HIMS Archives

HIMS

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Sep 30, 2025	ACATIS Investment	-	-0.2%	300750.SZ, 6920.T, 9988.HK, CLS, CRM, HAL, HIMS, ICE, ISRG, KGHM.WA, KRN.DE, KVN, LRCX, PEP, TSM, UMI.BR, UNH, UPWK, VNA.DE, ZAL.DE	AI, Argentina, energy, global, Reform, semiconductors, technology	AI infrastructure continues to drive strong performance in semiconductor equipment manufacturers like Lam Research, Lasertec, and TSMC. Companies are benefiting from sustained AI demand with TSMC maintaining technological leadership and pricing power in the AI supply chain. Salesforce has reduced workforce due to AI reducing labor requirements, which the manager views positively.	UPWK UMI BB PEP KGH PW HIMS HAL ZAL GR CLS CN SNPS HOLX ICE KRN GR 2330 TT	View
2025 Q2	Jul 4, 2025	Maple Tree Capital – Jonagold	42.3%	-	DNUT, GRND, HIMS, LMND, NBIS, UPST	AI, Concentration, Fintech, growth, small caps, technology, volatility	Upstart's AI underwriting capabilities are central to the investment thesis, with the manager attending AI Day and emphasizing how AI improvements drive better credit decisions and expanding product offerings. The AI models are becoming more accurate and comprehensive while reducing business volatility.	GRDR HIMS LMND UPST GRND LMND	View
2025 Q2	Jul 4, 2025	Maple Tree Capital – Heartwood	26.3%	-	DNUT, GRND, HIMS, LMND, MCD, UPST	AI, Concentration, conviction, Fintech, growth, small caps, technology, volatility	Upstart's AI underwriting capabilities are central to the investment thesis, with the manager attending AI Day and emphasizing how AI models improve with more data collection. The company's AI has grown more accurate, comprehensive and adaptive, reducing business volatility through better credit assessment.	GRDR LMND UPST	View
2025 Q2	Jul 24, 2025	Voya Small Company Fund	-	-	HIMS, MGNI, MUR, NSP, NVT, RKLB	AI, growth, healthcare, industrials, small cap, technology, value	The technology sector surged in 2Q25, driven by artificial intelligence growth as hyperscalers increased capital expenditure and improved ways to profit from their AI investments. The communication services sector also saw strong gains, benefiting from AI advancements and robust earnings.		View
2024 Q2	Jul 10, 2024	Mountain Vista Wealth Management	-	-	300750.SZ, 6920.T, 9988.HK, CLS, CRM, HAL, HIMS, ICE, ISRG, KGHM.WA, KRN.DE, KVUE, LRCX, PEP, TSM, UMI.BR, UNH, UPWK, VNA.DE, ZAL.DE	AI, Argentina, Energy Transition, global, healthcare, semiconductors, technology, value	AI infrastructure continues driving strong performance across semiconductor equipment manufacturers like Lam Research, Lasertec, and TSMC. Companies are benefiting from sustained AI demand with TSMC maintaining technological leadership and pricing power in the AI supply chain. Salesforce has reduced workforce due to AI reducing labor requirements, viewed positively by the manager.		View
2025 Q2	Jun 30, 2025	Airlie Australian Share Fund	-	-	300750.SZ, 6920.T, 9988.HK, CLS, CRM, HAL, HIMS, ICE, ISRG, KGHM.WA, KRN.DE, KVUE, LRCX, PEP, TSM, UMC.PA, UNH, UPWK, VNA.DE, ZAL.DE	AI, China, energy, Germany, healthcare, semiconductors, value	AI infrastructure continues driving strong performance across semiconductor equipment manufacturers and data center suppliers. Companies like Lam Research, TSMC, and Bloom Energy are benefiting from continued AI expansion, with Bloom Energy securing potentially its largest project for a 900 MW power plant to supply AI data centers.		View
