Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 13, 2026 | Jacob Fund | - | - | CABA, OMER, PRME, SNOW | AI, Biotechnology, Cloud, Gene Therapy, growth, small cap, technology | The manager believes the AI productivity cycle is real and will result in weaker labor markets while profit margins and earnings growth accelerate. Recent cooling of AI-related technology names is viewed as healthy for creating more attractive valuations. The fund added Snowflake, which is expanding AI capabilities through partnerships like Anthropic. The manager remains convinced that gene therapies will effectively cure patients with chronic and deadly diseases despite setbacks. Prime Medicine's elegant gene editing function offers simpler and safer treatment options with less off-target activity than first-generation technologies like CRISPR. Two biotech positions were added: Cabaletta Bio developing CAR-T immunotherapy for autoimmune diseases, and Prime Medicine for next-generation gene therapy. Both represent early-stage opportunities with significant upside potential if technologies prove viable. Snowflake was added as the leading player in cloud data storage, providing comprehensive data warehousing services for large businesses. The company's cloud-native platform helps companies store, analyze and share data across organizations, crucial for AI infrastructure upgrades. | SNOW |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Ryan Jacob | Omeros Corporation | Health Care | Biopharmaceuticals | Bull | NASDAQ | Biotech, FDA, Immunology, Orphandisease, Partnership, pipeline, Smallcap | 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. | ||||||||