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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Sep 30, 2025 | City Different Investments – Multi-Cap Core | 6.3% | 15.0% | AMG, CHTR, DOCN, FLEX, GOOGL, KMX, LOPE, NFLX, NOMD, TGT, TMO | long-term, multi-cap, Research, stock selection, value | The manager employs a disciplined value-oriented approach, comparing investing to thrift shopping where they search for undervalued opportunities. The process involves extensive research to find businesses trading below intrinsic value, with most ideas failing to survive deep analysis. | View | |
| 2024 Q3 | Sep 30, 2024 | Tarkio Fund | - | - | AMG, CHTR, DOCN, FLEX, GOOGL, KMX, LOPE, NFLX, NOMD, TGT, TMO | growth, multi-cap, Quality, small caps, value | View | ||
| 2023 Q1 | Apr 17, 2023 | Pittenger & Anderson | - | - | AMG, CHTR, DOCN, FLEX, GOOGL, KMX, LOPE, NFLX, NOMD, TGT, TMO | long-term, multi-cap, Research, stock selection, value | The manager describes a disciplined value-oriented approach, comparing investing to thrift shopping where you search for undervalued opportunities. The process involves extensive research to find companies trading below intrinsic value, with most ideas not surviving deep analysis. | View | |
| 2025 Q1 | Apr 16, 2025 | Horizon Investment | - | - | AMG, CHTR, DOCN, FLEX, GOOGL, KMX, LOPE, NFLX, NOMD, TGT, TMO | mid cap, multi-cap, Quality, small caps, value | View | ||
| 2026 Q1 | Apr 15, 2026 | Alger Weatherbie Specialized Growth Fund | -11.4% | -11.4% | AIR, CWST, DOCN, PLNT, STEP | AI, Aviation, Data centers, energy, growth, infrastructure, small cap, Waste management | PLNT STEP CWST LGCE DOCN AIR |
View | |
| 2025 Q1 | Mar 31, 2025 | Lazard Enhanced Opportunities Portfolio | - | - | BIDU, CHTR, DAY, DOCN, GME, KKR, LINTA, NET, RDFN, RKT, TCOM | arbitrage, Convertibles, credit, rates, special situations, volatility | The portfolio focuses on convertible securities with attractive volatility/gamma characteristics, targeting shorter-dated, higher-quality paper in the $80-120 price range. Convertible valuations improved in higher price buckets, driven by rates and volatility movements, while credit-sensitive convertibles below 80 weakened due to wider credit spreads. | View | |
| 2025 Q1 | Mar 31, 2025 | AMG Frontier Small Cap Growth | -14.4% | -14.4% | AMTM, BECN, BILL, CACI, CG, CZR, DLB, DOCN, EPRT, FTAI, INDI, LTH, MAT, MDB, PGY, TXG, UCTT, UTHR | AI, Cloud, defense, healthcare, semiconductors, small caps, technology, Trade Policy | Technology was the largest detracting industry with underperformance from indie Semiconductor and Ultra Clean Holdings. indie faced weakness in China and tariff uncertainty affecting auto build rates globally, while Ultra Clean experienced product qualification delays at a Chinese customer and weakening semiconductor equipment demand in China. | View | |
| 2023 Q3 | Oct 25, 2023 | GDS Investments | - | - | AMG, CHTR, DOCN, FLEX, GOOGL, KMX, LOPE, NFLX, NOMD, TGT, TMO | financials, healthcare, multi-cap, Quality, small caps, value | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| May 9, 2026 | Substack | Alpha Seeker 84 | DigitalOcean Holdings, Inc. | Technology | Cloud Computing | Bull | New York Stock Exchange | AI Customer ARR, AI-native cloud, Cloud computing, data center capacity, DigitalOcean, infrastructure, large customer ARR, Pricing power, Revenue Growth, valuation | View Pitch |
| Apr 28, 2026 | Fund Letters | Alger Weatherbie Specialized Growth Fund | DigitalOcean Holdings, Inc. | Software - Infrastructure | Internet Services & Infrastructure | Bull | New York Stock Exchange | ARR, cloud infrastructure, Computing, Developers, Networking, SaaS, SMB, Storage, technology | View Pitch |
| Oct 3, 2025 | Value Investors Club | sondasy | DigitalOcean Holdings Inc. | Information Technology | Internet Services & Infrastructure | Bear | NYSE | cloud, GPUs, China, accounting, leverage, short | 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 |
|---|---|---|---|---|---|---|---|---|
| Larry Robbins | Glenview Capital Management | $4.9B | $96.4M | 1.96% | 2,004,299 | +2,004,299 | +100.00% | 1.5565% |
| Jonathan Lennon | Pleasant Lake Partners | $817.6M | $18.0M | 2.20% | 374,349 | -6,541 | -1.72% | 0.2907% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $3.0M | 0.01% | 61,767 | -393,473 | -86.43% | 0.0480% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $28.5M | 0.03% | 592,815 | +268,551 | +82.82% | 0.4604% |
| Ray Dalio | Bridgewater Associates | $27.4B | $1.2M | 0.00% | 25,772 | -41,738 | -61.82% | 0.0200% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $4.8M | 0.01% | 100,000 | -838,724 | -73.64% | 0.0777% |
| Israel Englander | Millennium Management LLC | $233.2B | $2.9M | 0.00% | 60,000 | -98,300 | -62.10% | 0.0466% |
| Aaron Weitman | CastleKnight Management LP | $4.5B | $3.7M | 0.08% | 76,000 | -208,700 | -73.31% | 0.0590% |
| Cliff Asness | AQR Capital Management | $190.6B | $948,630 | 0.00% | 19,714 | +12,645 | +178.88% | 0.0153% |