BSX Archives

BSX

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Sep 30, 2025	Edgewood Management	-1.2%	5.5%	ABNB, ASML, AVGO, BSX, BX, FICO, INTU, ISRG, LLY, MSCI, NFLX, NOW, NVDA, SHOP, SNPS, SPGI, SPOT, TDG, V, VRTX	AI, growth, healthcare, large cap, semiconductors, software, technology	Edgewood maintains significant exposure to AI infrastructure buildout representing 28% of portfolio. The firm has developed a comprehensive AI framework spanning infrastructure enablement, proprietary data applications, and productivity enhancements. They see encouraging signs that AI is beginning to broaden beyond infrastructure to the proprietary data and application layer.	BSX ISRG SNPS ASML LLY FICO	View
2025 Q3	Sep 30, 2025	Baron Health Care Fund	5.4%	-2.7%	ABBV, ACLX, ARGX, AZN, BSX, CDTX, COO, HRTX, IMVT, INSM, IONS, ISRG, JNJ, LLY, MASI, PFE, RDNT, ROIV, SYK, TMO, UNH, WAT, XENE	AI, Biotechnology, GLP1, growth, healthcare, Medical Devices, Pharmaceuticals	Strong stock selection in biotechnology contributed the vast majority of relative gains, with main drivers being argenx SE and Insmed Incorporated. The third quarter saw several positive biotechnology clinical data readouts, a strong rebound in biotechnology funding, and an acceleration in M&A activity.		View
2024 Q3	Sep 30, 2024	Peapack Private	-	-	ABBV, ACLX, ARGX, AZN, BSX, CDTX, COO, HRTX, INSM, IONS, ISRG, JNJ, LLY, MASI, PFE, RDNT, ROIV, SYK, TMO, UNH, WAT, XENE	AI, Biotechnology, GLP-1, healthcare, M&A, Medical Devices, Pharmaceuticals	Strong stock selection in biotechnology contributed the vast majority of relative gains, with main drivers being argenx SE and Insmed Incorporated. The quarter saw several positive biotechnology clinical data readouts, a strong rebound in biotechnology funding, and an acceleration in M&A activity.		View
2023 Q3	Sep 30, 2023	Nixon Capital	-	-	ABNB, ASML, AVGO, BSX, BX, FICO, INTU, ISRG, LLY, MSCI, NFLX, NOW, NVDA, SHOP, SNPS, SPGI, TDG, TTD, V, VRTX	AI, growth, healthcare, large cap, Medical Devices, semiconductors, technology	AI spending remains a robust secular trend with significant growth opportunities. The portfolio is well-positioned to capitalize on this long-term opportunity through investments in custom silicon and networking equipment for AI datacenter buildouts.	FICO AVGO BSX	View
2025 Q2	Aug 14, 2025	FPA Source Capital	6.7%	-	ABBV, ABT, ACLX, ARGX, AZN, BSX, CDTX, COO, HRTX, IMVT, INSM, IONS, ISRG, JNJ, LLY, MASI, MDT, PFE, RDNT, ROIV, SYK, TMO, UNH, WAT, XEN.TO	AI, Biotechnology, GLP1, healthcare, Managed Care, Medical Devices, Pharmaceuticals	Strong stock selection in biotechnology contributed the vast majority of relative gains, with main drivers being argenx SE and Insmed Incorporated. The quarter saw several positive biotechnology clinical data readouts, a strong rebound in biotechnology funding, and an acceleration in M&A activity.		View
2023 Q2	Aug 1, 2023	Tall Oak Capital Advisors	-	-	ADBE, ASML, ATVI, BRK.A, BSX, CAT, CCO, CDNS, CNQ.TO, EQIX, FERG, IFC.TO, JNJ, LLY, LRCX, MA, MAR, MCD, MSFT, PEP, UNH	AI, diversification, Energy Transition, infrastructure, Quality, rates, value	Artificial Intelligence is garnering significant attention for its potential impact in the near term. The fund holds positions in leading semiconductor equipment companies like LAM Research and ASML Holdings, crucial players in supplying cutting-edge chips needed to drive the AI future. They believe the true core competence lies in the picks and shovels - the companies supplying the essential equipment and software.	CDNS ASML LRCX FERG AD8 AU\|ARB AU\|BAP AU\|CAT AU\|DHG AU\|PME AU\|PNI AU\|RDX AU\|TNE AU	View
2025 Q2	Jul 21, 2025	Biondo Investment Advisors	-	-	ABNB, ASML, AVGO, BSX, BX, FICO, INTU, ISRG, LLY, MSCI, NFLX, NOW, NVDA, SHOP, SNPS, SPGI, SPOT, TDG, V, VRTX	AI, growth, large cap, semiconductors, software, technology	Edgewood maintains significant exposure to AI infrastructure buildout representing 28% of portfolio. The firm has identified encouraging signs that AI is beginning to broaden to the proprietary data and application layer beyond just infrastructure. Their AI framework spans infrastructure enablement, proprietary data applications, and productivity enhancements across portfolio companies.	BSX ISRG SNPS ASML FICO LLY	View
2023 Q2	Jul 14, 2023	WestEnd Capital	-	-	ABNB, ASML, AVGO, BSX, BX, FICO, INTU, ISRG, LLY, MSCI, NFLX, NOW, NVDA, SHOP, SNPS, SPGI, TDG, TTD, V, VRTX	AI, growth, healthcare, large cap, semiconductors, technology	AI spending remains a robust secular trend with significant growth opportunities. The portfolio is well-positioned to capitalize on this long-term opportunity through holdings in companies benefiting from AI datacenter buildouts and custom silicon demand.	FICO AVGO BSX ET LLY AI AMD NVDA	View
2024 Q2	Jul 10, 2024	Aristotle Atlantic Core Equity Strategy	3.1%	21.7%	ABT, ACN, AME, APH, AVGO, BSX, COST, DAR, EL, GH, GOOGL, HAL, MCHP, NSC, NVDA, TFX	AI, growth, healthcare, large cap, semiconductors, technology	AI continues to drive market gains with the Magnificent 7 responsible for the majority of S&P 500 returns. Nvidia sees accelerating demand for GPU semiconductors from hyperscalers and enterprises for AI computing. Amphenol benefits from increased spending on AI-enabled data center architectures requiring higher interconnect content.	MCHP BSX APH NSC DAR GOOGL NVDA	View
2024 Q2	Jul 10, 2024	Aristotle Core Equity Fund	2.9%	21.3%	AAPL, ABT, ACN, AME, AMZN, APH, AVGO, BSX, COST, DAR, EL, GH, GOOGL, HAL, MCHP, META, MSFT, NSC, NVDA, TFX	AI, growth, healthcare, large cap, semiconductors, technology	The fund benefited from AI-driven demand for NVIDIA's GPU semiconductors from hyperscalers and enterprises. Amphenol is positioned to benefit from increased spending by cloud-service providers on new data center architectures that enable AI computing technologies. The fund sees AI as a broadening secular trend driving equity markets.	MCHP BSX APH	View
2025 Q2	Jun 30, 2025	Edgewood Management	15.9%	6.8%	ABNB, ASML, AVGO, BSX, BX, CPRT, FICO, INTU, ISRG, LLY, MSCI, NFLX, NOW, NVDA, SHOP, SNPS, SPGI, SPOT, TDG, TTD, V, VRTX	AI, growth, healthcare, large cap, Medical Devices, semiconductors, technology	AI spending remains a robust secular trend with significant growth opportunities. Broadcom is positioned to benefit from the $250B+ AI chip market through custom silicon and networking equipment for AI datacenter buildouts. NVIDIA continues to drive AI compute with strong performance in the quarter.	FICO AVGO BSX FICO AVGO	View
2023 Q2	Jun 30, 2023	Fortress – Caribbean Growth Fund	-0.1%	-	ABNB, ASML, AVGO, BSX, BX, FICO, INTU, ISRG, LLY, MSCI, NFLX, NOW, NVDA, SHOP, SNPS, SPGI, SPOT, TDG, V, VRTX	AI, growth, healthcare, large cap, semiconductors, software, technology	Edgewood maintains significant exposure to AI infrastructure buildout representing 28% of portfolio. The firm has developed a comprehensive AI framework spanning infrastructure enablement, proprietary data applications, and productivity enhancements. They see encouraging signs that AI is beginning to broaden beyond infrastructure to the proprietary data and application layer.	BSX ISRG ICLR\|LLY\|PLTR\|SNPS\|TGT ASML FICO ALLY	View
2026 Q1	May 8, 2026	TCW Concentrated Large Cap Growth Fund	-11.8%	-11.8%	ASML, BSX, ETN, MCK, NOW, PLTR, TYL	AI, Concentration, growth, healthcare, large cap, semiconductors, technology		PLTR MCK ETN ASML BSX NOW	View
2024 Q1	May 3, 2024	Tall Oak Capital Advisors	-	-	ABBV, AMD, AMZN, BSX, CAT, CCO.TO, CDNS, CNQ.TO, CRWD, EHC, EOG, EQIX, FTNT, GOOGL, LLY, LRCX, MA, MSFT, NVO, PANW	AI, Canada, Data centers, Diversified, energy, growth, healthcare, technology	AI adoption is rapidly increasing with 68% of companies reporting AI-related impacts on IT budgets in Q4 2023. Early adopters in software/Internet sectors are experiencing productivity enhancements and margin expansion. The focus is shifting from AI enablers to adopters in 2024, with most companies expecting AI projects in production by late 2024.		View
2026 Q1	May 13, 2026	Shelton Equity Income Strategy	-0.2%	-0.2%	AKAM, BAC, BSX, COP, CTSH, DIS, LRCX, MRK, SYF, VZ, XOM	dividends, energy, income, Options, volatility			View
2026 Q1	May 11, 2026	Mott Capital Management	-10.9%	-10.9%	AMZN, BSX, GRAIL, INTU, MSFT, OXY, SHOP, UNH	AI, Biotechnology, energy, healthcare, oil, technology, volatility			View
2026 Q1	May 1, 2026	Aristotle Core Equity Fund	-4.5%	-4.5%	AR, BSX, COHR, DAR, IMNM, MSFT, TEM	AI, Biotechnology, energy, growth, large cap, semiconductors, technology		TEM IMNM COHR	View
2025 Q1	Apr 4, 2025	Carrington Wealth Management	-	-	ABBV, ACLX, ARGX, AZN, BSX, CDTX, COO, HRTX, INSM, IONS, ISRG, JNJ, LLY, MASI, RDNT, ROIV, SYK, TMO, UNH, WAT, XENE	AI, Biotechnology, GLP1, healthcare, M&A, Medical Devices, Pharmaceuticals	Strong stock selection in biotechnology contributed the vast majority of relative gains, with main drivers being argenx SE and Insmed Incorporated. The quarter saw several positive biotechnology clinical data readouts, a strong rebound in biotechnology funding, and an acceleration in M&A activity.		View
2026 Q1	Apr 25, 2026	Edgewood Management	-13.3%	-13.3%	ASML, AVGO, AXON, BSX, BX, FICO, INTU, ISRG, LLY, MSCI, NFLX, NOW, NVDA, SNPS, SPOT, VRTX	AI, earnings, growth, large cap, semiconductors, software, technology, Valuations			View
2025 Q1	Apr 24, 2025	Diamond Hill Mid Cap	-1.3%	-1.3%	AIG, ALK, ASH, BSX, CIEN, COOP, ESAB, HII, ILMN, L, MLM, RRX, RYN, ST, TFX, TRU, UDR, VRSN, VTR, WCC	defense, financials, healthcare, mid cap, tariffs, Trade Policy, value, volatility	President Trump announced significant tariffs including Liberation Day tariffs and threatened 104% tariffs on China in response to retaliation. Markets are nervous about wholesale reworking of global trade landscape affecting historical allies like Taiwan. Companies are preemptively announcing US investments to avoid tariffs.		View
2026 Q1	Apr 23, 2026	Polen Capital – Focus Growth	-17.3%	-17.3%	ABT, ADBE, BSX, CSGP, INTU, LRCX, META, MSFT, NOW, NVDA, PAYC, ROL, SBUX	AI, disruption, growth, semiconductors, software, technology, volatility		CSGP ROL META LRCX	View
2026 Q1	Apr 22, 2026	Baird Small/Mid Cap Growth Equity Fund	-4.8%	-4.8%	ADMA, AFRM, ALGN, BMI, BRBR, BSX, BURL, CASY, CRBG, CROX, DHR, DXCM, ELF, EQH, EXAS, FIX, FN, FND, FOUR, FTAI, HLI, HUBB, ILMN, INSP, JBL, KNSL, KTOS, LFUS, LII, MASI, MTDR, NSA, PEN, PODD, PSA, RGEN, SOFI, TMDX, TTAN, TWST, VSCO, WWD, XPO	AI, defense, growth, healthcare, industrials, semiconductors, small caps, technology			View
2026 Q1	Apr 21, 2026	Renaissance Investment Management – Large Cap Growth	-	-	AMAT, APP, BSX, CPRT, FIX, INTU, IT, LRCX, MSFT, TJX, ZTS	AI, growth, Iran, large cap, oil, semiconductors, technology, value			View
