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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 7, 2025 | Orbis Global Equity | 22.0% | - | ALNY, CRSP, GILD, GMAB, INSM, VRTX | Biotechnology, Drug Discovery, global, Pharmaceuticals, undervalued, value | The fund has concentrated 8% of assets in four biotech companies that have built innovative drug discovery platforms delivering life-changing therapies. These companies trade at deeply discounted valuations despite proven R&D productivity, as investor attention has shifted from biotech to AI since the pandemic. | CRSP INSM GMAB ALNY |
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| 2025 Q2 | Aug 7, 2025 | RGA Investment Advisors | - | - | AVGO, AWE.L, CRSP, FEVR.L, MTN, PTON, PYPL, ROKU, WDAY | Biotechnology, conviction, Enterprise Software, Fitness, Streaming, Trade Policy, volatility | CRISPR Therapeutics represents a first-mover advantage in cell and gene therapy with commercial approval of Casgevy. The company trades at a significant discount with strong cash position and pipeline optionality. Management has balanced capital discipline with R&D ambition, positioning the company to lean into its pipeline while competitors retrench. | MTN AWE PYPL FEVR ROKU WDAY PTON CRSP |
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| 2025 Q2 | Jul 16, 2025 | ARK Invest | 34.6% | 15.4% | ACHR, AMD, AMZN, AVAV, COIN, CRCL, CRSP, HOOD, KTOS, PLTR, RBLX, RKLB, ROKU, SHOP, TEM, TER, TRMB, TSLA, TTD, TWST | AI, crypto, defense, Genomics, growth, innovation, Robotics, technology | ARK views artificial intelligence as one of its Five Innovation Platforms that could play an outsized role in pulling the economy out of the rolling recession. The firm believes AI, along with other innovation platforms, could catalyze productivity gains and accelerate economic growth during turbulent times when consumers and businesses are willing to change how they operate. | View | |
| 2025 Q3 | Oct 8, 2025 | Orbis Global Equity | - | - | ALNY, CRSP, GILD, GMAB, INSM, VRTX | Biotechnology, Drug Discovery, global, Pharmaceuticals, R&D, undervalued, value | The fund has identified deeply undervalued opportunities in select biotech shares representing roughly 8% of the portfolio. Companies like Alnylam, Genmab, Insmed, and CRISPR have built innovative drug discovery platforms delivering life-changing therapies but attracted only a fraction of AI darlings' capital flows. These companies offer idiosyncratic upside at attractive prices with proven R&D productivity and strong commercial execution. | CRSP INSM GMAB DC ALNY |
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| 2025 Q3 | Oct 16, 2025 | Contrarius Global Equity Fund | 30.9% | 45.0% | APLS, BEAM, CRSP, NTLA, PARA, PFE, TSLA, VRTX, WBD | AI, Biotechnology, contrarian, CRISPR, Gene Editing, Media, Tesla, value | The fund believes AI represents a transformative opportunity similar to the internet revolution. They see the market as potentially being in 1997 rather than 1995 of the AI adoption cycle, with real-world AI applications like autonomy and robotics having not yet started. The impact of AI is expected to dwarf that of the internet over time. | BEAM NTLA CRSP |
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| 2025 Q3 | Oct 15, 2025 | ARK Invest | - | - | ACHR, AMD, AMZN, AVAV, COIN, CRSP, HOOD, KTOS, PLTR, PSNL, RBLX, RKLB, ROKU, RXRX, SHOP, TEM, TER, TRMB, TSLA, TWST | AI, crypto, defense, Genomics, growth, innovation, Robotics, technology | ARK views artificial intelligence as one of the Five Innovation Platforms that could play an outsized role in pulling the economy out of the rolling recession. The firm expects AI to accelerate productivity gains and economic growth, particularly as businesses harness new technologies to increase productivity and protect margins during periods of pricing power loss. | View | |
| 2025 Q4 | Jan 14, 2026 | ARK Invest | 0.0% | 0.0% | ACHR, AMD, AVAV, COIN, CRSP, DE, GH, GOOG, HOOD, KTOS, PLTR, RBLX, RKLB, ROKU, SHOP, TEM, TER, TRMB, TSLA, TWST | AI, crypto, defense, Genomics, innovation, productivity, Robotics, technology | ARK believes convergences among major platforms like AI, robotics, energy storage, public blockchain technology, and multiomics sequencing should accelerate non-farm productivity growth to 4–6% on a year-over-year basis. AI-related spending boom on data centers and power plants began in late 2022. Strong demand for AI-related chip testing and semiconductor testing across compute, networking, and memory. Robotics is identified as one of the major transformative innovation platforms that should converge with AI and other technologies to drive productivity gains. The ARK Autonomous Technology and Robotics ETF focuses on companies developing autonomous mobility, humanoid robots, and intelligent devices. Energy