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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 7, 2025 | Fidelity Growth Strategies Fund | 22.7% | 12.9% | AXON, HOOD, HWM, ZS | earnings, growth, innovation, scalability, volatility | The letter emphasizes long-term growth driven by durable earnings expansion, innovation, and secular demand trends across industries. Management highlights that market leadership continues to reward companies with strong competitive advantages, scalable business models, and reinvestment opportunities despite macro volatility. Volatility is viewed as an opportunity to add to high-quality growth franchises at more reasonable valuations. | HOOD AXON |
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| 2025 Q2 | Aug 5, 2025 | Springview Capital Management | - | 15.7% | HOOD, MCY, SEG MM, WS | Compounding, Concentration, durability, long-term, tax efficiency | The commentary centers on patient, concentrated investing in durable businesses capable of compounding capital over long horizons. Management highlights tax efficiency as a natural byproduct of low turnover and long holding periods. Risk is managed through business quality and alignment rather than diversification. | WS MCY SEG HOOD |
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| 2025 Q2 | Aug 11, 2025 | Baron FinTech Fund | 9.2% | 7.7% | ATEG, CME, CWAN, FI, HOOD, INTU, MELI, PGR, SCHW | Digital payments, Financial Services, Fintech, innovation, Platforms | The letter discusses long-term growth in financial technology driven by digitization of payments, capital markets, and financial services. Market volatility has favored challengers and innovative platforms, while regulatory and competitive dynamics remain key risks. Fintech adoption is viewed as structurally increasing across geographies. | View | |
| 2025 Q2 | Jul 8, 2025 | Ashva Capital Management | - | -1.6% | CRDO, HOOD, HWM | Discipline, Intrinsic Value, long-term, Patience, volatility | The letter reinforces a long-term, business-first investment philosophy grounded in intrinsic value and patience. Management views volatility as an opportunity rather than a risk and avoids market timing. The outlook favors disciplined ownership of high-quality companies through cycles. | HWM CRDO HOOD |
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| 2025 Q2 | Jul 22, 2025 | Columbia Global Technology Growth Fund | 24.8% | - | AAPL, AVGO, FI, GPN, HOOD, MSFT, NVDA, ORCL, TMUS | AI, Cloud Computing, innovation, secular growth, semiconductors | The letter emphasizes powerful secular growth driven by artificial intelligence, cloud computing and digital infrastructure. Management highlights strong demand for semiconductors and software platforms with durable competitive advantages. Technology is viewed as a long-duration growth opportunity despite geopolitical and regulatory risks. | AAPL TMUS GPN FI HOOD ORCL MSFT AVGO NVDA |
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| 2025 Q2 | Jul 18, 2025 | Voya MidCap Opportunities Strategy | - | - | ALC SW, FIX, HOOD, KTOS, NET | AI, capital investment, growth, Mid Caps, profitability | The commentary focuses on mid-cap growth companies with superior capital investment, profitability, and attractive risk-reward profiles. Management highlights expanding market leadership beyond mega-cap stocks as a source of opportunity. AI-driven productivity gains and selective sector positioning underpin the strategys outlook. | View | |
| 2025 Q2 | Jul 13, 2025 | Sigil Core Fund | 42.6% | - | COIN, CRCL, HOOD, MSTR | Bitcoin, Circle IPO, Crypto Treasury, ETF Flows, Ethereum | The letter emphasizes the institutionalization and financialization of crypto through IPOs, treasury companies, ETFs, and deeper integration with traditional finance. The successful Circle IPO, the rise of crypto treasury vehicles like Strategy (MSTR), and strong ETF inflows highlight a structural shift from speculative token markets toward equity-linked and balance-sheet-driven crypto exposure. The manager argues that this phase represents a synthesis between traditional finance and crypto, creating powerful feedback loops but also introducing premium-to-NAV and leverage risks that require disciplined positioning. | MSTR COIN HOOD CRCL |
