NIO

NIO

NIO

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Aug 29, 2025	Brummer Multi-Strategy Fund	-	-	AMZN, INPST, MELI, NIO, NU, RBRK, SE, TXN, UBER, V	E-Commerce, global, growth, payments, Platforms, software, technology	Portfolio includes major e-commerce platforms like Mercado Libre and Amazon. MELI continues expanding with new services like wholesale platform Mercado Libre Negocios and digital health service Dr. Virtual. The manager views these as platform businesses with structural advantages and operating leverage.	^VIX RBRK MELI INPST	View
2024 Q2	Aug 22, 2024	Miller Wealth Management	-	-	ASML, HD, INPST.L, MELI, META, NIO, NU, SE, UBER	E-Commerce, Electric Vehicles, global, growth, semiconductors, technology	InPost is disrupting European e-commerce logistics with its locker network expansion. The UK expansion is showing strong execution with major partnerships like Debenhams Group, handling up to £1.8 billion in gross merchandise volume.	ASML ^FTSE INPST.L UBER	View
2025 Q2	Jul 30, 2025	Easterly – Income Opportunities Fund	2.0%	4.3%	ASML, HD, INPST.L, MELI, META, NIO, NU, SE, UBER	Autonomous Vehicles, E-Commerce, global, growth, semiconductors, technology	InPost is disrupting European e-commerce logistics with its locker network expansion. The UK expansion is showing strong execution with major partnerships like Debenhams Group, handling up to £1.8 billion in gross merchandise volume.	ASML ^FTSE INPST.L UBER	View
2025 Q2	Jul 23, 2025	PM Capital Global Companies Fund	8.1%	-	AMZN, INPST, MELI, NIO, NU, RBRK, SE, TXN, UBER, V	E-Commerce, Fintech, global, growth, Platforms, software, technology	Portfolio includes major e-commerce platforms like Mercado Libre expanding across Latin America with new wholesale platform and digital health services. The manager emphasizes platform businesses with structural advantages as a cornerstone of investment philosophy.	^VIX RBRK MELI INPST	View
2025 Q2	Jul 2, 2025	The Wolf of Harcourt Street	20.4%	21.6%	ASML, HD, INPST.L, MELI, META, NIO, NU, SE, UBER	E-Commerce, Electric Vehicles, global, growth, semiconductors, technology	InPost is disrupting European e-commerce logistics with its locker network expansion. The UK expansion is showing strong execution with major partnerships like Debenhams Group, handling up to £1.8 billion in gross merchandise volume.	ASML ^FTSE INPST.L UBER	View
2025 Q2	Jul 13, 2025	Sigil Stable Fund	3.0%	18.1%	ASML, HD, INPST.L, MELI, META, NIO, NU, SE, UBER	E-Commerce, global, growth, Mobility, semiconductors, technology	Manager holds positions in e-commerce logistics disruptor InPost and e-commerce platform Sea Limited. InPost is expanding its locker network across Europe with partnerships like Debenhams Group. Sea Limited shows revenue acceleration with margin expansion, representing the holy grail of growth investing.	ASML ^FTSE INPST.L UBER	View
2025 Q1	May 7, 2025	Easterly – Income Opportunities Fund	2.3%	2.3%	ABBV, AMZN, ASML, INPST, MELI, META, MSFT, NIO, NU, SE, TSM, UBER, V	AI, E-Commerce, global, growth, Quality, semiconductors, technology	ASML maintains its monopoly in lithography equipment despite Chinese competition concerns. TSMC's $100 billion U.S. investment will drive demand for more ASML machines. Reports of Chinese EUV development remain unconfirmed with limited transparency about reliability.	NU ^FTSE META ASML	View
2025 Q1	May 14, 2025	Sigil Stable Fund	5.4%	5.4%	ABBV, AMZN, ASML, INPST, MELI, META, MSFT, NIO, NU, SE, TSM, UBER, V	AI, E-Commerce, global, growth, large cap, semiconductors, technology	Meta is highlighted as one of the few companies already seeing tangible benefits from its investments in AI. The manager views AI as a key driver of Meta's value proposition and competitive advantage.	NU ^FTSE META ASML	View
2025 Q1	Apr 3, 2025	Brummer Multi-Strategy Fund	-	-	ASML, HD, INPST.L, MELI, META, NIO, NU, SE, UBER	Autonomous Vehicles, E-Commerce, global, growth, semiconductors, technology	InPost is disrupting European e-commerce logistics with its locker network expansion. The UK expansion is showing strong execution with major partnerships like Debenhams Group, handling up to £1.8 billion in gross merchandise volume.	ASML ^FTSE INPST.L UBER	View
2024 Q1	Apr 26, 2024	Miller Wealth Management	-	-	ABBV, AMZN, ASML, INPST, MELI, META, MSFT, NIO, NU, SE, TSM, UBER, V	AI, E-Commerce, global, large cap, semiconductors, technology	Meta is highlighted as one of the few companies already seeing tangible benefits from its investments in AI. The manager views AI as a key driver of Meta's value proposition and competitive advantage.	NU ^FTSE META ASML	View
