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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Sep 5, 2024 | Brown Capital Management Mid Company Fund | -7.9% | -3.1% | ALGN, CRL, FIVN, GWRE, NTRA, OMCL, PAYC, PODD, TDOC, VEEV | Biotechnology, growth, healthcare, Medical Devices, mid cap, software, technology | Charles River Laboratories, a pre-clinical contract research organization involved in 80% of FDA-approved drugs, is experiencing significant headwinds from higher interest rates curtailing capital market funding for biotech customers. Small and medium-sized biotech companies represent 40% of Charles River's client base and are most affected by the weaker funding environment, leading to consecutive quarterly revenue declines for the first time since 2008-2009. The manager believes this represents the worst capital-raising environment for biotech in at least five years. | NTRA FIVN CRL PODD GWRE |
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| 2024 Q2 | Aug 2, 2024 | Alger Small Cap Focus Fund | 6.4% | 5.9% | AGYS, CABA, KRUS, MAR, NTRA, RGEN, WING | AI, Cloud, Genomics, growth, healthcare, small caps, technology | AI is at an inflection point, potentially enabling significant increases in productivity. Growing confidence in AI capabilities boosted large cap technology stocks during the quarter. The fund sees AI as creating attractive investment opportunities. | RGEN KRUS CABA AGYS NTRA WING |
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| 2025 Q2 | Jul 21, 2025 | Deep Sail Capital Partners | 11.3% | 11.3% | CAH, DELL, DGX, GH, ILMN, ITMI, LH, MCK, MDT, MELI, NTRA, NXGL, PRPO, QGEN, TMO | AI, Biotechnology, Bubble, growth, healthcare, Long/Short, small caps, technology | AI represents the most significant technological shift in decades, likely to surpass the internet, mobile, and cloud in scale and impact. The AI investment cycle has foundational elements that the 2021 bubble lacked, making it rational to invest in AI-exposed equities even at extreme valuations. AI is driving a capex super cycle with transformative potential. | PRPO PRPO |
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| 2024 Q2 | Jul 12, 2024 | Parnassus Growth Equity Fund | 3.3% | 21.0% | AAPL, ADYEN.AS, AMAT, AMZN, AVGO, AZN, CRM, GOOGL, INTU, LLY, MSCI, MSFT, NTRA, NVDA, ODFL, PANW, PCOR, TSM, V, WDAY | AI, financials, growth, healthcare, large cap, semiconductors, technology | AI-related narratives drove extreme market concentration with companies benefiting from soaring AI investment generating disproportionate returns. The fund's top contributors included companies benefiting from the surge in AI investment like Alphabet, Taiwan Semiconductor, and Applied Materials. Investor enthusiasm for companies expected to benefit from AI continued to drive performance. | View | |
| 2025 Q2 | Jul 11, 2025 | Driehaus Small Cap Growth Fund | 13.5% | -5.4% | AXON, CVLT, CW, CYBR, NTRA | AI, growth, industrials, infrastructure, small cap, tariffs, technology | AI infrastructure demand remains robust with hyperscalers continuing competitive spending on data centers. The manager aggressively reduced AI infrastructure positions after DeepSeek debut but re-initiated at lower prices as earnings estimates appear conservative and capex trends remain strong. AI is expected to drive productivity gains and serve as a source of economic growth. | View | |
| 2025 Q2 | Jul 11, 2025 | Driehaus Small/Mid Cap Growth Fund | 15.9% | -2.4% | AXON, CVNA, CYBR, NTRA, PODD | AI, energy, growth, industrials, infrastructure, small cap, tariffs, technology | AI infrastructure demand remains robust with hyperscalers continuing competitive spending battle. DeepSeek concerns proved temporary as AI capex trends remain strong with new use cases driving productivity gains. The strategy increased exposure to AI data center buildout companies during the quarter. | View | |
| 2026 Q1 | Apr 28, 2026 | Baron Health Care Fund | -7.0% | -7.0% | ACLX, ARGX, AZN, GH, JNJ, LLY, MRK, NTRA, RDNT, ROIV, TMO, WELL | AI, Biotechnology, Diagnostics, GLP1, healthcare, M&A, Pharmaceuticals | View | ||
