| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q1 | Sep 4, 2023 | Richie Capital Group | 12.2% | 0.0% | AMT, ATEN, COIN, FIX, MSCI, PERI | Advertising, Banking, Credit Crisis, Onshoring, small cap, technology | The collapse of Silicon Valley Bank, Signature Bank, Silvergate Bank, and Credit Suisse created a minor earthquake in the financial sector. The banking crisis will likely slow deal flow among VCs and stifle the innovation economy, with long-term implications for public markets as venture capital serves as the farm team for public equities. | AMT ATEN ACGL|APH|COO|CSGP|DKNG|GWRE|IDXX|IOT|IT|LPLA|MSCI|MTD|PCOR|ROP|TECH|VRSK BUFIX PERI |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 27, 2026 | Fund Letters | Richie Capital Group | A10 Networks | Information Technology | Communications Equipment | Bull | NYSE | ADC, Application Delivery Controller, cloud infrastructure, cybersecurity, Edge computing, Enterprise Networking, Network Security, Software Transition | View Pitch |
| Apr 14, 2026 | Seeking Alpha | Seeking Alpha | A10 Networks, Inc. | Technology | Networking Equipment | Neutral | New York Stock Exchange | AI Firewall, AI infrastructure, cloud capacity, earnings report, margin expansion, Network Security, profitability, recurring revenue, Traffic Management, valuation | View Pitch |
| Oct 14, 2025 | Seeking Alpha | Seeking Alpha | A10 Networks, Inc. | Software - Infrastructure | Neutral | AI infrastructure, cash flow, cybersecurity, Enterprise security, growth strategy, profit margins, stock price decline, Telecom transition, ThreatX acquisition, valuation concerns | 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. | ||||||||