INPST

INPST

INPST

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Aug 29, 2025	Brummer Multi-Strategy Fund	-	-	AMZN, INPST, MELI, NIO, NU, RBRK, SE, TXN, UBER, V	E-Commerce, global, growth, payments, Platforms, software, technology	Portfolio includes major e-commerce platforms like Mercado Libre and Amazon. MELI continues expanding with new services like wholesale platform Mercado Libre Negocios and digital health service Dr. Virtual. The manager views these as platform businesses with structural advantages and operating leverage.	^VIX RBRK ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM INPST	View
2025 Q2	Jul 23, 2025	PM Capital Global Companies Fund	8.1%	-	AMZN, INPST, MELI, NIO, NU, RBRK, SE, TXN, UBER, V	E-Commerce, Fintech, global, growth, Platforms, software, technology	Portfolio includes major e-commerce platforms like Mercado Libre expanding across Latin America with new wholesale platform and digital health services. The manager emphasizes platform businesses with structural advantages as a cornerstone of investment philosophy.	^VIX RBRK ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM INPST	View
2025 Q1	May 7, 2025	Easterly – Income Opportunities Fund	2.3%	2.3%	ABBV, AMZN, ASML, INPST, MELI, META, MSFT, NIO, NU, SE, TSM, UBER, V	AI, E-Commerce, global, growth, Quality, semiconductors, technology	ASML maintains its monopoly in lithography equipment despite Chinese competition concerns. TSMC's $100 billion U.S. investment will drive demand for more ASML machines. Reports of Chinese EUV development remain unconfirmed with limited transparency about reliability.	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM ^FTSE AAPL\|LLY\|META\|MSFT\|NFLX\|NVDA\|PEP\|SBUX\|UBER\|UNH ASML	View
2025 Q1	May 14, 2025	Sigil Stable Fund	5.4%	5.4%	ABBV, AMZN, ASML, INPST, MELI, META, MSFT, NIO, NU, SE, TSM, UBER, V	AI, E-Commerce, global, growth, large cap, semiconductors, technology	Meta is highlighted as one of the few companies already seeing tangible benefits from its investments in AI. The manager views AI as a key driver of Meta's value proposition and competitive advantage.	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM ^FTSE AAPL\|LLY\|META\|MSFT\|NFLX\|NVDA\|PEP\|SBUX\|UBER\|UNH ASML	View
2024 Q1	Apr 26, 2024	Miller Wealth Management	-	-	ABBV, AMZN, ASML, INPST, MELI, META, MSFT, NIO, NU, SE, TSM, UBER, V	AI, E-Commerce, global, large cap, semiconductors, technology	Meta is highlighted as one of the few companies already seeing tangible benefits from its investments in AI. The manager views AI as a key driver of Meta's value proposition and competitive advantage.	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM ^FTSE AAPL\|LLY\|META\|MSFT\|NFLX\|NVDA\|PEP\|SBUX\|UBER\|UNH ASML	View
2025 Q1	Apr 1, 2025	The Wolf of Harcourt Street	1.2%	1.2%	ABBV, AMZN, ASML, INPST, MELI, META, MSFT, NIO, NU, SE, TSM, UBER, V	AI, E-Commerce, global, growth, large cap, semiconductors, technology	ASML maintains its monopoly in lithography equipment despite reports of Chinese competition. The company controls 90% of the global lithography market and remains the sole supplier of High-NA EUV systems. TSMC's $100 billion U.S. investment will drive demand for more ASML machines.	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM ^FTSE AAPL\|LLY\|META\|MSFT\|NFLX\|NVDA\|PEP\|SBUX\|UBER\|UNH ASML	View