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| 2025 Q1 | May 14, 2025 | Sigil Core Fund | -35.1% | -35.1% | HOOD | Bitcoin, Crypto Adoption, DeFi, ETFs, Stablecoins | Q1 2025 underscored elevated Volatility in crypto markets as geopolitical shocks, tariff escalation, and political signaling reversed prior optimism. Despite sharp drawdowns, structural adoption trends for Bitcoin strengthened through ETF flows, corporate treasury strategies, and emerging sovereign interest. The fund remains long-term constructive, viewing macro instability and potential monetary easing as asymmetric tailwinds for high-quality digital assets. | HOOD |
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| 2025 Q1 | Mar 31, 2025 | Baron FinTech Fund | -1.4% | -1.4% | APO, GWRE, HOOD, KKR, MA, MELI, NOW, PGR, TW, XYZ | - | View | ||
| 2025 Q1 | Mar 31, 2025 | TimesSquare Capital Management U.S. Mid Cap Growth Strategy | -3.5% | -3.5% | ALL, BC, BJ, COR, EME, FICO, FROG, HOOD, HXL, INSM, IT, ITCI, ORLY, TER, TPG, VRSK, WCN | - | View | ||
| 2025 Q4 | Feb 3, 2026 | Fidelity Growth Strategies Fund | -3.4% | 12.6% | ALNY, ATI, AXON, BROS, COHR, COR, DXCM, FICO, FIX, HLT, HOOD, HWM, IDXX, LITE, LVS, NET, RBLX, RCL, ROAD, STRL | aerospace, AI, growth, industrials, mid cap, technology | The fund benefited from AI infrastructure investment driving demand for optical components and semiconductors. Coherent saw surge in demand for products in advanced semiconductor manufacturing due to AI infrastructure spending. The broader market was supported by ongoing boom in artificial intelligence spending. Strong positioning in aerospace and defense components through ATI and Howmet Aerospace holdings. ATI designs and manufactures components for aerospace and defense firms representing two-thirds of its business, with strong earnings growth projected for 2025 and Q1 2026. | IDXX AXON LITE ATI COHR |
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| 2025 Q4 | Feb 3, 2026 | Gator Capital Management | 4.1% | 31.9% | BCS, BNP.PA, C, COMP, CUBI, FCNCA, GLE.PA, GPN, HOOD, HOUS, JPM, JXN, PYPL, SOHO, TD, TFSL, UMBF, VRTS | Banking, Capital markets, financials, real estate, Regional Banks, small caps, value | The fund focuses on small and mid-cap financial institutions, particularly regional banks with mutual holding company structures. TFS Financial represents a key investment in this space, offering leveraged exposure to earnings recovery through its unique MHC structure. Significant exposure to mortgage-related businesses through TFS Financial's traditional thrift model and Anywhere Real Estate's real estate services. The fund sees opportunity as the housing market recovers and interest rate environment normalizes. Strong positioning in capital markets through investment platforms like Robinhood Markets and traditional investment management firms. The fund benefited from continued product innovation and growth in retail trading platforms. | TFSL |
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| 2025 Q4 | Feb 25, 2026 | GMO (Grantham, Mayo, Van Otterloo & Co. LLC) | 0.0% | 0.0% | 2222.SR, AAPL, AMZN, AVGO, BLK, CSCO, GM, GOOGL, HOOD, META, MSFT, NVDA, ORCL, OWL, PLTR, TSLA, TSM | AI, Bubbles, Data centers, semiconductors, Speculation, technology, valuation | AI represents the most visibly impressive innovation of the last 100 years, comparable to railways in the 19th century. Current large language models suffer from hallucinations but are likely just an opening phase. If AI advances in biotechnology, materials, and energy, the future could be very interesting. The U.S. stock market has been in bubble territory for a prolonged period, defined as a two-standard deviation divergence above long-term real price trend. Unlike every bubble before it, this one has yet to fully deflate despite classic signs of a historic bubble top. Hyperscalers spent nearly $300 billion on capital expenditures in 2025, with AI investment accounting for 1.3% of U.S. GDP. Cumulative spending on U.S. data centers is estimated to reach $3-5 trillion by 2029-2030, representing massive overcommitment of capital. Nvidia is