TW, 4062.T, ANET, ARM, ASML, AVGO, GTLB, INTC, MRVL, MSFT, MU, NVDA, TEAM, TSM | AI, Asia, growth, hardware, infrastructure, semiconductors, software, technology | View | ||
| 2025 Q2 | Jul 18, 2025 | NZS Capital – Growth | 19.4% | 15.1% | 1211.HK, APH, ARM, CDNS, CPRT, DHR, FI, FND, GLBE, GOOGL, HEI, IR, LRCX, MELI, MRVL, MSFT, NET, NVDA, PGR, PWR, ROP, SAIL, TOST, TSM | growth, Portfolio Management, semiconductors, software, technology, volatility | NZS views the world as a complex adaptive system subject to frequent shocks and disruptions. Their portfolio construction process is designed to handle volatility by sizing positions based on range of outcomes rather than narrow predictions. The resilient head provides ballast during volatility while the optionality tail captures asymmetry. | TOST TOST |
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| 2023 Q2 | Jul 18, 2023 | LVS Advisory – Event Driven | - | 2.5% | AMD, ARM, ASML, AVGO, BABA, BIDU, GOOGL, META, MSFT, ORCL, PLTR, SNOW, TSM | AI, China, Cloud, growth, semiconductors, technology | WestEnd maintains concentrated exposure to AI infrastructure through both established leaders and catch-up trades. The firm holds positions in Palantir and Snowflake while adding AMD, Alibaba, and Baidu as companies positioned to gain market share in the AI arms race. | BIDU BABA SNOW AMD |
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| 2026 Q2 | Jul 16, 2026 | NZS Capital – Growth | 24.8% | 13.6% | 300750.SZ, ARM, ASML, AXGN, CRWD, CSGP, DDOG, DSGX, ISRG, LITE, LRCX, LSCC, MRVL, NTDOY, NVDA, ON, PWR, SNOW, TSM, TYL | AI, growth, healthcare, infrastructure, Quality, semiconductors, technology | View | ||
| 2026 Q2 | Jul 14, 2026 | Munro Global Growth Fund | 23.4% | - | 300750.SZ, AMAT, AMD, AMZN, ARM, ASM.AS, AVGO, BA.L, GALD SW, GEV, GOOG, IFX.DE, LLY, MA, MU, NVDA, QCOM, SNPS, TSM | AI, Data centers, earnings, global, growth, Long/Short, semiconductors, technology | ARM AMD IFX.DE |
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| 2023 Q2 | Jul 11, 2023 | Rathbones | - | - | ACN, ADBE, AMZN, ARM, ASML, CHGG, GOOGL, INTC, META, MSFT, MTCH, NFLX, NVDA, PYPL, TSM, UBER, WEN | AI, Bonds, diversification, Hydrogen, Japan, semiconductors, technology | The launch of ChatGPT has triggered a new artificial intelligence gold rush among investors, driving strong gains across technology companies. Generative AI represents a breakthrough that can create original content rather than just identify patterns. The value currently accrues primarily to Nvidia as the dominant chip provider, though the long-term profit distribution across the AI supply chain remains uncertain. | View | |
| 2026 Q2 | Jun 30, 2026 | Royal London Global Equity Diversified Fund | 16.0% | 10.4% | AMZN, ARM, CSCO, DTG.DE, GS, INTC, LITE, MU, SHEL, TSM, TTE | active management, AI, energy, Global Equity, semiconductors, technology, Valuations | View | ||
| 2026 Q2 | Jun 30, 2026 | SoftBank Group | - | - | ARM, BABA, INTC, NVDA, TMUS, TSLA | AI, Data centers, Energy Infrastructure, Investment, Robotics, semiconductors, technology | View | ||
| 2025 Q2 | Jun 30, 2025 | SoftBank Group | - | - | 1548.HK, 2228.HK, 9434.T, 9984.T, ARM, ASTO.OL, BABA, CPNG, DASH, DIDI, DTE.DE, GOOGL, KLAC, META, MOMS.NS, MSFT, OLECTRA.NS, SWGY.NS, SYM, TMUS | AI, growth, innovation, Investment, Platform, semiconductors, technology, Vision Funds | SoftBank is positioning itself as the world's No. 1 ASI (Artificial Super Intelligence) platform provider, with major investments in OpenAI, Arm's AI chip designs, and AI infrastructure through the Stargate Project. The company sees AI as completely redefining every industry and believes the next few decades of AI innovation will surpass all technological progress of the last three centuries. | View | |