2025 Q1	Apr 9, 2025	Maple Tree Capital – Heartwood	-18.0%	-18.0%	ASO, CRWD, DNUT, EA, GRND, HIMS, LMND, LYFT, RDDT, UEC, UPST	AI, growth, nuclear, small caps, tariffs, technology, volatility	President Trump launched sweeping tariffs on countries worldwide, catching markets off guard and sparking panic. These tariffs pose serious inflationary threats and have created a lose-lose scenario for the Fed. The manager views these extreme tariffs as partly a negotiating tactic but acknowledges justified market fear.	RDDT LYFT CRWD EA UEC ASO DNUT UPST	View
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	View
2025 Q1	Apr 5, 2025	Cedar Grove Capital Management	0.4%	0.4%	ALC, HIMS, LNSR, TLT	healthcare, Multi-Strategy, Short Selling, small caps, special situations, Trade Policy	Trump administration's tariff implementation has created unprecedented market uncertainty and negative economic impacts. Manager notes tariffs were expected to be negotiation tactics but have become permanent policy, causing market drawdowns and forcing strategy adjustments.	LNSR HIMS	View
2025 Q1	Apr 5, 2025	ClearBridge Investments Small Cap Growth Strategy	-	-	ARCH, BJ, CNMD, CWAN, ELF, FOUR, GERN, GKOS, GLBE, HE, HIMS, INTA, ITCI, KVYO, PYCR, RBC, RKLB, TNC, VRNS, WIX	AI, Biotech, growth, small cap, stock selection, Trade Policy, volatility	The DeepSeek model architecture caused investors to question potential returns on investment and monetization of generative AI initiatives, leading to air coming out of the sector-crossing narrative and investment tailwind around generative AI. The combination of concerns around AI reporting precipitated a meaningful pullback in stocks.	GERN HIMS ARCH RKLB GKOS	View
2026 Q1	Apr 10, 2026	Cedar Grove Capital Management	-23.0%	-23.0%	ABVX, EVLV, HIMS, KITS.TO, LNSR, MTY.TO, NKTR, OSW, REAL, SNWV, TOI, WW	Biotechnology, consumer, healthcare, Long/Short, Multi-Strategy, small cap, special situations		MTY.TO NKTR ABVX TOI SNWV EVLV REAL KITS.TO	View
2025 Q1	Mar 31, 2025	Voya Small Company Fund	-	-	COHU, CORT, HIMS, MWA, PRA, SHOO	growth, healthcare, semiconductors, small caps, technology, value	The fund focuses on US small cap core equity strategy and outperformed the Russell 2000 Index during Q1 2025. Small caps experienced broader pullbacks compared to large caps, with the fund benefiting from stock selection in industrials, healthcare, and financials sectors.	MWA PRA HIMS	View
2025 Q1	Mar 31, 2025	Emerald Wealth Partners – Focused Equity Strategy	-3.6%	-3.6%	300750.SZ, 6920.T, BABA, CLS, CRM, HAL, HIMS, ICE, ISRG, KGHM.WA, KRN.DE, KVUE, LRCX, PEP, TSM, UMC.PA, UNH, UPWK, VNA.DE, ZAL.DE	AI, Argentina, Germany, global, semiconductors, value	AI infrastructure driving strong performance in wafer equipment manufacturers and data center suppliers. Companies like Lam Research, TSMC, and Bloom Energy benefiting from AI expansion. Salesforce reducing workforce due to AI efficiency gains.		View
2023 Q1	Mar 31, 2023	PM Capital Global Companies Fund	4.6%	4.6%	300750.SZ, 6920.T, 981.HK, 9988.HK, CLS, CRM, HAL, HIMS, ICE, ISRG, KRN.DE, KVUE, LRCX, PEP, TSM, UNH, UPWK, VNA.DE, ZAL.DE	AI, Argentina, Banking, Germany, Reform, semiconductors, technology	AI infrastructure continues to drive strong performance across semiconductor equipment manufacturers and data center companies. Lam Research, Lasertec, and TSMC all benefited from AI-driven demand, with TSMC maintaining technological leadership and pricing power in the AI supply chain. The fund added positions in companies benefiting from AI expansion including Bloom Energy for data center power supply and Celestica for AI infrastructure development.		View
