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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Sep 30, 2024 | ACATIS Investment | - | 8.8% | 1193 HK, 6268 JP, BNTX, HALO, NVO, PLTR, REGN, SMCI, SMFT LN, SWKS | Artificial Intelligence, Data centers, Nuclear Energy, Power Infrastructure, semiconductors | The report underscores the exponential growth in artificial intelligence infrastructure, from semiconductor equipment and performance electronics to data centers and power supply, with European industrial champions playing critical enabling roles. Rising computing intensity, multi-billion-euro model training costs and surging electricity demand are driving investment in semiconductors, grid infrastructure and even nuclear energy solutions to power AI workloads. ACATIS positions portfolios toward companies benefiting from AI-driven capital expenditure cycles, particularly in semiconductors, industrial technology and energy infrastructure. | HALO SMCI 6268 JP SWKS NVO 1193 HK BNTX |
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| 2025 Q2 | Aug 2, 2025 | Meridian Growth Fund | 4.1% | - | COO, CW, DKNG, FSS, HALO, ZD | Competitive Advantage, Compounding, growth, Recurring Revenue, volatility | The letter emphasizes investing in companies with sustainable growth driven by recurring revenue and competitive advantages. Management prioritizes downside protection and valuation discipline alongside growth. Volatility is viewed as a chance to add to long-term compounders. | COO HALO ZD |
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| 2025 Q2 | Jul 22, 2025 | Artisan Partners Small Cap Fund | 7.3% | -3.6% | BIRK, BWXT, CWAN, FLEX, FRSH, HALO, IOVA, IRTC, LSCC, MDGL, MTSI, SAIA, STVN, TTAN, WING | cash flow, fundamentals, Quality, small caps, Valuation discipline | The letter highlights a challenging environment where speculative stocks outperformed quality businesses. Management remains committed to owning high-quality small-cap companies with strong cash flows and attractive valuations. The outlook favors long-term compounding as fundamentals reassert leadership. | GWRE STVN SVTA BIRK MDGL WING BWXT CWAN IRTC MTSI FLEX |
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| 2024 Q1 | Apr 15, 2024 | Artisan Partners Small Cap Fund | 9.0% | 14.0% | ARGX, BL, CCCS, ELF, FRPT, HALO, IPGP, LSCC, MPWR, MYRG, PCOR, RGEN, SHLS, SMAR, VMI | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Artisan Partners Small Cap Fund | -10.1% | -10.1% | ARIS, ASND, BROS, DAY, FRSH, FTAI, GWRE, HALO, KTOS, MTSI, SG, VCYT | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Meridian Growth Fund | -8.0% | -8.0% | CARG, HALO, OKTA, RBA, TNDM, ZD | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Artisan Partners Small Cap Fund | 0.6% | 14.7% | ALAB, ARGX, COCO, CROX, FLS, GTLB, HALO, IPAR, ITGR, LSCC, NOVT, PSN, SN, TYL, VCYT, VSEC | - | View | ||
| 2023 Q4 | Dec 31, 2023 | Artisan Partners Small Cap Fund | 9.0% | 14.0% | ARGX, BL, ELF, FRPT, HALO, IPGP, LSCC, MYRG, NQG GR, NTBL, PCOR, SHLS, SMAR, VMI, WING | - | View | ||
| 2025 Q3 | Oct 24, 2025 | Meridian Growth Fund | -1.8% | - | ALGN, ALIT, HALO, MDGL, SPT, ZD | capital goods, healthcare, semiconductors, SMID, valuation | A quality-oriented SMID strategy trailed as high-beta, high-valuation names outperformed amid AI-infrastructure exuberance. Underweights in industrial capital goods and speculative semis, plus a healthcare overweight, were headwinds; contributors included biopharma royalty and digital media. Managers caution on stretched multiples and stick to durable free-cash-flow compounders. | ZD HALO MDGL ALGN SPT ALIT |
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| 2023 Q1 | Mar 31, 2023 | Bernzott Capital Advisors – US Small Cap | 8.5% | 8.5% | ADTN, ATSG, BV, GVA, HALO, HCI, HLMN, PTEN, SRCL, TA, TCBI, WSC | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Carillon Eagle Small Cap Growth Fund | 0.0% | 0.0% | HALO, LBYE, LSCC, VNOM | - | View | ||
| 2022 Q1 | Mar 31, 2022 | Bernzott Capital Advisors – US Small Cap | 8.5% | 8.5% | CMP, HALO, HCI, HI, JBI, MP, VNOM | - | View | ||
| 2022 Q4 | Feb 22, 2023 | Bernzott Capital Advisors – US Small Cap | 8.5% | 8.5% | BV, GV, GVA, HALO, HHC, JRVR, KN, MP, QUOT, SP, SSTK, UPLD, VNOM | - | View | ||
| 2023 Q4 | Jan 30, 2024 | Bernzott Capital Advisors – US Small Cap | 8.5% | 8.5% | GVA, HALO, HCI, NNN, PTEN | - | View | ||
| 2022 Q4 | Jan 30, 2023 | Carillon Eagle Small Cap Growth Fund | 0.0% | 0.0% | EVH, GTLS PR B, HALO, LNTH, LSCC, LTHM, MSA, SMPL, SWAV, VNOM | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 26, 2026 | Fund Letters | Dr. Hendrik Leber | Halozyme Therapeutics, Inc. | Health Care | Biotechnology | Bull | NASDAQ | asset-light, biotechnology, drug delivery, Partnerships, royalties, Subcutaneous Injection | View Pitch |
| Jan 8, 2026 | Fund Letters | Chad Meade | Halozyme Therapeutics Inc. | Health Care | Biotechnology | Bear | NASDAQ | Key Catalysts Include Final CMS Ruling And New ENHANZE-Enabled Drug Launches. | View Pitch |
| Nov 29, 2025 | Fund Letters | Chad Meade | Halozyme Therapeutics, Inc. | Health Care | Biotechnology | Bull | NASDAQ | drug delivery, FCF, guidance, Partners, platform, royalties | View Pitch |
| Nov 29, 2025 | Fund Letters | Chad Meade | Halozyme Therapeutics, Inc. | Health Care | Biotechnology | Bull | NASDAQ | drug delivery, FCF, guidance, Partners, platform, royalties | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Stephen Ayers | Halozyme Therapeutics, Inc. | Health Care | Biotechnology | 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. | ||||||||