LONN SW Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2026 Q2	Jul 21, 2026	Baillie Gifford -International Concentrated Growth	-	-5.7%	000660 KS, 300750.SZ, ASML, BNTX, DHER.DE, KER.PA, LONN SW, MELI, SPOT, TSM	AI, Concentration, E-Commerce, growth, international, long-term, semiconductors, technology		300750.SZ LONN.SW 000660.KS ASML TSM SPOT MELI	View
2026 Q1	Apr 18, 2026	Baillie Gifford – US Equity Growth	-6.0%	-	6920.T, ADYEN.AS, AI.PA, ASML, LONN SW, MBLY, OR.PA, SIK.SW, SPOT, TSM	AI, growth, international, long-term, Quality, semiconductors, technology			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Feb 26, 2026	Fund Letters	Dr. Hendrik Leber	Lonza Group AG	Health Care	Life Sciences Tools & Services	Bull	Swiss Exchange	acquisition, biologics, capacity expansion, CDMO, Integration, Management Change	View Pitch

BSD Shareholders of LONN-SW

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

LONN-SW

LONN-SW

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of LONN-SW

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