2025 Q4	Feb 4, 2026	Carillon Eagle Small Cap Growth Fund	0.0%	0.0%	AROC, BE, BTSG, COHR, DY, ESAB, ESTA, EXR, GH, HIMS, ITRI, KKR, PJT, PRKS, RBA, RMBS, VRNS, WWD	aerospace, AI, cyclicals, growth, healthcare, Onshoring, small cap, technology	The AI investment cycle accelerated notably in 2025 and is expected to continue driving the market early in 2026. Bottlenecks from power supply availability remain a key gating factor to bring new computing capacity online. Despite widespread calls that AI stocks are in bubble territory, the managers hold a balanced view and believe investor skepticism may prove supportive of a prolonged investment cycle. Healthcare remains the largest sector in the US with total expenditures reaching $5 trillion and accounting for 17.7% of GDP. The sector has been working off excesses from the COVID-19 pandemic but shows reasons for optimism including increased M&A activity and more favorable valuations. Interest in healthcare stocks could see a resurgence once investors are comfortable with policy and regulatory overhangs. Aerospace stocks have largely outperformed as production challenges at two global aircraft manufacturers have led to sustained increases in high-margin aftermarket parts and services. With manufacturers finally resolving longstanding production issues, original equipment exposed stocks could potentially outperform aftermarket-exposed stocks as aircraft production rates ramp up. Re-shoring and factory automation are expected to emerge as key themes driving broader capital spending in 2026. This represents a significant shift in manufacturing and investment patterns as companies bring operations back to the United States.		View
2025 Q4	Feb 22, 2026	Unconventional Value	0.0%	0.0%	AMZN, HIMS, PGY, PL, RELY, SPIR, THRY, UPST, WISE.L, WU, XMTR	AI, Fintech, growth, SaaS, Satellites, small cap, technology, value	AI is viewed as a technology enabler that will accelerate product development and create tailwinds for existing businesses rather than replace human judgment. The manager believes AI will never replace human judgment and sees it as enhancing rather than disrupting core investment strategies. Planet's satellite constellation and daily Earth imaging capability represents a unique infrastructure play. The manager believes Planet is building the default system of record for monitoring Earth, with the daily scan providing infinitely scalable data distribution at zero marginal cost. Remitly's digital remittance platform is taking market share from legacy players like Western Union. The business model relies on acquiring customers via digital channels and earning fees on repeat transactions, with scale benefits improving economics over time. Thryv represents a business model transition from legacy marketing services to SaaS, targeting small businesses moving up-market. The strategy focuses on converting legacy customers to the SaaS platform and expanding functionality for larger businesses with more complex needs.	RELY THRY PL	View
2025 Q3	Oct 8, 2025	Maple Tree Capital – Jonagold	-13.1%	-	ASO, CRWV, DNUT, GOOGL, GRND, HIMS, LMND, NBIS, PGR, SN, TSLA, UEC, UPST	AI, Concentration, conviction, growth, small caps, technology, volatility	The manager believes this AI-driven bull market remains in its long-term infancy, with deep capex spend by Big Tech companies signaling increased momentum. They see AI applications like Upstart and Lemonade becoming the next investment wave to build on top of infrastructure over the next 5 years.	GRND UPST	View
2025 Q3	Oct 8, 2025	Maple Tree Capital – Heartwood	40.0%	-	ASO, CRWV, DNUT, GOOGL, GRND, HIMS, LMND, NBIS, PGR, SN, TSLA, UEC, UPST	AI, Concentration, Fintech, small caps, uranium, volatility	The manager believes this AI-driven bull market remains in its long-term infancy with deep capex spend by Big Tech companies signaling increased momentum. They see AI applications like Upstart and Lemonade becoming the next investment wave to build on top of infrastructure over the next 5 years.	UPST CRWV NBIS UEC	View