| 2025 Q2 | Jun 30, 2025 | Fortress – Caribbean Growth Fund | 4.2% | - | AMD, ARM, ASML, AVGO, BABA, BIDU, GOOGL, META, MSFT, NVDA, ORCL, PLTR, SNOW, TSM | AI, China, growth, infrastructure, semiconductors, technology | WestEnd maintains concentrated exposure to AI infrastructure through both established leaders and catch-up trades. The firm holds positions in Palantir and Snowflake while adding AMD, Alibaba, and Baidu as companies positioned to gain market share in the AI arms race. These investments span hardware, software, and enterprise AI adoption. | BIDU BABA SNOW AMD |
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| 2024 Q1 | May 7, 2024 | Deep Sail Capital Partners | 13.8% | 23.5% | ACHR, ADYEN.AS, AEIS, AFRM, ARM, CREX, RCM, TSLA | AI, Europe, growth, IoT, Long/Short, Microcap, SmallCap, technology | The AI revolution kicked off in 2023 with the release of ChatGPT has spurred a sizable uptick in investment and excitement over new products and new industries. This technological shift is contributing to market dynamics and investment opportunities. | SHEL.L |
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| 2026 Q1 | May 14, 2026 | Loomis Sayles Global Growth Fund | -13.1% | -13.1% | ABEV, ADYEN.AS, ARM, BA, NVS, SHOP.TO, TSLA | AI, Electric Vehicles, global, growth, healthcare, innovation, Quality, technology | View | ||
| 2023 Q1 | May 11, 2023 | Hinde Group | 10.9% | 10.9% | AMD, ARM, ASML, AVGO, BABA, BIDU, GOOGL, META, MSFT, ORCL, PLTR, SNOW, TSM | AI, China, growth, infrastructure, semiconductors, technology | WestEnd maintains concentrated exposure to AI infrastructure through both established leaders and catch-up trades. The firm holds long-term positions in Palantir and Snowflake while adding new positions in AMD, Alibaba, and Baidu to capture different fronts of the AI arms race. These companies are positioned to benefit from enterprise AI adoption and global AI infrastructure buildout. | BIDU BABA SNOW AMD NBN IBKR |
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| 2026 Q1 | Apr 28, 2026 | SGA – International Growth | -10.5% | -10.5% | ADYEY, ARM, HDB, LIN, SAP, SPOT, TSM | AI, energy, Geopolitical, growth, international, Quality, semiconductors, valuation | View | ||
| 2026 Q1 | Apr 28, 2026 | SGA – Global Growth | -13.8% | -13.8% | ADYEN.AS, ARM, AXP, CP, HDB, IT, MSFT, TSM, UNH | AI, Geopolitical, Global Growth, payments, Quality, semiconductors, valuation | AXP MSFT HDB ADYEY CP TSM ARM |
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| 2026 Q1 | Apr 28, 2026 | SGA – U.S. Large Cap Growth | -11.2% | -11.2% | ARM, CP, CRM, INTU, IT, MA, MSFT, UNH, WM | AI, disruption, Geopolitical, growth, Quality, software, technology, valuation | MA CRM INTU MSFT WM CP ARM |
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| 2024 Q1 | Apr 26, 2024 | Fawkes Capital Management | 12.0% | 12.0% | AGX, AMD, ANET, ARM, ARQ.AX, CAMT, FN, HPS.TO, KMI, NVDA, POWL, SMCI, VRT | AI, energy, Immigration, inflation, infrastructure, Natural Gas, Trade Policy, water | AI demand is driving a quadrupling in electricity demand growth, with data centers expected to increase from 4.5% to 10% of US power supply in 3 years. This creates significant opportunities in energy infrastructure companies that support AI data center requirements. | View | |
| 2026 Q1 | Apr 25, 2026 | NZS Capital – Growth | -8.9% | -8.9% | ARM, ASML, CSU.TO, DHR, FROG, ISRG, IT, LIN, LRCX, SYK, TEAM, TSM, TYL, WDAY | AI, disruption, growth, healthcare, semiconductors, software, technology | TYL |
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| 2025 Q1 | Apr 1, 2025 | MPD Partners | - | - | AMD, ARM, ASML, AVGO, BABA, BIDU, GOOGL, META, MSFT, NVDA, ORCL, PLTR, SNOW, TSM | AI, China, Cloud, growth, infrastructure, semiconductors, technology | WestEnd maintains concentrated exposure to AI infrastructure through both established leaders and catch-up trades. The firm holds positions in Palantir and Snowflake while adding AMD, Alibaba, and Baidu as companies positioned to gain market share in the AI arms race. These investments span hardware, software, and enterprise AI adoption. | BIDU BABA SNOW AMD |
