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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 29, 2026 | Minot Light Capital Partners | -2.7% | -2.7% | BOBS, FARM, HTLD, ICCC, IDXX, KIDS, LGCY, MCW, MMM, MXCT, NEOG, NRXS, OLPX, OM, OWLT, RAVE, TDUP | consumer, growth, healthcare, Micro-Cap, small caps, value, volatility | ICCC BOBS |
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| 2024 Q1 | May 23, 2025 | RGA Investment Advisors | - | - | DHR, META, MRVI, MXCT, SRT3.DE | Biotechnology, Life Sciences, Portfolio Management, small caps, valuation | The fund significantly increased positions in life sciences companies including Maravai LifeSciences and Sartorius AG. Maravai offers critical mRNA capabilities through TriLink and quality control through Cygnus, with exceptional margins and growth potential as mRNA therapies advance to clinical trials. The biotech sector represents a key focus area with multiple investments across the value chain. | SRT3.DE MRVI META |
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| 2023 Q4 | May 23, 2024 | RGA Investment Advisors | 0.0% | 0.0% | META, MRVI, MXCT, SRT3.DE | Bioprocessing, Biotechnology, Life Sciences, mRNA, Portfolio Management, small caps, value | The fund significantly increased positions in life sciences companies including Maravai LifeSciences and initiated a position in Sartorius AG. Maravai offers critical mRNA manufacturing capabilities through TriLink and quality control testing through Cygnus, with exceptional margins and growth potential as mRNA therapies advance to clinical trials. The fund sees substantial opportunity in bioprocessing infrastructure as the industry scales. | SRT3.DE ADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 7, 2025 | Substack | Jam Invest | MaxCyte | Health Care | Medical Devices | 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 |
|---|---|---|---|---|---|---|---|---|
| Marc Rowan | Apollo Global Management | $10.6B | $477,380 | 0.00% | 307,987 | +0 | +0.00% | 0.6510% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $164,534 | 0.00% | 106,151 | -271,888 | -71.92% | 0.2244% |
| Israel Englander | Millennium Management LLC | $233.2B | $2.0M | 0.00% | 1,292,773 | +1,183,461 | +1082.65% | 2.7327% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $136,273 | 0.00% | 87,918 | +87,918 | +100.00% | 0.1858% |
| Cliff Asness | AQR Capital Management | $190.6B | $145,660 | 0.00% | 93,974 | -297,019 | -75.97% | 0.1986% |
| Eric Bannasch | Cadian Capital Management | $1.4B | $5.7M | 0.41% | 3,683,052 | -4,544,551 | -55.24% | 7.7852% |
| Rich Handler | Jefferies | $19.3B | $15,500 | 0.00% | 10,000 | +10,000 | +100.00% | 0.0211% |
| Richard Kayne & John Anderson | Kayne Anderson Rudnick Investment Management | $37.3B | $147 | 0.00% | 95 | +0 | +0.00% | 0.0002% |