CHGG

CHGG

CHGG

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Sep 30, 2025	FCL Capital	-	-	1211.HK, AAPL, AMZN, ASML, BKNG, CHGG, GOOGL, META, MSFT, NVDA, ORCL, TSLA, TSM	AI, ASML, China, Investment, Lithography, semiconductors, technology	FCL dedicates significant analysis to artificial intelligence, viewing it as transformational technology that could fundamentally alter economic logic with potential for 30-50% annual global growth. The firm discusses AI's evolution from Deep Blue defeating Kasparov to AlphaGo's creative moves, highlighting both extraordinary opportunities and existential risks including potential human extinction scenarios.		View
2023 Q2	Jul 11, 2023	Rathbones	-	-	ACN, ADBE, AMZN, ARM, ASML, CHGG, GOOGL, INTC, META, MSFT, MTCH, NFLX, NVDA, PYPL, TSM, UBER, WEN	AI, Bonds, diversification, Hydrogen, Japan, semiconductors, technology	The launch of ChatGPT has triggered a new artificial intelligence gold rush among investors, driving strong gains across technology companies. Generative AI represents a breakthrough that can create original content rather than just identify patterns. The value currently accrues primarily to Nvidia as the dominant chip provider, though the long-term profit distribution across the AI supply chain remains uncertain.		View
2026 Q1	Apr 8, 2026	Eagle Point Capital LLC	-	-	AZO, BN, BTI, CHGG, DG, INTC, MCK, NVDA, PM, TSM, WOSG.L	Concentration, durability, long-term, Physical Infrastructure, Quality, value		MCK	View
2024 Q4	Feb 28, 2025	Askeladden Capital Partners	-	-	AMD, CHGG, CSCO, DDD, INTC, MSFT, NVDA, SBUX, SSYS	AI, productivity, Research, semiconductors, Small-cap, technology, value	Manager conducted extensive research on artificial intelligence, concluding it will significantly enhance research productivity (2-3x improvement expected) but won't replace human judgment. AI excels at pattern recognition and statistical processing but lacks true reasoning, causality understanding, and struggles with hallucinations. The technology represents a powerful force multiplier for knowledge work rather than a replacement.		View
2024 Q3	Oct 1, 2024	Maple Tree Capital – Heartwood	2.4%	0.0%	ADBE, ASO, CHGG, CRWD, DIS, GOOGL, GRND, HIMS, KKD, LMND, LYFT, RKLB, SMCI, SOUN, TSLA, UEC, UPST	AI, cybersecurity, growth, nuclear, Rideshare, small caps, turnaround, value	Initiated Crowdstrike after it fell ~40% following the July 19, 2024 tech outage. The manager viewed the outage as demonstrating Crowdstrike's power and moat, as the entire tech sector practically shut down. Despite fears of lawsuits and market share loss, analysts did not significantly revise earnings estimates, suggesting the impact was primarily multiple contraction.		View
2024 Q3	Oct 1, 2024	Maple Tree Capital – Jonagold	32.7%	0.0%	ADBE, ASO, CHGG, CRWD, DIS, DNUT, GOOGL, GRND, HIMS, LMND, LYFT, RKLB, SMCI, SOUN, TSLA, UEC, UPST	Fintech, growth, Rate Cuts, small caps, technology, turnaround	Jonagold strategically focuses on small-cap investments with substantial growth prospects that are temporarily out of favor due to cyclical trends or significantly misunderstood. The fund expects small caps to continue performing well as the Federal Reserve further reduces rates, with rate-sensitive securities front-loading near the end of Q3.		View
2023 Q2	Jul 26, 2023	Stenham Asset Management	4.7%	15.1%	AI, AMAT, AMZN, CHGG, CNI, CP, DHR, DUOL, GOOGL, KR, MA, MSFT, NVDA, RACE, TMO, UMG.AS	AI, global, infrastructure, large cap, Quality, semiconductors, technology	AI is this year's favorite buzzword with companies mentioning it on earnings calls to boost stock prices. The fund takes a picks and shovels approach, investing in infrastructure companies like semiconductors and cloud providers that benefit regardless of AI winners and losers. Historical technological revolutions show most companies fail, making infrastructure plays the most sustainable investment strategy.		View
2023 Q2	Jun 30, 2023	ClearBridge Investments Small Cap Growth Strategy	0.0%	0.0%	AEL, ALGM, AZPN, BE, BJ, BWXT, CHGG, EYE, FIGS, FOXF, HAIN, IART, IAS, MPWR, PD, PEN, SGRE, SGRY, SILK, SPT, STAA, TREX, TRUP, XPO	Biotechnology, growth, Quality, semiconductors, small caps, software, underperformance	The Strategy focuses on small cap growth investing and was impacted by a lower-quality small cap rally during the quarter. The manager discusses Russell index rebalancing pressure affecting small cap performance and notes that sticking to investment discipline has historically led to relative performance recovery.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Sep 16, 2025	Short Thesis	The Bear Cave	Chegg Inc	Health Care	Education Services (Online Learning & Tutoring)	Bear	NYSE	AI disruption, Churn, Education, Subscriptions, Tutoring	View Pitch

BSD Shareholders of CHGG

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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