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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 8, 2025 | SVN Capital Fund | - | 6.3% | BAF IN, CPRT, DNOPY, KKR, TRIV IN | Compounding, earnings visibility, growth, innovation, long-term | The fund focuses on durable growth companies benefiting from secular demand rather than cyclical rebounds. Earnings visibility and reinvestment opportunities underpin long-term compounding. Market volatility is viewed as an opportunity to add to high-conviction positions. | TRIV IN DNOPY CPRT KKR |
View |
| 2025 Q1 | Mar 31, 2025 | Baron Global Advantage Fund | -9.5% | -9.5% | 0609969D IN, BAF IN, DDOG, MELI, NET, NVDA, SHOP, TSM | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Sands Capital Emerging Markets Growth Fund | 2.5% | 2.5% | 1211 HK, 3690 HK, 5274 TT, APHS IN, ARHI, BAF IN, ETERNAL IN, FPTVN19 TB, GLOB, ICT PM, MELI, PHNX IN, SE, TCEHY, TCS IN, TSM, WALMEX MM, WEGZY | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Sands Capital Global Growth Fund | -6.0% | -6.0% | AMZN, APNT IN, BAF IN, BLDR, ENTG, EVD GR, GOOG, IOT, IRTC, ISRG, MELI, NVDA, SNOW, SPOT, TSM, V, XYZ | - | View | ||
| 2022 Q4 | Dec 31, 2022 | Baron Emerging Markets Fund | 9.0% | 16.2% | 268 HK, 587 HK, BAF IN, HAPVY, NHU SS, SMSN LN, TCEHY, TS, TSM | - | View | ||
| 2024 Q4 | Jan 8, 2025 | SVN Capital Fund | - | 11.8% | BAF IN, DNOPY, KKR, RMS FP | - | View | ||
| 2022 Q3 | Sep 30, 2022 | Baron Emerging Markets Fund | 9.0% | 16.2% | 002271 CH, 002747 CH, BAF IN, BHARTI IN, BIDU, CPNG, TCEHY, TSM | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Baron Emerging Markets Fund | 9.0% | 16.2% | 000858 CH, 051910 KS, 268 HK, 3888 HK, 9618 HK, BAF IN, HUVR IN, RI AV, SMSN LN, SUZ, TCEHY, TS, TSM | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 27, 2026 | Fund Letters | Shreekkanth Viswanathan | Bajaj Finance Limited | Financials | Consumer Finance | Bull | New York Stock Exchange | AI, compounding, India, Lending, underwriting | 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. | ||||||||