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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.V, BTBT, CAN, CORZ, DMET.CSE, KUYA.CSE, NEWP | Bitcoin, Breakouts, commodities, crypto, Mining, Relative Strength, Silver | Bitcoin miners are experiencing a lockout rally with WGMI up 48% over the past month. The tape suggests Bitcoin is heading higher despite calls for a top. Multiple mini-consolidations are occurring within WGMI holdings, presenting actionable setups in companies like Canaan, Bit Digital, and Core Scientific. | 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% |