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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 2, 2025 | Meridian Contrarian Fund | 16.4% | - | BWXT, CCO CN, NVTS, PACK, QDEL, SG | contrarian, fundamentals, mispricing, Recovery, Sentiment | The commentary highlights contrarian opportunities created by extreme pessimism and market overreactions. Management targets misunderstood companies where fundamentals are stabilizing despite negative sentiment. Long-term gains are expected as perceptions improve and earnings recover. | QDEL PACK SG NVTS BWXT CCO CN |
View |
| 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 | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Meridian Contrarian Fund | 6.9% | 0.0% | BEPC, NVTS, QDEL, SG, SGH, THC | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Meridian Contrarian Fund | 6.9% | 0.0% | BOWL, CACI, CARS, KRNT, NVTS, THC | - | View | ||
| 2023 Q3 | Sep 30, 2023 | Baron Discovery Fund | 13.5% | 9.3% | CWAN, EWCZ, KNSL, LLYVK, MEG, NVTS, PAR, S, SILK, TXG | - | View | ||
| 2023 Q2 | Jul 30, 2023 | Baron Discovery Fund | 13.5% | 9.3% | DH, GTLB, KNSL, NVTS, RGEN, RVNC, SKIN, STYN, VRAY | - | View | ||
| 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 | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | James England | Navitas Semiconductor Corp. | Information Technology | Semiconductors | Bull | NASDAQ | efficiency, Electrification, Gan, Partnerships, semiconductors | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Tech Stock Pros | Navitas Semiconductor Corporation | Information Technology | Semiconductors | Bear | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | The Techie | Navitas Semiconductor | Other | - | Bull | NASDAQ | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | JR Research | Navitas Semiconductor Corporation | Information Technology | Semiconductors | Bear | NASDAQ | — | 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. | ||||||||