currently the world's most valuable company, exceeding the entire Japanese stock market. The AI boom has created unprecedented demand for chips, with companies stretching depreciation schedules despite ongoing technological progress that should shorten useful chip lives. There has been a surge in aggressive speculative behavior with commission-free trading, plentiful margin loans, and leveraged ETFs. Zero-day options now make up over 60% of all S&P 500 options, alongside the GameStop meme stock craze and cryptocurrency rise. By every historically effective valuation metric, U.S. equities are extremely overpriced. The CAPE of 40 is above any level seen outside the internet bubble peak, with the market cap to GDP ratio at all-time highs and record proportions trading at over 10 times sales. | HUBS |
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| 2025 Q4 | Feb 18, 2026 | Baron FinTech Fund | -2.2% | 0.9% | FICO, GWRE, HOOD, JKHY, MELI, MS, NEPT, SPGI | Bank Deregulation, Capital markets, Financial Software, FinTech Growth, Payments Infrastructure | The fund converted to an ETF structure while maintaining its growth-oriented strategy focused on financial and financial-related companies leveraging technology and data to compound earnings. Performance lagged traditional Financials due to underweight exposure to banks but benefited from stock selection in Information Services and Capital Markets, with holdings such as Fair Isaac and S&P Global contributing positively. The outlook remains constructive given easing monetary policy, resilient credit trends, capital markets strength, and deregulation tailwinds supporting banks, exchanges, and advisory franchises. | NEPT MS GWRE MELI HOOD FICO JKHY SPGI |
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| 2024 Q4 | Dec 31, 2024 | Artisan Mid Cap Fund | 5.1% | 12.0% | CSGP, EXAS, HOOD, IR, MNDY, MPWR, MRVL, MSFT, NVR, ON, PLTR, PSTG, SPOT, TEAM, XYL | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Baron FinTech Fund | 5.2% | 22.9% | ACGL, APO, HOOD, IBKR, LPLA, MELI, NU, WISE LN | - | View | ||
| 2025 Q3 | Nov 5, 2025 | PGIM Jennison Global Opportunities Fund | 5.3% | 9.8% | 1810 HK, APP, GOOG, HOOD, LLY, MELI, NOW, NVDA, ORCL, SHOP, TSM | Artificial Intelligence, Cloud Computing, Digital Platforms, semiconductors, technology | The fund focuses on global growth leaders benefiting from secular AI adoption and innovation-led earnings expansion. Top contributors included NVIDIA, AppLovin, and TSMC, while weakness came from Netflix and MercadoLibre. Jennison remains overweight technology and communication services, expecting durable growth from cloud, semiconductors, and digital platforms. | View | |
| 2025 Q3 | Nov 13, 2025 | Baron FinTech Fund | -4.4% | 3.0% | COF, FDS, FICO, HOOD, IBKR, LPLA, MORN, SHOP, TW, VRSK | AI, analytics, Data, Fintech, software | AI optimism fueled equity strength, shaping valuations, sector rotations, and risk appetite across fintech and software. Managers highlighted both perceived AI threats to incumbents and the long-run efficiency and product expansion opportunities AI enables. AI remains a dominant catalyst influencing earnings expectations, sentiment, and capital deployment. | COF FICO SHOP CN IBKR HOOD |
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| 2025 Q3 | Oct 28, 2025 | Fidelity Growth Strategies Fund | 3.3% | 16.7% | ALAB, APP, AXON, HOOD | Artificial Intelligence, Data centers, Growth Stocks, industrials, U.S. Economy | The funds outperformance was led by holdings tied to AI infrastructure and industrials such as Sterling Infrastructure and AppLovin, reflecting strong demand for AI-enabled data centers. Management sees capital expenditure on AI as a key driver of U.S. growth, with industrials and picks-and-shovels businesses positioned as primary beneficiaries. The portfolio remains overweight industrials and underweight healthcare amid ongoing market rotation. | View | |
