HUM.AX Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q4	Jan 28, 2026	TAMIM Fund Australia Small Cap Income	0.0%	23.0%	CAF.AX, CCG.AX, CCL.AX, EDU.AX, HUM.AX, PGC.AX, SYL.AX	Australia, earnings, interest rates, M&A, small caps, technology	Manager believes small and mid caps will continue to outperform as earnings growth outlook is strongest within this part of the market. The fund focuses on finding companies that can continue growing and outperform market consensus. Australian rate rise expectations flipped from expected rate cuts to almost two rate hikes priced in, significantly impacting technology business valuations which are highly sensitive to interest rate movements.	SYL AU PGC AU HUM AU EDU AU CCL AU CCG AU CAF AU	View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
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BSD Shareholders of HUM-AX

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

HUM-AX

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Letters With This Ticker

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BSD Shareholders of HUM-AX

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