| 2024 Q1 | Apr 27, 2024 | Parnassus Growth Equity Fund | 3.3% | 21.0% | AAPL, ADYEY, AKAM, AMAT, AMZN, AVGO, CHTR, CP, CRM, GOOGL, INTU, ISRG, LLY, MSFT, NTRA, NVDA, PTC, SPGI, TSM, V, VRTX, YUM | AI, growth, healthcare, large cap, semiconductors, technology | AI-related momentum and optimism continued from 2023 into Q1 2024, particularly within semiconductors. The fund benefits from AI exposure through holdings like NVIDIA, Taiwan Semiconductor, and Broadcom, which are positioned to benefit from soaring demand for AI capabilities and chip production. | View | |
| 2025 Q1 | Apr 17, 2025 | Driehaus Small Cap Growth Fund | -16.6% | -16.6% | CRNX, CYBR, ERJ, NTRA, SFM | AI, Biotechnology, growth, healthcare, small caps, tariffs, Trade Policy, volatility | Trump announced reciprocal tariffs of at least 10% globally with rates up to 50% on 60 countries, causing extreme market volatility. After four days of sharp declines, Trump pivoted to a 90-day pause with 10% rates except China at 145%. The administration and trading partners are entering negotiations with potential for reduced tariff rates. | View | |
| 2025 Q1 | Apr 17, 2025 | Driehaus Small/Mid Cap Growth Fund | -15.8% | -15.8% | AXON, CVNA, CYBR, NTRA, SFM | AI, Biotechnology, growth, healthcare, small cap, tariffs, technology, Trade Policy | Trump announced reciprocal tariffs of at least 10% globally with rates up to 50% on 60 countries, causing extreme market volatility. After four days of sharp declines, Trump pivoted to a 90-day pause with 10% rates except China at 145%. The administration and trading partners are entering negotiations with potential for reduced tariff rates. | View | |
| 2025 Q4 | Feb 5, 2026 | ClearBridge Investments All Cap Growth | - | - | AAPL, AIR.PA, DXYN, FCX, GOOGL, HLT, LIN, LLY, MSFT, NFLX, NTRA, ORCL, TMO, VRTX, WBD | aerospace, AI, growth, healthcare, Hospitality, Pharmaceuticals, technology, volatility | AI continues to represent a powerful long-term opportunity, though early beneficiaries such as semiconductors and infrastructure have already seen significant gains. The team is focused on ensuring proper exposure within the AI complex while also positioning for potential market leadership broadening. Eli Lilly rose strongly after striking a deal with the U.S. government to offer its GLP-1 treatments to Medicare and Medicaid patients while readouts on the company's oral GLP-1 treatment indicated a broader market than expected. Long-term demand for commercial aircraft to support air travel is increasing, with much of the growth from China and other parts of Asia, while aging of the existing fleet provides a robust pipeline of replacement demand for years to come. Hilton has a long runway for growth supported by continued mid- to high-single-digit net unit expansion. The company has strong margins and free cash flow conversion, enabling consistent return of capital through share buybacks. | View | |
| 2024 Q4 | Dec 31, 2024 | Alger Small Cap Focus Fund | 1.8% | 7.8% | ALAB, CDNA, MOD, NTRA, WING, XMTR | AI, Genomics, growth, healthcare, semiconductors, small caps, technology | AI is at an inflection point, potentially enabling significant increases in productivity. Astera Labs specializes in connectivity solutions for AI and machine learning systems, with products that optimize data flow in AI accelerators and high-performance computing environments. | CDNA WING NTRA ALAB XMTR |
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| 2024 Q4 | Dec 31, 2024 | Alger Weatherbie Specialized Growth Fund | -1.6% | 7.8% | MEG, NEOG, NTRA, SMTC, TNDM, UPST | AI, Genomics, growth, healthcare, semiconductors, small caps, technology | AI is at an inflection point, potentially enabling significant increases in productivity. Upstart leverages AI-powered lending platform with machine learning algorithms to evaluate non-traditional risk factors for more accurate credit assessments. Corporate AI spending faced increased scrutiny in October but remains a secular theme creating attractive investment opportunities. | TNDM MEG NEOG SMTC NTRA UPST |