| 2025 Q3 | Oct 28, 2025 | Columbia Global Technology Growth Fund | 12.1% | - | ACN, ALAB, AVGO, CRM, HOOD, NOW, NVDA, TTD | Artificial Intelligence, Cloud, Data centers, semiconductors, tariffs | The funds returns were powered by surging demand for AI infrastructure, led by NVIDIA and Broadcom, as hyperscalers invested heavily in next-generation data centers. Management emphasized that AI remains in early innings, driving long-term secular growth across semiconductors, cloud, and enterprise software. The fund also noted that easing U.S. tariff risks and improving trade policy provided macro support for technology valuations and investor sentiment. | NOW CRM ACN TTD AVGO NVDA HOOD ALAB AVGO US NVDA US ALAB US AVGO US NVDA US ALAB US |
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| 2025 Q3 | Oct 15, 2025 | Parnassus Mid Cap Growth Fund | 7.9% | - | APP, CMG, GWW, HOOD, ICLR, JBHT, KLA GR, MELI, MORN, ODFL, PODD, SNDK, TEAM, TER, TTD, VRSK | Artificial Intelligence, industrials, Nearshoring, semiconductors, software | The fund attributes outperformance to AI-related semiconductor and software positions, emphasizing the ongoing megatrend driving system-on-chip, testing, and storage demand. Managers highlight new exposure to industrial distributors like W.W. Grainger, reflecting conviction in nearshoring and manufacturing recovery themes. They maintain selective positioning across AI and cyclical sectors to capture both structural growth and economic normalization. | View | |
| 2025 Q3 | Oct 14, 2025 | Alger Mid Cap Focus Fund | 14.5% | 19.0% | ALAB, AXON, CSU, HOOD, TLN, WING | Artificial Intelligence, Data centers, Financial Technology, semiconductors, Utilities | Mid-cap growth was led by AI infrastructure providers such as Astera Labs and Talen Energy, which benefit from data center expansion and power demand. Financial platforms like Robinhood illustrate the rise of digital wealth tools, while utilities benefit from AI-related grid upgrades. The portfolio remains focused on durable AI beneficiaries and tech-driven efficiency plays. | ALAB HOOD |
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| 2025 Q3 | Oct 14, 2025 | Ithaka US Growth Strategy | 1.0% | - | CMG, HOOD, ISRG, NOW, NVDA, SHOP | Artificial Intelligence, infrastructure, monetary policy, technology, valuation | The letter frames the U.S. market rally around an unprecedented AI-driven capital expenditure boom comparable to the Internet buildout, with AI infrastructure spending expected to reach up to $600B in 2025. While supportive of growth and equity valuations, it also raises concerns about potential overvaluation and circular funding structures. The Feds rate cuts and fiscal stimulus have further fueled liquidity, reinforcing equity momentum but leaving markets vulnerable to policy shifts. | View | |
| 2025 Q3 | Oct 12, 2025 | Ashva Capital Management | 10.2% | - | DIS, HOOD, XLF | Compounding, financials, Fintech, Patience, Streaming | Ashva emphasizes long-term compounding through patience and discipline. Key positions include financials (XLF), Disneys streaming transformation, and Robinhoods fintech expansion, reflecting confidence in cash-generating, compounding business models. | HOOD DIS XLF |
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| 2025 Q3 | Oct 12, 2025 | TimesSquare Capital Management U.S. Mid Cap Growth Strategy | 5.3% | - | APP, ARGX, AXON, BJ, BRO, CTAS, DASH, HOOD, HUBS, IBKR, IDXX, INSM, INSP, IT, LSCC, MPWR, NCLH, ORLY, ROST | AI, Automation, Fintech, healthcare, industrials | TimesSquare notes AI investment remains dominant but overextended, signaling a potential capital-cycle risk. The team emphasizes industrial automation, healthcare innovation, and financial technology as more durable mid-cap growth drivers. | View | |
| 2025 Q4 | Jan 6, 2026 | Ghosh Capital | -13.3% | 12.6% | AEM, APH, AVGO, CWAN, GOOGL, HOOD, MSFT, MU, NVDA, RHM.DE, SII, WIX | Concentration, Leverage, Options, risk management, SaaS, technology, value | Manager learned hard lessons about position sizing and concentration risk after Kneat position at 30% of portfolio caused significant drawdown. Establishing strict rules around maximum position sizing regardless of conviction level. Used long-dated deep in-the-money options for leverage on Wix and Clearwater Analytics positions but found the inherent leverage made it difficult to hold positions through volatility. Planning to use options more sparingly going forward. Kneat remains largest holding despite poor Q2/Q3 results with net new ARR below expectations due to macro headwinds and deal delays. Company ended 2025 with highest number of new strategic customer wins in history, setting up for growth in 2026-2027. | WIX KSI CN |