2025 Q3	Oct 31, 2025	Fairtree Wild Fig Multi Strategy Hedge Fund	1.4%	-	300750.SZ, 6920.T, 9988.HK, CLS, CRM, HAL, HIMS, ICE, ISRG, KGHM.WA, KRN.DE, KVUE, LRCX, PEP, TSM, UMI.BR, UNH, UPWK, VNA.DE, ZAL.DE	AI, energy, global, Reform, semiconductors, technology, value	AI infrastructure companies like Lam Research, TSMC, and Palantir benefited from continued strong expansion. Bloom Energy supports data center expansion with reliable power supply for AI infrastructure. Salesforce reduced workforce as artificial intelligence reduces labor requirements.		View
2025 Q3	Oct 28, 2025	AGT Partners	-	-	300750.SZ, 6920.T, 9988.HK, CLS, CRM, HAL, HIMS, ICE, ISRG, KGHM.WA, KKR, KRN.DE, LRCX, PEP, TSM, UMI.BR, UNH, UPWK, VNA.DE, ZAL.DE	AI, Argentina, Energy Transition, Germany, global, semiconductors, value	AI infrastructure continues to drive strong performance across semiconductor equipment manufacturers like Lam Research, Lasertec, and TSMC. Companies are benefiting from sustained AI demand with TSMC maintaining technological leadership and pricing power in the AI supply chain. Salesforce has reduced workforce due to AI efficiency gains, viewed positively by the manager.	6088 HK 6601 HK KKR APO	View
2025 Q3	Oct 21, 2025	Deep Sail Capital Partners	5.8%	18.1%	CLPT, HIMS, NURS.V, ONON, PNG.TO, QURE, VST.V, WSTL	Biotechnology, Bubble, defense, Gene Therapy, growth, small caps, Speculation, Telehealth	Hydreight Technologies represents a major position in the telehealth space, operating a vertically integrated mobile health platform combining SaaS technology with healthcare services. The company has experienced exceptional growth from $3 million in 2022 to over $100 million forecast in the next 12 months. VSDHOne platform enables consumer health brands to launch nationwide telehealth offerings in days, capitalizing on the trend following Hims & Hers' success.		View
2024 Q3	Oct 1, 2024	Maple Tree Capital – Heartwood	2.4%	0.0%	ADBE, ASO, CHGG, CRWD, DIS, GOOGL, GRND, HIMS, KKD, LMND, LYFT, RKLB, SMCI, SOUN, TSLA, UEC, UPST	AI, cybersecurity, growth, nuclear, Rideshare, small caps, turnaround, value	Initiated Crowdstrike after it fell ~40% following the July 19, 2024 tech outage. The manager viewed the outage as demonstrating Crowdstrike's power and moat, as the entire tech sector practically shut down. Despite fears of lawsuits and market share loss, analysts did not significantly revise earnings estimates, suggesting the impact was primarily multiple contraction.		View
2024 Q3	Oct 1, 2024	Maple Tree Capital – Jonagold	32.7%	0.0%	ADBE, ASO, CHGG, CRWD, DIS, DNUT, GOOGL, GRND, HIMS, LMND, LYFT, RKLB, SMCI, SOUN, TSLA, UEC, UPST	Fintech, growth, Rate Cuts, small caps, technology, turnaround	Jonagold strategically focuses on small-cap investments with substantial growth prospects that are temporarily out of favor due to cyclical trends or significantly misunderstood. The fund expects small caps to continue performing well as the Federal Reserve further reduces rates, with rate-sensitive securities front-loading near the end of Q3.		View
2025 Q4	Jan 29, 2026	Ashva Capital Management	0.0%	0.0%	AAPL, AMD, AMZN, COST, CSCO, DIS, GOOGL, HIMS, META, MU, NFLX, NVDA, PLTR, SPOT, UBER, WMT, ZG	AI, Compounding, long-term, Quality, semiconductors, technology, US, value	The manager discusses whether AI represents a bubble, comparing current valuations to traditional retailers like Costco and Walmart trading at higher forward P/E multiples than NVIDIA. He argues that we cannot be in an AI bubble when defensive stocks trade at higher multiples than leading AI companies. The discussion emphasizes that AI-driven demand is creating