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| 2024 Q4 | Dec 31, 2024 | Parnassus Growth Equity Fund | 4.9% | 26.9% | AKAM, AMAT, AMD, AVGO, BSX, CRM, DASH, DDOG, EFX, FERG, INTU, LVMUY, MELI, MSFT, NET, NTRA, NVDA, PCOR, TMO, TSM | AI, growth, healthcare, large cap, semiconductors, technology | AI remained a dominant theme throughout 2024, with companies positioned to capitalize on artificial intelligence driving significant returns. The fund benefits from investments in companies like Broadcom designing AI server processors and NVIDIA leading the market for AI-required chips. AI integration across customer relationship management and cloud computing platforms continues to drive robust growth. | VRTX EXAS TEAM DASH DDOG |
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| 2024 Q4 | Dec 31, 2024 | ClearBridge Investments Mid Cap Growth Strategy | - | - | APP, AZPN, DKNG, HUBS, ICLR, IDXX, MELI, MPWR, MRVL, MTD, NTRA, NU, PLTR, RDDT, RUBK, VEEV | AI, gaming, growth, healthcare, mid cap, semiconductors, software, technology | The fund is positioned in AI beneficiaries including AppLovin with its proprietary AI targeting engine for mobile advertising and Marvell as a key supplier of custom silicon solutions for hyperscale data centers and AI infrastructure. Palantir's AI-powered operating system connects data to existing customer applications across government and commercial markets. | PLTR RDDT MRVL APP |
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| 2023 Q4 | Dec 31, 2023 | NCG Small Cap Growth Strategy | 4.8% | 14.8% | BRZE, CSTL, CWAN, DAVA, FLYW, GWRE, KNSL, LGIH, MEDP, NTRA, SILK, TMDX, TNDM, VRRM | Biotechnology, Fed Pivot, growth, healthcare, market breadth, small caps | Small cap stocks underperformed large caps heading into the fourth quarter, with the Russell Microcap Growth Index down about 5% through Q3. However, market breadth broadened in November and December following the Fed pivot, with the Russell Microcap Growth Index returning 13.68% versus 4.42% for large caps. The rally was primarily led by low quality stocks and sectors most impacted by the Fed's restrictive stance. | CSTL TNDM ASIC|CWAN|INSP|KRMN|KTOS|MAC|MEG|RH|WYNN NTRA ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM ACGL|APH|COO|CSGP|DKNG|GWRE|IDXX|IOT|IT|LPLA|MSCI|MTD|PCOR|ROP|TECH|VRSK BRZE MEDP |
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| 2023 Q4 | Dec 31, 2023 | NCG SMID Cap Growth Strategy | 4.8% | 15.5% | BRZE, CSTL, CWAN, DAVA, DXCM, FLYW, GWRE, KNSL, LGIH, MEDP, NTRA, SILD, TMDX, TNDM, VRRM, VRT | Biotech, growth, healthcare, Medical Devices, small caps, technology | Healthcare holdings drove much of the underperformance across strategies due to investor perception that GLP-1 drugs will reduce medical interventions. Many healthcare companies began recovering in Q4 and the firm believes in long-term growth fundamentals. The firm continues direct research to inform investment decisions in this space. | DXCM MELI|NFLX|ORCL|TCOM|VRTX|YUMC CSTL TNDM ASIC|CWAN|INSP|KRMN|KTOS|MAC|MEG|RH|WYNN NTRA ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM ACGL|APH|COO|CSGP|DKNG|GWRE|IDXX|IOT|IT|LPLA|MSCI|MTD|PCOR|ROP|TECH|VRSK BRZE MEDP |
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| 2022 Q3 | Dec 31, 2022 | Alger Spectra Fund | 3.2% | 32.4% | AMZN, GOOG, MSFT, NTRA, TSLA | - | View | ||
| 2025 Q3 | Nov 8, 2025 | ClearBridge Investments All Cap Growth | - | - | AAPL, ACN, APP, AVGO, COST, CRM, GOOGL, HUBS, LLY, MSFT, NOW, NTRA, NVO, ORCL, PLTR, TEL, TSM, UNH, VST, WDAY | AI, Cloud, Data centers, growth, healthcare, semiconductors, software, technology | The growth market has seen wide divergence between AI winners and AI losers since Liberation Day, with AI winners consisting primarily of cloud providers, chip makers and infrastructure software companies rallying strongly while capital flows out of perceived AI laggards in application software and services. The Strategy was active in upgrading exposure to perceived AI winners while scaling back weighting in AI losers. | View | |
