| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 27, 2026 | Horos Asset Management | - | - | 000660 KS, 005930 KS, AAPL, AMD, AMZN, AVGO, BOL.PA, CIRSA.MC, GOOGL, META, MSFT, MU, NVDA, ODEN.PA, ORCL, STX, SUZB3.SA, TSLA, TSM, WDC | AI, Capital Cycle, inflation, interest rates, semiconductors, technology, Valuations, Value Investing | LDA.MC ODET.PA BOL.PA SUZB3.SA |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||