LYFT

LYFT

LYFT

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q3	Sep 30, 2024	Octahedron Capital	-	-	AAPL, AMZN, CART, CPNG, DASH, DIS, GOOGL, GRAB, LYFT, META, NFLX, PINS, RDDT, ROKU, SNAP, SNOW, SPOT, UBER, WBD, WMT, YELP	AI, Cloud, Digital, E-Commerce, growth, Internet, semiconductors, technology	Generative AI is driving significant productivity improvements across software development and enterprise applications. Companies are seeing measurable ROI from AI investments, with GitHub Copilot accounting for over 40% of GitHub revenue growth and Microsoft reporting billions in AI infrastructure revenue. AI is accelerating cloud migrations and enabling new usage-based pricing models.		View
2025 Q2	Jul 9, 2025	Middle Coast Investing	-	-	AAPL, ABM, AER, AMZN, ATRO, AVGO, BOOM, COF, DECK, ECG, FCNCA, FG, HSY, LEVI, LULU, LYFT, OMAB, PGR, SCHW, SCS, SJM, TRIP, VMEO, WS	Apparel, financials, inflation, small caps, tariffs, technology, value	The Trump administration has backed off its most extreme tariff positions but tariffs remain higher than before April 2nd. The administration has expressed admiration for current tariff levels of 30% for China, varied tariffs for NAFTA partners, and at least 10% for the rest of the world. One trade deal has been reached with Vietnam entailing 20% tariffs on Vietnamese goods and 40% on third-party goods shipped through Vietnam.	DECK LYFT TRIP ABM DECK LYFT	View
2025 Q2	Jul 28, 2025	Harry Qelm Baabsman	-	9.7%	ADBE, BIRD, BWA, CRM, FLNC, GOOGL, HFG.DE, LIGHT.AS, LYFT, MGA, NVDA, NXT, PUM.DE, S92.DE, SEDG, SHOP.TO, THO, VWSB.CO, ZAL.DE, ZM	AI, clean energy, Cloud, E-Commerce, Solar, technology, value, Wind	Solar equipment companies like Nextracker grew 59% since December, while SMA Solar and SolarEdge combined grew 50%. The fund sees solar as a primary energy source with rapidly increasing presence, moving from below 0.5% to 5-7% of total energy consumption and above 10% of electricity generation worldwide.	ADBE PUM GR VWSB GR NXT ZAL GR ZM CRM	View
2024 Q2	Jul 2, 2024	Infuse Partners	21.9%	-	AKAM, ALRM, LYFT, MCD, META, MSFT, NET, UBER	Concentration, growth, Israel, software, technology, value	The letter discusses how AI has created tailwinds for proxy networks as large language models need structured data from across the internet for training. This has driven demand for data scraping services that proxy networks enable.	ALRM	View
2024 Q2	Jun 30, 2024	Octahedron Capital	-	-	AMD, AMZN, AVGO, CART, CVNA, DASH, DIS, GOOGL, LYFT, MA, MELI, NFLX, NU, NVDA, SNOW, SPOT, TSLA, UBER, V, W	AI, Cloud, consumer, E-Commerce, growth, payments, semiconductors, technology	AI infrastructure spending is driving hyperscaler reacceleration with training and GPU demand leading growth. Enterprise AI applications remain mostly experimental with ROI questions emerging. Compound AI systems are becoming necessary for production-quality applications.		View
2025 Q1	Apr 9, 2025	Maple Tree Capital – Heartwood	-18.0%	-18.0%	ASO, CRWD, DNUT, EA, GRND, HIMS, LMND, LYFT, RDDT, UEC, UPST	AI, growth, nuclear, small caps, tariffs, technology, volatility	President Trump launched sweeping tariffs on countries worldwide, catching markets off guard and sparking panic. These tariffs pose serious inflationary threats and have created a lose-lose scenario for the Fed. The manager views these extreme tariffs as partly a negotiating tactic but acknowledges justified market fear.	RDDT LYFT CRWD EA UEC ASO DNUT UPST	View
2025 Q1	Apr 9, 2025	Maple Tree Capital – Jonagold	-13.6%	-13.6%	ASO, CRWD, DNUT, EA, GRDR, HIMS, LMND, LYFT, RDDT, UEC, UPST	AI, Concentration, cybersecurity, growth, nuclear, tariffs, technology, volatility	Upstart's latest AI model enhancements, including m18 and m19, set the company up well to execute in the newly unfavorable environment. Electronic Arts has consistently invested more in R&D than its peers, positioning itself to lead in the AI-driven future of gaming. Reddit holds incredibly unique and structured user-generated data, which will be extremely valuable in the AI era.	RDDT LYFT CRWD EA UEC ASO DNUT UPST	View