structural changes in memory and semiconductor markets. Memory semiconductors are highlighted as no longer being a commodity business driven by PC cycles, but rather a strategic input for AI, cloud infrastructure, and data-intensive workloads. The supply side has consolidated with fewer rational players, higher capital intensity, and better pricing discipline. Micron is positioned to benefit from AI-driven demand and improved industry structure. The manager emphasizes owning high-quality U.S. businesses that compound intrinsic value over time. He argues that obvious, high-quality businesses are not a failure of imagination but recognition of reality, as the modern internet economy rewards scale and dominant positions. Quality businesses can deliver asymmetric returns through duration of dominance. Valuation discipline is emphasized as critical to long-term success, with the manager noting that overpaying can cause long-term returns to go sideways. The portfolio deliberately avoided chasing narrow market leadership at elevated valuations, accepting short-term underperformance to preserve long-term risk-adjusted outcomes. Value creation comes from buying quality businesses at rational prices.	DIS AMD MU	View
2023 Q4	Jan 28, 2024	Highwood Value Partners	-	-	300750.SZ, 6920.T, 9988.HK, CLS, CRM, HAL, HIMS, ICE, ISRG, KGHM.WA, KRN.DE, KVUE, LRCX, PEP, TSM, UMI.BR, UNH, UPWK, VNA.DE, ZAL.DE	AI, energy, global, healthcare, semiconductors, technology, value	AI infrastructure continues driving strong performance across semiconductor equipment manufacturers like Lam Research, Lasertec, and TSMC. Companies are benefiting from sustained AI demand with TSMC maintaining technological leadership and pricing power in the AI supply chain, while data center infrastructure providers like Celestica are gaining from cloud and AI infrastructure growth.		View
2025 Q4	Jan 22, 2026	ABS Global Investment	0.0%	0.0%	0700.HK, 1810.HK, BABA, GME, HIMS	AI, Biotech, Decoupling, Global Markets, Mining, Rate Cuts, small caps, tariffs	AI stocks were among top performers despite high valuations, with momentum overcoming valuation concerns. Chinese DeepSeek caused temporary rotation but recovery was strong due to hyperscaler commitment to increased CAPEX spending. AI boom touched all regions with astronomical gains in memory chips and private LLM companies. Small cap performance varied by region with US Russell 2000 gaining 2.2% in Q4. Speculative stocks reversed significantly after strong Q3. European small caps showed value outperformance driven by lower rates and weakening dollar. Biotech sector gained 29% in Q4 with Russell 2000 Biotech up 75% since June. 2025 marked significant shift from US dominance to non-US strength driven by cheap valuations and tariff impacts. Tariffs triggered rally in domestic-oriented themes like European defense which gained over 100%. Emerging markets shrugged off tariff concerns with many top performers seeing limited impact from substantial tariff increases. Precious metals surge dominated Canadian small caps leading to best year since 2009 with MSCI Canada Small Cap up 54%. Mining stocks contributed two-thirds of index return and represent 43% of index heading into 2026. Australian mining also saw double-digit rally offsetting broad declines elsewhere.		View
2024 Q4	Jan 2, 2025	Cedar Grove Capital Management	21.0%	0.0%	AAPL, HIMS, MSTR, RCAT, SNBR	AI, crypto, Hedging, Multi-Strategy, Options, small caps, Telehealth, Trump	HIMS is the fund's second-largest holding with immense long-term potential in cash-pay telehealth. The manager navigated complex option strategies around FDA decisions on Tirzepatide and Semaglutide, ultimately protecting the position while maintaining conviction in the long-term thesis despite short-term volatility.		View
