Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 27, 2025 | Fawkes Capital Management | 7.6% | - | AVIO IM, MAXR, NVDA, PKE, VH2 GR | ai buildout, DataCenters, Energy Demand, fiscal spending, infrastructure | The letter centers on infrastructure spending as a multi-year investment cycle, with emphasis on German and AI-related infrastructure buildouts. Management argues that energy, datacenter capacity, and grid investments are structurally underappreciated by markets. The theme is supported by government policy and secular demand growth. | MAXR PKE NVDA VH2 GR |
View |
| 2022 Q4 | Oct 1, 2023 | White Falcon Capital Management | 6.0% | 8.5% | AMD, CPLFF, DSEY, EPAM, FTCH, Gold, MAXR, Precious Metals | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 5, 2025 | Fund Letters | Xinyu Ru | Maxar Technologies Inc. | Real Estate | Aerospace & Defense | Bull | NYSE | Communications, Defense, Imagery, Satellites, Surveillance | 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. | ||||||||