2025 Q1	Apr 21, 2025	Biondo Investment Advisors	-	-	ABNB, ASML, AVGO, BSX, BX, CPRT, FICO, INTU, ISRG, LLY, MSCI, NFLX, NOW, NVDA, SHOP, SNPS, SPGI, SPOT, TDG, TTD, V, VRTX	AI, growth, healthcare, large cap, Medical Devices, semiconductors, technology	AI spending remains a robust secular trend with significant growth opportunities. The AI silicon market is expected to grow substantially, with custom silicon and merchant silicon both scaling successfully. Broadcom anticipates AI compute clusters scaling from 10k to 100k or 500k over the medium term.	FICO AVGO BSX	View
2024 Q1	Apr 2, 2024	The Wolf of Harcourt Street	11.8%	11.8%	AAPL, ADBE, AMZN, BSX, CRM, CSCO, ELUT, GOOGL, MDT, MDXH, META, MSFT, NVDA, ORCL, XERS, ZETA	AI, growth, healthcare, Pharmaceuticals, Rate Cuts, small caps, technology	The fund has shifted portfolios towards an overweight in healthcare which is both offensive and defensive. These companies have new products addressing large market opportunities and are nondiscretionary and less economically sensitive. Pharmaceuticals are positioned to take advantage of novel therapies addressing large market opportunities.	ELUT ZETA XERS MDXH	View
2026 Q1	Apr 17, 2026	Parnassus Core Equity Fund	-6.2%	-6.2%	AMAT, BRO, BSX, CRM, DE, DHR, KLAC, LIN, NOW, O, ODFL, SPGI, TMO, VMC, WDAY	AI, Geopolitical, healthcare, industrials, large cap, Quality, semiconductors		VMC ODFL	View
2026 Q1	Apr 17, 2026	Parnassus Growth Equity Fund	-9.6%	-9.6%	AMAT, APPF, ARES, ASML, BSX, CRM, EW, GEV, LIN, MDLN, META, ORCL, SHOP, TEAM, TSM, VIK	AI, energy, growth, Iran, semiconductors, software, technology		VIK ORCL MDLN SHOP EW META	View
2026 Q1	Apr 17, 2026	Parnassus Value Equity Fund	-1.6%	-1.6%	AMAT, BSX, CBRE, DE, DHR, FDX, MA, MSFT, NVO, SPGI, V, VZ, WDC	financials, Geopolitical, healthcare, large cap, Quality, technology, value			View
2024 Q1	Apr 15, 2024	Artisan Global Discovery	7.6%	13.1%	ANET, BAB.L, BSX, CELH, HUBS, LSCC, MIPS.ST, MKTX, MPWR, PWR, RDC.DE, SAIA, SPGI, SPOT, SWAV, TEAM, TW, TYL, VEEV, VRT	AI, Data centers, global, growth, healthcare, Logistics, mid cap, technology	AI is deserving of attention as a technology trend with diverse use cases being explored and processing power gains suggesting improving effectiveness. The fund has exposure to AI beneficiaries across the technology food chain including chip manufacturers, networking equipment providers, and cloud software leaders incorporating AI functionality.		View
2025 Q1	Apr 14, 2025	Mountain Vista Wealth Management	-	-	AAPL, ADBE, AMZN, BSX, CRM, CSCO, ELUT, GOOGL, MDT, MDXH, META, MSFT, NVDA, ORCL, XERS, ZETA	AI, Diagnostics, growth, healthcare, Pharmaceuticals, Rate Cuts, small caps, technology	The manager has shifted portfolios towards an overweight 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 market opportunities.	ELUT ZETA XERS MDXH	View
2023 Q1	Apr 13, 2023	LVS Advisory – Growth	8.1%	8.1%	ABNB, ASML, AVGO, BSX, BX, FICO, INTU, ISRG, LLY, MSCI, NFLX, NOW, NVDA, SHOP, SNPS, SPGI, SPOT, TDG, V, VRTX	AI, growth, healthcare, large cap, semiconductors, software, technology	Edgewood maintains significant exposure to AI infrastructure buildout representing 28% of portfolio. The firm has developed a comprehensive AI framework covering infrastructure enablement, proprietary data applications, and productivity enhancements. They see encouraging signs that AI is beginning to broaden beyond infrastructure to the proprietary data and application layer.	BSX ISRG ICLR\|LLY\|PLTR\|SNPS\|TGT ASML FICO ALLY	View
2024 Q1	Apr 11, 2024	Regency Wealth Management	-	-	ABNB, ASML, AVGO, BSX, BX, FICO, INTU, ISRG, LLY, MSCI, NFLX, NOW, NVDA, SHOP, SNPS, SPGI, SPOT, TDG, V, VRTX	AI, Cloud, growth, healthcare, large cap, semiconductors, technology	Edgewood maintains a comprehensive AI framework spanning infrastructure, proprietary data applications, and productivity enhancements. The firm sees AI broadening beyond infrastructure to applications and productivity layers, with 28% of the portfolio in AI infrastructure buildout companies.		View
2025 Q1	Mar 31, 2025	EQUAM Global Value Fund	-1.2%	-1.2%	ABBV, ACLX, ARGX, AZN, BSX, CDTX, COO, HRTX, IMVT, INSM, IONS, ISRG, JNJ, LLY, MASI, PFE, RDNT, ROIV, SYK, TMO, UNH, WAT, XENE	AI, Biotechnology, GLP1, healthcare, M&A, Medical Devices, Pharmaceuticals	Strong stock selection in biotechnology contributed the vast majority of relative gains, with main drivers being argenx SE and Insmed Incorporated. The quarter saw several positive biotechnology clinical data readouts, a strong rebound in biotechnology funding, and an acceleration in M&A activity.	ACAD SS BFSA GR STM GR CIE SM BME LN	View
2023 Q1	Mar 31, 2023	Airlie Small Companies Fund	-	-	ABNB, ASML, AVGO, BSX, BX, FICO, INTU, ISRG, LLY, MSCI, NFLX, NOW, NVDA, SHOP, SNPS, SPGI, SPOT, TDG, V, VRTX	AI, growth, healthcare, large cap, semiconductors, software, technology	Edgewood maintains significant exposure to AI infrastructure buildout representing 28% of portfolio. The firm has developed a comprehensive AI framework covering infrastructure enablement, proprietary data applications, and productivity enhancements. They see encouraging signs that AI is beginning to broaden beyond infrastructure to the proprietary data and application layer.	BSX ISRG ICLR\|LLY\|PLTR\|SNPS\|TGT ASML FICO ALLY	View
2023 Q1	Mar 31, 2023	Fortress – Caribbean Growth Fund	3.1%	3.1%	ABNB, ASML, AVGO, BSX, BX, FICO, INTU, ISRG, LLY, MSCI, NFLX, NOW, NVDA, SHOP, SNPS, SPGI, TDG, TTD, V, VRTX	AI, growth, healthcare, large cap, Medical Devices, semiconductors, technology	AI spending remains a robust secular trend with significant growth opportunities. The AI silicon market is estimated at $250B+ with custom silicon and merchant silicon both scaling successfully. Broadcom anticipates AI compute clusters scaling from 10k to 100k or 500k over medium term with four new unnamed customers expanding AI revenue opportunity.	FICO AVGO BSX	View
