CPRI.MI Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q2	Jul 30, 2024	Artemis Global Select Fund	0.5%	-	7911.T, 7958.T, AAL.L, CPRI.MI, DG.PA, EICHERMOT.NS, EL, FUJIFILM, GFNORTEO.MX, HDB, ICE, META, MTX.DE, MUFG, NKE, RIO, RVTY, RYAAY, TCOM, TMO, TSM	AI, China, consumer, global, healthcare, India, semiconductors, technology	The fund benefited from strong returns across semiconductor holdings as the generative AI demand boom feeds through to the supporting hardware supply chain. Taiwan Semiconductor Manufacturing Company saw meaningful sales and profit growth as clients attempt to meet surging demand for AI chips.	GFNORTEO.MX RYA.L EL EICHERMOT.NS HDB TSM	View
2024 Q1	May 13, 2024	Artemis Global Select Fund	10.8%	10.8%	3690.HK, AMD, AMZN, BKR, CPRI.MI, ELV, HDB, INTC, META, MU, NESN.SW, NVDA, PDD, RVTY, RYAAY, TMO	AI, China, consumer, financials, global, healthcare, semiconductors, technology	Technology firms benefited from demand for artificial intelligence applications and the components necessary to power them. The fund invested in semiconductor companies involved in the AI supply chain, including Nvidia and AMD.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Oakmark Fund- International Small Cap	Campari	Consumer Staples	Distillers & Vintners	Bull	Borsa Italiana	China exposure, Cocktail Culture, margin expansion, premium brands, Route-to-Market, Seven-Year Low Valuation, Spirits Producer	View Pitch

BSD Shareholders of CPRI-MI

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

CPRI-MI

CPRI-MI

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of CPRI-MI

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