| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 1, 2026 | Adestella Investment Management | - | - | AIR, ATRO, BELF.B, DELL, ISSC, LFMD, NBIS, OKTA, PAR, PSIX, RXO, SMCI, TOST | aerospace, AI, Data centers, industrials, small caps, software, valuation, value | OKTA TOST DELL LFMD RXO PAR BELF.B PSIX NBIS |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 2, 2026 | Fund Letters | Adestella Investment Management | Bel Fuse | Other | Electronic Components | Neutral | NASDAQ | connectivity solutions, Electronic Components, Equity, high-ROIC, manufacturing, multiple expansion, Value | 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. | ||||||||