2025 Q4	Feb 23, 2026	Mott Capital Management	0.0%	0.0%	AAPL, AMZN, BRK-A, BSX, GOOGL, GRAIL, META, MSFT, ORCL, OXY, ZTS	AI, Debt, energy, Rotation, technology, underperformance, valuation	Manager expresses significant concerns about AI bubble conditions, citing excessive debt accumulation and CAPEX spending by major tech companies. Believes AI fears are being realized as software stocks decline and valuations become problematic. Questions sustainability of current AI investment levels and competitive dynamics. Manager initiated position in Occidental Petroleum, viewing energy sector as underperforming since dot-com bubble. Believes oil prices are currently depressed and energy represents contrarian opportunity given poor relative performance versus S&P 500.	OXY MSFT	View
2023 Q4	Feb 20, 2024	Tall Oak Capital Advisors	-	-	AAPL, ABBV, AMD, AMGN, AMP, AMZN, ATD.TO, AVGO, BEI-UN.TO, BSX, CAT, CBRE, CCO.TO, CDNS, CNR.TO, COST, CSCO, DOL.TO, EA, EHC, EMN, EOG, EQIX, FERG, FTNT, GOOGL, LLY, LRCX, MA, MCD, META, MSFT, NVDA, NVO, ORCL, PANW, PG, QCOM, ROK, SCCO, SHOP.TO, T, TD.TO, TGT, TIH.TO, TMUS, TSLA, UNH, VZ, WCN, WMT, WSP.TO	Banking, cybersecurity, dividends, large cap, private credit, Quality, Supply Chain, technology	The integration of digital and physical realms is revolutionizing security needs. Cybersecurity continues to be crucial due to expanding digital connectivity, cloud adoption, and hybrid operations. Key emerging themes include cloud security mainstreaming, software supply chain security, OT and IoT security, and API security evolution.	PANW	View
2025 Q4	Dec 31, 2025	Edgewood Management	1.5%	7.0%	ASML, AVGO, AXON, BSX, BX, FICO, INTU, ISRG, LLY, MSCI, NFLX, NOW, NVDA, SHOP, SNPS, SPGI, SPOT, TDG, V, VRTX	AI, growth, healthcare, large cap, Quality, semiconductors, software, technology	AI infrastructure buildout driving strong demand for semiconductors and data center components. AI Era Plan from Axon represents fastest booked product to date, with Draft One AI tool generating police reports in minutes and saving 50%+ officer time. AI expanding beyond data centers into factories and robotics, driving higher sensor content per system. Portfolio positioned for AI-driven semiconductor demand with holdings in NVIDIA, Broadcom, and ASML. AI servers require greater connector and interconnect content versus traditional servers. Semiconductor equipment companies benefiting from next-generation architecture requirements. Strong earnings growth in healthcare holdings with Eli Lilly delivering 75% EPS growth. Boston Scientific showing consistent performance with 25% EPS growth. Healthcare devices and pharmaceuticals demonstrating resilient fundamentals. Enterprise software companies showing strong fundamentals with ServiceNow, Intuit, and Synopsys delivering consistent growth. Software platforms benefiting from digital transformation and AI integration trends.	APH AXON	View
2024 Q4	Dec 31, 2024	Parnassus Growth Equity Fund	4.9%	26.9%	AKAM, AMAT, AMD, AVGO, BSX, CRM, DASH, DDOG, EFX, FERG, INTU, LVMUY, MELI, MSFT, NET, NTRA, NVDA, PCOR, TMO, TSM	AI, growth, healthcare, large cap, semiconductors, technology	AI remained a dominant theme throughout 2024, with companies positioned to capitalize on artificial intelligence driving significant returns. The fund benefits from investments in companies like Broadcom designing AI server processors and NVIDIA leading the market for AI-required chips. AI integration across customer relationship management and cloud computing platforms continues to drive robust growth.	VRTX EXAS TEAM DASH DDOG	View
2024 Q4	Dec 31, 2024	Hardman Johnston Global Equity	-0.2%	22.0%	AMZN, BAC, BSX, COTY, ELAN, FTI, GOOGL, HWM, IQV, LEN, LLY, MA, MELI, META, NVO, PRX, STAN.L, TMUS, UNH, VRTX	Agriculture, AI, Data centers, Deregulation, energy, financials, healthcare, technology	AI is driving accelerating demand for data centers, with companies like Vertiv benefiting from AI-driven data center demand and Howmet Aerospace seeing emerging growth from industrial gas turbines used in gas power plants for AI data centers. The manager views AI as a long-term play that creates opportunities throughout its value chain globally.		View
2023 Q4	Dec 31, 2023	Nixon Capital	-	-	ABNB, ASML, AVGO, BSX, BX, FICO, INTU, ISRG, LLY, MSCI, NFLX, NOW, NVDA, SHOP, SNPS, SPGI, SPOT, TDG, V, VRTX	AI, growth, healthcare, large cap, semiconductors, software, technology	Edgewood maintains significant exposure to AI infrastructure buildout representing 28% of portfolio. The firm has developed a comprehensive AI framework covering Infrastructure & Enablement, Proprietary Data/Applications, and Productivity categories. They see encouraging signs that AI is beginning to broaden beyond infrastructure to proprietary data and application layers.	BSX ISRG ICLR\|LLY\|PLTR\|SNPS\|TGT ASML FICO ALLY	View
2025 Q3	Nov 21, 2025	Shelton Equity Income Strategy	-	-	AAPL, AMZN, ANET, BSX, CMCSA, CTSH, DVA, FTNT, GM, GOOGL, META, MSFT, NEM, NVDA, PHM, TSLA	AI, equity income, Options, rates, technology, Trade Policy, volatility	The rally was sustained by enthusiasm for the AI trade, with the Magnificent Seven stocks reclaiming leadership after lagging earlier in the year. AI continues to drive market momentum and sector rotation.		View