2025 Q1	Apr 1, 2025	The Wolf of Harcourt Street	1.2%	1.2%	ABBV, AMZN, ASML, INPST, MELI, META, MSFT, NIO, NU, SE, TSM, UBER, V	AI, E-Commerce, global, growth, large cap, semiconductors, technology	ASML maintains its monopoly in lithography equipment despite reports of Chinese competition. The company controls 90% of the global lithography market and remains the sole supplier of High-NA EUV systems. TSMC's $100 billion U.S. investment will drive demand for more ASML machines.	NU ^FTSE META ASML	View
2025 Q1	Mar 31, 2025	PM Capital Global Companies Fund	7.8%	7.8%	ASML, HD, INPST.L, MELI, META, NIO, NU, SE, UBER	Autonomous Vehicles, E-Commerce, global, growth, semiconductors, technology	InPost is disrupting European e-commerce logistics with its locker network expansion. The UK expansion is showing strong execution with major partnerships like Debenhams Group, handling up to £1.8 billion in gross merchandise volume.	ASML ^FTSE INPST.L UBER	View
2024 Q4	Feb 28, 2025	Brummer Multi-Strategy Fund	-	-	ABBV, AMZN, ASML, INPST, MELI, META, MSFT, NIO, NU, SE, TSM, UBER, V	AI, E-Commerce, global, growth, large cap, semiconductors, technology	Meta is highlighted as one of the few companies already seeing tangible benefits from its investments in AI. The manager views AI as a key driver of Meta's value proposition and competitive advantage.	NU ^FTSE META ASML NU ^FTSE META ASML	View
2025 Q3	Nov 3, 2025	Sigil Stable Fund	2.9%	-	AMZN, INPST, MELI, NIO, NU, RBRK, SE, TXN, UBER, V	E-Commerce, Fintech, global, growth, Platforms, software, technology	Portfolio includes significant positions in e-commerce platforms like Mercado Libre, which continues expanding across Latin America with new services like wholesale platform Mercado Libre Negocios and digital health services. The manager emphasizes platform businesses with structural advantages as a cornerstone of investment philosophy.		View
2024 Q3	Nov 26, 2024	Voss Value Offshore Fund	7.4%	8.9%	BWA, BYD, CAVA, LI, NIO, PHIN, RCM, TM, WMT	Auto Parts, Electric Vehicles, Long/Short, market inefficiency, small caps, value	Phinia represents a compelling opportunity as an ICE auto parts supplier benefiting from EV adoption slowdown and competitive withdrawals. The company's Gasoline Direct Injection technology and aftermarket business provide defensive characteristics with growth potential from market share gains.	PHIN	View
2024 Q3	Nov 26, 2024	Voss Value Fund	7.6%	9.5%	BWA, BYD, CAVA, LI, NIO, PHIN, RCM, TM, WMT	Auto Parts, Electric Vehicles, M&A, small caps, valuation, value	Manager believes EV penetration estimates are too optimistic, with BEV market flatlining in US and China and declining in Europe. Consumer surveys show growing disinterest in BEVs, leading to substantial discounts and bloated inventory. This creates opportunities for ICE-focused suppliers like Phinia.	PHIN	View
2025 Q3	Oct 1, 2025	The Wolf of Harcourt Street	1.2%	23.4%	AMZN, INPST, MELI, NIO, NU, RBRK, SE, TXN, UBER, V	E-Commerce, growth, Latin America, payments, Platforms, software, technology	Portfolio includes major e-commerce platforms like Mercado Libre expanding across Latin America with new wholesale platform and digital health services. InPost continues UK expansion with Aldi partnerships and Post Office trials for parcel lockers.		View
2024 Q4	Jan 13, 2025	Miller Wealth Management	-	-	AAPL, AMD, AMZN, ASML, GOOGL, INPST, MELI, NFLX, NIO, NU, RBRK, SE, TXN, UBER, V	Cloud, E-Commerce, growth, Latin America, payments, technology	Portfolio includes major e-commerce platforms like Mercado Libre expanding across Latin America with new wholesale platform and digital health services. InPost continues UK expansion with Aldi partnership and Post Office trials for parcel lockers.	^VIX RBRK MELI INPST	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Aug 13, 2025	Seeking Alpha	Livy Investment Research	NIO Inc.	Consumer Discretionary	Auto Manufacturers	Bear	NYSE	—	View Pitch
Aug 8, 2025	Seeking Alpha	Envision Research	NIO Inc.	Consumer Discretionary	Auto Manufacturers	Neutral	NYSE	—	View Pitch
Aug 8, 2025	Seeking Alpha	Juxtaposed Ideas	NIO Inc.	Consumer Discretionary	Auto Manufacturers	Bull	NYSE	—	View Pitch

BSD Shareholders of NIO

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.

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

Follow Us On: