INPST-L

INPST-L

INPST-L

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q2	Aug 22, 2024	Miller Wealth Management	-	-	ASML, HD, INPST.L, MELI, META, NIO, NU, SE, UBER	E-Commerce, Electric Vehicles, global, growth, semiconductors, technology	InPost is disrupting European e-commerce logistics with its locker network expansion. The UK expansion is showing strong execution with major partnerships like Debenhams Group, handling up to £1.8 billion in gross merchandise volume.	ASML ^FTSE INPST.L AAPL\|LLY\|META\|MSFT\|NFLX\|NVDA\|PEP\|SBUX\|UBER\|UNH	View
2025 Q2	Jul 30, 2025	Easterly – Income Opportunities Fund	2.0%	4.3%	ASML, HD, INPST.L, MELI, META, NIO, NU, SE, UBER	Autonomous Vehicles, E-Commerce, global, growth, semiconductors, technology	InPost is disrupting European e-commerce logistics with its locker network expansion. The UK expansion is showing strong execution with major partnerships like Debenhams Group, handling up to £1.8 billion in gross merchandise volume.	ASML ^FTSE INPST.L AAPL\|LLY\|META\|MSFT\|NFLX\|NVDA\|PEP\|SBUX\|UBER\|UNH	View
2025 Q2	Jul 2, 2025	The Wolf of Harcourt Street	20.4%	21.6%	ASML, HD, INPST.L, MELI, META, NIO, NU, SE, UBER	E-Commerce, Electric Vehicles, global, growth, semiconductors, technology	InPost is disrupting European e-commerce logistics with its locker network expansion. The UK expansion is showing strong execution with major partnerships like Debenhams Group, handling up to £1.8 billion in gross merchandise volume.	ASML ^FTSE INPST.L AAPL\|LLY\|META\|MSFT\|NFLX\|NVDA\|PEP\|SBUX\|UBER\|UNH	View
2025 Q2	Jul 13, 2025	Sigil Stable Fund	3.0%	18.1%	ASML, HD, INPST.L, MELI, META, NIO, NU, SE, UBER	E-Commerce, global, growth, Mobility, semiconductors, technology	Manager holds positions in e-commerce logistics disruptor InPost and e-commerce platform Sea Limited. InPost is expanding its locker network across Europe with partnerships like Debenhams Group. Sea Limited shows revenue acceleration with margin expansion, representing the holy grail of growth investing.	ASML ^FTSE INPST.L AAPL\|LLY\|META\|MSFT\|NFLX\|NVDA\|PEP\|SBUX\|UBER\|UNH	View
2025 Q1	Apr 3, 2025	Brummer Multi-Strategy Fund	-	-	ASML, HD, INPST.L, MELI, META, NIO, NU, SE, UBER	Autonomous Vehicles, E-Commerce, global, growth, semiconductors, technology	InPost is disrupting European e-commerce logistics with its locker network expansion. The UK expansion is showing strong execution with major partnerships like Debenhams Group, handling up to £1.8 billion in gross merchandise volume.	ASML ^FTSE INPST.L AAPL\|LLY\|META\|MSFT\|NFLX\|NVDA\|PEP\|SBUX\|UBER\|UNH	View
2025 Q1	Apr 29, 2025	Polen Capital – Emerging Markets Growth	1.7%	1.7%	0700.HK, BABA, DLO, DNP.WA, INFY, INPST.L, LVS, NTES, TOTS3.SA, TSM, YUMC	AI, Brazil, China, Currency, emerging markets, Poland, security selection	China market continued rally from last year, supported by monetary easing and fiscal policies. DeepSeek's R1 AI model release marked significant technological milestone, with major companies like Tencent and Baidu integrating AI models into services, creating optimism about improved earnings in consumer digital services.	DLO LVS DNP.WA TOTS3.SA TME	View
