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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Sep 30, 2025 | Impax US Sustainable Economy Fund | 7.3% | 11.1% | AVGO, ELV, GOOG, INTC, ORCL, PGR | efficiency, Esg, innovation, Resilience, sustainability | Impax focuses on companies positioned to benefit from the transition to a more sustainable economy, emphasizing corporate resilience, resource efficiency, and long-term structural tailwinds. The fund highlights that sustainability-aligned businesses can deliver competitive returns while managing environmental and social risks. Sustainability remains investable as regulation, capital flows, and innovation reinforce these themes. | View | |
| 2024 Q3 | Sep 30, 2024 | ClearBridge Investments Large Cap Value | - | - | APD, AVGO, EIX, INTC, MCK, ORLY, PH, SBUX, SHW, UPS | - | View | ||
| 2024 Q2 | Jul 12, 2024 | Parnassus Value Equity Fund | 7.3% | 13.7% | ALGN, AVGO, BAX, BEPC, CSCO, GOOG, GPN, INTC, MU, NICE IT, ORCL, TSM | - | View | ||
| 2024 Q1 | Apr 27, 2024 | Parnassus Value Equity Fund | 7.3% | 13.7% | BIIB, CMI, FIS, GILD, INTC, MU, PGR, SPGI | - | View | ||
| 2024 Q1 | Apr 27, 2024 | Parnassus Core Equity Fund | 5.5% | 18.2% | AAPL, AMAT, AZO, CHTR, DE, FI, INTC, ORCL, RHO GR, SPGI | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Ariel Global Fund | 6.9% | 0.0% | 7270 JP, 7832 JP, APTV, BIDU, COF, CVS, DTG, DVA, ELE SW, INTC, JD, STLA, TDC | - | View | ||
| 2023 Q4 | Nov 1, 2024 | Upslope Capital Management | 14.8% | 18.1% | CHG LN, EMG LN, INTC, NVT, NWC CN | - | View | ||
| 2024 Q3 | Oct 28, 2024 | Parnassus Core Equity Fund | 5.5% | 18.2% | ADBE, AMAT, AMZN, CHTR, DHI, GOOG, ICE, INTC, MU, O, SHW, SNPS, SYK, WM | - | View | ||
| 2024 Q3 | Oct 28, 2024 | Parnassus Value Equity Fund | 7.3% | 13.7% | AMZN, AXP, BIIB, BK, CBRE, CHTR, DHI, GOOG, INTC, MU, ORCL, PGR, SCHW, UNH | - | View | ||
| 2025 Q3 | Oct 20, 2025 | Alpha Wealth Funds – The Insiders Fund | - | 14.8% | AMAT, AMD, APP, AXON, ET, GOOG, INTC, LLY, MRVL, ROK | Artificial Intelligence, Energy Infrastructure, healthcare, insider buying, semiconductors | The fund returned 21% YTD, led by strong gains in Alphabet, Intel, and Applied Materials as AI and semiconductor momentum accelerated. Managers emphasized insider buying across key holdings, particularly in Eli Lilly and Marvell Technology. The letter frames AI as the decades defining opportunity while maintaining diversification through healthcare and energy infrastructure plays. | MRVL AMD INTC AMAT LLY APPF ROK AXON ET GOOG MRVL AMD INTC AMAT LLY APPF ROK AXON ET GOOG |
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| 2025 Q3 | Oct 15, 2025 | Upslope Capital Management | 8.8% | 12.5% | 8697 JP, BIO, CHG LN, DPLM LN, EVR, FCN, GOOG, HOLN SW, HSY, IMXI, INTC, KDEF, MKTX, SMIN LN, STE, TDY, WST | AI, defense, healthcare, Quality, valuation | Upslope remains cautious as valuations stretch and shorting speculative names becomes difficult. The fund adds defensive longs in healthcare and new exposure to the Korea Defense ETF, citing global security and cost advantages. Its positioning favors durable, high-quality businesses poised to outperform when speculative excess fades. | View | |
| 2025 Q3 | Oct 15, 2025 | Ariel Global Fund | 5.0% | - | 009150 KS, 3436 JP, 425 HK, 6460 JP, 6981 JP, BTA LN, FDX, FME GR, FSLR, HUM, INFA, INTC, MTB, PUB FP, ROG SW, SYNSY | Artificial Intelligence, diversification, Edge computing, Global Equities, Value Investing | Ariel Global Fund benefited from strong stock selection in solar, semiconductors, and healthcare, and expanded into companies exposed to AI and Edge computing. The team stresses diversification beyond the U.S. amid high valuations and sees global rebalancing as a key tailwind. It focuses on undervalued franchises positioned for cyclical recovery and secular technology adoption. | View | |
| 2025 Q4 | Jan 5, 2026 | Greenfield Investment Management | 0.0% | 0.0% | BLDR, BNT.DE, CARR, CSU.TO, GOOGL, HEI.DE, INTC, JMHLY, MCK, OMC, POW.TO, RSHO, RYAAY, TAP, WCC | Airlines, Conglomerates, global, infrastructure, Pharmaceuticals, semiconductors, technology, value | Manager believes Heidelberg Materials will benefit from investment in and upgrading of infrastructure around the world. New bridges, highways, dams, tunnels, airports, ports, pipes, and railways require a lot of cement. McKesson investment viewed as similar to a royalty on Americans taking more pharmaceuticals over time. The pharmaceutical distribution company operates mainly in the United States and has climbed steadily despite earlier opioid crisis concerns. Manager follows value investing approach, buying companies at attractive valuations relative to earnings. Multiple examples given of purchasing stocks at low price-to-earnings multiples when they were out of favor. | View | |
| 2025 Q4 | Jan 30, 2026 | Alpha Wealth Funds – The Insiders Fund | -0.4% | 30.8% | AMAT, AMD, APPF, AXON, ET, GOOGL, INTC, LLY, LRCX, MRVL, NKE, NSC, NUE, ROK | AI, Automation, Industrial, Manufacturing, Onshoring, semiconductors, technology | Geopolitical events and government incentives like the U.S. CHIPS Act are driving monumental investment to localize advanced semiconductor manufacturing in the U.S. and allied nations. This builds resilience and meets future demand from AI, 5G/6G, and advanced auto. The fund seeks direct beneficiaries of this capital expenditure cycle. Focus expands beyond Generative AI and LLMs to Physical AI—the integration of AI/ML into autonomous physical systems and advanced robotics. The next wave of productivity will come from intelligent machines executing complex real-world tasks. This includes foundational AI infrastructure, Edge AI hardware, and advanced Industrial/Service Robotics. The fund is positioned around the thesis that the U.S. Government will spend whatever amount necessary to assist the government-private industry partnership to reshore the semiconductor industry. Companies like Applied Materials dominate wafer fabrication equipment as AI, advanced packaging, and memory capex ramp globally. Broader echo of the semiconductor trend covering other critical industries like rare earth metals, batteries, and pharmaceuticals where focus is shifting from lowest-cost sourcing to supply chain resilience. The fund targets companies establishing highly automated, next-generation domestic production capabilities. | NSC INTC MRVL NUE ROK AMAT APPF ET GOOG |
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| 2025 Q4 | Jan 27, 2026 | Fawkes Capital Management | 5.4% | 35.5% | 000660.KS, 0300.HK, AMAT, AMD, INTC, LRCX, TSM | AI, Asia, Bubble, Equipment, infrastructure, semiconductors, technology | AI infrastructure investment could reach $400 billion in 2026, equivalent to 1.5% of US GDP, potentially doubling economic growth. Unlike the dotcom bubble, AI infrastructure must scale dynamically with usage as demand is real and immediate. However, AI remains largely uneconomic with only 5% of ChatGPT users paying for services. Global chip shortage driven by accelerating AI demand has caused memory chip prices to triple in 2025. Intel and AMD are flagging logic chip supply constraints while leading foundries like TSMC and SK Hynix announced double-digit capex increases, pointing to significant equipment demand. | 8637 HK |
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| 2025 Q4 | Jan 20, 2026 | Harding Loevner Global Small Companies | 0.4% | 8.5% | AAPL, ADBE, AMD, AMZN, AVGO, CRM, CSCO, GOOGL, IBM, INTC, META, MSFT, NFLX, NOW, NVDA, ORCL, PYPL, QCOM, TSLA, TXN | global, healthcare, momentum, Quality, small caps, technology, value | The manager emphasizes quality-growth investing that demands relentless skepticism toward market narratives and constant scrutiny of company fundamentals. They focus on financially strong, well-managed companies with durable competitive advantages operating in industries poised for long-term growth. The