| 2025 Q4 | Jan 26, 2026 | Brown Advisors Mid-Cap Growth strategy | -4.7% | 12.5% | AS, AXON, CPNG, CSGP, CVNA, EFX, EXPE, FICO, HWM, INSM, IOT, MDLN, NTRA, PLTR, PSN, PSTG, RKLB, ULTA, VEEV, ZS | AI, energy, growth, healthcare, industrials, mid cap, semiconductors, technology | Several portfolio companies are generating meaningful revenue from GenAI-enabled products, with Axon leading through DraftOne and related offerings that drove over $500 million in bookings. The strategy sees AI as a key driver for companies delivering solutions that save time and reduce labor intensity. AI-driven demand for data center construction is benefiting holdings like Comfort Systems, which exceeded expectations with revenue growth over 20% driven by MEP contracting demand. Rising power demand from data center customers is also supporting Vistra through direct sourcing agreements. The strategy maintains exposure to semiconductor companies like Monolithic Power Systems, which benefited from easing concerns around NVIDIA market share and expanding exposure to other AI compute architectures including AMD, TPU, and Trainium to reduce customer concentration. The strategy repurchased Zscaler following a selloff, viewing it as an attractive entry for the leader in the growing SASE security software market that is executing a multi-product cross-sell strategy driving ARPU and margin growth. The strategy is modestly overweight Energy with positions in Cheniere Energy for LNG exposure and Oceaneering International. Vistra benefited from rising power demand in Texas and growing investor appreciation for nuclear assets, signing large power purchase agreements with hyperscalers. The strategy is overweight Healthcare with broad exposure across services, devices and biotechnology. Cardinal Health delivered strong results driven by improved specialty mix and margin recovery, while Medline offers exposure to both medical technology demand and provider volumes through its vertically integrated platform. | View | |
| 2025 Q4 | Jan 19, 2026 | Carillon Eagle Mid Cap Growth Fund | 0.0% | 8.7% | ALNY, ARES, AXON, COR, CRS, CVNA, HLT, LPLA, MDB, NTRA, RBA, RBLX, RCL, ROST, TER, VEEV, VRT, VST | aerospace, AI, Biotech, consumer, growth, healthcare, mid cap, technology | AI investment cycle accelerated notably in 2025 and expected to continue driving markets early in 2026. Strong demand for AI-related semiconductor test equipment. Bottlenecks from power supply availability remain a key gating factor for new computing capacity. Production challenges at two global aircraft manufacturers led to sustained increase in high-margin aftermarket parts and services. With manufacturers resolving production issues, original equipment exposed stocks may outperform as aircraft production rates ramp up. Biotech stocks getting boost from downtick in interest rates. Continued decline in rates could set stage for prolonged period of positive returns. Recent M&A activity has picked up though remains below normal levels. Healthcare industry remains largest US sector at $5 trillion, growing 5% annually driven by aging population and chronic conditions. Sector has underperformed recently but working off COVID excesses with improving M&A activity and favorable valuations. Consumers broadly prioritizing travel and experiences over goods. Companies offering unique experiences such as cruise vacations remain attractive despite some near-term guidance concerns and supply dynamics. | VEEV VST RCL AXON RBLX MDB ROST CRS TER NTRA |
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| 2025 Q4 | Jan 15, 2026 | Alger Mid Cap Focus Fund | -3.4% | 15.0% | APH, BIIB, CVNA, FIX, FTI, NET, NTRA, RGEN | growth, healthcare, industrials, mid cap, technology | The letter emphasizes mid-cap growth investing driven by fundamental research and accelerating earnings momentum as market participation broadens beyond mega caps. AI-related capex, digitization, and productivity gains are cited as key secular tailwinds supporting revenue growth across industrials, healthcare, and technology. Growth is positioned to benefit as earnings durability, not valuation expansion, increasingly drives returns. | View | |