2023 Q3	Nov 14, 2023	Tall Oak Capital Advisors	-	-	ADBE, BABA, BRK-A, BSX, CAT, CCO.TO, CNQ.TO, COST, EQIX, GOOGL, LLY, MA, MAR, MCD, MSFT, NVO, PEP, SLB, SU.TO, UNH	Defensive, dividends, energy, fixed income, healthcare, Quality	Growing demand for nuclear energy as a clean power source driven by climate change concerns and energy security. Uranium consumption has surged past pre-Fukushima levels with supply concentrated among state-owned enterprises. Small Modular Reactors expected to bolster long-term demand.	ALLY CCO.TO	View
2025 Q3	Oct 9, 2025	Polen Capital – Focus Growth	3.1%	5.5%	AAPL, ACN, ADBE, AMZN, AVGO, BSX, CSGP, GOOGL, IT, META, MSFT, NFLX, NOW, NVDA, ORCL, SBUX, SHOP.TO, TMO, TSLA, V	AI, Cloud, growth, healthcare, large cap, Quality, semiconductors, technology	Generative AI was the dominant theme driving Q3 performance, with semiconductors as the primary driver. The hyperscalers are announcing massive increases to AI-related spending, confirming capex spigots are wide open as they struggle to keep up with voracious demand. Oracle's quarterly results showed remaining performance obligations increasing 359% to $455 billion in one quarter, highlighting extraordinary demand for cloud computing and AI infrastructure.	UBER SNPS BSX INTU AVGO NVDA	View
2025 Q3	Oct 7, 2025	GROW Funds	-	-	ADBE, AMZN, BSX, CRM, CSCO, ELUT, GOOGL, MDT, MDXH, META, MSFT, NVDA, ORCL, XERS, ZETA	AI, growth, healthcare, Pharmaceuticals, Rate Cuts, small caps, value	The fund has shifted portfolios towards an overweight 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 market opportunities.	XERS MDXH	View
2023 Q3	Oct 6, 2023	Ennismore Global Equity Fund	8.3%	10.9%	9404.T, ADEV.OL, ADM.L, ATLC, AUTO.L, BAX, BSX, BZU.MI, CAR.AX, CUERVO.MX, DIE.BR, GOOGL, IDS.L, IRTC, MRO.L, PHIA.AS, REA.AX, RMV.L, SCHIBSTED-B.OL, STRX.L, TCX	Classifieds, European Equities, healthcare, Long/Short, Medical Devices, technology, value	The fund has significant exposure to online classifieds businesses through Schibsted and Adevinta, which operate property, car, and job listing platforms across Europe. These businesses have strong market positions but have been under-monetized due to poor operational management and fragmented technology platforms. New management teams are implementing verticalisation strategies and tech stack simplification to improve margins and monetization.		View
2025 Q3	Oct 22, 2025	Easterly – Global Real Estate Fund	-2.9%	8.1%	ABNB, ASML, AVGO, BSX, BX, FICO, INTU, ISRG, LLY, MSCI, NFLX, NOW, NVDA, SHOP, SNPS, SPGI, SPOT, TDG, V, VRTX	AI, growth, healthcare, large cap, semiconductors, software, technology	Edgewood maintains significant exposure to AI infrastructure buildout representing 28% of portfolio. The firm has developed a comprehensive AI framework covering infrastructure enablement, proprietary data applications, and productivity enhancements. Key holdings include NVIDIA's accelerating product releases, ASML's lithography enabling AI chip manufacturing, and ServiceNow targeting $1B in AI annual contract value by 2026.		View
2025 Q3	Oct 21, 2025	Hardman Johnston Global Equity	5.0%	23.1%	6501.T, AIR.PA, AMZN, ASML, BAC, BSX, CBK.DE, CTVA, EL, GOOGL, HWM, IBN, IFX.DE, LLY, MA, MELI, META, MRVL, MSFT, NVDA, OLED, PRX.AS, PRY.MI, RHM.DE, SAF.PA, STAN.L, STM, TEAM, TMUS, TSM, UBER, VRTX	AI, Equity, Europe, financials, global, semiconductors, technology, Trade	Markets oscillate between fear and fear of missing out regarding AI technology. While AI has productivity potential, current valuations raise questions about whether capital investment will deliver justified returns. AI exposure extends beyond tech names to utilities through electrical grid hardening needs.	TSM ADYEN STAN	View
2025 Q3	Oct 15, 2025	Parnassus Core Equity Fund	2.6%	-	AAPL, AMD, AVGO, AZO, BRO, BSX, CRM, DE, FI, GOOGL, GWW, ICE, INTU, KLAC, LLY, NVDA, ORCL, SYK, TMO, WDAY	AI, Defensive, financials, industrials, large cap, Quality, semiconductors, technology	The Fund maintains offensive positions in AI beneficiaries including hyperscalers, semiconductors and software. The AI buildout continues to exceed expectations, led by U.S. companies that have invested and scaled the technology to drive massive infrastructure transformation. However, rising AI infrastructure investments require greater monetization to avoid overheating.	GWW US BSX US	View
2023 Q3	Oct 13, 2023	WestEnd Capital	-1.1%	30.1%	ABNB, ASML, AVGO, BSX, BX, FICO, INTU, ISRG, LLY, MSCI, NFLX, NOW, NVDA, SHOP, SNPS, SPGI, SPOT, TDG, V, VRTX	AI, growth, healthcare, large cap, semiconductors, software, technology	Edgewood maintains significant exposure to AI infrastructure buildout representing 28% of portfolio. The firm has developed a comprehensive AI framework spanning infrastructure enablement, proprietary data applications, and productivity enhancements. They see encouraging signs that AI is beginning to broaden beyond infrastructure to the proprietary data and application layer.	BSX ISRG ICLR\|LLY\|PLTR\|SNPS\|TGT ASML FICO ALLY PWR	View
2025 Q3	Oct 12, 2025	Munro Global Growth Fund	4.9%	-	300750.SZ, AMZN, ARES, AVGO, BSX, CLS.TO, CRH, FWONA, GEV, GOOGL, ISRG, LLY, META, MSFT, NFLX, NVDA, ORCL, TKO, TSM, UBER	AI, Cloud, Energy Storage, growth, technology	AI adoption is showing clear signs among corporates globally, with the Magnificent 7 demonstrating significant operational efficiencies through reduced hiring. Oracle's massive backlog demonstrates insatiable demand for AI computing infrastructure, with companies like OpenAI committing to multi-billion dollar contracts. The AI spending roadmap is expected to continue over the medium term with clear return on investment from billions in capex.	ORCL	View
