BRKR

BRKR

BRKR

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Aug 4, 2025	Alpha Wealth Funds – The Insiders Fund	-	5.5%	AMAT, AMD, AMZN, APPF, BRKR, ET, GOOG, GRAL, INBX, LULU, MRVI, ROK, SBGI, ZBRA	AI, Automation, energy, healthcare, insider buying, technology, value	The fund views AI as a transformative force driving investment opportunities, particularly in semiconductors and cloud computing. Google's AI capabilities and AMD's GPU processors are positioned to benefit from the generative AI revolution. The manager sees AI disruption fears around search as overblown, creating value opportunities.	SBGI ZBRA AMD AMZN LULU APPF GRAL ROK ET GOOG	View
2025 Q2	Jul 20, 2025	BBH Select Series – Mid Cap Fund	5.4%	-0.9%	ANET, ATR, BRKR, BRO, CBRE, DAR, ENTG, FOUR, GFL.TO, GLOB, GWRE, GXO, HEI, ICLR, LPLA, TTWO, ULS, VMC, WH, WMS, WSO	healthcare, industrials, mid cap, payments, software, tariffs, technology	Several technology and healthcare companies were impacted by tariffs and academic and life science funding cuts. The magnitude of proposed tariffs and funding cuts have been greater than anticipated, with companies like Globant seeing Latin American clients pause projects due to tariff uncertainty. The fund exited positions in Toro and Crown Holdings due to heightened tariff risks.	GLOB WSO FOUR GWRE	View
2025 Q1	May 27, 2025	RGA Investment Advisors	-	-	AMZN, BRKR, DHR, ENTG, GOOGL, IAC, LULU, META, NKE, NVDA, TMO, TSM	AI, Athleisure, Biotechnology, Life Science, semiconductors, Taiwan, Trade Policy, uncertainty	AI's march forward is relentless with strong value in companies enabling AI infrastructure buildout, particularly hardware. This momentum is insulated from macro and policy noise making it a true constant. Capital is flowing into this ecosystem at unprecedented speed with focus on firms having pricing power, mission-critical positioning, and scale to benefit from accelerating AI workloads globally.	LULU BRKR TSM	View
2025 Q1	Apr 15, 2024	The London Company Large Cap	2.3%	2.3%	BLK, BRK-B, BRKR, ENTG, FDX, GOOG, HD, ODFL, PGR, RSG	Defensive, financials, large cap, Quality, semiconductors, technology, value	The portfolio's exposure to Lower Volatility and Quality factors performed well during market correction. Quality factors have historically posted their best relative returns during periods of decelerating growth and through recessions, and typically lag in early recovery but keep pace during mid-cycle years.	ENTG	View
2026 Q1	Mar 31, 2026	Orbis Global Equity	-	-	005930 KS, ALNY, BA.L, BRKR, CSU.TO, EQT, EXPN.L, GMAB, ICON, INSM, IQV, NTES, SE, SHEL, TSM, TTI, UNH, WLK, XPO	AI, energy, Global Equity, healthcare, semiconductors, technology, value			View
2026 Q1	Mar 31, 2026	Old West Investment Management	16.0%	16.0%	BRKR, CNQ, SSNC, SU, TDW, TMQ	AI, Copper, energy, Geopolitical, Mining, Natural Gas, Physical Infrastructure		TMQ SSNC BRKR SU TDW CNQ	View
2025 Q1	Mar 31, 2025	BBH Select Series – Mid Cap Fund	-6.0%	-6.0%	ANET, ATR, BRKR, BRO, CBRE, DAR, ENTG, FOUR, GFL, GWRE, GXO, HEI.A, ICLR, LPLA, TTWO, VMC, WH, WMS, WSO, ZBRA	industrials, insurance, mid cap, software, technology, Testing, value	The fund benefits from exposure to property & casualty insurance through Brown & Brown and Guidewire Software. Brown & Brown delivered strong organic growth of 13.8% and continues to benefit from the current inflationary environment and hard insurance premium rate cycle. Guidewire benefits from increasing gross written premiums as insurance rates rise due to inflation and limited capacity.	KEYS ULS	View
2024 Q4	Dec 31, 2024	Baron Focused Growth Fund	14.4%	29.5%	ABNB, ACGL, AMH, ANSYS, BRKR, CHH, CSGP, DEI, FDS, FIGS, GWRE, H, IBKR, IDXX, ILMN, IRDM, JEF, KREM, LVS, LYV, MSCI, MTN, ONON, RRR, SHOP.TO, SPOT, TSLA, VRSK	consumer discretionary, Electric Vehicles, financials, growth, Hotels, Space, Streaming, technology	Tesla continues to demonstrate strong performance with 54% quarterly gains, driven by core automotive acceleration and new lower-cost model releases expected in 2025. The company benefits from lower interest rates helping car sales and halting continuous price reductions, while energy storage business grew 60% sequentially.		View
2025 Q3	Oct 28, 2025	The London Company Large Cap	6.2%	8.1%	BRKR, EQH, FI, GOOG, NEU, ODFL, PGR, TEL	AI, Buybacks, financials, large cap, Quality, technology, value	AI enthusiasm fueled market advance in Q3, with companies like Alphabet benefiting from accelerated adoption of AI offerings. However, momentum and sustainability of AI and the capex behind it have been questioned more frequently.	EQH GOOG EQH GOOG	View
2025 Q3	Oct 28, 2025	BBH Select Series – Mid Cap Fund	-0.9%	-1.8%	ANET, BFAM, BJ, BRKR, BRO, CBRE, ENTG, FOUR, GFL, GLOB, GWRE, GXO, ICLR, ITT, LPLA, TTWO, VMC, WMS, WSO, WST	AI, healthcare, mid cap, Quality, tariffs, technology, value	The fund has exposure to AI through companies like Arista Networks, which provides data center switches to cloud network and AI customers. Arista's AI revenue is targeted at $1.5 billion this year and expected to reach $2.75 billion next year, growing 60-70% and representing about 25% of revenue. The manager acknowledges enthusiasm for AI driving enormous capital expenditures in associated infrastructure while being cognizant of bubble-like behavior in certain segments.	BJ UN ITT UN BRKR UN GLOB UN FOUR UN WMS UN ANET UN BJ UN ITT UN BRKR UN GLOB UN FOUR UN WMS UN ANET UN	View
2023 Q3	Oct 16, 2023	Titan Wealth	-	-	AMZN, BMW.DE, BRKR, ILMN, REGN, STLA	Central Banks, Energy Transition, fixed income, Global Equities, inflation, Multi-Asset, Portfolio Management	The firm discusses significant challenges in the renewable energy space, particularly offshore wind, with equipment manufacturers struggling with rising costs and quality issues. Despite near-term volatility, they maintain conviction that the energy transition remains on track over a 30-year timeframe, with underlying activity robust across the sustainable energy value chain.		View
2024 Q4	Jan 8, 2025	Hennessy Equity and Income Fund	-	-	BRKR, HD, LOW, V	AI, Concentration, fixed income, Quality, tariffs, Valuations, Yields	The Fund focuses on high-quality companies with strong competitive advantages, pricing power, higher returns on invested capital, and less leverage. Portfolio companies can pass through cost increases to customers and return capital to shareholders through dividends and buybacks.	BRKR	View
2025 Q4	Jan 21, 2026	Artisan Partners Small Cap Fund	3.4%	8.6%	BRKR, CLBT, COCO, FLEX, GH, GWRE, HXL, INSM, IRTC, ITGR, LASR, LSCC, MOD, MTSI, PCOR, PEN, PSN, SN, STVN, VSEC	AI, Biotechnology, defense, growth, healthcare, profit cycles, small cap, technology	AI-related capital spending remains an area of active debate entering 2026. Investors continue to weigh strong industry momentum against concerns about circular financing dynamics and data center construction delays. The team finds compelling opportunities among companies positioned to benefit from AI investment strength and gain share of customers' AI spending based on superior technology. Aerospace and defense holdings appear well positioned for multiyear growth. The team believes commercial aerospace suppliers are positioned to benefit for many years from significant content gains in new aircraft and growth in recurring aftermarket sales. Defense-related investments include companies with strong franchises in non-kinetic laser weapons and critical technologies. Healthcare returned as a source of market strength during the quarter. The team maintains relatively high exposure to the sector despite several years of industry headwinds, grounded in conviction in profit cycle opportunities for biotechnology companies. Many biotechnology franchises are early in what the team believes are some of the most compelling product launch cycles of their careers. The team continues to find compelling opportunities among semiconductor companies positioned to benefit from AI investment strength and gain share of customers' AI spending based on superior technology that improves data center performance and efficiency. These investments are managed with valuation discipline consistent with the team's process.	GWRE PSN STVN COCO INSM MTSI	View
2024 Q2	Jul 25, 2024	Alger Mid Cap Focus Fund	4.6%	18.7%	AGYS, APPF, AXON, BRKR, CDNS, CEG, CELH, DECK, DXCM, HEI, MLM, MU, NTRA, ODFL, PINS, SPOT, TYL, VKTX, VRT	growth, healthcare, industrials, mid cap, technology			View
2024 Q2	Jul 22, 2024	The London Company Small-Mid Cap	2.0%	4.8%	AER, BRKR, CHDN, DAVA, DECK, HAS, LW, MBI, MUSA, NEU, QLYS, TREX	Consumer Staples, cybersecurity, healthcare, Quality, small caps, value	The portfolio focuses on high quality businesses with strong balance sheets, high ROIC, and improving margins. The manager emphasizes owning great businesses at reasonable prices and allowing them to compound over the long term.	QLYS BRKR	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
May 7, 2026	Fund Letters	Old West Investment Management	Bruker Biosciences Corp.	Medical Devices	Life Sciences Tools & Services	Bull	NASDAQ	AI infrastructure, life sciences, Mass Spectrometry, Microscopy, Nanotechnology, Physical Sensors, Research Tools, scientific instruments	View Pitch
Apr 13, 2026	Fund Letters	The London Company Small-Mid Cap	Bruker Corporation	Health Care Equipment & Services	Life Sciences Tools & Services	Bull	NASDAQ	high-ROIC, innovation, life sciences, margin expansion, Proteomics, Quality, scientific instruments	View Pitch
Apr 13, 2026	Fund Letters	RGA Investment Advisors	Bruker Corporation	Health Care	Life Sciences Tools & Services	Bull	NASDAQ	Academic Research, duopoly, insider buying, Life Sciences Tools, margin expansion, Mass Spectrometry, NMR Spectroscopy, Pan-Omics, recurring revenue, Spatial Biology	View Pitch
Apr 13, 2026	Fund Letters	Hennessy Equity and Income Fund	Bruker Corporation	Health Care Equipment & Services	Health Care Equipment	Bull	NASDAQ	Analytical Equipment, Diversified Business, founder-led, High ROI, life sciences, Research Equipment, scientific instruments	View Pitch
Sep 10, 2025	Seeking Alpha	Seeking Alpha	Bruker Corporation		Medical Devices	Neutral		Bruker Corporation, BRUKP, dividend yield, financial instruments, investment opportunity, Life Sciences Tools and Services, mandatory convertible preferred stock, market dynamics, NASDAQ, Stock performance	View Pitch

BSD Shareholders of BRKR

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
No investor data available.

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