NVX.AX Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Aug 27, 2025	Fawkes Capital Management	7.6%	-	AEHR, ARGO, BE, GNRC, GOOGL, MAXR, NVDA, NVTS, NVX.AX, PKE, PSIX, SYR.AX, TDY, TGEN, WWR	AI, China, commodities, defense, energy, Germany, infrastructure	Fund is positioned across Western AI beneficiaries including NVIDIA's next-generation Rubin architecture and energy infrastructure requirements for data centers. Believes Google's TPU technology represents the only real challenger to NVIDIA's GPUs and sees significant undervaluation in Alphabet. Also investing in Chinese AI development through Malaysian data center infrastructure as China works around US export controls.	AVIO.MI PKE CMEC.SS GOOGL MAXR PKE NVDA VH2 GR	View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of NVX-AX

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

NVX-AX

NVX-AX

Letters With This Ticker

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BSD Shareholders of NVX-AX

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