2023 Q1	Apr 5, 2023	Infuse Partners	10.1%	10.1%	AAPL, ABNB, AMZN, AXON, COST, CRM, CSU.TO, DDOG, HCC, INSP, LSPD.TO, LYFT, META, MO, MSI, ORCL, RUN, TDG, TDOC, TSM, UBER	Founder, growth, Quality, technology, value	Manager outlines comprehensive 12-point quality checklist for evaluating businesses, emphasizing founder-led companies, competitive advantages, recurring revenue, and financial strength. Quality assessment is central to the investment process, combined with growth and valuation metrics to create the portfolio.	AXON	View
2026 Q1	Apr 22, 2026	Columbia Seligman Global Technology Fund	4.8%	4.8%	AEIS, AMAT, AVGO, BE, COHR, CRM, GDDY, GEN, LRCX, LYFT, MSFT, ORCL, TER, WDC	AI, Data centers, growth, semiconductors, technology			View
2026 Q1	Apr 10, 2026	Middle Coast Investing	-3.9%	-3.9%	BKNG, COF, DUOL, GTLB, LYFT, PGR, SARO	aerospace, AI, insurance, Memes, technology, Travel, volatility		DUOL SARO FG GTLB BKNG PGR	View
2023 Q4	Dec 31, 2023	Harry Qelm Baabsman	-	6.8%	ADBE, CRM, CSIQ, ENPH, GOOGL, HFG.DE, LIGHT.AS, LYFT, SEDG, SHOP.TO, TPIC, VWSB.DE, ZAL.DE, ZM	clean energy, Esg, Europe, long-term, technology, value	The fund invested in solar energy leaders SolarEdge, Canadian Solar, and Enphase after the sector crashed in late 2023 due to declining demand. These companies maintain leadership positions and financial health despite industry cyclical challenges.	SEDG AZM IM CRM TPIC LIGHT.AS HFG.DE ZAL.DE	View
2025 Q3	Oct 2, 2025	Middle Coast Investing	-	-	AAPL, AER, AMZN, ATRO, AVGO, COF, CPAY, DALN, FCNCA, GOGO, GOOG, LULU, LYFT, MSFT, OMAB, PGR, PTLO, SCS, TRIP, TSM	AI, buyouts, insurance, semiconductors, technology, value	Manager discusses AI cautiously, experimenting with it for business operations and research but finding limited practical value so far. Views AI as creating a bubble environment similar to the internet bubble, with many participants admitting it's in a bubble phase. Invests selectively in AI-related companies but maintains natural skepticism.	AL US TFSL US BHF US HI US GOGO US CORP US	View
2024 Q3	Oct 1, 2024	Maple Tree Capital – Heartwood	2.4%	0.0%	ADBE, ASO, CHGG, CRWD, DIS, GOOGL, GRND, HIMS, KKD, LMND, LYFT, RKLB, SMCI, SOUN, TSLA, UEC, UPST	AI, cybersecurity, growth, nuclear, Rideshare, small caps, turnaround, value	Initiated Crowdstrike after it fell ~40% following the July 19, 2024 tech outage. The manager viewed the outage as demonstrating Crowdstrike's power and moat, as the entire tech sector practically shut down. Despite fears of lawsuits and market share loss, analysts did not significantly revise earnings estimates, suggesting the impact was primarily multiple contraction.		View
2024 Q3	Oct 1, 2024	Maple Tree Capital – Jonagold	32.7%	0.0%	ADBE, ASO, CHGG, CRWD, DIS, DNUT, GOOGL, GRND, HIMS, LMND, LYFT, RKLB, SMCI, SOUN, TSLA, UEC, UPST	Fintech, growth, Rate Cuts, small caps, technology, turnaround	Jonagold strategically focuses on small-cap investments with substantial growth prospects that are temporarily out of favor due to cyclical trends or significantly misunderstood. The fund expects small caps to continue performing well as the Federal Reserve further reduces rates, with rate-sensitive securities front-loading near the end of Q3.		View
2025 Q4	Jan 9, 2026	Middle Coast Investing	2.7%	16.9%	AAPL, ABM, AER, AMZN, APOG, ATKR, ATRO, AVGO, BHF, CCK, COF, CPAY, ECG, FG, GOGO, GOOG, HI, HNI, HURC, LULU, LYFT, MLKN, OMAB, PAGS, PGR, PTLO, SCHW, TRIP, WS	Bottom-up, Cash, Defensive, Office Furniture, risk management, value	Manager emphasizes bottom-up investing approach, looking for companies that will do better in years ahead when stocks are priced attractively. Seeks good companies at fair prices to protect against market struggles while avoiding missing big years. Primary goal is to avoid blowing up and survive through bad times. Uses rules like not buying whole positions at once, demanding 50% upside, watching leverage, and knowing when to double down. Maintains defensive portfolio positioning. Decade-long investment theme in office furniture companies including Kimball International, Steelcase, and HNI Corporation. Believes return to office theme hasn't played out but might be soon, with order growth showing improvement across major players.		View