letter discusses how price momentum is a well-documented phenomenon where securities whose prices have risen are more likely to keep rising in the short run. When momentum takes hold, fundamentals usually fade from view while narratives are used to justify price moves. AI enthusiasm has lifted hardware and semiconductor stocks while weighing on shares of software and services holdings. The manager notes that many AI-related winners lack clear basis for continuing, with some companies barely connected to the AI theme benefiting from momentum. Gold is trading at its highest inflation-adjusted level in five decades, but it is a volatile commodity. Gold-mining companies have not had a great history of profitability other than when prices are unusually high, making the current rally questionable for long-term returns. | 2344 TT DIA IM 298380 KS |
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| 2025 Q4 | Jan 20, 2026 | Gymkhana Partners | 0.0% | -11.0% | AMZN, ASTRA.NS, BHARATBIJ.NS, FINPIPE.NS, GOOGL, INTC, JAMNAUTO.NS, MSFT, RELIANCE.NS, SANSERA.NS, TATAELXSI.NS, UNIMECH.NS | defense, growth, India, Manufacturing, Reform, small caps, value | Gymkhana has increased positions in defense/aerospace companies and assembled a sub-database applying standardized valuation frameworks to more than 50 undervalued Indian holding companies. The firm has researched India's defense and aerospace industries extensively, understanding the broader ecosystem from state-controlled behemoths to private-sector suppliers specializing in aerostructures and precision-engineered components. This research forms the basis for selecting ten Indian defense/aerospace companies currently held in the portfolio. India's economy continues to power ahead with 8.2% GDP growth despite U.S. tariffs, driven by booming domestic consumption, prudent macroeconomic governance, and favorable demographics. The Modi government has enacted transformative pro-free market policies including GST streamlining, labor law overhaul, and securities market modernization. Technology titans like Amazon, Google, and Microsoft have unveiled over $67 billion in planned investments, while Intel announced strategic alliance with Tata Electronics for semiconductor fabrication. Gymkhana is now more allocated to smaller-capitalization companies and less to larger-cap stocks compared to a year ago. The firm believes their portfolio of well-managed, earnings-compounding smaller-cap businesses purchased at reasonable multiples is more likely to generate superior long-term results than portfolios concentrated in large-capitalization stocks. Most India-dedicated ETFs and mutual funds are over-concentrated in IT services and petroleum behemoths that are less tied to India's booming domestic market. Gymkhana's businesses sell at very significant discounts to their intrinsic values, with a position size-weighted P/E ratio of just over 15 times forward earnings. This represents a significant discount to every U.S. and Indian equity index mentioned, even though the portfolio companies' earnings are growing at faster rates. The firm focuses on well-managed, earnings-compounding businesses purchased at reasonable multiples of earnings. | View | |
| 2025 Q4 | Jan 13, 2026 | Upslope Capital Management | 2.0% | 14.8% | 6954.T, 8697.T, BAH, BIO, CCK, CME, DPLM.L, FCN, GOOGL, HOLN.SW, HSIC, HSY, INTC, MKTX, SAND.ST, SMIN.L, STE, TDY | AI, Automation, defense, healthcare, industrials, Japan, Long/Short, mid cap | Manager exited European defense stocks for the first time since early 2022, citing full valuations and expectations that the Ukraine conflict may wind down. However, maintains exposure through Booz Allen Hamilton and Korea Defense ETF, noting long-term secular tailwinds from rising geopolitical risks and defense spending. AI is described as everywhere, particularly on buyside analyst desktops, contributing to faster market pace and gambling-like behavior. Manager sees AI moving into