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| 2025 Q4 | Jan 28, 2026 | GMO (Grantham, Mayo, Van Otterloo & Co. LLC) | - | - | 2222.SR, AAPL, AMZN, AVGO, BLK, CSCO, GM, GOOGL, HOOD, META, MSFT, NVDA, ORCL, OWL, PLTR, TSLA, TSM | AI, Bubbles, Data centers, semiconductors, Speculation, technology, valuation | AI represents the most visibly impressive innovation of the last 100 years, comparable to railways in the 19th century. Current large language models suffer from hallucinations but are likely just an opening phase. If AI advances in biotechnology, materials, and energy, the future could be very interesting. The U.S. stock market has been in bubble territory for a prolonged period, defined as a two-standard deviation divergence above long-term real price trend. Unlike every bubble before it, this one has yet to fully deflate despite classic signs of a historic bubble top. Hyperscalers spent nearly $300 billion on capital expenditures in 2025, with AI investment accounting for 1.3% of U.S. GDP. Cumulative spending on U.S. data centers is estimated to reach $3-5 trillion by 2029-2030, representing massive overcommitment of capital. Nvidia is currently the world's most valuable company, exceeding the entire Japanese stock market. The AI boom has created unprecedented demand for chips, with companies stretching depreciation schedules despite ongoing technological progress that should shorten useful chip lives. There has been a surge in aggressive speculative behavior with commission-free trading, plentiful margin loans, and leveraged ETFs. Zero-day options now make up over 60% of all S&P 500 options, alongside the GameStop meme stock craze and cryptocurrency rise. By every historically effective valuation metric, U.S. equities are extremely overpriced. The CAPE of 40 is above any level seen outside the internet bubble peak, with the market cap to GDP ratio at all-time highs and record proportions trading at over 10 times sales. | View | |
| 2025 Q4 | Jan 21, 2026 | Columbia Global Technology Growth Fund | 2.0% | 25.1% | AAPL, AMZN, ASML, AVGO, GOOGL, HOOD, LRCX, META, MSFT, MU, NFLX, NOW, NVDA, ORCL, TSM | AI, Cloud, global, growth, semiconductors, technology | The fund views AI as being in early innings of a long-term secular growth trend that will take years or decades to play out. The quarter marked a critical transition from experimental pilots to scaled enterprise implementations, with markets scrutinizing elevated investment levels and the path from capital expenditure to cash-flow generation. AI-driven demand is driving insatiable chip demand and productivity gains of 10-30% for knowledge workers. Semiconductor companies experienced strong performance driven by AI demand, with memory-chip suppliers surging on supply constraints. Taiwan Semiconductor Manufacturing received overwhelming validation of insatiable AI chip demand, while Micron Technology sold out its entire 2026 production of advanced memory chips with pricing locked through the following year. The sector benefits from continuous capacity expansion requirements. Cloud infrastructure remains a key focus with AI-driven demand from enterprise customers. Alphabet's cloud business showed strong performance with key contract wins from the Pentagon and AI pioneer Anthropic. The fund continues to monitor cloud commitments and infrastructure spending as part of AI buildout strategies. | NOW MU TSM GOOGL |
