Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 21, 2025 | Touchstone Sands Capital International Growth Equity Fund | 18.1% | 19.4% | 6273 JP, EVD GR, GALD SW, HEXAB SS, IMCD NA, LONN SW, MELI, ONON, PME AU, SE, SPOT, TSM, WEB SS | AI, Cloud, growth, Platforms | EVD GR SE 2330 TT SPOT MELI |
View | |
| 2024 Q1 | May 9, 2024 | Polen Capital – Global SMID Company Growth | 7.4% | -2.4% | 3697 JP, CNM, DAVA, EVD GR, GLOB, TOI CN | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Sands Capital Global Growth Fund | -6.0% | -6.0% | AMZN, APNT IN, BAF IN, BLDR, ENTG, EVD GR, GOOG, IOT, IRTC, ISRG, MELI, NVDA, SNOW, SPOT, TSM, V, XYZ | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Touchstone Sands Capital International Growth Equity Fund | 1.1% | 1.1% | 6098 JP, EVD GR, FLUT, HDFCB IN, MELI, SE, SHOP, SPOT, TSM | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Touchstone Sands Capital International Growth Equity Fund | -4.1% | 8.4% | APP, EVD GR, G, GRAB, SHOP, SIKA SW, SSFN, STOP, TSM | - | View | ||
| 2025 Q3 | Oct 20, 2025 | Touchstone Sands Capital International Growth Equity Fund | -3.1% | 15.7% | 6098 JP, ADYEN NA, ARGX, CSU CN, EVD GR, GALD SW, HEX NO, III LN, MELI, NU, PDRB, SE, SHOP, SIKASW, TSM | Artificial Intelligence, E-Commerce, financials, Global Growth, healthcare | International holdings in Asia and Europe saw mixed results, but structural themes in e-commerce and financial innovation continued to drive growth. The funds core exposures include Shopify, MercadoLibre, and Taiwan Semiconductor as AI-related demand spreads globally. Healthcare names like Argenx and Galderma support steady earnings through innovation and margin expansion. | View | |
| 2023 Q4 | Feb 16, 2024 | Polen Capital – Global SMID Company Growth | 7.4% | -2.4% | 3697 JP, CCCS, EVD GR, FIVE, PAYC, XPEL | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | David E. Levanson | CTS Eventim AG & Co. KGaA | Communication Services | Entertainment | Bull | XETRA | Demand, entertainment, expansion, Margins, Ticketing | 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. | ||||||||