the physical world as a catalyst for industrial automation companies like Fanuc, which is positioned to benefit from AI's expansion beyond digital applications. Fanuc holds ~50% market share in CNCs and is a leading factory robotics player, positioned to benefit from AI moving into the physical world and rising trade barriers boosting global reshoring. The company serves general industrial, automotive, electronics, and aerospace end markets with global diversification. Portfolio includes Japan Exchange Group benefiting from ongoing Japanese equity market structure reforms and corporate governance improvements. Fanuc represents exposure to leading Japanese industrials with fortress balance sheets and global market leadership in automation. | HSIC 6954 JP CCK BAH |
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| 2024 Q3 | Sep 30, 2024 | ClearBridge Investments Dividend Strategy | 0.0% | 0.0% | AMT, EIX, ENB, INTC, NVDA | - | View | ||
| 2024 Q3 | Sep 30, 2024 | American Century Equity Income Fund | 9.6% | 0.0% | INTC, JPM, KVUE, MCHP, MDT, ON, PG, RKT, TROW | - | View | ||
| 2024 Q2 | Jul 31, 2024 | Ariel Global Fund | 6.9% | 0.0% | ALL, BAWAY, CS FP, CVS, EMAAR UH, IFX GR, INTC, KB, NTAP, STLA, TSM | - | View | ||
| 2024 Q2 | Jul 15, 2024 | Parnassus Core Equity Fund | 5.5% | 18.2% | AAPL, AMAT, BALL, COST, CRM, DE, GOOGL, INTC, ORCL, VRSK | - | View | ||
| 2024 Q2 | Jun 30, 2024 | American Century Equity Income Fund | 9.6% | 0.0% | ADI, CB, INTC, KVUE, MCHP, MDT, NSC, RHO GR, TXN, ULVR | - | View | ||
| 2023 Q4 | Jan 31, 2024 | Ariel Global Fund | 6.9% | 0.0% | BIDU, BMY, CNH, DSN0 GR, FUH0 GR, INTC, KB, O2D GR, TFC, VZ, WIZZ LN | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 4, 2026 | Twitter / X | @Arya__Deniz | Intel Corporation | Semiconductors & Semiconductor Equipment | Semiconductors | Bull | NASDAQ | AI, Chips, CPUs, datacenter, Foundry, Geopolitics, Hedge, manufacturing, semiconductors, Taiwan, turnaround, X86 | View Pitch |
| Feb 4, 2026 | Twitter / X | @BlockChain187 | Intel Corporation | Semiconductors & Semiconductor Equipment | Semiconductors | Bull | NASDAQ | 18A, CapEx, EMIB, Foundry, GrossMargin, Japan, Packaging, restructuring, SaleLeaseback, semiconductors, ServerCPUs, TaxCredit | View Pitch |
| Feb 4, 2026 | Fund Letters | Harvey Warren Sax | Intel Corporation | Information Technology | Semiconductors | Bull | NASDAQ | AI chips, Foundry, national security, Semiconductor manufacturing, turnaround | View Pitch |
| Jan 28, 2026 | Fund Letters | Erin Greenfield | Intel Corp | Information Technology | Semiconductors | Bear | NASDAQ | capital allocation, Competition, management, semiconductors, strategy | View Pitch |
| Jan 27, 2026 | Seeking Alpha | Seeking Alpha | Intel Corporation | Semiconductors | Integrated Circuits | Neutral | NASDAQ Stock Market | data center, Foundry business, Free Cash Flow, growth inflection, Intel, NVIDIA, semiconductors, Softbank, supply constraints, valuation multiples | View Pitch |
| Jan 26, 2026 | Substack | Sleepy Sol | Intel Corporation | Semiconductors | Integrated Circuits | Bull | Nasdaq Stock Market | Apple, CPU shortage, Google, Intel, market volatility, NVIDIA, options market, semiconductors, Softbank, Strategic Partnerships | View Pitch |
| Jan 23, 2026 | Seeking Alpha | Seeking Alpha | Intel Corporation | Semiconductors | Integrated Circuits | Bull | NASDAQ Stock Market | business restructuring, cash flow, cost efficiencies, debt reduction, EPS growth, future guidance, Intel Corporation, Q4 2025 earnings, revenue beat, semiconductors | View Pitch |
| Jan 8, 2026 | Substack | Sleepy Sol | Intel Corporation | Technology | Semiconductors | Bull | NASDAQ Stock Market | CES announcements, fab capabilities, geopolitical risks, innovation, input costs, Intel, market share, semiconductors, supply chain diversification, tech partnerships | View Pitch |