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| 2025 Q1 | Mar 31, 2025 | Airlie Small Companies Fund | -1.1% | -1.1% | AMD, ARM, ASML, AVGO, BABA, BIDU, GOOGL, META, MSFT, NVDA, ORCL, PLTR, SNOW, TSM | AI, China, Cloud, growth, large cap, semiconductors, technology | WestEnd maintains concentrated exposure to AI infrastructure through both established leaders and catch-up trades. The firm holds positions in Palantir and Snowflake while adding AMD, Alibaba, and Baidu as companies positioned to gain market share in the AI arms race. These investments span the hardware and software sides of AI growth with focus on data center processors, enterprise AI tools, and autonomous mobility platforms. | BIDU BABA SNOW AMD |
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| 2025 Q4 | Feb 8, 2026 | SGA – U.S. Large Cap Growth | 0.2% | 3.0% | AAPL, AMZN, ARM, AVGO, AXP, COO, CRM, DHR, GOOGL, GWW, INTU, META, MSFT, NFLX, NKE, NOW, SPGI, V, WM, YUM | AI, growth, large cap, momentum, Quality, semiconductors, valuation | AI capital expenditures are expected to moderate due to structural constraints including power availability, skilled labor shortages, and capital availability. Hyperscaler CapEx spending has reached historically high proportions of revenues and operating cash flows. The most attractive long-term AI opportunities reside with businesses building long-term value rather than companies exposed to cyclical swings. 2025 was characterized by extreme momentum dynamics with capital flowing into immediate winners while perceived losers saw unprecedented pressure. Market leadership concentrated in lower-quality, speculative, and cyclically sensitive stocks. The momentum trade has been exceptionally profitable short-term but timing the inevitable reversal remains challenging. Quality growth companies with stable fundamentals have seen relative valuations plummet to lowest levels in decades while cyclicals trade at historically high levels. The portfolio focuses on reliable and durable growth companies with lower variability that continue to compound earnings and cash flows attractively despite not being rewarded by the market currently. Semiconductor and AI capital equipment stocks were among market darlings, buoyed by massive AI infrastructure spending. However, purely cyclical sectors exposed to hyperscaler CapEx growth rates will have a shorter runway of growth left as further upward growth revisions become challenging. | ALC YUM IT META MSFT ARM AVGO CRM COO GOOG |
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| 2025 Q4 | Feb 8, 2026 | SGA – Global Growth | -0.3% | 3.1% | 1299.HK, 9983.T, ADYEN.AS, ALC, AMZN, AON, ARM, AVGO, BABA, CMG, CP, CRM, DHR, EXPN.L, GOOGL, HDB, INFY, INTU, IT, MELI, META, MSFT, NFLX, NOW, NVDA, SAP, SE, SNPS, SPGI, STE, TSM, UMG.AS, UNH, V, WM | AI, cyclicals, global, growth, Quality, valuation | AI capital expenditure growth is expected to moderate due to structural constraints including power availability, skilled labor shortages, and capital availability limits. Hyperscalers are approaching 90% of operating cash flows for CapEx spending, creating natural constraints on future growth rates. Quality factors including sales stability and high gross margins continued to underperform in 2025 as markets favored cyclical and momentum-driven assets. The portfolio's quality growth companies are trading at historically attractive relative valuations. Market leadership was dominated by momentum and cyclical assets while quality growth strategies faced headwinds. Extreme concentration and momentum effects created significant winners and losers independent of company fundamentals. | INFY NOW ARM MELI MSFT SE NFLX AVGO 9983 JP TSM GOOG |