| 2025 Q4 | Jan 15, 2026 | Alger Small Cap Focus Fund | 3.6% | 6.9% | ABT, EXAS, GH, NBIS, NTRA, QURE, STVN | AI, Biotechnology, Diagnostics, growth, healthcare, small cap, technology | The market's biggest tailwind was continued investment tied to artificial intelligence, though increasingly accompanied by scrutiny around AI infrastructure bottlenecks, sources of financing, and whether the AI theme could deliver returns commensurate with capital deployed. U.S. business spending appears to be accelerating, driven by burgeoning demand for AI infrastructure. Multiple portfolio holdings focus on cancer diagnostics and treatment, including molecular diagnostics companies specializing in liquid biopsy tests, colorectal cancer screening, and molecular residual disease testing. The oncology testing market shows strong momentum with favorable reimbursement dynamics and higher test volumes. Cloud computing is growing and supporting innovation, with corporations digitizing their operations. The fund holds positions in AI-focused cloud infrastructure providers operating GPU compute capacity, benefiting from accelerating AI adoption as demand for high-quality GPU compute continues to outstrip available supply. Portfolio includes biotechnology companies developing gene therapies for rare diseases like Huntington's disease, an area with no approved disease-modifying treatments. The sector faces regulatory uncertainty but shows encouraging efficacy signals in clinical trials. | STVN QURE NBIS NTRA GH EXAS |
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| 2025 Q4 | Jan 15, 2026 | Alger Spectra Fund | -1.2% | 29.4% | CDTX, GOOGL, META, MRK, MSFT, NBIS, NTRA | AI, Biotechnology, Cloud, Communication, growth, healthcare, technology | AI remains at an inflection point with potential for significant productivity increases. However, the quarter saw increased scrutiny around AI infrastructure bottlenecks, financing sources, and whether returns can match capital deployed. Despite volatility, demand for AI infrastructure continues to outstrip supply. Cloud computing continues growing and supporting innovation. Microsoft Azure showed strong 39% year-over-year growth despite capacity constraints, with commercial bookings surging 111% and remaining performance obligations up 51%. Strong performance from specialty diagnostics and therapeutics companies. Natera showed strong earnings with higher test volumes and favorable reimbursement dynamics. Cidara Therapeutics was acquired by Merck for $9.2 billion based on its promising influenza prevention drug. | META MSFT NBIS CIDM NTRA GOOGL |
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| 2025 Q4 | Jan 15, 2026 | Alger Weatherbie Specialized Growth Fund | 1.8% | 0.5% | ACAD, AIR, FSV, GKOS, KTOS, NTRA | AI, Biotechnology, defense, growth, healthcare, industrials, small cap, technology | The market's biggest tailwind was continued investment tied to artificial intelligence, though increasingly accompanied by scrutiny around AI infrastructure bottlenecks, sources of financing, and whether the AI theme could deliver returns commensurate with the capital deployed. AI is at an inflection point, potentially enabling significant increases in productivity. Cloud computing is growing and supporting innovation as corporations are digitizing their operations. This represents one of the secular themes creating attractive investment opportunities. Portfolio includes significant exposure to biopharmaceutical companies like Natera with genetic testing platforms, ACADIA Pharmaceuticals focused on CNS disorders, and Glaukos developing ophthalmic medical technologies. These companies are advancing novel therapies and diagnostic capabilities. Investment in Kratos Defense & Security Solutions reflects focus on affordable unmanned systems, hypersonics and rocket systems, and satellite command-and-control, which are increasingly aligned with U.S. and allied priorities around rapid fielding and scalable production. | KTOS AIR FSV GKOS ACAD NTRA |
