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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 22, 2025 | Artisan Partners Small Cap Fund | 7.3% | -3.6% | BIRK, BWXT, CWAN, FLEX, FRSH, HALO, IOVA, IRTC, LSCC, MDGL, MTSI, SAIA, STVN, TTAN, WING | cash flow, fundamentals, Quality, small caps, Valuation discipline | The letter highlights a challenging environment where speculative stocks outperformed quality businesses. Management remains committed to owning high-quality small-cap companies with strong cash flows and attractive valuations. The outlook favors long-term compounding as fundamentals reassert leadership. | GWRE STVN SVTA BIRK MDGL WING BWXT CWAN IRTC MTSI FLEX |
View |
| 2024 Q2 | Jul 20, 2024 | Artisan Partners Small Cap Fund | 9.0% | 14.0% | BSY, COCO, ETSY, GWRE, IOVA, LSCC, NTBL, SMCI, TWST, WING | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 4, 2026 | Twitter / X | @Pharmdca | Iovance Biotherapeutics, Inc. | Biotechnology | Biotechnology | Bull | NASDAQ | biotechnology, Celltherapy, Immunotherapy, LungCancer, Melanoma, NSCLC, Oncology, TIL | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Biotech Beast | Iovance Biotherapeutics | Health Care | Biotechnology | Neutral | NASDAQ | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Edmund Ingham | Iovance Biotherapeutics, Inc. | Health Care | Biotechnology | 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. | ||||||||