2024 Q2	Jul 7, 2024	Cedar Grove Capital Management	21.0%	0.0%	AAPL, AMZN, ANF, BIG, GOOGL, HIMS, LULU, META, MSFT, NVDA, TSLA, XPOF	AI, Banking, CRE, Long Term, retail, small cap, value	CRE continues to offload entire office buildings at fractions of what they paid for them just a few short years ago. This level of stress in the banking system continues to flash warning signs which have been going on for the last few years. Smaller banks with larger CRE exposure could face solvency issues.		View
2023 Q1	Apr 17, 2023	SandbrooK Capital	6.0%	11.1%	AMZN, BILL, BOX, CFLT, CRM, CROX, CRWD, ESTC, ETSY, GOOS, HCP, HIMS, MSFT, NKE, RH, SNAP, SNOW, SPT, VRT, ZM	consumer, Long/Short, Macro, risk management, software, technology	Manager focused on large cap tech and growth software names, particularly beaten-up tech stocks in January. Positioned in CRM, CRWD, ZM, SNOW, BILL, AMZN, MSFT, and ESTC as top contributors. Also shorted tier 2 high growth software names where multiples had run above long-term averages.	SONO	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
May 12, 2026	Seeking Alpha	Seeking Alpha	Hims & Hers Health, Inc.	Healthcare	Telehealth	Bull	New York Stock Exchange	digital healthcare, Eli Lilly, GLP-1, Hims & Hers Health, international expansion, margin pressure, Novo Nordisk, Revenue Growth, short interest, telehealth	View Pitch
Apr 27, 2026	Substack	Shareholders Unite	Hims & Hers	Healthcare	Telehealth	Bull	New York Stock Exchange	GLP-1 medications, growth strategy, Hims & Hers, international expansion, JP Morgan, Novo Nordisk, Product Diversification, regulatory trends, short interest, telehealth	View Pitch
Apr 20, 2026	Substack	Shareholders Unite	Hims & Hers	Healthcare	Telehealth	Bull	New York Stock Exchange	Eucalyptus acquisition, Hims & Hers, international expansion, Novo Nordisk, peptide restrictions, Personalized healthcare, Revenue Growth, Strategic Partnerships, Subscriber Base, telehealth	View Pitch
Apr 15, 2026	Seeking Alpha	Seeking Alpha	Hims & Hers Health, Inc.	Healthcare	Telemedicine	Bull	New York Stock Exchange	diagnostic lab testing, Eucalyptus acquisition, GLP-1 medications, healthcare, Hims & Hers, international expansion, Novo Nordisk partnership, profitability, Revenue Growth, telemedicine	View Pitch
Apr 13, 2026	Fund Letters	Cedar Grove Capital Management	Hims and Hers Health	Health Care	Health Care Technology	Bear	NYSE	Bear, Healthcare Technology, Options Strategy, risk management, Short Position, telehealth	View Pitch
Apr 13, 2026	Fund Letters	ClearBridge Investments Small Cap Growth Strategy	Hims & Hers Health Inc	Health Care	Health Care Technology	Bull	NYSE	brand recognition, Consumer-health, digital health, Healthcare IT, Profitability Improvement, Revenue Growth, telehealth	View Pitch
Apr 13, 2026	Fund Letters	Voya Small Company Fund	Hims & Hers Health Inc	Health Care	Health Care Technology	Bull	NYSE	Consumer healthcare, digital health, growth, Healthcare Technology, SaaS, telehealth	View Pitch
Apr 13, 2026	Fund Letters	Maple Tree Capital - Jonagold	Hims & Hers Health	Health Care	Health Care Services	Neutral	NYSE	covered calls, Momentum Stock, Options trading, telehealth, Volatility	View Pitch
Mar 16, 2026	Substack	Shareholders Unite	Hims & Hers Health, Inc.	Healthcare	Telehealth	Neutral	New York Stock Exchange	digital health, Eucalyptus acquisition, international expansion, Menopause treatment, Personalized healthcare, regulatory challenges, subscription model, telehealth, Testosterone support, weight management	View Pitch
