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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 27, 2025 | Carillon Eagle Mid Cap Growth Fund | - | - | AXON, BKR, NET, OKTA, PLTR, RCL, RH, RYAN, SRPT, VST | broadening, earnings, Mid Caps, Resilience, secular growth | The letter highlights a rebound in mid-cap growth stocks driven by earnings resilience and easing macro fears. Management sees broadening opportunities beyond mega-cap leadership. Mid-cap secular growers are favored. | RH RYAN OKTA SRPT BKR VST NET RCL AXON PLTR |
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| 2025 Q2 | Jul 21, 2025 | Sands Capital Technology Innovators Fund | 26.0% | 12.9% | AAPL, GLBE, GOOG, META, MSFT, NFLX, NVDA, OKTA, PANW, SPOT, TEAM, TSM, V | AI, Cloud, innovation, semiconductors | GLBE AAPL SPOT PANW V OKTA TEAM NFLX NVDA |
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| 2025 Q1 | Mar 31, 2025 | Meridian Growth Fund | -8.0% | -8.0% | CARG, HALO, OKTA, RBA, TNDM, ZD | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Sands Capital Technology Innovators Fund | -10.4% | -10.4% | APP, ASML, CVNA, DASH, IOT, KVYO, MELI, NOW, NVDA, OKTA, RBLX, SE, TSM, V | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Sands Capital Select Growth Fund | 8.8% | 24.3% | 300750 CH, APP, AXON, DXCM, EW, FND, GRAB, LRCX, NFLX, NOW, NU, OKTA, RBLX, SSFN, YMM | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Sands Capital Global Growth Fund | 5.3% | 15.7% | 6861 JP, ALGN, APP, AXON, DXCM, EW, GRAB, LRCX, MELI, NFLX, NOW, OKTA, SPOT, SSFN, TTEK | - | View | ||
| 2024 Q3 | Oct 22, 2024 | White Brook Capital | 0.0% | 6.5% | AFYA, BLDR, DNUT, OKTA, W | - | View | ||
| 2025 Q3 | Oct 20, 2025 | Sands Capital Technology Innovators Fund | 8.4% | 22.4% | APP, CRWD, DUOL, FIG, KVYO, MNDY, NFLX, NOW, NVDA, OKTA, RBLX, TEAM, TSM | Artificial Intelligence, Cloud Computing, Digital Platforms, semiconductors, software | AI remained the dominant theme as the fund balanced infrastructure enablers like NVIDIA and TSMC with software innovators such as ServiceNow and Atlassian. Managers acknowledge valuation pressure from AI euphoria but see durable earnings growth from leaders integrating AI into workflow and enterprise platforms. Portfolio exposure centers on data infrastructure, cloud applications, and gaming ecosystems. | SNOW MNDY DUOL RBLX APP TSM NVDA MNDY DUOL RBLX APP TSM NVDA |
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| 2024 Q3 | Sep 30, 2024 | Meridian Growth Fund | 6.8% | 0.0% | COO, DOCS, GFS, OKTA, SMAR, ZD | - | View | ||
| 2023 Q1 | Apr 17, 2023 | Meditation Capital | - | - | OKTA | - | View | ||
| 2024 Q4 | Jan 27, 2025 | White Brook Capital | - | - | AFYA, BOX, DNUT, GBRE, GBX, INFU, KAR, LTH, MOS, OKTA, PTLO, RPID, W | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Emerson Bluhm | Okta, Inc. | Information Technology | Systems Software | Bull | NASDAQ | cybersecurity, enterprise, Identity, SaaS, Zero_Trust | View Pitch |
| Dec 5, 2025 | Fund Letters | Eric Mintz | Okta, Inc. | Information Technology | Application Software | Bull | NASDAQ | cybersecurity, enterprise, Governance, Identity, Software | View Pitch |
| Nov 25, 2025 | Substack | Monopolistic Investor | Okta, Inc. | Information Technology | Software - Infrastructure | Bear | access management, cybersecurity, discounted cash flow, identity management, market niche, network effects, Okta, Overvaluation, Pricing power, profitability | 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. | ||||||||