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| 2025 Q4 | Feb 8, 2026 | SGA – International Growth | 1.0% | 9.6% | 1299.HK, 6098.T, 9983.T, ADYEN.AS, ALC, AON, ARM, BABA, CP, DSY.PA, EXPN.L, FEMSAUBD.MX, GALD, GRAB, HDFCBANK.NS, HEIA.AS, HLN.L, INFY, LIN, MELI, OR.PA, SAP, SE, SGE.L, SHOP, SRT3.DE, STE, TEAM, TSM, UL, UMG.AS, WALMEX.MX, WCN, YUMC | AI, Cyclical, E-Commerce, growth, international, Quality, Southeast Asia, valuation | SGA continues to believe the most attractive long-term AI opportunities reside with businesses building long-term value through proprietary data and integrated workflows. The portfolio is positioned to capture AI value through companies providing essential intellectual property and manufacturing capability for the AI ecosystem, including TSMC, Arm Holdings, SAP, and Dassault Systemes. The portfolio focuses on high-conviction quality growth businesses anticipated to achieve consistent mid-teens earnings growth with reduced variability. Despite market headwinds favoring cyclical assets, SGA maintains conviction in quality companies with predictable revenue and cash flow generation that should become more sought after if market volatility increases. New positions were established in Sea Limited and Grab Holdings, both Southeast Asian consumer internet companies with integrated ecosystems. Sea operates Shopee e-commerce platform with integrated payments and logistics, while Grab provides super-app services for ride-hailing, food delivery, and digital payments across Southeast Asia. | TEAM ARM DSY FP SRT GR 9983 JP |
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| 2024 Q4 | Dec 31, 2024 | SoftBank Group | - | - | AAPL, AMZN, ARM, AURO, AUTO, BABA, CPNG, DASH, DIDI, DTEGY, GKBW, GOOG, GOTO.JK, MSFT, NVDA, SYM, TMUS, UBER, WE, ZOMATO.NS | AI, Arm, growth, innovation, Investment, semiconductors, technology, Vision Funds | SoftBank positions AI as the core of the Information Revolution and their investment strategy. The company believes AI will redefine all industries and is investing heavily in AI-powered companies across their portfolio. They anticipate the realization of artificial super intelligence (ASI) within ten years, which they view as a turning point in human history. | View | |
| 2023 Q4 | Dec 31, 2023 | North Sky Capital | - | - | ARM, CART, IFX.DE, KVYO | Electric Vehicles, Energy Transition, impact investing, infrastructure, private equity, Renewable Energy, Secondaries, Solar | Annual EV sales in the USA crossed 1 million units with EVs, hybrids and plug-in hybrids accounting for 17.7% of new light-duty vehicle sales in Q3. Growth attributed to increasing consumer acceptance, greater charging station availability, IRA tax credits and declining prices due to economies of scale. | View | |
| 2025 Q3 | Oct 9, 2025 | ClearBridge Investments International Growth ADR Strategy | - | - | 0700.HK, 1211.HK, 3064.T, 8035.T, ADYEN.AS, AEM, ALC, ARGX, ARM, BBVA, BVI.PA, CLS.TO, CPG.L, DOL.TO, DTE.DE, HDB, HSBA.L, KBC.BR, KOF, L.TO, LSEG.L, MELI, NVO, NVZMY, PRY.MI, REL.L, SAN, SAP, SFTBY, SIK.SW, SONY, SPOT, STMN.SW, TRI.TO, UCB.BR, VNA.DE | AI, banks, Biotechnology, China, Europe, growth, international, value | European biotechs Argenx and UCB delivered solid contributions with robust sales growth and positive clinical trial results. Argenx benefited from strong Vyvgart autoimmune treatment sales and renewed pipeline confidence. UCB rose on strong uptake of recently launched treatments Bimzelx and Rystiggo, plus positive Phase 3 seizure disorder trials. | CLS CN UCB BB |
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| 2025 Q3 | Oct 24, 2025 | NCG Large Cap Growth Strategy | 8.4% | 14.2% | AAPL, APP, ARM, CRM, CYBR, GEV, HOOD, INSM, ISRG, MDB, NFLX, NOW, NVDA, ORCL, PGR, TEAM, TOST, TYL | AI, growth, infrastructure, Quality, rates, small caps, technology | Artificial intelligence presents great promise for enhancing business models and improving productivity long-term. In the near-term, the infrastructure needed to support AI buildout is spurring significant investment and capital expenditures, driving new growth opportunities for innovative companies across technology, industrials, and energy sectors. | HOOD GEV ORCL MDB APP AAPL NVDA |
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| 2025 Q3 | Oct 22, 2025 | WestEnd Capital | 3.9% | 13.2% | AMD, ARM, ASML, AVGO, BABA, BIDU, GOOGL, META, MSFT, NVDA, ORCL, PLTR, SNOW, TSM | AI, China, Cloud, growth, large cap, semiconductors, technology | WestEnd maintains exposure to AI leaders like Palantir and Snowflake while opening new positions in catch-up trades including AMD, Alibaba, and Baidu. The firm views AI as entering broad market adoption phase with rising demand across hardware and software infrastructure. | BIDU BABA SNOW AMD |
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| 2023 Q3 | Jan 25, 2024 | Chilton Capital Management | - | - | ARM, CART | Capital markets, Fed policy, inflation, rates, REITs, Treasury Yields | The Federal Reserve continued aggressive rate hikes during the quarter, with the 10-year Treasury yield rising from 3.81% to 4.61%, its highest level in over 16 years. The firm believes the Fed is likely at or near the end of this rate hiking cycle and that rates are unlikely to move much higher than current levels. | View | |
| 2024 Q4 | Jan 1, 2025 | QuadCap Wealth Management | - | - | AMD, ARM, ASML, AVGO, BABA, BIDU, GOOGL, META, MSFT, NVDA, ORCL, PLTR, SNOW, TSM | AI, China, Cloud, growth, semiconductors, technology | WestEnd maintains concentrated exposure to AI infrastructure through both established leaders and catch-up trades. The firm holds long-term positions in Palantir and Snowflake while adding new positions in AMD, Alibaba, and Baidu to capture different fronts of the AI arms race. These companies are positioned to benefit from enterprise AI adoption and global AI infrastructure buildout. | BIDU BABA SNOW AMD |
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| 2024 Q2 | Jul 26, 2024 | Deep Sail Capital Partners | 13.8% | 23.5% | ACHR, AFRM, ANET, ARM, BA, BA.L, CAVA, CREX, ESTC, KOG.OL, NVDA, OII, PNG.TO, SAAB-B.ST | defense, Long/Short, Robotics, small caps, technology, value | Kraken Robotics positioned to benefit from autonomous underwater vehicle demand from global navies. Anduril partnership for Dive-LD and Ghost Shark programs represents significant revenue opportunity. XL-AUVs being developed globally by defense contractors to replace submarines. | PNG.TO |
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| 2024 Q2 | Jun 30, 2024 | Munro Global Growth Fund | 0.0% | 0.0% | 000660.KS, AAPL, AIR.PA, AMAT, AMZN, ARM, ASML, CEG, CRH, FIX, MA, META, MSFT, NEE, NOW, NVDA, SN, TSM, V, WISE.L | AI, Data centers, energy, global, growth, semiconductors, technology | AI was a dominant theme driving performance across multiple Areas of Interest. High Performance Computing led by Nvidia saw significant earnings upgrades, while Connectivity benefited from device refresh cycles in smartphones and PCs. The fund sees AI as the beginning of a multi-year growth runway with hyperscalers continuing to accelerate capex spending. | SN TSM |
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| 2023 Q4 | Jan 31, 2024 | Bireme Capital | -2.0% | -2.0% | AAPL, AI, ARM, BTI, CLX, META, NFLX, ORI, RICK, TR, TSLA | fiscal policy, inflation, Magnificent 7, Shorts, technology, Tobacco, value | Manager emphasizes exploiting investor biases to find high-conviction investments in undervalued equities. Rebalanced from richly-valued positions to traditional value names with undemanding valuations. Continues to find enticing opportunities in US and overseas markets where valuations are more attractive. | View | |
| 2024 Q4 | Jan 25, 2025 | Blue Tower Asset Management | 5.0% | 22.3% | ARM, ENVA, MSFT, NVDA, ORCL, WCC | AI, global, infrastructure, Russia, Sanctions, technology, Ukraine, value | AI continues as the most important technology theme in 2025, with DeepSeek's breakthrough demonstrating superior reasoning capabilities using reinforcement learning at a fraction of US training costs. The $500 billion Stargate Project will build massive AI infrastructure across the US. AI will transform the entire economy over 20 years, with the biggest beneficiaries potentially being companies with proprietary data or deployment capabilities rather than AI technology suppliers. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 15, 2026 | Fund Letters | Munro Global Growth Fund | Arm Holdings plc | Semiconductors | Semiconductors | Bull | NASDAQ | Agentic AI, AI infrastructure, CPU Architecture, customization, growth, high-performance computing, licensing model, power efficiency, semiconductors, UK | View Pitch |
