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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | May 1, 2025 | Rogue Funds | 12.4% | 12.4% | ACHV, ASPI, BTCY, COST, GLO.TO | Biotechnology, Concentration, Data centers, healthcare, small caps, uranium, volatility | Fund holds ASP Isotopes which has begun full production and expects revenue from Silicon-28 and Ytterbium sales. HALEU enrichment capability positions them as the only viable option for the next half decade. Global Atomic benefits from improved Niger situation with Chinese companies kicked out and increased US presence. | COST INTEG.ST BTCY GLO.TO ACHV ASPI |
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| 2024 Q3 | Oct 20, 2024 | Rogue Funds | -3.0% | 0.0% | ACHV, AMD, ASPI, AWRE, ECOR, GLO.TO, MIS.AX, RDCM | Biotechnology, catalysts, Concentration, small caps, uranium, value | Global Atomic represents a significant uranium investment with multiple catalysts expected over 6-8 months. The company received official approval from Niger and awaits development bank financing. Despite geopolitical risks, uranium remains in deficit with prices expected to stay elevated. | View | |
| 2024 Q4 | Jan 31, 2025 | Rogue Funds | 8.6% | - | ACHV, ASPI, AWRE, ECOR, GLO.TO, HAYPP.ST, MSV.AX, RADCOM | Biotechnology, Concentration, Data centers, nuclear, small caps, volatility | ASP Isotopes is positioned to benefit from nuclear industry growth with deals with TerraPower and NECSA. The company is set to produce 10x more Silicon-28 than competitors and is the only producer in directly usable form. Global Atomic represents exposure to uranium mining despite development bank delays. | GLO.TO ACHV ABXX ECOR ASPI |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Rogue Funds | ASP Isotopes | Materials | Specialty Chemicals | Bull | NASDAQ | HALEU, Isotopes, materials, Nuclear, Revenue Catalyst, Short squeeze, specialty chemicals, TerraPower, uranium | View Pitch |
| Apr 13, 2026 | Fund Letters | Rogue Funds | ASP Isotopes | Materials | Specialty Chemicals | Bull | NASDAQ | cancer treatment, high-margin, medical isotopes, Nuclear, Production Advantage, Silicon-28, specialty chemicals, TerraPower Partnership | View Pitch |
| Jan 27, 2026 | Substack | Triples Investing | ASP Isotopes Inc. | Materials | Specialty Chemicals | Bull | NASDAQ Stock Market | enriched isotopes, helium production, medical isotopes, modular facility design, Quantum Leap Energy, semiconductors, spin-off, Trump network | View Pitch |
| Jan 23, 2026 | Twitter / X | @SHJVerborg | AspiraDAC Ltd. | Industrials | Industrial Machinery | Bull | Australian Stock Exchange | Aspi, HALEU, nuclear energy, Nuclear Fuel, Pet Labs, Qle, semiconductors, uranium | View Pitch |
| Sep 16, 2025 | Short Thesis | Fuzzy Panda | ASP Isotopes Inc | Materials | Aerospace & Defense | Bear | NASDAQ | Enrichment, Isotopes, Nuclear, Regulatory, Speculative | 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 |
|---|---|---|---|---|---|---|---|---|
| Carlo Cannell | Cannell Capital | $204.1M | $593,315 | 0.29% | 1,109 | +1,109 | +100.00% | 0.0872% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $711,208 | 0.00% | 132,936 | -788,434 | -85.57% | 0.1045% |
| Boaz Weinstein | Saba Capital Management | $3.3B | $1.9M | 0.06% | 356,377 | +356,377 | +100.00% | 0.2801% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $430,820 | 0.00% | 80,527 | +37,639 | +87.76% | 0.0633% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $1.9M | 0.00% | 356,237 | +18,992 | +5.63% | 0.2800% |
| Cliff Asness | AQR Capital Management | $190.6B | $157,055 | 0.00% | 29,356 | -298,666 | -91.05% | 0.0231% |
| Louis Bacon | Moore Capital Management | $6.8B | $428,000 | 0.01% | 80,000 | -120,000 | -60.00% | 0.0629% |
| Rich Handler | Jefferies | $19.3B | $466,841 | 0.00% | 87,260 | +47,734 | +120.77% | 0.0686% |