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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Aug 2, 2024 | Alger Small Cap Focus Fund | 6.4% | 5.9% | AGYS, CABA, KRUS, MAR, NTRA, RGEN, WING | AI, Cloud, Genomics, growth, healthcare, small caps, technology | AI is at an inflection point, potentially enabling significant increases in productivity. Growing confidence in AI capabilities boosted large cap technology stocks during the quarter. The fund sees AI as creating attractive investment opportunities. | RGEN KRUS CABA AGYS NTRA WING |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Alger Small Cap Focus Fund | Kura Sushi USA Inc | Consumer Discretionary | Restaurants | Bull | NASDAQ | Authentic Cuisine, California Market, consumer spending, Expansion Opportunities, Japanese Restaurant, Revolving Sushi, same-store sales, Technology-enabled Dining | View Pitch |
| Jan 11, 2026 | Seeking Alpha | Seeking Alpha | Kura Sushi USA, Inc. | Restaurants | Casual Dining | Neutral | NASDAQ Stock Market | Automation, collaborations, consumer spending, growth stock, Kura Sushi USA, operating margins, price action, restaurant expansion, stock valuation, tariffs | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Caffital Research | Kura Sushi USA, Inc. | Consumer Discretionary | Restaurants | Bear | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Pedro Goulart | Kura Sushi USA, Inc. | Consumer Discretionary | Restaurants | 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. | ||||||||