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| 2025 Q4 | Jan 14, 2026 | Driehaus Small/Mid Cap Growth Fund | 1.8% | 10.0% | CRNX, CVNA, GH, NTRA, PWR, XBI | AI, Biotechnology, energy, growth, healthcare, industrials, small caps, technology | AI continues to be the dominant theme driving the market and economy. Demand for AI LLMs is going up exponentially, with demand by AI users and related demand for AI compute continuing to exceed supply. AI capex and data center spending are expected to remain strong as LLMs still need to increase dramatically in terms of intelligence. Small caps continue to outperform since the April bottom, with the Russell 2000 returning nearly 42.4% from the low. Small cap earnings have accelerated in 2025 and are improving on an absolute and relative basis, expected to outgrow large cap earnings in percentage terms over the next year. Healthcare displayed very strong relative performance during the quarter, with biotech/pharma holdings seeing standout gains driven by positive clinical trial results and clinical approvals. The biotech ETF is making a new four year high as the sector broadly performed much better. AI capex and data center spending are expected to remain strong due to exponential demand growth for AI LLMs. However, a key risk involves potential delays in completing data centers from shortages in power generation, the grid and equipment, resulting in project postponements. Energy contributed positively with outperformance coming from strength in oil service and uranium miners. The portfolio maintains an overweight position in energy versus the benchmark, with exposure increasing during the quarter. | View | |
| 2025 Q4 | Jan 13, 2026 | Voya MidCap Opportunities Strategy | - | - | DLTR, DOCS, FIX, NTRA, RBLX, VERA | AI, consumer, growth, healthcare, industrials, mid cap, technology | AI remained a dominant theme with strong headlines around innovation and elevated capital investment by major technology firms. Increased spending on AI infrastructure and adoption trends reinforced optimism about its role as a key driver of future growth. AI-driven innovation is supporting the broadening of market leadership beyond mega-cap growth. Comfort Systems USA benefited from robust demand for data centers and AI-related infrastructure, with the company reporting stronger-than-expected revenue driven by this demand. | View | |
| 2024 Q3 | Sep 30, 2024 | Alger Weatherbie Specialized Growth Fund | 5.8% | 9.5% | HLNE, MEG, NTRA, PGNY, PRO, STEP | AI, Cloud, Genomics, growth, healthcare, private markets, small cap, technology | AI is at an inflection point, potentially enabling significant increases in productivity. Utilities sector stocks are being viewed as a play on artificial intelligence given the high electricity consumption needed to power data centers running AI programs. However, Information Technology sector underperformed due to heightened scrutiny around AI spend, with market participants questioning whether the significant rise in AI-related capital expenditures would yield sufficient returns. | PRO PGNY MEG STEP NTRA HLNE |
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| 2022 Q3 | Sep 30, 2022 | Alger Small Cap Focus Fund | 6.4% | 5.9% | HSKA, MRCY, NTRA, QDEL, RBC, SWAV | - | View | ||
| 2024 Q2 | Jul 31, 2024 | Alger Weatherbie Specialized Growth Fund | 5.8% | 9.5% | GKOS, NTRA, PGNY, SITE, SPT, STEP | AI, Genomics, growth, healthcare, innovation, Medical Devices, small cap, technology | AI is at an inflection point, potentially enabling significant increases in productivity. Sustained enthusiasm for artificial intelligence boosted large cap technology stocks during the quarter. The fund continues to observe this secular theme as creating attractive investment opportunities. | SPT SITE PGNY GKOS NTRA STEP |
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| 2024 Q2 | Jul 28, 2024 | Driehaus Small/Mid Cap Growth Fund | 3.1% | 24.0% | AXON, CCJ, HEI, NTRA, ONTO | AI, Biotech, growth, healthcare, industrials, semiconductors, small cap, technology | Portfolio increased semiconductor exposure from 0.9% to 4.0% overweight as holdings benefited from AI infrastructure buildout. Semiconductor holdings appreciated 31.6% versus 5.0% for the index, driven by companies supplying data centers and AI hardware infrastructure. | View | |
| 2024 Q2 | Jul 25, 2024 | Alger Mid Cap Focus Fund | 4.6% | 18.7% | AGYS, APPF, AXON, BRKR, CDNS, CEG, CELH, DECK, DXCM, HEI, MLM, MU, NTRA, ODFL, PINS, SPOT, TYL, VKTX, VRT | growth, healthcare, industrials, mid cap, technology | View | ||
| 2022 Q1 | Jul 11, 2022 | Alger Spectra Fund | 3.2% | 32.4% | AMZN, GOOG, MSFT, NTRA, TSLA | - | View | ||
| 2024 Q2 | Jun 30, 2024 | Lord Abbett Developing Growth Fund | 6.4% | 21.1% | AVAV, CAMT, CAVA, CYBR, FIX, FRPT, INSP, NTRA, ONTO, RXST, SAIA, WING | AI, consumer, growth, healthcare, infrastructure, small cap, technology | The fund sees the emergence of generative artificial intelligence as one of their favorite areas ready to re-accelerate growth. They view AI as part of the broader innovation cycle they are targeting for investment opportunities. | View | |
| 2025 Q1 | Apr 14, 2025 | Parnassus Mid Cap Growth Fund | -10.0% | -10.0% | A, APP, ARES, BILL, BLDR, BR, CMG, CTAS, DDOG, EFX, FTNT, GWRE, HLT, HOOD, ICLR, JBHT, KLAC, MELI, NTRA, ODFL, ORLY, ROST, SQ, TER, TTD, VRSK, WDAY, WST | AI, growth, Housing, industrials, Logistics, mid cap, semiconductors, technology | DeepSeek's emergence as a Chinese AI challenger triggered sharp selloffs in AI software and infrastructure stocks. The market faced concerns about slowing AI capex spending, affecting momentum-led growth stocks significantly. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | NCG Small Cap Growth Strategy | Natera | Health Care | Life Sciences Tools & Services | Bull | NASDAQ | Cell-free DNA, diagnostics, Genetic Testing, MRD Testing, NIPT, Oncology, personalized medicine, women's health | View Pitch |
| Apr 28, 2026 | Fund Letters | NCG SMID Cap Growth Strategy | Natera | Health Care | Biotechnology | Bull | NASDAQ | Cash Flow Inflection, Cell-free DNA, diagnostics, Genetic Testing, MRD Testing, NIPT, Oncology, Precision-medicine | View Pitch |
| Apr 13, 2026 | Fund Letters | Alger Small Cap Focus Fund | Natera Inc | Health Care | Life Sciences Tools & Services | Bull | NASDAQ | Cell-free DNA, Genetic Testing, liquid biopsy, Minimal residual disease, NIPT, Oncology, Reimbursement, Reproductive Health, Transplant Monitoring | View Pitch |
| Apr 13, 2026 | Fund Letters | Alger Weatherbie Specialized Growth Fund | Natera, Inc. | Health Care | Life Sciences Tools & Services | Bull | NASDAQ | Biotech, Cell-free DNA, Genetic Testing, liquid biopsy, MRD Detection, NIPT, Oncology diagnostics, Transplant Monitoring | View Pitch |
| Apr 13, 2026 | Fund Letters | Brown Capital Management Mid Company Fund | Natera | Health Care Equipment & Supplies | Life Sciences Tools & Services | Bull | NASDAQ | Cancer Recurrence, Clinical Validation, Diagnostic Testing, DNA Detection, Prenatal Testing, R&D investment, Reimbursement, Transplant Monitoring | View Pitch |
| Apr 13, 2026 | Fund Letters | Alger Small Cap Focus Fund | Natera, Inc. | Health Care | Life Sciences Tools & Services | Bull | NASDAQ | Cell-free DNA, Genetic Testing, liquid biopsy, Minimal residual disease, NIPT, Oncology, Reproductive Health, Transplant Monitoring | View Pitch |
| Apr 13, 2026 | Fund Letters | Alger Weatherbie Specialized Growth Fund | Natera, Inc. | Health Care | Life Sciences Tools & Services | Bull | NASDAQ | Cell-free DNA, Genetic Testing, liquid biopsy, margin expansion, Minimal residual disease, NIPT, Oncology diagnostics, Precision-medicine | View Pitch |
| Apr 13, 2026 | Fund Letters | Alger Weatherbie Specialized Growth Fund | Natera, Inc. | Health Care | Life Sciences Tools & Services | Bull | NASDAQ | Biotech, Cell-free DNA, Genetic Testing, liquid biopsy, NIPT, Oncology, Reproductive Health, Transplant Monitoring | View Pitch |
| Jan 27, 2026 | Fund Letters | Amy Zhang | Natera, Inc. | Health Care | Diagnostics & Research | Bull | NASDAQ | diagnostics, Genomics, growth, Oncology, Reimbursement | View Pitch |
| Jan 27, 2026 | Fund Letters | Ankur Crawford | Natera, Inc. | Health Care | Diagnostics & Research | Bull | NASDAQ | diagnostics, Genomics, growth, Oncology, Reimbursement | View Pitch |
| Jan 27, 2026 | Fund Letters | H. George Dai | Natera, Inc. | Health Care | Diagnostics & Research | Bull | NASDAQ | diagnostics, Genomics, growth, Oncology, Reimbursement | View Pitch |
| Jan 21, 2026 | Fund Letters | Andrew Choi | Natera, Inc. | Health Care | Health Care Technology | Bull | NASDAQ | clinical adoption, Genetic Testing, healthcare innovation, Molecular Diagnostics, Reimbursement | View Pitch |
| Jan 20, 2026 | Fund Letters | Eric Mintz | Natera, Inc. | Health Care | Diagnostics | Bull | NASDAQ | diagnostics, Genomics, growth, Margins, Oncology | 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 |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||