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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 is heavily positioned in out-of-favor healthcare stocks with strong business models, high growth potential, and substantial embedded optionality. ClearPoint Neuro provides hardware and consumables for precise drug delivery to brain and spine, particularly for cell and gene therapies. Lucid Diagnostics markets an FDA-approved DNA test for early detection of esophageal precancer with multi-billion dollar market opportunity pending Medicare reimbursement approval. | 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. | ||||||||