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 |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | May 2, 2024 | Madison Investors Fund | 7.8% | 17.0% | ADI, CAN, FI, LBRDA, PCAR | - | View | ||
| 2025 Q1 | Apr 27, 2025 | Aoris International Fund | -0.8% | -0.8% | CAN, CPRT, EXPN LN, GWW, MSCI, MSFT, OR FP, REL LN, V | - | View | ||
| 2022 Q4 | Dec 31, 2022 | Polen Capital – International Growth | 9.2% | -30.0% | AON, BNZL LN, CAN, GLOB, SAP, SHOP, TCEHY, TEMN SW, ULVR LN | - | View | ||
| 2025 Q3 | Oct 24, 2025 | Macro Ops | - | - | BCM CN, BTBT, CAN, CORZ, DMET CN, KUYA CN, NEWP, SIL AU, SILJ, WGMI | Bitcoin, crypto, inflation, Miners, Silver | Macro Ops identifies Bitcoin miners and silver producers as top-performing themes, driven by strong relative strength and breakout momentum. The report highlights institutional interest in crypto infrastructure and a rotation toward precious metals as inflation hedges. It emphasizes trading discipline and positioning for continued upside in digital assets and metals. | NEWP CORZ BTBT CAN NEWP CORZ BTBT CAN |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Aaron Edelheit | Cantrip Beverages | Information Technology | Beverages | Bull | Beverages, Brand, Cannabis, capital discipline, Distribution, efficiency, growth, valuation | View Pitch | |
| Nov 29, 2025 | Fund Letters | Brandon Beylo | Canaan Inc. | Information Technology | Semiconductors | Bull | NASDAQ | Bitcoin, Breakout, Mining, Momentum, semiconductors, Speculative | View Pitch |
| Nov 29, 2025 | Fund Letters | Aaron Edelheit | Cantrip Beverages | Information Technology | Beverages | Bull | Beverages, Brand, Cannabis, capital discipline, Distribution, efficiency, growth, valuation | View Pitch | |
| Nov 29, 2025 | Fund Letters | Brandon Beylo | Canaan Inc. | Information Technology | Semiconductors | Bull | NASDAQ | Bitcoin, Breakout, Mining, Momentum, semiconductors, Speculative | 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. | ||||||||