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| 2025 Q4 | Jan 21, 2026 | TimesSquare Capital Management U.S. Mid Cap Growth Strategy | -4.7% | 9.4% | ALL, AME, ARGX, AXON, CASY, COR, CRS, CSL, DASH, EME, HOOD, INSM, ORLY, PINS, POOL, RGEN, ROST, TPG, TTWO, VEEV | AI, consumer, financials, growth, healthcare, industrials, mid cap, technology | Take-Two Interactive delivered solid fiscal second-quarter results with 20% year-over-year growth in recurring consumer spending. The delay of Grand Theft Auto 6 launch from May to November 2026 caused shares to fall sharply, presenting an opportunity to add to the position on weakness. JFrog saw significant pipeline growth in its security add-on following the NPM supply chain attack, driving a 32% rally. The manager anticipates significant acceleration in AI adoption as 2026 unfolds, with Bentley Systems positioned to benefit from increased application usage driven by AI adoption in civil engineering. argenx showed strong progress in its Vyvgart franchise with multiple catalysts over the next 12 months. Insmed advanced 21% with positive reception for Brensocatib launch. Repligen delivered double-digit growth across business and geographies with healthy consumable demand and outperforming equipment sales. Demand for security increased following the recent NPM supply chain attack. JFrog's security add-on which secures open-source packages before organizations onboard them has seen significant pipeline growth, highlighting the critical need for software supply chain security. Carpenter Technology serves as a key supplier to aerospace and defense markets, with strong fiscal first quarter results and higher forward guidance lifting the stock 28%. Defense was highlighted as showing solid sales for Amphenol's electrical connectors business. Bentley Systems is positioned to benefit from global investment in mining and electric grids, and large regional infrastructure projects. The implementation of the One Big Beautiful Bill is projected to catalyze corporate capital spending according to the manager's outlook. | AMAT AXON PINS TTWO |
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| 2025 Q4 | Jan 21, 2026 | Pantera Capital | 0.0% | 0.0% | 3662.T, COIN, HOOD, JPM | AI, Bitcoin, Blockchain, crypto, ETFs, Institutional, Prediction Markets | 2025 was dominated by macro, positioning, and flows rather than fundamentals for crypto markets. Bitcoin finished down 6%, Ethereum down 11%, while broader tokens declined 60%. The non-bitcoin token market has been in a bear market since December 2024, with structural headwinds including value accrual challenges and slowing on-chain activity. AI is revolutionizing on-chain security with real-time fraud detection and smart contract debugging. Consumer AI platforms will surge with hyper-personalized crypto experiences. AI security tools are detecting millions in blockchain vulnerabilities and will transform governance with deterministic, verifiable rules. ETF flows played a significant role in crypto markets, with institutional adoption concentrated in ETF-format assets like bitcoin, ethereum, and Solana. Speculative capital rotated to other sectors including gold, silver, and quantum computing ETFs, while digital asset ETF flows slowed and turned negative. | View | |
| 2025 Q4 | Jan 21, 2026 | NCG Large Cap Growth Strategy | 1.0% | 15.3% | AAPL, AMD, GE, GHI, GOOGL, HOOD, KNSL, MDB, MSFT, NFLX, ORCL, PGR, ROKU, SAIA, SPOT | active management, growth, Outperformance, Quality, small caps, technology | The firm emphasizes investing in high-quality growth companies with proven business models and sustainable growth drivers. They note that quality factors worked against active managers in 2025, with low-quality stocks significantly outperforming high-quality names. Small cap earnings growth turned positive during 2025 and is expected to stay positive and potentially accelerate in 2026. Small caps continue to trade at a relative discount to large caps, presenting an opportunity for this discount to narrow. The firm maintains significant exposure to AI infrastructure and sees an accelerated pace of innovation happening across various industries. Their technology holdings are diversified across AI infrastructure among other areas. | View | |
