DSM.AS Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2021 Q2	Jul 19, 2021	Upslope Capital Management	2.8%	0.9%	ATR, BFAM, CBOE, DPLM.L, DSM.AS, ENV, FCN, MKTX, RBA, SUBC.OL, TW, X.TO	Capital markets, Long/Short, mid cap, Short Selling, SPACs, value		ENV MKTX	View
2021 Q1	Apr 15, 2021	Upslope Capital Management	-1.9%	-1.9%	ATR, BFAM, CBOE, DPLM.L, DSM.AS, EVR, FCN, MKTX, RBA, SUBC.OL, X.TO	concentrated, Defensive, Exchanges, Long/Short, Restructuring, SPACs, value, volatility		CBOE X.TO FCN EVR	View
2025 Q3	Nov 16, 2025	Bronte Capital Amalthea Fund	-	-	AMZN, CSCO, DSM.AS, GIVN.SW, GOOGL, IFF, MSFT, NVDA, ORCL, REGN, SPX.L, UL	AI, ETFs, European Stocks, Long/Short, Meme Stocks, risk management, Specialty Chemicals	Fund operates a global long/short strategy targeting attractive risk-adjusted returns. Currently experiencing challenges as the strategy faces a hostile market environment where quality stocks are sold to buy speculative investments, causing losses on both sides of the book.		View
2025 Q3	Oct 21, 2025	Impax Global Environmental Markets Fund	4.5%	15.5%	2308.TW, A, AI.PA, APTV, CARR, DSM.AS, KRZ.L, LIN, MSFT, SU.PA, TEL, TSM, UNP, VIE.PA, WM	Energy Efficiency, Environmental, Esg, global, industrials, materials, sustainability, technology	AI fervour catalysed returns for Efficient IT and Cloud Computing holdings during the quarter. Delta Electronics outperformed after reporting positive quarterly earnings driven by robust AI-related cooling and power component demand, resulting in significant margin expansion. AI-related opportunities remain attractive secular growth opportunities for portfolio holdings.		View
2021 Q3	Oct 18, 2021	Upslope Capital Management	-0.2%	0.8%	ATR, BFAM, BOWX, BWXT, CBOE, DPLM.L, DSM.AS, ENV, FCN, RBA, TECN SW, X.TO	Catalyst, defense, healthcare, Long/Short, mid cap, value		BWXT TECN.SW CBOE	View
2020 Q4	Jan 13, 2021	Upslope Capital Management	7.9%	15.1%	ATR, BFAM, CBOE, CCK, DPLM.L, DSM.AS, EVR, MKTX, RBA, SUBC.OL	Bubble, concentrated, Long/Short, SPACs, value, volatility			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	VGI Partners	DSM-Firmenich	Materials	Specialty Chemicals	Bull	Euronext Amsterdam	business transformation, Concentrated Industry, Flavors & Fragrances, high-ROIC, margin expansion, specialty chemicals, Value-add Solutions	View Pitch
Apr 13, 2026	Fund Letters	Aristotle International Equity Fund	DSM-Firmenich AG	Materials	Specialty Chemicals	Bull	Euronext Amsterdam	Beauty, bioscience, innovation, Merger Integration, Netherlands, Nutrition, Perfumery, portfolio optimization, specialty chemicals, Switzerland	View Pitch

BSD Shareholders of DSM-AS

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

DSM-AS

DSM-AS

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of DSM-AS

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