| Nov 29, 2025 | Fund Letters | Harvey Warren Sax | Intel Corp. | Information Technology | Semiconductors | Bull | NASDAQ | AI, Foundry, Margins, Policy, restructuring, semiconductors, turnaround | View Pitch |
| Nov 29, 2025 | Fund Letters | Bradley J. Eixmann | Intel Corporation | Information Technology | Semiconductors | Bull | NASDAQ | CapEx, Chips, manufacturing, recovery, semiconductors, turnaround | View Pitch |
| Nov 28, 2025 | Fund Letters | Harvey Warren Sax | Intel Corp. | Information Technology | Semiconductors | Bull | NASDAQ | AI, Foundry, Margins, Policy, restructuring, semiconductors, turnaround | View Pitch |
| Oct 31, 2025 | Seeking Alpha | Seeking Alpha | Intel Corporation | Semiconductors | Neutral | 18A technology, AI applications, competitive pressures, Foundry business, Intel Corporation, margin uncertainty, Panther Lake, power efficiency, semiconductors, Valuation risk | View Pitch | ||
| Oct 27, 2025 | Substack | Sleepy Sol | Intel Corporation | Information Technology | Semiconductors | Bull | Intel, Lip-Bu Tan, long-term growth, NVIDIA investment, Pat Gelsinger, semiconductors, Softbank, third-party fab, Turnaround strategy, US government support | View Pitch | |
| Oct 23, 2025 | Value Investors Club | imezsk | Intel Corporation | Information Technology | Semiconductors & Semiconductor Equipment | Bull | NASDAQ | AI chips, Contrarian long, deep value, turnaround | View Pitch |
| Oct 14, 2025 | Seeking Alpha | Seeking Alpha | Intel Corporation | Semiconductors | Neutral | earnings growth, foundry services, Intel Corporation, investment strategy, market conditions, political support, price target, semiconductors, U.S. manufacturing, valuation | View Pitch | ||
| Oct 8, 2025 | Seeking Alpha | Seeking Alpha | Intel Corporation | Semiconductors | Bear | AI solutions, financial losses, Foundry business, government deals, Intel, market speculation, Nvidia partnership, semiconductors, stock rally, TSMC | View Pitch | ||
| Oct 6, 2025 | Seeking Alpha | Seeking Alpha | Intel Corporation | Semiconductors | Bull | AI infrastructure, external investment, geopolitical risks, Intel Corporation, market share, monetary easing, NVIDIA investment, semiconductor demand, semiconductors, U.S. government stake | View Pitch | ||
| Oct 2, 2025 | Seeking Alpha | Seeking Alpha | Intel Corporation | Semiconductors | Neutral | AMD discussions, Foundry business, Intel Corporation, market share, NVIDIA collaboration, Reorganization efforts, semiconductors, stock valuation, Turnaround strategy, U.S. Government investment | View Pitch | ||
| Sep 26, 2025 | Seeking Alpha | Seeking Alpha | Intel Corporation | Semiconductors | Bull | AI chip market, balance sheet, capital expenditure, Foundry business, IDM model, Intel Corporation, Lip-Bu Tan, non-core asset monetization, profitability metrics, technological competition | View Pitch | ||
| Aug 13, 2025 | Seeking Alpha | Simple Investment Ideas | Intel Corporation | Information Technology | Semiconductors | Bull | NASDAQ | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Livy Investment Research | Intel Corporation | Information Technology | Semiconductors | Bear | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Danil Sereda | Intel Corporation | Information Technology | Semiconductors | Bull | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Uttam Dey | Intel Corporation | Information Technology | Semiconductors | Bull | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Yiannis Zourmpanos | Intel Corporation | Information Technology | Semiconductors | Bull | NASDAQ | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Lighting Rock Research | Intel Corporation | Information Technology | Semiconductors | Bull | NASDAQ | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | The Alpha Oracle | Intel Corporation | Information Technology | Semiconductors | Neutral | NASDAQ | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Luca Socci | Intel Corporation | Information Technology | Semiconductors | 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. | ||||||||