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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 20, 2026 | Invesco Small Cap Value Fund | 9.8% | 9.8% | AAOI, BHE, CON, DAR, ERO, EXPE, ICHR, ICLR, LITE, MKSI, QDEL | Intrinsic Value, semiconductors, small caps, technology, undervalued, value | View | ||
| 2024 Q1 | Apr 15, 2024 | THB Asset Management | 10.3% | 10.1% | BYON, CENX, CLNE, DOUG, FIGS, HWKN, ICHR, LIDR, LMAT, LUNA, PLUS, RELL, RES, TRNS, UCTT, UFPT, UTI, VCEL, WNC | Concentration, Economy, inflation, Micro Cap, rates, regulation, Small business | Inflation remains problematic and is a top concern among Americans, affecting their financial outlook despite robust economic conditions. Some elements have rolled over but food, energy, shelter, and insurance remain elevated, impacting daily consumer lives. | WNC |
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| 2023 Q4 | Dec 31, 2023 | THB Asset Management | 10.3% | 10.1% | ATMU, BYON, CENX, HONE, ICHR, LMAT, LMB, MHO, PLPC, PLUS, RES, SKIN, TRNS, TTI, UFPT, UTI, XPRO | Commercial real estate, consumer, Electric Vehicles, inflation, interest rates, Micro Cap | EV adoption is slowing with companies like Ford losing $36,000 per EV sold and GM delaying production. Consumer concerns about charging infrastructure, range, and cost are limiting adoption. Investment opportunities exist in ICE-related companies as EV transition timelines extend. | ATMU |
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| 2023 Q4 | Jan 30, 2024 | Baron Discovery Fund | 13.5% | 9.3% | AAON, ACVA, AEIS, AXON, BASE, CYBR, DKNG, ESTA, EWCZ, FND, GTLB, GTLS, ICHR, KNSL, KTOS, MRAI, MRCY, REXR, S, VRNS | cybersecurity, defense, growth, HVAC, small caps, technology, value | Multiple cybersecurity holdings performed strongly in Q4, with SentinelOne, GitLab, Varonis, and CyberArk all contributing positively. The managers see accelerating demand driven by AI adoption requiring data security, SEC disclosure requirements, and vendor consolidation favoring comprehensive platforms over point solutions. | AAON VRNS GTLB ^FTSE |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 8, 2025 | Seeking Alpha | DPRG Investment Management | Ichor Holdings, Ltd. | Information Technology | Semiconductor Equipment & Materials | Bull | 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. | ||||||||