Feb 26, 2026	Fund Letters	Dr. Hendrik Leber	Hims & Hers Health, Inc.	Health Care	Health Care Technology	Bull	New York Stock Exchange	international expansion, profitability, recurring revenue, Subscription, telemedicine	View Pitch
Feb 4, 2026	Twitter / X	@A_May_MD	Hims & Hers Health, Inc.	Pharmaceuticals, Biotechnology & Life Sciences	Biotechnology	Bear	New York Stock Exchange	ChronicCare, CompoundDrugs, Digitalhealth, Glp1, HealthcareServices, telehealth, telemedicine	View Pitch
Jan 29, 2026	Seeking Alpha	Seeking Alpha	Hims & Hers Health, Inc.	Healthcare	Telehealth	Bull	New York Stock Exchange	acquisition, e-health, gross margins, international expansion, investment strategy, market opportunities, Revenue Growth, Subscriber Growth, telehealth, valuation	View Pitch
Jan 23, 2026	Twitter / X	@cedargrovecm	Hims & Hers Health, Inc.	Health Care Services	Health Care Technology	Bear	New York Stock Exchange	FDA, Glp, HIMS, Marketing Software, Our, Over Indexing, Play, Shortage	View Pitch
Jan 23, 2026	Twitter / X	@OddDiligence	Hims & Hers Health, Inc.	Health Care Services	Health Care Technology	Bear	New York Stock Exchange	Chip Packaging, Glp, HIMS, Liraglutide, Marketing Software, Non Glp, semaglutide, Semaglutide Liraglutide	View Pitch
Jan 23, 2026	Twitter / X	@DataDInvesting	Hims & Hers Health, Inc.	Health Care Services	Health Care Providers & Services	Bull	New York Stock Exchange	FCF margin, Get, Get Revenue, HIMS, Retaining, Retaining Customers, telehealth, Wellness	View Pitch
Jan 17, 2026	Seeking Alpha	Seeking Alpha	Hims & Hers Health, Inc.	Healthcare	Telehealth	Neutral	New York Stock Exchange	Andrew Dudum, compounded semaglutide, Eli Lilly, international expansion, lab testing, Novo Nordisk, preventive care, telehealth, visionary leadership, weight-loss drugs	View Pitch
Jan 8, 2026	Seeking Alpha	Seeking Alpha	Hims & Hers Health, Inc.	Health and Wellness	Health and Wellness	Bull	New York Stock Exchange	clinical lab services, health and wellness, Home-Testing, international expansion, market undervaluation, Preventative Testing, Revenue Growth, Share Buyback, Subscriber Base, telehealth	View Pitch
Jan 8, 2026	Seeking Alpha	Seeking Alpha	Hims & Hers Health, Inc.	Health and Wellness	Health and Wellness	Bull	New York Stock Exchange	clinical lab services, healthcare solutions, Hims & Hers Health, international expansion, market undervaluation, online health platform, product launches, revenue target, Share Buyback, Subscriber Growth	View Pitch
Sep 16, 2025	Short Thesis	Spruce Point	Hims & Hers Health Inc	Consumer Staples	Health Care Technology	Bear	NYSE	CAC, growth, Prescriptions, Regulation, telehealth	View Pitch
Sep 16, 2025	Short Thesis	Hunterbrook	Hims & Hers Health Inc	Consumer Staples	Health Care Providers & Services (Digital Health)	Bear	NYSE	CAC, Churn, Regulation, Subscriptions, telehealth	View Pitch
Aug 13, 2025	Seeking Alpha	Louis Gerard	Hims & Hers Health, Inc.	Consumer Staples	Household & Personal Products	Neutral	NYSE	—	View Pitch
Aug 13, 2025	Seeking Alpha	JR Research	Hims & Hers Health, Inc.	Consumer Staples	Household & Personal Products	Bear	NYSE	—	View Pitch
Aug 13, 2025	Seeking Alpha	Infinity Curve	Hims & Hers Health, Inc.	Consumer Staples	Household & Personal Products	Bull	NYSE	—	View Pitch
Aug 8, 2025	Seeking Alpha	Analysis Fundamental	Hims & Hers Health	Consumer Staples	Household & Personal Products	Bull	NYSE	—	View Pitch
Aug 7, 2025	Seeking Alpha	Alpha Line	Hims & Hers Health, Inc.	Consumer Staples	Household & Personal Products	Bull	NYSE	—	View Pitch

BSD Shareholders of HIMS

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

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.

HIMS

HIMS

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of HIMS

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

Follow Us On: