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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Sep 30, 2025 | WS Amati Global Innovation Fund | - | - | CGNX, CHG LN, DXCM, GLBE, GLOB, LITE, PI, PRCT, RGEN, TLX AU | disruption, growth, innovation, productivity, technology | The fund emphasizes innovation-driven growth across technology, healthcare, and emerging business models. The letter highlights long-term structural change while acknowledging near-term volatility and valuation dispersion. Innovation remains an investable theme as productivity gains and technological adoption reshape industries. | View | |
| 2024 Q1 | Apr 15, 2024 | Alger Weatherbie Specialized Growth Fund | 5.8% | 9.5% | ACAD, CWST, NTRA, NVRO, PI, XMTR | - | View | ||
| 2025 Q1 | Mar 31, 2025 | TimesSquare Capital Management U.S. Small Cap Growth Strategy | -9.6% | -9.6% | ACVA, ADUS, AZEK, BFAM, BJ, BOOT, CBLL, CHEF, CWST, DAWN, ERJ, FORM, FROG, FRPT, HLNE, INR, INSM, ITCI, KTOS, MGY, MVBF, PAY, PI, RRX, SLNO, TTEK, VERX, VRNA, VVV, WHD | - | View | ||
| 2024 Q4 | Mar 12, 2025 | Invesco Discovery Fund | 1.2% | 22.6% | ALAB, ALTR, CLS, CVLT, GWRE, INTA, NOVA, PEGA, PI, QTWO, WING | - | View | ||
| 2022 Q4 | Dec 31, 2022 | Alger Weatherbie Specialized Growth Fund | 5.8% | 9.5% | CLB, GDYN, GKOS, MEG, PI, XMTR | - | View | ||
| 2025 Q3 | Oct 24, 2025 | Carillon Eagle Small Cap Growth Fund | - | - | BRBR, LNTH, MMSI, MNDY, PI, POWL, PRM, RMBS, SHAK, ZWS | AI, cyclicals, energy, industrials, small caps | The fund outperformed amid small-cap strength and AI-related industrial demand. Top contributors included Rambus and Impinj, both benefiting from hyperscaler and RFID adoption. Managers expect AI and data center capex to sustain industrial growth, while cyclical tailwinds in energy and reshoring enhance long-term fundamentals. | ZWS PRM PI RMBS |
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| 2025 Q3 | Oct 21, 2025 | Alger Weatherbie Specialized Growth Fund | - | - | AORT, PI, PLMR, SMTC, SPSC, VRTX | AI, Automation, Cloud, Digitization, small caps | The fund underperformed as small- and mid-cap tech and health care names faced pressure amid shifting macro conditions. Managers remain focused on growth opportunities in digitization, cloud adoption, and AI infrastructure, where companies like Semtech and Impinj are showing strong product momentum. The team expects secular tailwinds in automation and connectivity to drive long-term growth. | VERX PLMR SPSC AORT PI VERX PLMR SPSC AORT PI |
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| 2025 Q3 | Oct 20, 2025 | Wasatch Micro Cap Fund | 9.5% | - | LMB, PAR, PI, PNTG, VITL | digital transformation, Energy Infrastructure, High Growth, Micro Caps, Sustainable Food | The fund benefited from holdings in Vital Farms and Willdan Group as consumer demand for ethical food and energy infrastructure rose. Managers favor high-growth companies with durable business models in sustainability, logistics, and digital transformation. Despite near-term underperformance versus speculative biotech, they expect strong upside as fundamentals reassert. | PNTG LMB VITL PI WLDN |
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| Q4 2025 | Jan 29, 2026 | abrdn U.S. Small Cap Equity Fund | 0.5% | 8.8% | ARCB, ARQT, ATEC, ATZ.TO, AZZ, CARG, CORT, ELF, HLIO, ITGR, LRN, LZB, OSW, PI, REVG, SUPN, TRNO, VIAV | healthcare, industrials, infrastructure, Quality, small caps, technology | The fund focuses on US small-cap equities, which rose over the quarter but lagged broader US equities. The manager emphasizes higher-quality small-cap businesses that offer resilience against macroeconomic headwinds while benefiting from secular trends. The manager sees compelling opportunities from increased infrastructure investment as a secular trend. New position AZZ is positioned to benefit from grid modernization and domestic manufacturing reshoring. Reshoring of supply chains presents compelling opportunities for smaller companies. AZZ is positioned to benefit from domestic manufacturing reshoring trends, while the broader strategy targets companies that can capitalize on this shift. The fund initiated a position in AZZ, which is positioned to benefit from accelerating data-center development. This reflects the manager's view on the growth potential in data center infrastructure. | CORT |
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| 2025 Q4 | Jan 21, 2026 | NCG Small Cap Growth Strategy | 4.2% | 8.3% | ADPT, ATEC, AVPT, AXGN, BETA, BLND, CCB, CELH, COHR, ELF, KNX, KVYO, MTSI, PCOR, PEGA, PI, PRCH, QTWO, TOL, TTAN, UTI, WAL, WULF | active management, growth, healthcare, industrials, Outperformance, Quality, small caps, technology | The manager emphasizes investing in high-quality growth companies with proven business models and sustainable growth drivers. They note that quality factors worked against active managers in 2025, with low-quality stocks significantly outperforming. The S&P 600 Growth Index, which requires profitability, underperformed broader small cap indexes that included unprofitable companies. Biotech was a significant area of outperformance in small cap indexes during 2025, contributing approximately 8 points to the Russell Microcap Growth Index return. The manager has maintained low or no exposure to biotech, which contributed to relative underperformance. They continue to view many biotech business models as unproven despite strong recent performance. The portfolio includes holdings in AI infrastructure companies as part of their technology sector overweight. The manager sees strong growth prospects in AI-related investments and believes these companies are trading at attractive valuations within their diversified technology holdings. Nuclear energy was identified as one of the specific areas of outsized strength in small cap markets during 2025. The portfolio maintains exposure to the nuclear energy market through one company in their energy allocation, reflecting their focus on emerging energy themes. | View | |
| 2025 Q4 | Jan 21, 2026 | NCG SMID Cap Growth Strategy | 3.6% | 8.1% | ADPT, AII.TO, ATEC, AXGN, BETA, BLND, CELH, COHR, ELF, INOD, KVYO, MTSI, PCOR, PEGA, PHAT, PI, QTWO, TOL, TTAN, UAMY, UTI, WULF | Biotechnology, growth, healthcare, Quality, small caps, technology | The firm emphasizes investing in high-quality growth companies with proven business models and sustainable growth drivers. They believe quality factors worked against active managers in 2025, as low-quality stocks with negative earnings significantly outperformed. The firm maintains their focus on quality despite near-term headwinds. Small cap earnings growth turned positive during 2025 and is expected to stay positive and potentially accelerate in 2026. Small caps continue to trade at a relative discount to large caps, and the firm believes there is opportunity for this discount to narrow with an improving fundamental backdrop. Biotech was an area of outsized strength in 2025, contributing approximately 8 points to the Russell Microcap Growth Index return. However, the firm maintains low or no exposure to biotech as they view many business models as unproven with high expectations that may fail to materialize. | View | |
| 2022 Q3 | Sep 30, 2022 | Alger Weatherbie Specialized Growth Fund | 5.8% | 9.5% | AMRC, CLB, DH, DRQ, PI, SPSC | - | View | ||
| 2023 Q2 | Jun 30, 2023 | Alger Weatherbie Specialized Growth Fund | 5.8% | 9.5% | INSP, NVRO, PI, PLNT, SITE, SPSC | - | View | ||
| 2024 Q4 | Jan 17, 2025 | Carillon Eagle Small Cap Growth Fund | - | - | BILL, EVH, FRSH, LPLA, PCVX, PI, PJT, SUM, TMDX, ZETA | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Eric Mintz | Impinj Inc. | Information Technology | Semiconductor Equipment | Bull | NASDAQ | growth, Logistics, Margins, retail, RFID, semiconductors, technology | View Pitch |
| Nov 29, 2025 | Fund Letters | H. George Dai | Impinj Inc. | Information Technology | Semiconductor Equipment | Bull | NASDAQ | Adoption, Endpoints, Item-level tracking, operating leverage, Readers, RFID, supply chain | View Pitch |
| Nov 29, 2025 | Fund Letters | Ken Korngiebel | Impinj Inc. | Information Technology | Semiconductor Equipment | Bull | NASDAQ | Adoption, growth, Logistics, Margins, retail, RFID, semiconductors, supply chain, technology, Tracking | View Pitch |
| Nov 28, 2025 | Fund Letters | H. George Dai | Impinj Inc. | Information Technology | Semiconductor Equipment | Bull | NASDAQ | Adoption, Endpoints, Item-level tracking, operating leverage, Readers, RFID, supply chain | 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. | ||||||||