AVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT Archives

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
No letters found for AVGO\|BYD\|CRWD\|MELI\|MSFT\|NFLX\|NVDA\|NVO\|ORLY\|SPOT

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	Polen Capital - Global Growth	Novo Nordisk	Health Care	Pharmaceuticals	Bull	NYSE	Denmark, Diabetes, GLP-1, healthcare innovation, obesity treatment, pharmaceuticals, secular growth	View Pitch
Apr 28, 2026	Fund Letters	Polen Capital - Global Growth	Novo Nordisk A/S	Health Care	Pharmaceuticals	Bull	NASDAQ	Blockbuster Drugs, Denmark, Diabetes, GLP-1, healthcare innovation, Obesity, pharmaceuticals	View Pitch
Apr 28, 2026	Fund Letters	Polen Capital - International Growth	Novo Nordisk	Health Care	Pharmaceuticals	Bull	NYSE	Denmark, Diabetes, GLP-1 drugs, Metabolic Diseases, Obesity, Ozempic, pharmaceuticals, Wegovy	View Pitch
Apr 28, 2026	Fund Letters	Wedgewood Partners	O'Reilly Automotive	Consumer Discretionary	Automotive Retail	Bull	NASDAQ	Automotive Aftermarket, DIFM, distribution network, DIY, market share, retailer, ROIC, Share Buybacks	View Pitch
Apr 28, 2026	Fund Letters	TimesSquare Capital Management U.S. FOCUS Growth Equity strategy	CrowdStrike Holdings Inc.	Software & Services	Systems Software	Bull	NASDAQ	ARR growth, Cloud software, cybersecurity, endpoint protection, IT Security, SaaS	View Pitch
Apr 28, 2026	Fund Letters	TimesSquare Capital Management U.S. FOCUS Growth Equity strategy	CrowdStrike Holdings Inc.	Information Technology	Systems Software	Bull	NASDAQ	cloud security, cybersecurity, endpoint protection, growth, SaaS, SIEM, technology	View Pitch
Apr 28, 2026	Fund Letters	Brown Capital Management International All Company Fund	Novo Nordisk	Health Care	Pharmaceuticals	Bull	NYSE	Biotech, Denmark, Diabetes, GLP-1, market leader, obesity treatment, Ozempic, pharmaceuticals, Wegovy	View Pitch
Apr 28, 2026	Fund Letters	The Wolf of Harcourt Street	BYD Company Limited	Consumer Discretionary	Automobiles	Bull	HKEX	automotive, battery technology, China, Cost advantage, Electric Vehicles, growth, Value, vertical integration	View Pitch
Apr 28, 2026	Fund Letters	Torre Financial	O'Reilly Automotive	Consumer Discretionary	Specialty Retail	Bull	NASDAQ	aftermarket, Antifragile, automotive, Defensive growth, distribution network, DIY, high-ROIC, market share gains, negative working capital, Parts Distribution, professional services, Specialty retail	View Pitch
Apr 28, 2026	Fund Letters	PM Capital Global Companies Fund	BYD Company Limited	Consumer Discretionary	Automobiles	Bull	HKEX	automotive, Batteries, China, Cost advantage, Electric Vehicles, global expansion, growth, vertical integration	View Pitch
Apr 28, 2026	Fund Letters	Spree Capital Advisers	CrowdStrike Holdings Inc	Software & Services	Systems Software	Bull	NASDAQ	cloud-native, cybersecurity, Enterprise software, growth, platform, SaaS, technology	View Pitch
Apr 28, 2026	Fund Letters	Centerstone Investors Fund	O'Reilly Automotive	Consumer Discretionary	Automotive Retail	Bull	NASDAQ	Aging Vehicle Fleet, Automotive Aftermarket, Distribution Infrastructure, Dual Market Strategy, market leader, market share gains, Non-Discretionary, Professional Pricing	View Pitch
Apr 27, 2026	Fund Letters	Evolve Private Wealth	Novo Nordisk A/S	Health Care	Pharmaceuticals	Bear	NASDAQ	CEO transition, Compounded Drugs, diabetes treatment, GLP-1, Market Slowdown, Pharmaceutical Competition, Profit Warning, semaglutide	View Pitch

BSD Shareholders of AVGOBYDCRWDMELIMSFTNFLXNVDANVOORLYSPOT

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

AVGOBYDCRWDMELIMSFTNFLXNVDANVOORLYSPOT