Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q3 | Sep 30, 2023 | The Wolf of Harcourt Street | -3.8% | 14.3% | ACOG, ACTU, AESI, ALMU, AXSM, BWAY, CVRX, DCTH, ELUT, FANG, GENI, GHM, KRT, MYO, NPCE, ODD, ORN, PESI, RNTX, UNIT | Biotechnology, defense, energy, healthcare, nuclear, SmallCap, Trade Policy | The fund holds multiple biotech positions including Alpha Cognition with FDA-approved Alzheimer's drug ZUNVEYL, Actuate Therapeutics in Phase 2 trials for pancreatic cancer, Axsome with CNS treatments, and Rein Therapeutics developing pulmonary fibrosis therapies. These companies target large addressable markets with significant revenue potential. | View | |
| 2023 Q2 | Jul 1, 2023 | The Wolf of Harcourt Street | 8.9% | 19.9% | AGX, AXSM, GHM, ZETA | Advertising, AI, defense, energy, growth, small caps, technology | AI is driving demand for power infrastructure as companies like Microsoft and Meta build new data centers that consume extreme amounts of power. Investment in Artificial Intelligence is creating demand in the supply chain including chips, software, and electricity, while ultimately improving efficiency as a deflationary force. | AXSM ZETA AEO|ASH|ASUR|AZZ|DCO|FA|FBIN|GHM|LEU|NSP|RRR|UTZ AGX |
View |
| 2024 Q1 | Apr 15, 2024 | Skybound Wealth Management | 10.3% | 10.3% | ADBE, AGX, AXSM, CRM, DUK, GHM, META, MSFT, ORCL, VST, ZETA | AI, Biotechnology, defense, energy, growth, small caps, technology | Investment in Artificial Intelligence is creating demand in the supply chain including chips, software, and electricity. AI data centers consume extreme amounts of power which the current grid capacity is not suited for. Zeta Global's software platform combined with artificial intelligence helps companies market more efficiently by targeting ads based on specific demographics. | AXSM ZETA GHM AGX |
View |
| 2024 Q4 | Feb 12, 2025 | GROW Funds | - | - | ADBE, AGX, AXSM, CRM, DUK, GHM, META, MSFT, ORCL, VST, ZETA | AI, Biotechnology, defense, energy, growth, small caps, technology, Trimming | Investment in Artificial Intelligence is creating demand in the supply chain including chips, software, and electricity. AI data centers consume extreme amounts of power which the current grid capacity is not suited for. Zeta Global's software platform combined with artificial intelligence helps companies market more efficiently by targeting ads based on specific demographics. | AXSM ZETA GHM AGX AXSM ZETA GHM AGX AXSM ZETA GHM AGX |
View |
| 2025 Q4 | Jan 15, 2026 | GROW Funds | 0.0% | 0.0% | AMZN, AXSM, CSCO, FENC, GENI, GOOGL, INDV, MAMA, MDXH, META, MSFT, NPCE, NTNX, NVDA, ORCL, SEMR, XERS | AI, Biotechnology, growth, healthcare, Pharmaceuticals, Rate Cuts, small caps, valuation | The fund has rotated to an overweight position in healthcare, viewing it as both offensive and defensive. Healthcare companies offer new products addressing large market opportunities while being nondiscretionary and less economically sensitive. Pharmaceuticals are particularly emphasized for novel therapies targeting large markets. The manager discusses the massive AI infrastructure investments by tech giants like Microsoft, Meta, Amazon, and Google, totaling hundreds of billions. However, they express skepticism about returns, comparing current partnerships to the telecom boom and dot-com era, preferring companies that use AI to improve business models rather than pure AI infrastructure plays. The fund focuses on small-cap growth companies, noting that small companies have historically outperformed during rate cutting cycles. They highlight a valuation discrepancy where small caps trade at 15x earnings versus the S&P 500 at 22x, presenting opportunities for active stock selection. | MDXH AXSM MAMA |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 27, 2026 | Fund Letters | The Wolf of Harcourt Street | Axsome Therapeutics Inc. | Health Care | Biotechnology | Bull | NASDAQ | acquisition target, Alzheimer’s, biotechnology, CNS, Depression, FDA approval, Migraine, pipeline | View Pitch |
| Apr 13, 2026 | Fund Letters | Skybound Wealth Management | Axsome Therapeutics Inc. | Health Care | Biotechnology | Bull | NASDAQ | acquisition target, Alzheimer’s, biotechnology, CNS disorders, Commercial Stage, Depression Treatment, FDA-approved, Migraine | View Pitch |
| Apr 13, 2026 | Fund Letters | GROW Funds | Axsome Therapeutics Inc. | Health Care | Biotechnology | Bull | NASDAQ | acquisition target, Alzheimer’s, biotechnology, CNS, Equity, FDA approval, Major Depressive Disorder, pipeline | View Pitch |
| Apr 13, 2026 | Fund Letters | GROW Funds | Axsome Therapeutics Inc. | Health Care | Biotechnology | Bull | NASDAQ | acquisition target, Alzheimer’s, biotechnology, CNS, Equity, FDA approval, Major Depressive Disorder, pipeline | View Pitch |
| Apr 13, 2026 | Fund Letters | GROW Funds | Axsome Therapeutics Inc. | Health Care | Biotechnology | Bull | NASDAQ | acquisition target, Alzheimer’s, biotechnology, CNS, Equity, FDA approval, Major Depressive Disorder, pipeline | View Pitch |
| Jan 27, 2026 | Fund Letters | Mike Collins | Axsome Therapeutics, Inc. | Health Care | Biotechnology | Bull | NASDAQ | Biotech, CNS, Druglaunch, FDA, Optionality | View Pitch |
| Jan 13, 2026 | Seeking Alpha | Seeking Alpha | Axsome Therapeutics Inc. | Biotechnology | Pharmaceuticals | Bull | NASDAQ Stock Market | Auvelity, biopharmaceutical, CNS disorders, FDA approval, Market expansion, pipeline, profitability, sales growth, Sunosi, Symbravo | View Pitch |
| Sep 16, 2025 | Short Thesis | Culper Research | Axsome Therapeutics Inc | Health Care | Biotechnology | Bear | NASDAQ | Biotech, CNS, Commercialization, Depression, pipeline | 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. | ||||||||