2025 Q1	Mar 31, 2025	PM Capital Global Companies Fund	7.8%	7.8%	ASML, HD, INPST.L, MELI, META, NIO, NU, SE, UBER	Autonomous Vehicles, E-Commerce, global, growth, semiconductors, technology	InPost is disrupting European e-commerce logistics with its locker network expansion. The UK expansion is showing strong execution with major partnerships like Debenhams Group, handling up to £1.8 billion in gross merchandise volume.	ASML ^FTSE INPST.L AAPL\|LLY\|META\|MSFT\|NFLX\|NVDA\|PEP\|SBUX\|UBER\|UNH	View
2024 Q4	Dec 31, 2024	Baron Emerging Markets Fund	-7.4%	7.6%	005380.KS, 009540.KS, 0700.HK, 300750.SZ, BABA, BAJFINANCE.NS, BHARTIARTL.NS, HDFCBANK.NS, INPST.L, JD, MELI, RENT3.SA, SBIN.NS, TRENT.NS, TSM, YMM	China, E-Commerce, emerging markets, India, Korea, semiconductors, Shipbuilding	Fund maintains significant exposure to semiconductor leaders like TSMC, benefiting from cyclical recovery and AI chip demand. Taiwan and Korea constituents are strategically positioned for accelerating growth in AI, advanced computing, and leading-edge semiconductor manufacturing.		View
2025 Q3	Oct 28, 2025	Baron Emerging Markets Fund	10.9%	31.5%	002050.SZ, 0268.HK, 0700.HK, 1024.HK, 2308.TW, 300750.SZ, 601100.SS, 601865.SS, BABA, BEL.NS, BHARTIARTL.NS, GDS, INPST.L, MAXHEALTH.NS, PONY, SQM, SWIGGY.NS, TRENT.NS, TSM, XPEV	AI, China, Data centers, Electric Vehicles, emerging markets, India, semiconductors, technology	China is emerging as a major rival to the U.S. AI ecosystem, with Chinese companies leading in open-source large language models and achieving performance comparable to top U.S. models at lower computing costs. China possesses structural advantages including the world's largest digital population for training data, half the world's AI researchers, massive power capacity additions, and cost-effective infrastructure development.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Sigil Stable Fund	InPost SA	Industrials	Air Freight & Logistics	Bull	LSE	Disruptor, E-commerce logistics, Europe, Last-mile Delivery, Network expansion, Parcel Lockers, Value	View Pitch
Apr 13, 2026	Fund Letters	Easterly - Income Opportunities Fund	InPost SA	Industrials	Air Freight & Logistics	Bull	LSE	Disruptor, E-commerce logistics, European expansion, Last-mile Delivery, Parcel Lockers, Reinvestment runway, UK market, Value	View Pitch
Apr 13, 2026	Fund Letters	PM Capital Global Companies Fund	InPost SA	Industrials	Air Freight & Logistics	Bull	LSE	Automated delivery, Disruptor, E-commerce logistics, European expansion, Last-mile Delivery, Logistics Infrastructure, Parcel Lockers	View Pitch
Apr 13, 2026	Fund Letters	Miller Wealth Management	InPost SA	Industrials	Air Freight & Logistics	Bull	LSE	Automated, Disruptor, E-commerce logistics, European expansion, growth, Last-mile Delivery, Parcel Lockers	View Pitch
Apr 13, 2026	Fund Letters	The Wolf of Harcourt Street	InPost SA	Industrials	Air Freight & Logistics	Bull	LSE	Automated, Disruptor, E-commerce logistics, European expansion, Last-mile Delivery, Network expansion, Parcel Lockers, UK market	View Pitch
Apr 13, 2026	Fund Letters	Brummer Multi-Strategy Fund	InPost SA	Industrials	Air Freight & Logistics	Bull	LSE	Automation, Disruptor, E-commerce logistics, European expansion, Last-mile Delivery, network effects, Parcel Lockers	View Pitch

BSD Shareholders of INPST-L

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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