| Jun 5, 2026 | Seeking Alpha | Seeking Alpha | Arm Holdings plc | Technology | Semiconductors | Bull | NASDAQ Stock Market | agentic workflows, AI, Arm Holdings, CSS Platform, data centers, hyperscalers, Mobile computing, Power Efficient Computing, royalty growth, semiconductors | View Pitch |
| Jun 5, 2026 | Seeking Alpha | Seeking Alpha | Arm Holdings | Technology | Semiconductors | Bull | NASDAQ Stock Market | AI adoption, Arm Holdings, CSS Platform, data center, foundational architecture, high-end devices, Long-term compounder, royalty growth, semiconductors, Smartphone Penetration | View Pitch |
| Apr 30, 2026 | Fund Letters | SGA - U.S. Large Cap Growth | Arm Holdings | Semiconductors | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI, data center, embedded systems, hyperscalers, Mobile computing, Power Efficient, royalty model, semiconductors | View Pitch |
| Apr 30, 2026 | Fund Letters | SGA - Global Growth | Arm Holdings | Semiconductors | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI, CSS Platform, data center, Equity, hyperscalers, Mobile computing, Power Efficient Computing, royalties, semiconductors | View Pitch |
| Apr 13, 2026 | Substack | Rijnberk Invest Insights | ARM Holdings | Semiconductors | Semiconductor Intellectual Property | Bull | Nasdaq Stock Market | AGI CPU, ARM architecture, capital-light model, data center CPUs, energy efficiency, long-term growth, Market expansion, royalty revenue, semiconductor IP, technology adoption | View Pitch |
| Feb 21, 2026 | Fund Letters | Tucker Brown | Arm Holdings plc | Information Technology | Semiconductors | Bull | NASDAQ | AI, architecture, datacenters, royalties, semiconductors | View Pitch |
| Feb 21, 2026 | Fund Letters | HRISHIKESH (HK) GUPTA | Arm Holdings plc | Information Technology | Semiconductors | Bull | NASDAQ | data centers, margin compression, R&D, royalties, semiconductor IP | View Pitch |
| Feb 21, 2026 | Fund Letters | Tucker Brown | Arm Holdings plc | Information Technology | Semiconductors | Bear | NASDAQ | Margins, Overhang, royalties, semiconductors, Volatility | View Pitch |
| Oct 5, 2025 | Substack | Rijnberk Invest Insights | ARM Holdings | Technology | Semiconductors | Neutral | AI growth, ARM architecture, automotive sector, data centers, ecosystem lock-in, energy efficiency, licensing model, royalty revenue, semiconductor IP, valuation risks | View Pitch | |
| Aug 8, 2025 | Seeking Alpha | Juxtaposed Ideas | Arm Holdings plc | Information Technology | Semiconductors | Bull | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Vladimir Dimitrov, CFA | Arm Holdings plc | Information Technology | Semiconductors | Bear | NASDAQ | — | 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 |
|---|---|---|---|---|---|---|---|---|
| Philippe Laffont | Coatue Management | $40.0B | $251.4M | 0.63% | 2,300,000 | +40,174 | +1.78% | 0.1861% |
| Tim Campbell | Baillie Gifford | $120.3B | $67.0M | 0.06% | 612,528 | -28,349 | -4.42% | 0.0496% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $21.1M | 0.04% | 193,100 | -873,300 | -81.89% | 0.0156% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $45.0M | 0.05% | 411,800 | +363,300 | +749.07% | 0.0333% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $5.2M | 0.01% | 47,274 | +34,685 | +275.52% | 0.0038% |
| Israel Englander | Millennium Management LLC | $233.2B | $38.7M | 0.02% | 353,800 | +216,200 | +157.12% | 0.0286% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $137.6M | 0.20% | 1,259,155 | +1,049,744 | +501.28% | 0.1019% |
| Rich Handler | Jefferies | $19.3B | $349,792 | 0.00% | 3,200 | +3,200 | +100.00% | 0.0003% |
| Ray Dalio | Bridgewater Associates | $27.4B | $35.7M | 0.13% | 326,320 | -147,405 | -31.12% | 0.0264% |
| Paul Ruddock | Lansdowne Partners | $1.4B | $51.6M | 3.78% | 472,076 | +352,126 | +293.56% | 0.0382% |