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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q3 | Sep 30, 2023 | Driehaus Micro Cap Growth Strategy | -7.0% | 3.0% | AEHR, ELF, FSLY, MOD, XENE | energy, growth, inflation, Micro Cap, Onshoring, semiconductors, small caps, Yields | Inflation remains the key factor to monitor with continued progress towards lower rates. The four primary Covid-related drivers of inflation have all normalized, and most CPI components continue to trend lower. Rent inflation is expected to moderate as real-time measurements show rents have already fallen due to new apartment unit growth. | View | |
| 2026 Q2 | Jul 14, 2026 | Polen Capital – U.S. SMID Company Growth | 28.2% | 23.6% | ALAB, BE, BWXT, DOCN, FSLY | aerospace, AI, Cloud, Electrification, growth, industrials, SMID Cap, technology | BWXT FSLY DOCN SNDK BE |
View | |
| 2026 Q2 | Jul 14, 2026 | Polen Capital – U.S. Small Company Growth | 32.8% | 36.8% | BE, CRDO, DOCN, FSLY, VICR, WGS | aerospace, AI Infrastructure, defense, Electrification, growth, industrials, small cap, technology | View | ||
| 2026 Q1 | Apr 26, 2026 | Deep Sail Capital Partners | -17.8% | -17.8% | AMPG, AMZN, CRDO, CSU.TO, FSLY, GOOGL, KRKNF, META, MSFT, NET, ONON, ORCL, QBTS, TOI.TO, VRT | 5G, AI, defense, Long/Short, small cap, technology | AMPG |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Sep 25, 2026 | Substack | Alpha Seeker 84 | Fastly, Inc. | Technology | Content Delivery Network (CDN) | Bear | New York Stock Exchange | commoditized services, content delivery network, Fastly, gross margins, large customer risk, META, Muse agent, Network expansion, Security Products, speculative valuation | View Pitch |
| Jul 15, 2026 | Fund Letters | Polen Capital - U.S. SMID Company Growth | Fastly | Software - Application | IT Services | Neutral | New York Stock Exchange | competitive dynamics, content delivery network, Edge Cloud Platform, Edge computing, IT services, Position exit, technology | View Pitch |
| May 10, 2026 | Seeking Alpha | Seeking Alpha | Fastly, Inc. | Technology | Content Delivery Network (CDN) | Bull | New York Stock Exchange | AI, CapEx, content delivery network, Edge computing, Fastly, net retention rate, Revenue Growth, Rpo, Security, valuation | View Pitch |
| Feb 18, 2026 | Seeking Alpha | Seeking Alpha | Fastly, Inc. | Technology | Content Delivery Network | Bull | New York Stock Exchange | AI surge, content delivery network, Customer Expansion, enterprise traction, Fastly, growth acceleration, multiproduct adoption, platform strategy, Revenue Growth, valuation | 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. | ||||||||