2025 Q4	Jan 22, 2026	Square Peg	0.0%	0.0%	GOOGL, LYFT, NVDA, TSLA, UBER	AI, Applications, growth, innovation, portfolio, Robotics, technology, Venture Capital	The fund views AI as creating profound technological and societal change with no historical precedent. They believe industry by industry will be transformed by AI-native applications over the next few years, and they are in the very early days of that evolution. Most of their investing activity focuses on the application layer, including companies like Aidoc, Sumble, Cuttable, and Lorikeet. The fund observes robots delivering items in hotels and competing robotaxi services from Waymo and Tesla as examples of how the future is already here but unevenly distributed. They expect robots will eventually drive cars faster than Formula 1 drivers and beat the best athletes, though people will still prefer human competition.		View
2025 Q4	Jan 21, 2026	Columbia Seligman Global Technology Fund	5.0%	35.4%	AAPL, AMAT, AVGO, BE, GOOGL, LRCX, LYFT, MRVL, MSFT, MU, NVDA, ORCL, PINS, TER, WDC, WIX	AI, Data centers, Equipment, global, growth, semiconductors, technology	AI infrastructure build-out remains strong with hyperscalers and enterprises committing to large-scale spending on GPUs, high-speed networking and high-bandwidth memory. The quarter saw volatility around AI capital expenditure concerns and whether spending had ramped too fast, but fundamentals remained intact with continued demand for AI data centers and power solutions. Semiconductor equipment demand remained steady and recovered strongly following April volatility around global tariffs. Companies focused on reallocating production across geographic locations to adjust for potential tariff impacts. Memory and storage pricing improved following the 2022-2023 down cycle, with NAND/DRAM markets tightening on AI data demand. Power shortage overhangs new AI data center builds globally, creating demand for alternative energy solutions. Bloom Energy's fuel cells provide solutions that can plug into natural gas lines and ramp up power delivery quicker than traditional providers, addressing the largest constraint on AI development according to NVIDIA's CEO. High-bandwidth memory and AI chips are fueling significant investments and demand for advanced storage solutions. Western Digital benefited from increased purchase orders from major hyperscalers extending into 2026 and 2027, driven by AI infrastructure demand for high-capacity hard disk drives. Cybersecurity consistently remains a top priority for CIO budgets as non-technology companies continue increasing AI solution usage in daily operations. However, increased regulatory scrutiny on data privacy, AI ethics and antitrust could create headwinds as companies seek more security solutions amid AI adoption.	AMAT TER WDC BE LRCX NVDA	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Maple Tree Capital - Heartwood	Lyft	Communication Services	Interactive Media & Services	Bull	NASDAQ	Mobile Platform, operational improvements, Ride Sharing, Transportation, turnaround	View Pitch
Apr 13, 2026	Fund Letters	Maple Tree Capital - Jonagold	Lyft	Communication Services	Interactive Media & Services	Bull	NASDAQ	Brand Recovery, Ride Sharing, Robotaxi Competition, turnaround, Underappreciated	View Pitch
Apr 13, 2026	Fund Letters	Middle Coast Investing	Lyft Inc	Consumer Discretionary	Internet & Direct Marketing Retail	Bull	NASDAQ	duopoly, growth, international expansion, new management, Ridesharing, SaaS, technology, Transportation, turnaround	View Pitch
Jan 8, 2026	Fund Letters	Daniel Shvartsman	Lyft Inc.	Industrials	Ground Transportation	Bull	NASDAQ	cashflow, growth, mobility, Ridesharing, turnaround	View Pitch
Aug 13, 2025	Seeking Alpha	Ricardo Fernandez	Lyft, Inc.	Information Technology	Software - Application	Bull	NASDAQ	—	View Pitch
Aug 8, 2025	Seeking Alpha	Daniel Shvartsman	Lyft, Inc.	Information Technology	Software - Application	Bull	NASDAQ	—	View Pitch

BSD Shareholders of LYFT

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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