storage is highlighted as one of the key transformative innovation platforms that will converge with AI, robotics, blockchain, and multiomics sequencing to accelerate productivity growth and economic transformation in the coming years. ARK sees favorable policy shifts around crypto as supportive headwinds shifting into structural tailwinds for innovation. Coinbase faced challenges from weakness in crypto market trading activity, with quarterly spot trading volumes declining 9% quarter-over-quarter. The firm maintains exposure through Bitcoin ETFs and crypto-related companies. Multiomics sequencing is identified as one of the major transformative platforms. The genomics space benefited from increasingly positive sentiment following Abbott's acquisition of Exact Sciences. Companies like Guardant Health and Natera showed strong performance with significant revenue growth and clinical trial successes. Defense spending represents a significant opportunity with the U.S. Army announcing plans to purchase at least one million drones in the next 2–3 years. Companies like Kratos Defense, AeroVironment, and Rocket Lab are positioned in this space, though innovation-based defense stocks experienced broad sell-offs during the quarter. | View | |
| 2024 Q2 | Jun 30, 2024 | Loomis Sayles Global Growth Fund | 3.5% | 10.4% | 0700.HK, ADYEN.AS, ALNY, AMZN, BA, CRSP, GOOGL, MELI, META, MSFT, NFLX, NVO, ORCL, SHOP, TSLA, VRTX | AI, Biotechnology, Cloud, global, growth, healthcare, Quality, technology | Google has been operating as an AI-first company for much of the past decade, with nearly 80% of advertising customers using at least one AI-powered search product. The company continues integrating generative AI functionality into search and providing AI services through its cloud business. | View | |
| 2025 Q2 | Jan 1, 1970 | Green Alpha Investment | - | - | CRSP, QS | Biotechnology, Energy Transition, growth, innovation, sustainability, technology | The market is recognizing the transition to a sustainable, efficient, and resilient global economy as a structural imperative rather than discretionary luxury. Next-generation solar cells achieved record 26.4% efficiency with flexible perovskite-organic tandem technology, addressing durability concerns and expanding applications beyond utility-scale to building facades, vehicles, and wearables. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Orbis Global Equity | CRISPR Therapeutics | Health Care | Biotechnology | Bull | NASDAQ | Casgevy, CRISPR, deep value, First-in-Class, Gene Editing, Sickle Cell, Switzerland, Vertex partnership | View Pitch |
| Feb 26, 2026 | Fund Letters | Dr. Hendrik Leber | CRISPR Therapeutics AG | Health Care | Pharmaceuticals | Bull | NASDAQ | Commercialization, Editing, Genome, Hematology, Partnership, Profit | View Pitch |
| Jan 8, 2026 | Fund Letters | Jason Gilbert | CRISPR Therapeutics AG | Health Care | Biotechnology | Bull | NASDAQ | Asymmetric, Biotech, cash-rich, Gene Editing, pipeline | View Pitch |
| Nov 29, 2025 | Fund Letters | Ben Preston | CRISPR Therapeutics AG | Health Care | Biotechnology | Bull | NASDAQ | Casgevy, Cash runway, Gene Editing, Launch curve, Reimbursement, Scalability, Vertex partnership | View Pitch |
| Nov 29, 2025 | Fund Letters | Simon Raubenheimer | CRISPR Therapeutics AG | Health Care | Biotechnology | Bull | NASDAQ | Commercialization, Gene Editing, One-and-done, Optionality, pipeline, profitability | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Marc Gerstein | CRISPR Therapeutics | Health Care | Biotechnology | Bull | NASDAQ | — | 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 |
|---|---|---|---|---|---|---|---|---|
| Oleg Nodelman | EcoR1 Capital | $2.2B | $72.9M | 3.31% | 1,389,276 | +0 | +0.00% | 1.4325% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $2.1M | 0.00% | 39,468 | -80,800 | -62.73% | 0.0407% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $1.8M | 0.00% | 33,700 | +33,700 | +100.00% | 0.0347% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $1.1M | 0.00% | 21,202 | +22,100 | +45.01% | 0.0219% |
| Israel Englander | Millennium Management LLC | $233.2B | $1.6M | 0.00% | 30,492 | -55,790 | -64.66% | 0.0314% |
| Murray Stahl | Horizon Kinetics | $7.4B | $536,933 | 0.01% | 10,239 | -443 | -4.15% | 0.0106% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $24.7M | 0.04% | 470,621 | -574,068 | -54.95% | 0.4853% |
| Cliff Asness | AQR Capital Management | $190.6B | $1.1M | 0.00% | 20,746 | -7,626 | -26.88% | 0.0214% |
| Jayson Yuan | Palo Alto Investors LP | $718.4M | $2.2M | 0.30% | 41,226 | -3,399 | -7.62% | 0.0425% |
| Rich Handler | Jefferies | $19.3B | $3.1M | 0.02% | 60,000 | +60,000 | +100.00% | 0.0619% |
| Richard Kayne & John Anderson | Kayne Anderson Rudnick Investment Management | $37.3B | $734 | 0.00% | 14 | +0 | +0.00% | 0.0000% |