NARI

NARI

NARI

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2024 Q1 Apr 15, 2024 Baron Discovery Fund 13.5% 9.3% ALGM, CDNA, CYBR PM, DAVA, DKNG, ICHR, INTA, KNSL, MASI, NARI, NVTS, RGEN, RH, SMCI -
2024 Q1 Apr 15, 2024 Alger Small Cap Focus Fund 6.4% 5.9% APPF, CWAN, NARI, NTRA, WING, XMTR -
2025 Q1 Mar 31, 2025 Baron Discovery Fund -6.2% -6.2% ACLX, AXON, EXAS, INDI, INSP, KRMN, KTOS, MEG, NARI, TEM, WING -
2025 Q1 Mar 31, 2025 Baron Opportunity Fund -12.0% -12.0% AVGO, MPWR, NARI, NVDA, SNOW, SPOT, TSLA, TSM, TTD -
2024 Q4 Dec 31, 2024 Baron Opportunity Fund 11.9% 39.9% ANET, CYBR, LPLA, MSFT, NARI, NVDA, TSLA, VKTX -
2024 Q3 Sep 30, 2024 Baron Discovery Fund 13.5% 9.3% AXON, CDNA, GTLS, INDI, LMACA, MEG, NARI, TEM, TWFG -
2025 Q1 Mar 31, 2025 Alger Small Cap Focus Fund -21.8% -21.8% AGYS, FTAI, GWRE, NARI, WGS, XMTR -
2023 Q1 Jan 25, 2023 Baron Discovery Fund 13.5% 9.3% AXNX, AXON, CERT, CYBR, DKNG, FND, GTLB, INDI, MEG, NARI, NVTS, RVNC, SILK, SITM, VRAY -
2023 Q4 Jan 13, 2024 ClearBridge Investments Small Cap Growth Strategy 0.0% 0.0% BLKB, FF0 GR, IBP, MIRM, NARI, WMT -

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
No pitches found.

BSD Shareholders of NARI

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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