2024 Q4	Feb 28, 2025	Brummer Multi-Strategy Fund	-	-	ABBV, AMZN, ASML, INPST, MELI, META, MSFT, NIO, NU, SE, TSM, UBER, V	AI, E-Commerce, global, growth, large cap, semiconductors, technology	Meta is highlighted as one of the few companies already seeing tangible benefits from its investments in AI. The manager views AI as a key driver of Meta's value proposition and competitive advantage.	ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM ^FTSE AAPL\|LLY\|META\|MSFT\|NFLX\|NVDA\|PEP\|SBUX\|UBER\|UNH ASML ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM ^FTSE AAPL\|LLY\|META\|MSFT\|NFLX\|NVDA\|PEP\|SBUX\|UBER\|UNH ASML	View
2025 Q3	Nov 3, 2025	Sigil Stable Fund	2.9%	-	AMZN, INPST, MELI, NIO, NU, RBRK, SE, TXN, UBER, V	E-Commerce, Fintech, global, growth, Platforms, software, technology	Portfolio includes significant positions in e-commerce platforms like Mercado Libre, which continues expanding across Latin America with new services like wholesale platform Mercado Libre Negocios and digital health services. The manager emphasizes platform businesses with structural advantages as a cornerstone of investment philosophy.		View
2025 Q3	Oct 1, 2025	The Wolf of Harcourt Street	1.2%	23.4%	AMZN, INPST, MELI, NIO, NU, RBRK, SE, TXN, UBER, V	E-Commerce, growth, Latin America, payments, Platforms, software, technology	Portfolio includes major e-commerce platforms like Mercado Libre expanding across Latin America with new wholesale platform and digital health services. InPost continues UK expansion with Aldi partnerships and Post Office trials for parcel lockers.		View
2024 Q4	Jan 13, 2025	Miller Wealth Management	-	-	AAPL, AMD, AMZN, ASML, GOOGL, INPST, MELI, NFLX, NIO, NU, RBRK, SE, TXN, UBER, V	Cloud, E-Commerce, growth, Latin America, payments, technology	Portfolio includes major e-commerce platforms like Mercado Libre expanding across Latin America with new wholesale platform and digital health services. InPost continues UK expansion with Aldi partnership and Post Office trials for parcel lockers.	^VIX RBRK ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM INPST	View
2024 Q3	Sep 30, 2024	Baron Emerging Markets Fund	9.0%	16.2%	000660.KS, 005930.KS, 009540.KS, 043370.KS, 0700.HK, 207940.KS, 300750.SZ, 3690.HK, 8069.TW, BABA, BHARTIARTL.NS, INPST, JMFINANCIL.NS, NUVAMA.NS, PDD, RELIANCE.NS, SBILIFE.NS, TRENT.NS, TSM, WMMVY	Biotechnology, China, E-Commerce, emerging markets, Energy Transition, Fed Easing, India, semiconductors	The fund holds major positions in Chinese e-commerce leaders Alibaba and Meituan, as well as Indian food delivery platform Swiggy. These companies benefit from growing online commerce penetration, improving profitability, and strong competitive positioning in their respective markets.	207940.KS 300750.SZ 8069.TW 3690.HK TRENT.NS SWIGGY.NS 9988.HK	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	PM Capital Global Companies Fund	InPost	Industrials	Air Freight & Logistics	Bull	London Stock Exchange	Automated Lockers, E-commerce Infrastructure, European markets, Last-mile Delivery, Logistics, Network Density, parcel delivery, UK Expansion	View Pitch
Apr 13, 2026	Fund Letters	Brummer Multi-Strategy Fund	InPost	Industrials	Air Freight & Logistics	Bull	Warsaw Stock Exchange	Automated, e-commerce, Last-mile Delivery, Logistics, Network Density, Parcel Lockers, strategic investment, UK Expansion	View Pitch
Apr 13, 2026	Fund Letters	Miller Wealth Management	InPost	Industrials	Air Freight & Logistics	Bull	Warsaw Stock Exchange	Automated, e-commerce, Last-mile Delivery, Logistics, Network Density, Parcel Lockers, strategic investment, UK Expansion	View Pitch
Feb 4, 2026	Twitter / X	@ReneSellmann	InPost S.A.	Transportation	Air Freight & Logistics	Bull	Euronext Amsterdam	e-commerce, Europe, infrastructure, Last Mile Logistics, Logistics, Parcel Lockers	View Pitch

BSD Shareholders of INPST

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.

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