ATRC

ATRC

ATRC

Market Cap: $1.66B

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2026 Q1	Apr 15, 2026	Riverwater Partners Small Cap Strategy	-	-	ADEA, ATRC, CCB, CWK, GOOS, MOD, PWP, TALK, TILE, TNC	AI, energy, Geopolitical, Quality, small caps, technology, value		CWK PWP TALK ATRC CCB ADEA MOD	View
2024 Q1	Apr 15, 2024	TimesSquare Capital Management U.S. Small/Mid Cap Growth Strategy	5.9%	5.9%	ASND, ATRC, BJ, BMBL, FIVE, FND, FRPT, GLBE, HQY, IAC, IAS, KRYS, MAX, MTDR, MTZ, NVDA, RAPT, SN, SWKS, VC, WHD	consumer, energy, growth, healthcare, industrials, small caps, technology	GenAI fever remained a market focus with NVIDIA's 82% gain driving returns. Corporate spending and equity markets remained uninterested in anything else beyond cybersecurity and GenAI. Capital expenditures for technology infrastructure should continue through 2024, with a gradual shift toward preparing corporate data for GenAI applications including data warehousing, real time streaming, cybersecurity, and search.		View
2023 Q4	Dec 31, 2023	TimesSquare Capital Management U.S. Small/Mid Cap Growth Strategy	5.9%	5.9%	ASND, ATRC, BJ, CYBR, ESAB, FIVE, FLYW, FROG, LEGN, LSCC, PCTY, PRA, RAPT, SYNA, TER, TPG, VC, WK, WNS	Biotechnology, cybersecurity, growth, healthcare, industrials, small cap, technology	Cybersecurity remains a top priority for companies, propelled by recent well-publicized cyberattacks at MGM Resorts, Caesars Entertainment, and Clorox. New SEC disclosure rules on cyber risks took effect in December 2023, requiring additional governance rules for cyber risk management strategy. IT budgets will continue growing, with cybersecurity becoming an increasing percentage.		View
2023 Q4	Dec 31, 2023	TimesSquare Capital Management U.S. Small Cap Growth Strategy	6.2%	0.0%	ASND, ATGE, ATRC, AZEK, BJ, ESAB, FLYW, FORM, FROG, HLNE, ICFI, PRA, RAPT, SWAV, VC, WING, WK, WNS, ZWS	Automation, cybersecurity, financials, growth, healthcare, industrials, small cap, technology	Cybersecurity remains a top priority for companies, propelled by recent well-publicized cyberattacks at MGM Resorts, Caesars Entertainment, and Clorox. New SEC disclosure rules on cyber risks took effect in December 2023. Channel checks indicate that IT budgets will continue growing, with cybersecurity becoming an increasing percentage.		View
2025 Q3	Oct 16, 2025	Riverwater Partners Small Cap Strategy	-	-	ATRC, BDC, BOW, CROX, DGII, HAE, IDCC, IRDM, LOPE, MMSI, MOD, PFS, PLMR, PLPC, TGLS, UEC, VECO, VSTS, WOR	AI, Energy Transition, IoT, Quality, small caps, uranium, Utilities, value	The portfolio benefits from exposure to AI infrastructure through holdings like Modine Manufacturing, which provides thermal management solutions for data centers supporting AI workloads. The manager views AI as driving a multi-year investment cycle with exponential growth in AI-related infrastructure spending.	PLPC BDC DGII PFS WOR MOD UEC	View
2025 Q4	Jan 14, 2026	Riverwater Partners Small Cap Strategy	0.0%	0.0%	ADEA, AMD, ATMU, ATRC, BHST, BKH, CNX, DIS, HSTM, ITGR, KGS, LEU, LMNR, LOPE, MOD, NPKI, PLMR, STKL, VECO, WRBY	AI, financials, healthcare, infrastructure, Natural Gas, nuclear, Quality, small caps	Natural gas stocks benefited from AI theme as potential winners in powering data centers. CNX Resources was the top contributor driven by weather-related price increases and strong company execution. The manager remains encouraged by structural demand drivers for natural gas supporting higher volumes over time. Centrus Energy was positioned at the nexus of U.S. national security, nuclear energy independence, and next-generation reactor deployment. The company benefited from structural shift away from Russian nuclear fuel supply toward domestic enrichment, with rising demand from advanced reactors, SMRs, and nuclear power supporting AI-driven data center load growth. NPK International was added as a way to participate in multi-year infrastructure buildout required to support grid expansion, electrification, and energy system upgrades. The company provides composite matting solutions for utility and energy-related end markets with advantages over traditional timber mats. The manager avoided speculative AI investments but played the theme through picks-and-shovels approach via semicap equipment and utility infrastructure buildout. Natural gas stocks benefited as potential winners in powering data centers. Warby Parker has a call option on smart glasses and AI-enabled eyewear through its partnership with Google.	ITGR HSTM WRBY ADEA NPKI KGS BHST LMNR LOPE LEU CNX	View
2024 Q2	Jun 30, 2024	TimesSquare Capital Management U.S. Small Cap Growth Strategy	6.2%	0.0%	ADUS, ATRC, AZEK, BJ, BOOT, CERT, ESAB, EWCZ, HLNE, IAC, MDIA, MRUS, MVBF, RRX, SILK, SVV, TMCI, VCTR, WRBY, WSC	consumer, financials, growth, healthcare, industrials, small cap, technology	The narrative for Technology and related services continues with its GenAI headlines. Enterprises remain in the early stages of determining what their GenAI uses might be, and how to implement them. Data center capital expenditures remain strong, boosting semiconductors and related companies.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 23, 2026	Fund Letters	Riverwater Partners Small Cap Strategy	AtriCure, Inc.	Medical Instruments & Supplies	Health Care Equipment & Supplies	Bull	NASDAQ	Appendage Management, Atrial Fibrillation, Cardiac Surgery, first-mover advantage, Medical devices, Surgical Ablation	View Pitch

BSD Shareholders of ATRC

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
Steven A. Cohen	Point72 Asset Management	$86.8B	$11.0M	0.01%	277,924	+277,924	+100.00%	0.6635%
Israel Englander	Millennium Management LLC	$233.2B	$6.5M	0.00%	163,795	-189,465	-53.63%	0.3910%
David Siegel & John Overdeck	Two Sigma Investments	$67.5B	$15.1M	0.02%	380,499	-72,376	-15.98%	0.9084%
Cliff Asness	AQR Capital Management	$190.6B	$4.0M	0.00%	99,956	+15,784	+18.75%	0.2386%
James E. Flynn	Deerfield Management	$6.9B	$2.1M	0.03%	52,076	-35,493	-40.53%	0.1243%

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