| 2025 Q4 | Jan 21, 2026 | Harbor Mid Cap Value Fund | 4.1% | 16.0% | AMKR, BK, CFG, COIN, EA, ENS, EXPE, FOXA, GM, GTX, HIW, HLF, HOG, HOOD, HPQ, JAZZ, KR, NEU, OC, PHM, PLAB, PVH, SNDK, STT, TXT, WBD, WDC | Buybacks, consumer discretionary, dividends, financials, mid cap, technology, value | The fund maintains its disciplined value investment approach, seeking high-quality, profitable companies that generate cash, pay dividends, and repurchase shares. Mid- and small-cap value stocks continue to trade at attractive multiples despite strong relative performance. AI-driven demand for storage led to strong earnings and increases in revenue growth and margins for technology holdings. AI-related technology stocks may appear priced to perfection, but the fund continues to identify opportunities among mid-cap value stocks. The fund seeks companies that repurchase shares, viewing aggressive stock buybacks positively. Several holdings including General Motors, Garrett Motion, and EnerSys have been aggressively buying back stock. | AMKR EA ENS GTX |
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| 2025 Q4 | Jan 14, 2026 | ARK Investment Management LLC | 0.0% | 0.0% | ACHR, AMD, AVAV, COIN, CRSP, DE, GH, GOOG, HOOD, KTOS, PLTR, RBLX, RKLB, ROKU, SHOP, TEM, TER, TRMB, TSLA, TWST | AI, crypto, defense, Genomics, innovation, productivity, Robotics, technology | ARK believes convergences among major platforms like AI, robotics, energy storage, public blockchain technology, and multiomics sequencing should accelerate non-farm productivity growth to 4–6% on a year-over-year basis. AI-related spending boom on data centers and power plants began in late 2022. Strong demand for AI-related chip testing and semiconductor testing across compute, networking, and memory. Robotics is identified as one of the major transformative innovation platforms that should converge with AI and other technologies to drive productivity gains. The ARK Autonomous Technology and Robotics ETF focuses on companies developing autonomous mobility, humanoid robots, and intelligent devices. Energy storage is highlighted as one of the key transformative innovation platforms that will converge with AI, robotics, blockchain, and multiomics sequencing to accelerate productivity growth and economic transformation in the coming years. ARK sees favorable policy shifts around crypto as supportive headwinds shifting into structural tailwinds for innovation. Coinbase faced challenges from weakness in crypto market trading activity, with quarterly spot trading volumes declining 9% quarter-over-quarter. The firm maintains exposure through Bitcoin ETFs and crypto-related companies. Multiomics sequencing is identified as one of the major transformative platforms. The genomics space benefited from increasingly positive sentiment following Abbott's acquisition of Exact Sciences. Companies like Guardant Health and Natera showed strong performance with significant revenue growth and clinical trial successes. Defense spending represents a significant opportunity with the U.S. Army announcing plans to purchase at least one million drones in the next 2–3 years. Companies like Kratos Defense, AeroVironment, and Rocket Lab are positioned in this space, though innovation-based defense stocks experienced broad sell-offs during the quarter. | View | |
| 2025 Q4 | Jan 12, 2026 | ClearBridge Investment Growth Strategy | - | - | ALNY, AVGO, DLB, DOCS, ELF, FCX, HLT, HOOD, MSGE, MSGS, ODFL, ONON, SHOP, TEL, TJX, TKO, UNH, VRTX, VST, XPO | AI, balance, growth, innovation, semiconductors, technology, volatility | The letter outlines a balanced growth approach combining participation in AI-driven momentum with downside protection through diversified stock selection. Emphasis is placed on companies with durable fundamentals, innovation-led growth, and disciplined capital allocation. Growth investing is positioned as increasingly selective amid heightened volatility and dispersion. | ELF SHOP |
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| 2025 Q1 | Apr 14, 2025 | Parnassus Mid Cap Growth Fund | -10.0% | -10.0% | APP, ARES, BILL, BLDR, BR, CMG, CTAS, DDOC, FTNT, GWRE, HOOD, ICLR, KLAC, MELI, NTRA, ORLY, ROST, SNDK, TER, TTD, VRSK, WST, XYZ | - | View | ||
| 2023 Q4 | Jan 30, 2024 | Gator Capital Management | 10.8% | 24.3% | HOOD | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 26, 2026 | Fund Letters | Joe | Robinhood Markets, Inc. | Financials | Investment Banking & Brokerage | Bull | NASDAQ | Brokerage, Crypto, Integration, Tokenization, Volumes | View Pitch |
