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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 24, 2025 | Macro Ops | - | - | BCM CN, BTBT, CAN, CORZ, DMET CN, KUYA CN, NEWP, SIL AU, SILJ, WGMI | Bitcoin, crypto, inflation, Miners, Silver | Macro Ops identifies Bitcoin miners and silver producers as top-performing themes, driven by strong relative strength and breakout momentum. The report highlights institutional interest in crypto infrastructure and a rotation toward precious metals as inflation hedges. It emphasizes trading discipline and positioning for continued upside in digital assets and metals. | NEWP CORZ BTBT CAN NEWP CORZ BTBT CAN |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Brandon Beylo | New Pacific Metals Corp. | Materials | Metals & Mining | Bull | TSX | Bolivia, Breakout, IRR, Mining, Permitting, Silver | View Pitch |
| Nov 29, 2025 | Fund Letters | Brandon Beylo | New Pacific Metals Corp. | Materials | Metals & Mining | Bull | TSX | Bolivia, Breakout, IRR, Mining, Permitting, Silver | 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 |
|---|---|---|---|---|---|---|---|---|
| Israel Englander | Millennium Management LLC | $233.2B | $2.5M | 0.00% | 725,335 | +375,631 | +107.41% | 0.3822% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $789,803 | 0.00% | 225,015 | +225,015 | +100.00% | 0.1187% |