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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Apr 9, 2025 | Maple Tree Capital – Jonagold | -13.6% | -13.6% | ASO, CRWD, DNUT, EA, GRDR, HIMS, LMND, LYFT, RDDT, UEC, UPST | AI, Concentration, cybersecurity, growth, nuclear, tariffs, technology, volatility | Upstart's latest AI model enhancements, including m18 and m19, set the company up well to execute in the newly unfavorable environment. Electronic Arts has consistently invested more in R&D than its peers, positioning itself to lead in the AI-driven future of gaming. Reddit holds incredibly unique and structured user-generated data, which will be extremely valuable in the AI era. | RDDT LYFT CRWD EA UEC ASO DNUT UPST |
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| 2026 Q1 | Apr 15, 2026 | The Bristlemoon Global Fund | -25.5% | -25.5% | APP, CSU.TO, DG, FICO, FND, GOOGL, GRDR, NOW, PAR, WDS.AX | Advertising, AI, E-Commerce, gaming, growth, software, technology, volatility | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Maple Tree Capital - Heartwood | Grindr | Communication Services | Interactive Media & Services | Bull | NYSE | Community Platform, EBITDA margins, Free Cash Flow, LGBTQ+, Location-based, Mature Company, Mobile App, social networking | View Pitch |
| Apr 13, 2026 | Fund Letters | Maple Tree Capital - Jonagold | Grindr | Communication Services | Interactive Media & Services | Bull | NYSE | EBITDA margins, Free Cash Flow, LGBTQ+, Mobile App, social networking, subscription model | 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. | ||||||||