| Feb 26, 2026 | Fund Letters | Joe | Robinhood Markets, Inc. | Financials | Investment Banking & Brokerage | Bull | NASDAQ | Brokerage, Crypto, Derivatives, Execution, growth, Tokenization | View Pitch |
| Feb 21, 2026 | Fund Letters | Josh Saltman | Robinhood Markets, Inc. | Financials | Investment Banking & Brokerage | Bull | NASDAQ | Crypto, Engagement, monetization, platform, Retail trading | View Pitch |
| Feb 4, 2026 | Seeking Alpha | Seeking Alpha | Robinhood Markets Inc. | Financial Technology | Retail Brokerage | Bear | NASDAQ Stock Market | commission-free trading, earnings release, Fintech, market correction, meme stock, Retail Investors, Robinhood, S&P 500, trading volume, valuation | View Pitch |
| Jan 23, 2026 | Twitter / X | @SixSigmaCapital | Robinhood Markets, Inc. | Financials | Investment Banking & Brokerage | Bear | NASDAQ | Crypto, Down, Down Mom, HOOD, Interest, Mom, Net Interest, Options | View Pitch |
| Jan 8, 2026 | Fund Letters | Guy Baron | Robinhood Markets, Inc. | Financials | Capital Markets | Bull | NASDAQ | asset growth, Crypto, Fintech, founder-led, Retail trading, turnaround | View Pitch |
| Jan 8, 2026 | Value Investors Club | onodacapital | Robinhood Markets, Inc. | Financials | Banks | Bear | NASDAQ | banking, Credit, Deposits, financial services, Interest rates, Lending | View Pitch |
| Dec 6, 2025 | Fund Letters | Shilpa Marda Mehra | Robinhood Markets, Inc. | Financials | Capital Markets | Bull | NASDAQ | Brokerage, Cryptocurrencies, Fintech, Retail Investing, User growth | View Pitch |
| Dec 5, 2025 | Fund Letters | Rahul Narang | Robinhood Markets, Inc. | Financials | Capital Markets | Bull | NASDAQ | ARPU, Crypto, Fintech, growth, Trading | View Pitch |
| Dec 3, 2025 | Fund Letters | Ankur Shah | Robinhood Markets, Inc. | Financials | Investment Banking & Brokerage | Bull | NASDAQ | Brokerage, Customer_acquisition, Digitalization, Fintech, Unit_economics | View Pitch |
| Dec 3, 2025 | Fund Letters | Rahul Narang | Robinhood Markets Inc | Financials | Capital Markets | Bull | NASDAQ | Brokerage, Crypto, Fintech, Trading, Volatility | View Pitch |
| Nov 29, 2025 | Fund Letters | Josh Saltman | Robinhood Markets, Inc. | Financials | Investment Banking & Brokerage | Bull | NASDAQ | Brokerage, Engagement, Fintech, growth, Margins, monetization, Options, Regulation | View Pitch |
| Nov 29, 2025 | Fund Letters | Ankur Shah | Robinhood Markets Inc. | Financials | Capital Markets | Bull | NASDAQ | banking, Brokerage, diversification, Fintech, growth, platform | View Pitch |
| Nov 29, 2025 | Fund Letters | Tom Press | Robinhood Markets Inc. | Financials | Capital Markets | Bull | NASDAQ | Crypto, Engagement, expansion, financials, Fintech, growth, Interest income, platform, profitability, Trading | View Pitch |
| Nov 29, 2025 | Fund Letters | Amy Zhang | Robinhood Markets Inc. | Financials | Capital Markets | Bull | NASDAQ | AI, banking, Brokerage, Crypto, Fintech, growth, Margins, platform, Trading | View Pitch |
| Aug 13, 2025 | Seeking Alpha | The Techie | Robinhood Markets, Inc. | Other | - | Neutral | NASDAQ | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Cain Lee | Robinhood Markets, Inc. | Financials | Capital Markets | Bear | NASDAQ | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | James Foord | Robinhood Markets, Inc. | Financials | Capital Markets | Bull | NASDAQ | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | The Alpha Analyst | Robinhood Markets, Inc. | Financials | Capital Markets | Neutral | NASDAQ | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Oliver Rodzianko | Robinhood Markets, Inc. | Financials | Capital Markets | Neutral | NASDAQ | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Cyn Research | Robinhood Markets, Inc. | Financials | Capital Markets | Neutral | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Azlaan Mansuri | Robinhood Markets, Inc. | Financials | Capital Markets | Bull | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Jack Elias | Robinhood | Financials | Capital Markets | Neutral | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | PropNotes | Robinhood Markets, Inc. | Financials | Capital Markets | Bear | 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. | ||||||||