2023 Q4	Jan 4, 2024	Regency Wealth Management	-	-	ABNB, ASML, AVGO, BSX, BX, FICO, INTU, ISRG, LLY, MSCI, NFLX, NOW, NVDA, SHOP, SNPS, SPGI, TDG, TTD, V, VRTX	AI, growth, healthcare, large cap, Quality, technology	AI spending remains a robust secular trend with significant growth opportunities. The portfolio is well-positioned to capitalize on this long-term opportunity through holdings in semiconductor and technology companies benefiting from AI datacenter buildouts and custom silicon demand.	FICO AVGO BSX	View
2025 Q4	Jan 23, 2026	Baron Health Care Fund	13.1%	10.3%	ABBV, ACLX, ARGX, ARQT, AZN, BSX, DHR, DSXY, EHC, ELAN, INSM, ISRG, LLY, MASI, MTD, PEN, RDNT, RGEN, SYK, TEVA, TMO, WELL	Biotechnology, GLP1, healthcare, Life Sciences, M&A, Medical Devices, Pharmaceuticals	Strong stock selection in biotechnology contributed the vast majority of relative gains, with main drivers being Cidara Therapeutics and Abivax. Biotechnology funding surged 94% year-over-year in December, making it the strongest month in the last three years. The Fund maintains 33.2% allocation to biotechnology companies. Eli Lilly's Mounjaro and Zepbound GLP-1/GIP therapies are viewed as transformational for diabetic and non-diabetic obese patients. The manager expects this drug class to become the standard of care for both diabetes and obesity, ultimately representing a $150 billion-plus market opportunity. M&A activity has been accelerating, with notable deals including Cidara Therapeutics acquired by Merck for $9.2 billion and Penumbra acquired by Boston Scientific for $14.5 billion. Large pharmaceutical companies will lose patent protection on products generating $400 billion of sales over the next eight years. The Fund maintains 14.2% allocation to life sciences tools & services. End markets are improving with strong biotechnology funding, stable biopharmaceutical R&D investment, and reduced risk of industry disruption following drug pricing agreements with the Trump Administration.	RGEN ELAN WELL ARQT TMO EHC DOCS ARQQ TEVA ARGX LLY	View
2023 Q4	Jan 22, 2024	Biondo Investment Advisors	-	-	ABBV, ACLX, ARGX, AZN, BSX, CDTX, COO, HRTX, INSM, IONS, ISRG, JNJ, LLY, MASI, PFE, RDNT, ROIV, SYK, TMO, UNH, WAT, XENE	AI, Biotechnology, Diagnostics, GLP1, healthcare, Medical Devices, Pharmaceuticals	Strong stock selection in biotechnology contributed the vast majority of relative gains, with main drivers being argenx SE and Insmed Incorporated. The fund holds 31.8% in biotechnology companies and sees multiple secular growth opportunities in genomics, genetic testing, and genetic medicine.		View
2025 Q4	Jan 21, 2026	Polen Capital – Global SMID Company Growth	-2.7%	1.8%	0700.HK, ADBE, AMZN, BSX, CSGP, GOOGL, ICLR, LLY, MELI, NVDA, OR.PA, ORCL, PAYC, SGE.L, SHL.DE, SHOP, SPOT, TSM, WDAY, WTW	AI, global, growth, Quality, software, technology	The market experienced AI bubble concerns in Q4 that prompted a short-lived 5% sell-off, though NVIDIA's strong earnings report in late November alleviated the worst fears. Despite waning market enthusiasm in the AI trade, the managers believe the datacenter capex cycle should continue with revenues and earnings for critical players growing rapidly as they struggle to keep up with increasing demand. The portfolio's emphasis on quality growth investing was challenged by the market's preference for high-beta growth stocks, contributing to underperformance. The managers remain focused on competitive advantages and long-term business fundamentals while constantly re-assessing growth trajectories of portfolio companies competing in evolving global markets. Spotify was added as a new position, with the managers viewing it as a scaled two-sided network enjoying secular growth as streaming and smartphone proliferation become global norms. They believe music is the most under-monetized form of digital entertainment, with Spotify serving over 600 million active users and potential for greater than 20% annual free cash flow growth. Tencent Holdings was initiated as a new position, representing one of China's largest technology companies with leading positions in gaming, social media and payments. Despite economic headwinds, Tencent has remained a consistent growth business, compounding earnings growth at more than 30% annualized over the past 3 years.	SPOT 0700 HK ORCL LLY	View
2025 Q4	Jan 21, 2026	Renaissance Investment Management – Large Cap Growth	0.0%	0.0%	AMAT, BRO, BSX, CAH, FISV, FIX, GOOGL, LRCX, MSI, NFLX, NTNX, PEGA, RCL, SCHW, TPR, UBER, WM	AI, Equal Weight, growth, large cap, Mega Cap, semiconductors, technology, valuation	AI remains a key driver with mega-cap technology stocks leading market performance. Alphabet released Gemini 3 with performance exceeding expectations, making it the top-performing AI model, and unveiled new Tensor Processing Units for lower-cost AI computations. Applied Materials benefits from strong demand for AI semiconductor chipsets. Semiconductor equipment companies like Lam Research and Applied Materials are benefiting from secular tailwinds including transition to larger chip sizes and increased complexity in chip manufacturing to accommodate AI applications. The CHIPS Act provides federal stimulus supporting the sector. Market valuations have risen significantly with the cap-weighted S&P 500 P/E rising almost 60% over three years versus 30% for equal-weighted. The extreme valuation difference between mega-cap and equal-weighted stocks suggests better relative performance going forward from equal-weighted strategies.	NFLX AMAT GOOG	View
