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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Feb 10, 2025 | Meridian Growth Fund | -0.8% | 6.3% | CARG, DOCS, RELY, ST, STE, TMDX | - | View | ||
| 2024 Q3 | Nov 7, 2024 | Prosper Stars & Stripes | -2.0% | - | BIO, BLFS, CRS, DOCS, FND, NR, PCT, SHC, UPWK, WEX | - | View | ||
| 2024 Q3 | Oct 23, 2024 | Polen Capital – U.S. Small Company Growth | 7.4% | -0.9% | 4P0 GR, ALIT, ALRM, BROS, DOCS, ELF, GSHD, HLNE, NSIT, NVEE, PCTY, PGNY, RH, RMBS, RVLV, SITM | - | View | ||
| 2023 Q3 | Oct 19, 2023 | Polen Capital – Global SMID Company Growth | 7.4% | -2.4% | 2412 JP, 696 HK, ALIT, DOCS, GSHD, KWS LN, MORN, XPEL, YETI | - | View | ||
| 2023 Q3 | Oct 19, 2023 | Polen Capital – U.S. Small Company Growth | 7.4% | -0.9% | ALIT, CCCS, CWAN, DCGO, DOCS, EEFT, EXLS, FTCH, GSHD, LESL, OLO, XPEL, YETI | - | View | ||
| 2023 Q3 | Oct 19, 2023 | Polen Capital – U.S. SMID Company Growth | 8.8% | -1.3% | CPRT, CWAN, DOCS, FTCH, GLOB, GSHD, OLO, PAYC, YETI | - | View | ||
| 2025 Q4 | Jan 26, 2026 | ClearBridge Mid Cap Growth Strategy | 0.0% | 0.0% | APG, ARE, ARGX, BSY, CHDN, CHWY, CMPO, CPAY, CWST, DKNG, DOCS, DT, EXPE, LNW, PFGC, PTC, RBLX, RESI, TDY, TYL, XPO | AI, dispersion, fundamentals, gaming, mid cap, real estate, stock selection, technology | AI-driven disruption concerns weighed on software businesses as investor sentiment weakened amid heightened sensitivity to earnings expectations. The market showed unusually concentrated focus on AI and its immediate beneficiaries throughout 2025, with limited investor attention for performance not tied to artificial intelligence. Gaming holdings provided positive contributions with Light & Wonder rebounding following technical selling pressure and Churchill Downs advancing as operating trends normalized. The gaming sector showed resilience despite broader market headwinds affecting other areas of the portfolio. Online travel platforms contributed positively with Expedia benefiting from improved execution in its consumer business and continued strength in its business-to-business segment. The travel sector demonstrated solid fundamentals amid the challenging market environment. Real estate was a significant source of pressure, particularly Alexandria Real Estate Equities which declined due to slowdown in biopharma research spending and excess laboratory capacity weighing on leasing demand and rental growth expectations. The position was exited due to ongoing uncertainty and dividend cut. | CPAY CWST ARE CHDN EXPE LNWO |
View |
| 2025 Q4 | Jan 21, 2026 | Meridian Growth Fund | -0.4% | -6.4% | ABT, CERT, CHDN, COO, DOCS, DT, EXAS, GFS, GMED, RELY, SAIC, TNDM, TPB, TRMB, VCYT | growth, healthcare, Medical Devices, Quality, small caps, technology | Healthcare was the portfolio's largest allocation and top-performing sector for the quarter, with the fund maintaining an overweight position. The manager views healthcare as undervalued relative to long-term fundamentals after lagging the broader market for four years. Several healthcare holdings contributed positively including medical device companies and diagnostics firms. The fund's investment approach emphasizes high-quality businesses with recurring revenue, sustainable competitive advantages, and strong balance sheets. However, the quarter saw relative outperformance by lower-quality stocks which created a modest headwind to performance given the portfolio's quality bias. The fund focuses on small-cap growth investments, benchmarked against the Russell 2500 Growth Index. Small caps delivered solid annual returns of 12.8% for the year, though below large-cap returns, with value outperforming growth in the quarter. | View | |
| 2025 Q4 | Jan 13, 2026 | Voya MidCap Opportunities Strategy | - | - | DLTR, DOCS, FIX, NTRA, RBLX, VERA | AI, consumer, growth, healthcare, industrials, mid cap, technology | AI remained a dominant theme with strong headlines around innovation and elevated capital investment by major technology firms. Increased spending on AI infrastructure and adoption trends reinforced optimism about its role as a key driver of future growth. AI-driven innovation is supporting the broadening of market leadership beyond mega-cap growth. Comfort Systems USA benefited from robust demand for data centers and AI-related infrastructure, with the company reporting stronger-than-expected revenue driven by this demand. | View | |
| 2025 Q4 | Jan 12, 2026 | ClearBridge Investment Growth Strategy | - | - | ALNY, AVGO, DLB, DOCS, ELF, FCX, HLT, HOOD, MSGE, MSGS, ODFL, ONON, SHOP, TEL, TJX, TKO, UNH, VRTX, VST, XPO | AI, balance, growth, innovation, semiconductors, technology, volatility | The letter outlines a balanced growth approach combining participation in AI-driven momentum with downside protection through diversified stock selection. Emphasis is placed on companies with durable fundamentals, innovation-led growth, and disciplined capital allocation. Growth investing is positioned as increasingly selective amid heightened volatility and dispersion. | ELF SHOP |
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| 2024 Q3 | Sep 30, 2024 | Meridian Growth Fund | 6.8% | 0.0% | COO, DOCS, GFS, OKTA, SMAR, ZD | - | View | ||
| 2024 Q3 | Sep 30, 2024 | ClearBridge Mid Cap Growth Strategy | 0.0% | 0.0% | AME, APP, CPRT, DOCS, LINE, WST | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Fidelity Growth Strategies Fund | 6.3% | 17.9% | CRWD, DOCS, HWM, PLTR, RMD | - | View | ||
| 2024 Q2 | Jul 29, 2024 | Lakehouse Global Growth Fund | 0.0% | 0.0% | AMZN, CSGP, DOCS, MC FP, MELI, SPOT | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 28, 2026 | Fund Letters | Neal Kaufman | Doximity, Inc. | Health Care | Health Care Technology | Bear | New York Stock Exchange | advertising, Budgets, Competition, guidance, Healthtech | View Pitch |
| Jan 24, 2026 | Fund Letters | Chad Meade | Doximity, Inc. | Health Care | Health Care Technology | Bull | New York Stock Exchange | advertising, guidance, healthcare, network, platform | View Pitch |
| Sep 16, 2025 | Short Thesis | Jehoshaphat Research | Doximity Inc | Health Care | Health Care Technology | Bear | NYSE | advertising, Competition, Digital, growth, Health | View Pitch |
| Sep 16, 2025 | Short Thesis | The Captain's Log | Doximity Inc | Health Care | Health Care Technology | Bear | NYSE | Pharma marketing, Physicians, SaaS, telehealth, valuation | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Michael Wiggins De Oliveira | Doximity | Health Care | Health Information Services | Bull | NYSE | — | 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 |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||