MELI|NFLX|ORCL|TCOM|VRTX|YUMC Archives

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
No letters found for MELI\|NFLX\|ORCL\|TCOM\|VRTX\|YUMC

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	Harding Loevner Global Equity	Vertex Pharmaceuticals	Health Care	Biotechnology	Bull	NASDAQ	biotechnology, CRISPR, Cystic fibrosis, Drug Discovery, gene therapy, Orphan drugs, rare disease, Sickle Cell Disease, Type 1 Diabetes	View Pitch
Apr 28, 2026	Fund Letters	Jackson Peak Capital	Vertiv Holdings	Information Technology	Electronic Equipment, Instruments & Components	Bull	NYSE	AI infrastructure, Bull, Cooling Solutions, data centers, Equity, technology infrastructure, thermal management	View Pitch
Apr 28, 2026	Fund Letters	Jackson Peak Capital	Vertiv Holdings	Information Technology	Electronic Equipment, Instruments & Components	Bull	NYSE	AI infrastructure, Cooling Solutions, data centers, Equity, technology hardware, thermal management	View Pitch
Apr 28, 2026	Fund Letters	Cooper Investors Global Equities Fund (Unhedged)	Yum China Holdings Inc	Consumer Discretionary	Restaurants	Bull	NYSE	China, Consumer Discretionary, contrarian, Equity, Fast Food, franchise, QSR, store expansion, Value	View Pitch
Apr 28, 2026	Fund Letters	Aristotle Core Equity Fund	Vertex Pharmaceuticals	Health Care	Biotechnology	Bull	NASDAQ	biotechnology, cash-rich, Cystic fibrosis, Monopoly, Pain Management, pipeline, rare disease, Value	View Pitch
Apr 28, 2026	Fund Letters	Aristotle Atlantic Core Equity Strategy	Vertex Pharmaceuticals	Health Care	Biotechnology	Bull	NASDAQ	biotechnology, cash-rich, Cystic fibrosis, Monopoly, Pain Management, pipeline, rare diseases, Sickle Cell Disease	View Pitch
Apr 28, 2026	Fund Letters	ClearBridge Investments Mid Cap Growth Strategy	Vertiv Holdings Co	Information Technology	Technology Hardware, Storage & Peripherals	Bull	NYSE	AI infrastructure, data centers, growth, liquid cooling, Power management, technology hardware, thermal management	View Pitch
Apr 28, 2026	Fund Letters	NCG SMID Cap Growth Strategy	Vertiv Holdings	Information Technology	Electronic Equipment & Instruments	Bull	NYSE	AI, backup power, Cloud computing, Datacenter infrastructure, margin expansion, Pure-Play, secular growth, thermal management	View Pitch

BSD Shareholders of MELINFLXORCLTCOMVRTXYUMC

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

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