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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jun 30, 2024 | Apis Deep Value Fund | 3.1% | - | 4506.T, 8069.T, AAPL, AMZN, DPZ, MCD, META, MSFT, NFLX, OLED, WMT | Asia, defense, Electrification, Long/Short, small caps, technology, value | Goldman Sachs report highlights advantages of SMID-cap investing including thousands of stock-picking opportunities versus concentrated large-cap indices, significant inefficiencies with many companies having no analyst coverage, and less competitive space with only 3% of equity long/short funds focusing on SMID-cap. Current valuation extremes show profitable Russell 2000 companies trading at 15x with 35% growth versus S&P at 23x with 14% growth. | 4506.T 8069.TW 1405.HK |
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| 2024 Q1 | May 3, 2024 | Meditation Capital | - | - | 1405.HK, 3994.T, AAPL, CFLT, DPZ, HCP, QCOM, TSLA, WMT | Cash Management, China, Franchising, Product Focus, Restaurants, valuation | Manager discusses selective investment in Chinese markets despite significant risks including property bust, weak consumer recovery, political shifts toward security over growth, and worsening geopolitical tensions. Notes bombed-out valuations in offshore-listed Chinese stocks create exceptional opportunities despite permanently lower multiples. | View | |
| 2025 Q1 | Apr 16, 2025 | The Bristol Gate U.S. Equity Strategy | -0.5% | -0.5% | AMAT, AVGO, CSX, CTVA, DOL.TO, DPZ, GE, IFC.TO, JWEL.TO, LLY, LOW, MA, MCHP, MCK, MCO, MMC, MSCI, PBH.TO, SJ.TO, TFII.TO, WAB, X.TO | AI, dividends, growth, healthcare, semiconductors, tariffs, value | Bristol Gate focuses on companies with positive dividend growth potential, with eight holdings announcing dividend increases in Q1 averaging approximately 15%. The strategy prioritizes companies capable of sustained high dividend growth over traditional defensive sectors offering higher yields but lower growth potential. | DPZ WAB LLY |
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| 2024 Q1 | Mar 30, 2024 | Eagle Point Capital | - | - | AZO, DG, DPZ, DVA, MCK, META | contrarian, long-term, Quality, uncertainty, value | Eagle Point focuses on cockroach-like businesses with strong competitive positions that can survive virtually any environment. They prefer companies with pricing power like AutoZone that can raise prices without losing volume. The fund seeks businesses with durable cash flow and strengthening competitive positions. | View | |
| 2025 Q4 | Jan 30, 2026 | Immersion Investment Partners | 0.0% | 0.0% | BELFB, BROS, CAVA, CELH, CMG, DPZ, MAMA, PAR, RDVT, SBUX, TGT, WING | AI, Food, growth, Restaurants, small caps, tech, Valuations | The letter argues that the unwind of AI-driven mega-cap excess has created significant valuation dislocations in high-quality small-cap companies unfairly punished by broad tech multiple compression. Immersion emphasizes differentiated valuation work, variant perception, and patience in concentrated positions where fundamentals, unit economics, and long-term growth remain intact despite weak sentiment. The strategy focuses on exploiting mispricing created by narrative-driven selling, favoring businesses with durable economics, strong management, and asymmetric upside as earnings reassert themselves. | BROS MAMA PAR |
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| 2024 Q3 | Sep 30, 2024 | Fidelity Growth Strategies Fund | 6.3% | 17.9% | AMP, AXON, COH, CRWD, DOXY, DPZ, ENTG, FICO, GWW, HWM, IDXX, IT, MPWR, ODFL, PLTR, RMD, TDG, TTD, VST, WFRD | AI, growth, healthcare, industrials, Mid-cap, technology, Utilities | The fund discusses AI's impact across multiple sectors, particularly noting Palantir's Artificial Intelligence Platform offering driving strong growth. The manager anticipates AI-related movement expanding across mid-caps beyond current concentration in industrials and utilities. AI-capable data centers are expected to drive demand for industrial companies. | View | |
| 2023 Q4 | Jan 15, 2024 | Artisan Mid Cap Fund | 2.4% | 6.6% | ARGX, ASND, CELH, CMG, DECK, DPZ, DXCM, EFX, EXAS, FIVE, HUBB, IRTC, JBL, LTTC, LULU, ON, POOL, PWR, RYAN, SAIA, SHOP, TREX, VEEV, WING, XYL | Biotech, Energy Transition, growth, healthcare, mid cap, semiconductors, software, technology | Healthcare was the weakest performer for the year, primarily due to biotech holdings. Argenx's Vyvgart launch in myasthenia gravis continued to shine, reaching sales north of $1 billion ahead of schedule, but trial failures in two additional indications marred an otherwise stellar year. Ascendis's Skytrofa tracked well in its second year, but FDA approval for TransCon PTH was delayed due to manufacturing questions. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | The Bristol Gate U.S. Equity Strategy | Domino's Pizza Inc. | Consumer Discretionary | Hotels, Restaurants & Leisure | Bull | NYSE | asset-light, Bull, Consumer Discretionary, Franchised Restaurant, international expansion, technology | View Pitch |
| Oct 7, 2025 | Seeking Alpha | Seeking Alpha | Domino's Pizza, Inc. | Restaurants | Bear | bearish signals, Competition, debt levels, Domino's Pizza, franchised stores, growth challenges, inflation, restaurant industry, technical analysis, valuation | View Pitch | ||
| Aug 13, 2025 | Seeking Alpha | Philipp Brohl | Domino's Pizza Inc. | Consumer Discretionary | Restaurants | Bear | NASDAQ | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Jorge Hortelano | Domino's Pizza | Consumer Discretionary | Restaurants | Neutral | 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 |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||