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 | Apr 20, 2024 | Alpha Wealth Funds – The Insiders Fund | 0.0% | 1.2% | AAPL, AMZN, AXON, CRK, DELL, DVN, ET, GOOGL, HR, ILMN, INTC, MSFT, MU, NVDA, ORCL, PEAK, QCOM, RXRX, SEDG, XOM | AI, energy, insider buying, Natural Gas, semiconductors, technology | Manager believes we are at an internet game-changing moment with AI, describing it as profound and transformational. Companies are stampeding to embrace AI or risk being disrupted by chatbots, robots, or machine learning. A massive uptick in capex spending is underway directly attributable to AI adoption. | View | |
| 2022 Q4 | Nov 1, 2023 | Alpha Wealth Funds – The Insiders Fund | 0.0% | 1.2% | ALB, CF, CME, CRK, ET, MOS, NSA, RKT, SD, UAL, UPLD | - | View | ||
| 2025 Q3 | Oct 15, 2025 | Royce Investment Partners Small Cap | 12.9% | 9.9% | AIR, AMSC, ATRO, CECO, CRK, FTI, GLOB, KD, KN, KTOS, LAUR, LFMD, MOD, OPRX, PRIM, PSQH, REZI, SOI, SWSS, UCTT | defense, industrials, infrastructure, Outperformance, semiconductors, small caps, technology, value | The Fund is maintaining investment emphasis on infrastructure themes, particularly AI data centers and reindustrialization in the U.S. This encompasses both Industrials and Energy sectors, with infrastructure being a key investment focus area for the portfolio. | View | |
| 2024 Q4 | Jan 20, 2025 | Alpha Wealth Funds – The Insiders Fund | - | 7.6% | BIOHAVEN, CARR, COP, CRK, DVN, EQT, ET, GRAL, INBX, LBRT, LLY, LULU, LUV, MSFT, RXST, SEDG, SMCI, SNBR, TMCI | AI, Biotechnology, Concentration, energy, Insider Trading, Long/Short, value | Energy Transfer is positioned as a prime beneficiary of Trump administration's LNG export growth plans. Devon Energy holds substantial natural gas reserves that appear undervalued despite recent sector price increases. ConocoPhillips offers diversified energy exposure with strong shareholder returns. | View |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Michael Price | Empyrean Capital Partners | $2.7B | $2.8M | 0.10% | 118,900 | +0 | +0.00% | 0.0506% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $3.0M | 0.01% | 130,609 | -39,000 | -63.11% | 0.0556% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $2.9M | 0.00% | 126,434 | +51,534 | +68.80% | 0.0538% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $236,552 | 0.00% | 10,205 | -21,003 | -67.30% | 0.0043% |
| Israel Englander | Millennium Management LLC | $233.2B | $2.1M | 0.00% | 91,162 | -242,377 | -72.67% | 0.0388% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $2.5M | 0.00% | 108,223 | -32,667 | -23.19% | 0.0461% |
| Cliff Asness | AQR Capital Management | $190.6B | $455,788 | 0.00% | 19,663 | +6,447 | +48.78% | 0.0084% |
| Arnold Van Den Berg | Van Den Berg Management I, Inc | $436.5M | $9.3M | 2.13% | 400,740 | -1,728 | -0.43% | 0.1706% |
| Sunil Jagwani | Key Group Holdings | $1.9B | $220.9M | 11.48% | 12,125,000 | +0 | +0.00% | 4.0571% |