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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 19, 2025 | Minot Light Capital Partners | 7.6% | 12.5% | ARQ, CLPT, CURV, LGCY, LUCD, PAVM, QURE, REAL, SWAG | Beta-sliding, growth, healthcare, Micro-Cap, small caps, value | The fund gained modestly but lagged benchmarks as healthcare holdings weighed on results. Managers spotlight RealReals AI-enabled resale growth and industrial cleaner Arqs carbon business while acknowledging short-term weakness in Lucid Diagnostics and Torrid. They maintain conviction in overlooked microcaps with recurring revenue and scalable platforms. | SWAG LUCD CURV ARQ CLPT REAL |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||