2024 Q4	Jan 17, 2025	Skybound Wealth Management	3.9%	-	AAPL, ADBE, AMZN, BSX, CRM, CSCO, ELUT, GOOGL, MDT, MDXH, META, MSFT, NVDA, ORCL, XERS, ZETA	AI, growth, healthcare, rates, small caps	The manager discusses the massive investments by tech giants like Microsoft, Meta, Amazon, and Google in AI infrastructure and training models, comparing it to the dot-com era. They note that while AI will increase productivity, the capabilities may be less than expected and no killer app has emerged yet to demonstrate high returns on investment.	ELUT ZETA XERS MDXH	View
2024 Q3	Sep 30, 2024	Hardman Johnston Global Equity	4.5%	22.2%	AMZN, ASML, BSX, COTY, CTVA, ELAN, FTI, GOOGL, GRFS, HWM, IQV, LLY, MA, MELI, META, MSFT, NVDA, NVO, OLED, PRX.AS, SAF.PA, SCHW, STAN.L, TEAM, TMUS, TSM, UNH, VRT, VRTX	aerospace, AI, defense, global, healthcare, technology, volatility	AI has driven huge returns and still appears to show enormous growth potential that can justify lofty valuations. Companies are investing in AI to boost productivity, enhance their offerings to businesses and consumers, and boost their market positions. The manager sees opportunities to explore the next derivative theme of AI and identify stocks with clear earnings growth potential.	META TEAM ASML PRX.AS MELI SAF.PA HWM	View
2024 Q3	Sep 30, 2024	The Gabelli ABC Fund	3.5%	0.0%	BSX, CHUY, FOXA, FTR, INST, JNPR, K, KKR, LBTYK, LEN, MARS, PRY, SRDX, TXNM, VZ, VZIO, WIRE	arbitrage, Deal Activity, M&A, private equity, technology	The technology sector remained the most active with $375 billion worth of new deals announced in the first three quarters of 2024, representing a 29% year-over-year increase. Notable transactions included Mars Company's agreement to acquire Kellanova for $28.8 billion and Verizon's arrangement to acquire Frontier Communications for $9.6 billion.		View
2024 Q2	Jul 26, 2024	Diamond Hill Mid Cap	8.3%	13.3%	ADM, BSX, CIVI, ENOV, GDDY, GNRC, HUM, LH, MAA, NXPI, PH, RRR, RRX, SYY, UDR, VRSN, WCC	AI, mid cap, Quality, technology, value	AI-related stocks have driven increasingly narrow market performance, with a small number of massive technology stocks driving the majority of index returns. This creates opportunities for active managers to add value by avoiding the temptations of following trends and maintaining disciplined fundamental approaches. The concentration in AI stocks affords opportunities to identify high-quality, underappreciated companies outside the obvious front lines of the latest fad.		View
2025 Q1	Apr 14, 2025	Parnassus Growth Equity Fund	-8.6%	-8.6%	ADBE, ADYEY, APPF, ASML, AVGO, BRO, BSX, CRM, CSGP, DDOG, DE, EFX, EXAS, GEV, MSCI, PCOR, SN, SNPS, V, VRTX	AI, Defensive, financials, growth, healthcare, semiconductors, technology, volatility	The fund maintains optimism about long-term opportunities in AI beneficiaries, including infrastructure providers, hyperscalers and software companies building the computing foundation of the future. However, AI-related stocks faced pressure during the quarter as investors grew pessimistic about the current cycle for chip makers and companies with revenue closely tied to AI infrastructure spending.	ASML APPF SN BRO SNPS GEV	View
2025 Q1	Apr 13, 2025	Munro Global Growth Fund	-7.3%	-7.3%	AMZN, AVGO, AXON, BSX, CEG, CRH, FWONK, GOOGL, LLY, MA, META, MSFT, NFLX, NOW, NVDA, ORCL, RHM.DE, TSM, UBER	AI, Cash, defense, global, growth, tariffs, technology, volatility	Despite DeepSeek concerns, hyperscalers continue aggressive AI infrastructure spending with combined capex approaching $350 billion in 2025. The fund maintains conviction in multi-year structural earnings growth for AI enablers, while increasing exposure to AI application companies like Axon and ServiceNow that are showing strong adoption.	NVDA RHM.DE	View
2023 Q3	Apr 10, 2023	Artisan Global Discovery	7.6%	13.1%	0669.HK, ADYEN.AS, AMD, ARGX, BSX, GXI.DE, LSCC, LSEG.L, ON, SWAV, TEAM, VEEV	Biotechnology, global, growth, Medical Devices, payments, software	Argenx is a commercial stage biotechnology company with an approved first-in-class therapy for autoimmune diseases. The company's platform antibody treatment Vyvgart has one indication in market for treating myasthenia gravis that is experiencing a successful launch, with FDA approval for subcutaneous injection version and positive results for CIPD treatment.	SWAV ADYEN TEAM ARGX	View
2025 Q1	Mar 31, 2025	Hardman Johnston Global Equity	0.4%	0.4%	AIR.PA, AMZN, BAC, BN, BSX, ELAN, GOOGL, HWM, IFX.DE, LLY, MA, MELI, META, MRVL, PRX.AS, RHM.DE, STAN.L, TMUS, TSM, VRT	aerospace, AI, China, defense, Europe, global, semiconductors, Trade Policy	European defense spending is structurally higher following geopolitical shifts. Germany changed its Constitution to release fiscal debt brakes, enabling unlimited defense spending. Europe announced massive defense and infrastructure spending framework with financing mechanisms.		View
2023 Q1	Mar 31, 2023	Diamond Hill Small-Mid Cap Strategy	8.4%	9.2%	AAP, ADM, AIG, ALGT, ALK, ALL, ARW, ASH, BHF, BKU, BOKF, BR, BRBR, BRO, BSX, BWA, CALM, CHKP, CIEN, CIVI, COOP, CTRA, CTSH, CUBE, DEI, ENOV, ERII, ESAB, ESGR, FA, FCX, FIBK, FIS, FWONA, GTES, HBI, HIG, ITGR, JLL, KEX, KMX, L, LANC, LOB, MTN, NVR, NXPI, OZK, PH, POST, PRG, RHP, RNR, RRR, RRX, RYN, SANM, SF, SRCL, SSNC, ST, UDR, UGI, VFC, WBS, WCC, WNS, WTW, WWW, WY	financials, industrials, mid cap, small cap, value			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
May 11, 2026	Fund Letters	TCW Concentrated Large Cap Growth Fund	Boston Scientific Corporation	Medical Devices	Health Care Equipment	Bull	New York Stock Exchange	cardiovascular, Clinical trials, Electrophysiology, Healthcare Equipment, Interventional Medicine, Medical devices, Watchman	View Pitch
Apr 28, 2026	Fund Letters	WestEnd Capital	Boston Scientific Corp.	Health Care Equipment & Services	Health Care Equipment	Bull	NYSE	Endoscopy, Healthcare Equipment, Interventional Cardiology, Medical devices, Neuromodulation, organic growth, pipeline, Watchman	View Pitch
Apr 28, 2026	Fund Letters	Nixon Capital	Boston Scientific Corp.	Health Care Equipment & Services	Health Care Equipment	Bull	NYSE	Afib, Endoscopy, Healthcare Equipment, Interventional Cardiology, Medical devices, Medtech, Neuromodulation, Watchman	View Pitch
Apr 28, 2026	Fund Letters	Regency Wealth Management	Boston Scientific Corp.	Health Care Equipment & Supplies	Health Care Equipment	Bull	NYSE	Atrial Fibrillation, cardiovascular, Electrophysiology, growth, Healthcare Equipment, innovation, M&A, Medical devices, Minimally Invasive	View Pitch
Apr 28, 2026	Fund Letters	Nixon Capital	Boston Scientific Corp.	Health Care Equipment & Supplies	Health Care Equipment	Bull	NYSE	cardiovascular, Electrophysiology, Healthcare Equipment, innovation, M&A, Medical devices, Minimally Invasive, Procedure-Based Revenue	View Pitch
Apr 27, 2026	Fund Letters	WestEnd Capital	Boston Scientific Corp.	Health Care Equipment & Supplies	Health Care Equipment	Bull	NYSE	Atrial Fibrillation, cardiovascular, Electrophysiology, growth, Healthcare Technology, M&A, Medical devices, Minimally Invasive, Procedure-Based Revenue	View Pitch
Apr 27, 2026	Fund Letters	Fortress - Caribbean Growth Fund	Boston Scientific Corp.	Health Care Equipment & Services	Health Care Equipment	Bull	NYSE	Cardiology, Endoscopy, growth, healthcare, Medical devices, Medtech, Watchman	View Pitch
Apr 27, 2026	Fund Letters	LVS Advisory - Growth	Boston Scientific Corp.	Health Care Equipment & Services	Health Care Equipment	Bull	NYSE	Endoscopy, growth, healthcare, innovation, Interventional Cardiology, Medical devices	View Pitch
Apr 27, 2026	Fund Letters	Airlie Small Companies Fund	Boston Scientific Corp.	Health Care Equipment & Services	Health Care Equipment	Bull	NYSE	Cardiology, growth, healthcare, Interventional, Medical devices, Medtech, Watchman	View Pitch
Apr 27, 2026	Fund Letters	Fortress - Caribbean Growth Fund	Boston Scientific Corp.	Health Care Equipment & Supplies	Health Care Equipment	Bull	NYSE	cardiovascular, Electrophysiology, Healthcare Equipment, innovation, M&A, Medical devices, Minimally Invasive, recurring revenue	View Pitch
Apr 13, 2026	Fund Letters	Aristotle Atlantic Core Equity Strategy	Boston Scientific	Health Care	Health Care Equipment & Supplies	Bull	NYSE	Aging Population, cardiovascular, Demographics, innovation, margin expansion, Medical devices, Utilization Recovery	View Pitch
Apr 13, 2026	Fund Letters	Aristotle Core Equity Fund	Boston Scientific Corporation	Health Care	Health Care Equipment	Bull	NYSE	Aging demographics, cardiovascular, Electrophysiology, Healthcare Utilization, margin expansion, Medical devices, Neuromodulation, organic growth	View Pitch
Apr 13, 2026	Fund Letters	Edgewood Management	Boston Scientific Corp.	Health Care Equipment & Supplies	Health Care Equipment	Bull	NYSE	Ablation Technology, Atrial Fibrillation, cardiovascular, Electrophysiology, Healthcare Equipment, innovation, M&A, Medical devices, Minimally Invasive, Procedure-Based Revenue	View Pitch
Apr 13, 2026	Fund Letters	Biondo Investment Advisors	Boston Scientific Corp.	Health Care Equipment & Supplies	Health Care Equipment	Bull	NYSE	cardiovascular, Electrophysiology, Healthcare Equipment, innovation, M&A, Medical devices, Minimally Invasive, Procedure-Based Revenue, regulatory barriers	View Pitch
Apr 13, 2026	Fund Letters	Biondo Investment Advisors	Boston Scientific Corp.	Health Care Equipment & Services	Health Care Equipment	Bull	NYSE	Cardiology, Endoscopy, growth, healthcare, Medical devices, Medtech, Neuromodulation	View Pitch
Feb 26, 2026	Fund Letters	Alan Breed	Boston Scientific Corporation	Health Care	Health Care Equipment	Bull	New York Stock Exchange	Afib, capital deployment, Electrophysiology, Margins, Medical devices, organic growth, pipeline	View Pitch
Jan 8, 2026	Fund Letters	Kathleen A. McCarragher	Boston Scientific Corporation	Health Care	Health Care Equipment	Bull	New York Stock Exchange	Cardiology, Devices, innovation, Margins, Medtech, Procedures	View Pitch
Nov 29, 2025	Fund Letters	Dan Davidowitz	Boston Scientific Corp.	Health Care	Medical Devices	Bull	NYSE	Cardio devices, Category leadership, FCF, Margins, Procedure adoption	View Pitch
Oct 28, 2025	Seeking Alpha	Seeking Alpha	Boston Scientific Corporation		Medical Devices	Bull		Boston Scientific, cardiovascular, earnings growth, Farapulse, healthcare, innovation, investment thesis, market leadership, Medical devices, Watchman	View Pitch

BSD Shareholders of BSX

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.

BSX

BSX

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of BSX

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

Follow Us On: