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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Sep 30, 2024 | ACATIS Investment | - | 8.8% | 1193 HK, 6268 JP, BNTX, HALO, NVO, PLTR, REGN, SMCI, SMFT LN, SWKS | Artificial Intelligence, Data centers, Nuclear Energy, Power Infrastructure, semiconductors | The report underscores the exponential growth in artificial intelligence infrastructure, from semiconductor equipment and performance electronics to data centers and power supply, with European industrial champions playing critical enabling roles. Rising computing intensity, multi-billion-euro model training costs and surging electricity demand are driving investment in semiconductors, grid infrastructure and even nuclear energy solutions to power AI workloads. ACATIS positions portfolios toward companies benefiting from AI-driven capital expenditure cycles, particularly in semiconductors, industrial technology and energy infrastructure. | HALO SMCI 6268 JP SWKS NVO 1193 HK BNTX |
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| 2025 Q2 | Aug 4, 2025 | ClearBridge Mid Cap Growth Strategy | - | - | AXON, CVNA, NET, PLTR | Capital Allocation, fundamentals, quality growth, secular trends, volatility | The letter underscores confidence in high-quality mid-cap growth companies benefiting from secular tailwinds and improving capital allocation. Management notes that volatility created opportunities to add to best ideas. Long-term growth remains the core thesis despite macro noise. | View | |
| 2025 Q2 | Aug 27, 2025 | ClearBridge Investments Mid Cap Growth Strategy | - | - | APP, CVNA, HLT, MELI, NET, PLTR, TW | AI Demand, Compounding, earnings growth, Mid Caps, volatility | The letter highlights a rebound in mid-cap growth stocks supported by resilient demand for AI-related services and improving earnings visibility. Management views mid-cap growth as a source of long-term compounders overlooked during recent market volatility. Selectivity and balance sheet strength remain critical. | CVNA VST MELI TW AXON PLTR |
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| 2025 Q2 | Jul 8, 2025 | Warden Capital | - | -1.3% | PLTR, SPWH | Capital Allocation, Compounding, Concentration, Long-Term Growth, Management Quality | The letter stresses owning a concentrated set of businesses capable of compounding intrinsic value over long periods. Emphasis is placed on management quality, reinvestment opportunities, and long runways for growth. Short-term macro noise is viewed as largely irrelevant to long-term outcomes. | PLTR SPWH |
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| 2025 Q2 | Jul 29, 2025 | ClearBridge Investments All Cap Growth | - | - | ICLR, LLY, PLTR, SNPS, TGT | AI, growth, secular trends, technology, volatility | The commentary highlights a sharp risk-on rebound led by technology, AI, and communication services following tariff fears. ClearBridge emphasizes selective growth investing with attention to valuation, favoring companies with strong execution and secular tailwinds. Volatility is used to upgrade portfolio quality. | TGT ICLR PLTR SNPS LLY |
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| 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 27, 2025 | Jackson Peak Capital | - | - | BABA, ENR, META, PLTR | AI, Event-Driven, Long/Short, tariffs, volatility | The commentary frames heightened volatility as fertile ground for long/short strategies driven by fundamental and event-driven opportunities. Management highlights tariff-driven dislocations, rapid drawdowns, and sharp recoveries as conditions favoring active exposure management. AI beneficiaries and European stimulus-linked investments are positioned as key return drivers. | View | |
| 2025 Q2 | Jul 17, 2025 | Alger Mid Cap Focus Fund | 19.9% | 3.9% | CWAN, GLOB, NET, PLTR, RYAN, VRT | Artificial Intelligence, Digitization, growth, productivity, technology | The letter highlights artificial intelligence as a key secular growth driver benefiting mid-cap technology and industrial firms. Management points to accelerating adoption, strong earnings, and rising investment spend. The outlook remains constructive on AI-enabled productivity gains. | RYAN CWAN VRT NET PLTR |
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| 2025 Q2 | Jun 30, 2025 | ACATIS Investment | - | -5.2% | 1177 HK, BKNG, BNTX, ITM LN, LRCX, PLTR | Artificial Intelligence, Data centers, Energy Infrastructure, Pricing Power, semiconductors | The report discusses the continued global race to scale artificial intelligence capabilities, emphasizing capital intensity in semiconductors, data centers, and energy infrastructure as structural drivers of corporate investment. Management highlights the migration of value from hardware build-out toward software monetization, while warning that elevated equity valuations and geopolitical fragmentation increase dispersion across regions and sectors. Portfolio positioning favors globally competitive companies with durable pricing power and exposure to long-term innovation cycles rather than cyclical beta. | ITM LN |
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| 2024 Q2 | Jun 30, 2024 | ACATIS Investment | - | 6.7% | 0268 HK, 2020 HK, 2330 TT, AMKR, APE AU, BLUE, BNTX, CRBU, CRSP, FMG AU, GNK GR, NBIX, PLTR, SWKS, ZEAL DC | Artificial Intelligence, EU Debt Crisis, fiscal policy, Rate Cuts, Sovereign Bonds | The July 2024 investment report highlights mounting structural pressures in Europe, including rising sovereign debt risks in France, demographic headwinds, and increased defense spending as the peace dividend fades. With France's debt-to-GDP above 110% and deficits exceeding EU thresholds, concerns about another EU debt crisis are resurfacing, potentially impacting bond spreads and refinancing conditions. Against this backdrop of geopolitical fragmentation and fiscal strain, ACATIS positions portfolios toward resilient global equities, AI beneficiaries, and selectively attractive fixed income opportunities benefiting from potential rate cuts. | CRBU CRSP GNK GR 2020 HK FMG AU BNTX SWKS PLTR |
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| 2025 Q1 | May 30, 2025 | Jackson Peak Capital | 33.2% | 33.2% | AVGO, COIN, META, PLTR, RHM GR, TSLA | - | View | ||
| 2025 Q1 | Apr 14, 2025 | WestEnd Capital | - | - | BA/ LN, PLTR, RHM GR, SCHW | Artificial Intelligence Platforms, Cash Allocation, Defense Spending, Market Volatility, Tariff Policy | The quarter was dominated by tariff escalation, with projected rates briefly exceeding Smoot-Hawley-era levels, triggering a sharp selloff and spike in Treasury yields :contentReference[oaicite:1]{index=1}. WestEnd raised cash to ~25% before selectively redeploying capital into defense and AI leaders such as BAE Systems, Rheinmetall, Charles Schwab, and Palantir as technical conditions improved. The firm expects continued volatility but sees asymmetric upside in defense spending and mission-critical AI platforms amid geopolitical and policy uncertainty. | RHM GR PLTR SCHW BA LN |
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| 2025 Q1 | Mar 31, 2025 | Alger Mid Cap Focus Fund | -13.3% | -13.3% | ALAB, APP, HEI, MRVL, PLTR, SPOT | - | View | ||
| 2024 Q1 | Mar 31, 2024 | ACATIS Investment | 5.6% | 5.6% | CTSH, ECV GR, FRE GR, IFX GR, LONN SW, NVDA, PLTR, RMD, WAGA FP | Behavioral Finance, geopolitics, Market Concentration, Market Volatility, small caps | The report emphasizes heightened market volatility driven by geopolitical tensions, shifting monetary policy expectations, and concentrated equity market leadership. Behavioral dynamics such as momentum, fear of missing out, and short-term performance pressures are contributing to pricing distortions across sectors and regions. The firm views volatility as both a risk and an opportunity, particularly where smaller companies and overlooked industries are mispriced relative to fundamentals. | PLTR FRE GR LONN SW |
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| 2025 Q4 | Feb 25, 2026 | GMO (Grantham, Mayo, Van Otterloo & Co. LLC) | 0.0% | 0.0% | 2222.SR, AAPL, AMZN, AVGO, BLK, CSCO, GM, GOOGL, HOOD, META, MSFT, NVDA, ORCL, OWL, PLTR, TSLA, TSM | AI, Bubbles, Data centers, semiconductors, Speculation, technology, valuation | AI represents the most visibly impressive innovation of the last 100 years, comparable to railways in the 19th century. Current large language models suffer from hallucinations but are likely just an opening phase. If AI advances in biotechnology, materials, and energy, the future could be very interesting. The U.S. stock market has been in bubble territory for a prolonged period, defined as a two-standard deviation divergence above long-term real price trend. Unlike every bubble before it, this one has yet to fully deflate despite classic signs of a historic bubble top. Hyperscalers spent nearly $300 billion on capital expenditures in 2025, with AI investment accounting for 1.3% of U.S. GDP. Cumulative spending on U.S. data centers is estimated to reach $3-5 trillion by 2029-2030, representing massive overcommitment of capital. Nvidia is currently the world's most valuable company, exceeding the entire Japanese stock market. The AI boom has created unprecedented demand for chips, with companies stretching depreciation schedules despite ongoing technological progress that should shorten useful chip lives. There has been a surge in aggressive speculative behavior with commission-free trading, plentiful margin loans, and leveraged ETFs. Zero-day options now make up over 60% of all S&P 500 options, alongside the GameStop meme stock craze and cryptocurrency rise. By every historically effective valuation metric, U.S. equities are extremely overpriced. The CAPE of 40 is above any level seen outside the internet bubble peak, with the market cap to GDP ratio at all-time highs and record proportions trading at over 10 times sales. | HUBS |
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| 2025 Q4 | Feb 2, 2026 | Warden Capital | 0.0% | 0.0% | ARE, MTN, PLD, PLTR, QURE | AI, Biotechnology, Commercial real estate, Defensive, Shorts, value | Manager believes AI capex is at unsustainable levels and won't generate economic returns unless true AGI emerges imminently. OpenAI's user growth appears to be stalling with weak Q4 traffic growth, while competitors like Gemini continue growing strongly. Model progress may be reaching diminishing returns as current state-of-the-art models are not universally better than previous versions. CRE markets show little major change from previous commentary. Apartments remain soft due to oversupply and weaker sunbelt demand, industrial has picked up slightly, office is weak outside NYC but improving in class A, retail continues doing well due to lack of new supply, and hospitality is softer than expected. Manager invested in uniQure, a biotech with potential groundbreaking gene therapy for Huntington's disease. Initial results showed disease progression slowing by 75% three years after treatment, but FDA rescinded agreement on external control group causing stock to crash. Manager believes therapy will ultimately get approved given strong efficacy data. | QURE PLTR ARE MTN |
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| 2024 Q4 | Dec 31, 2024 | Alger Mid Cap Focus Fund | 4.9% | 24.5% | APP, AXON, MPWR, PLTR | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Artisan Mid Cap Fund | 5.1% | 12.0% | CSGP, EXAS, HOOD, IR, MNDY, MPWR, MRVL, MSFT, NVR, ON, PLTR, PSTG, SPOT, TEAM, XYL | - | View | ||
| 2024 Q4 | Dec 31, 2024 | ClearBridge Investments Mid Cap Growth Strategy | - | - | APP, ICGL, MRVL, PLTR, RDDT | - | View | ||
| 2024 Q4 | Dec 31, 2024 | ACATIS Investment | - | 16.2% | ADP, GOOG, NVO, PLTR, UBER, VRTX, VU FP | Artificial Intelligence, Data centers, Nuclear Energy, Power Infrastructure, semiconductors | The report highlights the accelerating global investment cycle in artificial intelligence infrastructure, emphasizing semiconductors, data centers and energy supply as critical bottlenecks in scaling AI capabilities. Management argues that exponential growth in computing power requirements and model training costs is reshaping capital allocation toward chip manufacturing equipment, grid expansion and power generation, including nuclear solutions. In this environment, ACATIS positions portfolios to benefit from structural AI-driven capex while remaining selective on valuations amid heightened market concentration. | ADP VRTX GOOG PLTR |
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| 2025 Q3 | Oct 3, 2025 | Vision Capital | - | 15.6% | 3690 HK, JD, LULU, NET, PLTR | Artificial Intelligence, Cloud infrastructure, Data Analytics, digital transformation, software | The fund highlights a concentrated portfolio of high-quality global compounders driving technological transformation through AI and digital infrastructure. Key holdings such as Palantir, Cloudflare, and ServiceNow reflect exposure to mission-critical software and data analytics platforms with durable growth prospects. The manager maintains a long-term, low-turnover approach emphasizing network effects, scalability, and founder-led innovation. | View | |
| 2025 Q4 | Jan 7, 2026 | ClearBridge Investments Large Cap Growth Strategy | 1.2% | 0.0% | ACN, ADBE, ANET, AVGO, CMG, DDOG, EQIX, ETN, GOOGL, ISRG, LLY, MRVL, NVDA, ORCL, PLTR, SBUX, TMO, UNH, VRTX, WDAY | AI, growth, healthcare, large cap, momentum, semiconductors, technology, underperformance | AI spending exceeded expectations with hyperscalers accelerating capex, emergence of OpenAI and Anthropic as major spending sources, and Alphabet selling custom AI chips to competitors. The managers acknowledge underestimating AI spending magnitude and are repositioning with purchases of Broadcom, Marvell Technology, Datadog and Oracle while exiting lower-conviction AI plays. Cloud infrastructure remains central to AI deployment with data center operators like Equinix positioned as later-stage beneficiaries. Oracle's cloud business represents significant upside potential despite current market skepticism, with the company having a large backlog of signed contracts and generating free cash flow. Semiconductor exposure through Nvidia has been a top holding since 2018, with additional positioning in Broadcom for custom silicon chips and Marvell Technology. The managers regret not scaling positions more aggressively in semiconductor beneficiaries during the AI-driven rally. Healthcare positioning was repositioned with purchases of high-quality biotechnology company Vertex Pharmaceuticals, which was a leading contributor in Q4. The managers exited Eli Lilly too early before GLP-1 reimbursement deals and oral treatment readouts drove shares higher. | View | |
| 2025 Q4 | Jan 6, 2026 | Smallvalue | 6.6% | 37.7% | AVGO, NVDA, OLVI.HE, ORCL, PLTR, SFM, TSLA | AI, Beverages, Copper, Data centers, Europe, Grocers, small caps, value | Artificial intelligence was the central theme of 2025, driving stock indices and sparking debate between believers and bubble warnings. The conversation is shaped by massive capital requirements for AI infrastructure, enormous energy consumption, uncertainty over profitability, and asset depreciation risk. AI-related capital investment represents around 2% of U.S. GDP, highlighting extraordinary scale and complexity. Data centers are industrial facilities requiring copper, steel, cement, concrete, and energy. Each megawatt of capacity requires tons of copper, cooling systems, and diesel backup generators. The cloud is not ethereal—it is heavy industry. Real beneficiaries are indirect players: industrial manufacturers, component distributors, and raw material suppliers. Without copper, there is no electrification, digitalization, AI, or data centers. Each megawatt of data center capacity requires roughly 30 tons of copper; with 10,000 MW added annually, this amounts to approximately 300,000 tons—about 1% of the 30 million ton annual market. Minor supply deficits can trigger significant price volatility, reinforcing a structural, long-term bullish outlook. Sprouts Farmers Market remains a high-quality business with some of the best operating margins in its sector and continues to repurchase shares aggressively. The company has ambitious expansion plans, aiming to triple its footprint from 450 to 1,400 stores nationwide while maintaining its fresh-first mission. Olvi Oyj announced strategic acquisitions in Q1 2026, including Estonia's leading mineral water producer Värska Originaal, Bosnia's largest brewery Banjalucka Pivara, and a 51% acquisition of Brewery International. These transactions expand Olvi's non-alcoholic and alcoholic beverage portfolios, increase sales volumes, and strengthen production capabilities across the Baltics, Nordics, and Mediterranean markets. | SFM |
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| 2025 Q4 | Jan 6, 2026 | Broadleaf Partners | -1.8% | 14.5% | NVDA, ORCL, PLTR | AI, Concentration, credit, growth, innovation, large cap, technology | AI remains central to investment thesis despite bubble concerns. The technology development is in infant stages requiring sustained financial support. AI-related spending drove economic growth across multiple sectors in 2025, though concerns about data center spending and funding levels created volatility. All eyes remain on artificial intelligence as the primary innovation driver. The manager expects AI productivity gains to broaden beyond the Magnificent 7 to benefit the broader S&P 493 companies through reduced labor costs and improved efficiency. For the first time in years, the financial sector led by banks has started to outperform. Debt markets both public and private have become more popular as funding sources. The manager sees greater contributions from the Credit Cycle needed to realize AI's long-term dreams. | View | |
| 2025 Q4 | Jan 30, 2026 | Legacy Ridge Capital | 0.0% | 7.0% | AAPL, AMZN, GOOGL, KRP, META, MNR, MSFT, NVDA, PII, PLTR, TSLA | Capital Allocation, Cash, dividends, energy, Exploration & Production, value | Fund maintains 30% cash position as defensive measure against expensive market valuations. Cash provides optionality for opportunistic deployment when attractive opportunities arise. Management views current cash levels as necessary given stretched valuations across broader markets. Portfolio focused on dividend-paying companies with 6% yield, emphasizing businesses that return excess cash to shareholders. Key holdings KRP and MNR have dividend policies returning 75% and over 50% of cash flow respectively. Dividend income provides steady cash flow for redeployment opportunities. Significant allocation to energy sector through Mach Natural Resources and Kimbell Royalty Partners. Focus on companies with disciplined capital allocation, low leverage, and high distribution yields. Both companies emphasize acquiring cash-flowing assets and returning capital to shareholders. Investment philosophy centered on buying businesses at discounts to intrinsic value based on discounted cash flows. Contrasts current approach with expensive growth stocks trading at extreme valuations. Emphasizes margin of safety and business owner mentality in stock selection. | MNR |
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| 2025 Q4 | Jan 29, 2026 | Hotchkis & Wiley Large Cap Fundamental Value | 4.5% | 17.1% | AIG, APA, C, CMCSA, CRM, CRWD, CVS, ERIC, FDX, FFIV, FISV, GM, NFLX, PLTR, UNH, WBD, WDAY, WPP | banks, energy, financials, healthcare, large cap, software, valuation, value | The portfolio trades at 13x forward earnings and less than 10x normal earnings, both in line with historical averages. The manager emphasizes attractive valuations outside the Magnificent 7, with the S&P 500 excluding these stocks trading at 18x forward P/E versus a 35-year average of 17.4x. The fund focuses on undervalued quality businesses with strong fundamentals. Software is the portfolio's largest industry exposure on both absolute and relative basis. The manager views prospects of select software companies as highly compelling, citing sticky customer bases, recurring revenues, and predictable businesses. Major purchases included Workday and Salesforce, which trade at discounts to their own history despite being higher quality businesses. The portfolio's banks returned 13% compared to 6% for the index in Q4, with an average weight of 12% that returned nearly 40% for the year. The manager took capital out of the group as valuations increased. Banks were the top contributing industry to relative performance both quarterly and annually. The portfolio remains overweight in healthcare, noting the sector's return is about half that of the rest of the market over the past decade. Healthcare's P/E ratio is less than 80% of the broad market's P/E, trading at a deeper discount only 8% of the time since 1990. The manager views this as an attractive opportunity given the quality of businesses and growth prospects. Energy exposure spans both exploration & production companies as well as oilfield services. While these businesses are not as structurally attractive as software or healthcare, energy remains among the most attractively valued areas of the portfolio. The group trades at less than 7x normal earnings and offers an expected free cash flow yield of 11%. | View | |
| 2025 Q4 | Jan 29, 2026 | Ashva Capital Management | 0.0% | 0.0% | AAPL, AMD, AMZN, COST, CSCO, DIS, GOOGL, HIMS, META, MU, NFLX, NVDA, PLTR, SPOT, UBER, WMT, ZG | AI, Compounding, long-term, Quality, semiconductors, technology, US, value | The manager discusses whether AI represents a bubble, comparing current valuations to traditional retailers like Costco and Walmart trading at higher forward P/E multiples than NVIDIA. He argues that we cannot be in an AI bubble when defensive stocks trade at higher multiples than leading AI companies. The discussion emphasizes that AI-driven demand is creating structural changes in memory and semiconductor markets. Memory semiconductors are highlighted as no longer being a commodity business driven by PC cycles, but rather a strategic input for AI, cloud infrastructure, and data-intensive workloads. The supply side has consolidated with fewer rational players, higher capital intensity, and better pricing discipline. Micron is positioned to benefit from AI-driven demand and improved industry structure. The manager emphasizes owning high-quality U.S. businesses that compound intrinsic value over time. He argues that obvious, high-quality businesses are not a failure of imagination but recognition of reality, as the modern internet economy rewards scale and dominant positions. Quality businesses can deliver asymmetric returns through duration of dominance. Valuation discipline is emphasized as critical to long-term success, with the manager noting that overpaying can cause long-term returns to go sideways. The portfolio deliberately avoided chasing narrow market leadership at elevated valuations, accepting short-term underperformance to preserve long-term risk-adjusted outcomes. Value creation comes from buying quality businesses at rational prices. | DIS AMD MU |
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| 2025 Q4 | Jan 28, 2026 | GMO (Grantham, Mayo, Van Otterloo & Co. LLC) | - | - | 2222.SR, AAPL, AMZN, AVGO, BLK, CSCO, GM, GOOGL, HOOD, META, MSFT, NVDA, ORCL, OWL, PLTR, TSLA, TSM | AI, Bubbles, Data centers, semiconductors, Speculation, technology, valuation | AI represents the most visibly impressive innovation of the last 100 years, comparable to railways in the 19th century. Current large language models suffer from hallucinations but are likely just an opening phase. If AI advances in biotechnology, materials, and energy, the future could be very interesting. The U.S. stock market has been in bubble territory for a prolonged period, defined as a two-standard deviation divergence above long-term real price trend. Unlike every bubble before it, this one has yet to fully deflate despite classic signs of a historic bubble top. Hyperscalers spent nearly $300 billion on capital expenditures in 2025, with AI investment accounting for 1.3% of U.S. GDP. Cumulative spending on U.S. data centers is estimated to reach $3-5 trillion by 2029-2030, representing massive overcommitment of capital. Nvidia is currently the world's most valuable company, exceeding the entire Japanese stock market. The AI boom has created unprecedented demand for chips, with companies stretching depreciation schedules despite ongoing technological progress that should shorten useful chip lives. There has been a surge in aggressive speculative behavior with commission-free trading, plentiful margin loans, and leveraged ETFs. Zero-day options now make up over 60% of all S&P 500 options, alongside the GameStop meme stock craze and cryptocurrency rise. By every historically effective valuation metric, U.S. equities are extremely overpriced. The CAPE of 40 is above any level seen outside the internet bubble peak, with the market cap to GDP ratio at all-time highs and record proportions trading at over 10 times sales. | View | |
| 2025 Q4 | Jan 27, 2026 | WestEnd Capital | 0.0% | 0.0% | BA, CAT, CCJ, CENX, FCX, GE, KGS, LLY, PLTR | AI, Aluminum, defense, energy, healthcare, industrials, Natural Gas, technology | WestEnd committed to the AI trade early and captured outsized gains by actively investing in key players driving AI innovation and infrastructure buildout. The AI boom continues with debt financing becoming more important for funding buildout as capital intensity rises. AI data centers require massive amounts of metals including aluminum and copper. Portfolio includes exposure to aerospace/defense supply chains and companies positioned for defense spending. Century Aluminum's high-purity primary aluminum is essential for military aircraft, armor plate, drones, and advanced weapons systems, tying into national security needs. Eli Lilly stands out as a dominant franchise in the GLP-1 obesity and diabetes market, actively reducing friction through direct-to-consumer and direct-to-employer pricing strategies. The company is diversifying into next-generation oral GLP-1s with orforglipron expected to generate $13 billion in annual sales by 2031. The Trump administration has signaled intent to dial-up fiscal stimulus in various forms, with policies encouraging capital formation and business investment. This includes benefits from the OBBBA providing meaningful financial/tax benefits for businesses and households. Kodiak Gas Services provides mission-critical large-horsepower compression infrastructure upstream of LNG exports and downstream power demand from AI-driven data centers. The company benefits from robust demand in the Permian and other basins through long-term, take-or-pay style contracts. Century Aluminum sits at the intersection of AI data-center buildout and defense/energy security needs. The boom in data centers, EVs, and clean-energy infrastructure is tightening the U.S. aluminum market, pushing up the Midwest premium and incentivizing domestic smelting capacity to restart. | CENX CAT LLY KGS |
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| 2025 Q4 | Jan 26, 2026 | Impax US Sustainable Economy Fund | 4.2% | 16.0% | AAPL, AMD, AMZN, AVGO, CLX, CPB, GIS, GOOG, GOOGL, JNJ, LLY, MA, META, MRK, MSFT, NVDA, ORCL, PLTR, STT, V, ZTS | AI, Esg, healthcare, large cap, Pharmaceuticals, semiconductors, sustainability, technology | AI-related companies experienced volatility due to concerns over elevated capital expenditures and returns on large-scale data center investments. Advanced Micro Devices surged on strong demand for AI-optimized chips and data center processors, benefiting from partnerships with hyperscale cloud providers and record GPU sales for AI workloads. Eli Lilly announced a significant agreement with the Trump administration for extended coverage of GLP-1 weight loss drugs within Medicare and Medicaid programs. This created substantial new market opportunities and alleviated concerns about stringent drug pricing. Health Care sector rallied following Trump administration agreements with major pharmaceutical firms to reduce Medicaid drug prices. Companies like Eli Lilly, Merck, and others benefited from robust sales growth, positive clinical trial results, and improved market access for key medications. The portfolio's sustainability tools were key performance drivers, with industry tilts from the Sustainability Lens and Corporate Resilience profiles both benefiting returns. Companies with higher Corporate Resilience scores outperformed while those with poor scores like Meta and Palantir were excluded and underperformed. | View | |
| 2025 Q4 | Jan 26, 2026 | Brown Advisors Mid-Cap Growth strategy | -4.7% | 12.5% | AS, AXON, CPNG, CSGP, CVNA, EFX, EXPE, FICO, HWM, INSM, IOT, MDLN, NTRA, PLTR, PSN, PSTG, RKLB, ULTA, VEEV, ZS | AI, energy, growth, healthcare, industrials, mid cap, semiconductors, technology | Several portfolio companies are generating meaningful revenue from GenAI-enabled products, with Axon leading through DraftOne and related offerings that drove over $500 million in bookings. The strategy sees AI as a key driver for companies delivering solutions that save time and reduce labor intensity. AI-driven demand for data center construction is benefiting holdings like Comfort Systems, which exceeded expectations with revenue growth over 20% driven by MEP contracting demand. Rising power demand from data center customers is also supporting Vistra through direct sourcing agreements. The strategy maintains exposure to semiconductor companies like Monolithic Power Systems, which benefited from easing concerns around NVIDIA market share and expanding exposure to other AI compute architectures including AMD, TPU, and Trainium to reduce customer concentration. The strategy repurchased Zscaler following a selloff, viewing it as an attractive entry for the leader in the growing SASE security software market that is executing a multi-product cross-sell strategy driving ARPU and margin growth. The strategy is modestly overweight Energy with positions in Cheniere Energy for LNG exposure and Oceaneering International. Vistra benefited from rising power demand in Texas and growing investor appreciation for nuclear assets, signing large power purchase agreements with hyperscalers. The strategy is overweight Healthcare with broad exposure across services, devices and biotechnology. Cardinal Health delivered strong results driven by improved specialty mix and margin recovery, while Medline offers exposure to both medical technology demand and provider volumes through its vertically integrated platform. | View | |
| 2025 Q4 | Jan 22, 2026 | Sands Capital Technology Innovators Fund | 6.2% | 14.7% | AMZN, APP, ASML, AVGO, AXON, CPNG, CVNA, DASH, DDOG, DUOL, GOOGL, IOT, MELI, META, MSFT, NFLX, NOW, NU, NVDA, PANW, PLTR, RBLX, SE, SHOP.TO, SPOT, SQ, TEAM, TSM, V | AI, defense, global, growth, innovation, Robotics, semiconductors, technology | AI continues to transform industries and drive market leadership, with infrastructure buildout continuing despite concerns about bubble-like excesses. The firm maintains meaningful exposure to AI enablers including semiconductors and digital advertising while staying disciplined on valuation and business quality. Semiconductor demand continues to outpace supply with visibility for AI-related spending extending into 2027. The portfolio maintains selective exposure focused on leading-edge logic chips and custom AI chip design services, with companies like TSMC and Broadcom positioned as key beneficiaries. Defense technology is entering a structural growth phase driven by rising geopolitical risk and convergence of military and commercial innovation. Focus areas include autonomous systems, space sensing, secure communications, and software that connects these pieces. Advances in AI compute power are pushing robotics forward with near-term opportunities in logistics and warehouse environments. The focus is on companies that make robots reliable, safe, and economically compelling rather than just headline-grabbing. Energy transition is blending with new power demand from data centers and AI infrastructure, creating a multiyear investment cycle across the entire power value chain. Opportunities emerging in companies that combine scale, speed, and technology to address grid complexity. Cyberattacks have become more frequent, costly, and sophisticated as more activity moves to the cloud and AI tools spread. Security is now a core operating requirement and foundation for trust with customers, regulators, and partners. Space is becoming part of everyday life with satellites supporting internet, defense, navigation, and climate monitoring. Costs are falling, tools are easier to use, and demand is rising, creating growing businesses with steady long-term revenue potential. | PLTR AVGO GOOGL MSFT NFLX NU SHOP KVYO CVNA TSM |
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| 2025 Q4 | Jan 14, 2026 | ARK Investment Management LLC | 0.0% | 0.0% | ACHR, AMD, AVAV, COIN, CRSP, DE, GH, GOOG, HOOD, KTOS, PLTR, RBLX, RKLB, ROKU, SHOP, TEM, TER, TRMB, TSLA, TWST | AI, crypto, defense, Genomics, innovation, productivity, Robotics, technology | ARK believes convergences among major platforms like AI, robotics, energy storage, public blockchain technology, and multiomics sequencing should accelerate non-farm productivity growth to 4–6% on a year-over-year basis. AI-related spending boom on data centers and power plants began in late 2022. Strong demand for AI-related chip testing and semiconductor testing across compute, networking, and memory. Robotics is identified as one of the major transformative innovation platforms that should converge with AI and other technologies to drive productivity gains. The ARK Autonomous Technology and Robotics ETF focuses on companies developing autonomous mobility, humanoid robots, and intelligent devices. Energy storage is highlighted as one of the key transformative innovation platforms that will converge with AI, robotics, blockchain, and multiomics sequencing to accelerate productivity growth and economic transformation in the coming years. ARK sees favorable policy shifts around crypto as supportive headwinds shifting into structural tailwinds for innovation. Coinbase faced challenges from weakness in crypto market trading activity, with quarterly spot trading volumes declining 9% quarter-over-quarter. The firm maintains exposure through Bitcoin ETFs and crypto-related companies. Multiomics sequencing is identified as one of the major transformative platforms. The genomics space benefited from increasingly positive sentiment following Abbott's acquisition of Exact Sciences. Companies like Guardant Health and Natera showed strong performance with significant revenue growth and clinical trial successes. Defense spending represents a significant opportunity with the U.S. Army announcing plans to purchase at least one million drones in the next 2–3 years. Companies like Kratos Defense, AeroVironment, and Rocket Lab are positioned in this space, though innovation-based defense stocks experienced broad sell-offs during the quarter. | View | |
| 2024 Q3 | Sep 30, 2024 | Fidelity Growth Strategies Fund | 6.3% | 17.9% | CRWD, DOCS, HWM, PLTR, RMD | - | View | ||
| 2025 Q1 | Apr 22, 2025 | Ithaka US Growth Strategy | -10.5% | -10.5% | NOW, NVDA, PLTR, TTD, UBER, V | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Artisan Mid Cap Fund | -7.4% | -7.4% | ASC SJ, AZO, BBY, BFAM, BKR, CCCS, DASH, DDOG, DECK, MRVL, PLTR, SAIA, SNOW, SPOT, VKTX, WST | - | View | ||
| 2024 Q4 | Jan 14, 2025 | Ithaka US Growth Strategy | 8.2% | 30.2% | AMD, AMZN, ASML, NOW, PLTR, UBER | - | View | ||
| 2024 Q4 | Jan 14, 2025 | Headwaters Capital Management, LLC | -6.8% | 13.1% | CLMB, PLTR, TMDX | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Mar 18, 2026 | Seeking Alpha | Seeking Alpha | Palantir Technologies Inc. | Technology | Software - Infrastructure | Bear | New York Stock Exchange | AI competition, Data Analytics, defense sector, growth trajectory, market sentiment, narrative-driven, Overvaluation, Palantir Technologies, Rule of 40, valuation metrics | View Pitch |
| Feb 26, 2026 | Fund Letters | Dr. Hendrik Leber | Palantir Technologies Inc. | Information Technology | Application Software | Bull | New York Stock Exchange | Artificial Intelligence, defense contracts, Government Spending, Military, Revenue Growth, valuation | View Pitch |
| Feb 26, 2026 | Fund Letters | Dr. Hendrik Leber | Palantir Technologies Inc. | Information Technology | Software | Bull | New York Stock Exchange | Aerospace, analytics, Artificial Intelligence, Defense, Partnerships, platform | View Pitch |
| Feb 26, 2026 | Fund Letters | Dr. Hendrik Leber | Palantir Technologies Inc. | Information Technology | Application Software | Bull | New York Stock Exchange | Artificial Intelligence, government contracts, platform, profitability, Revenue Growth, valuation | View Pitch |
| Feb 26, 2026 | Fund Letters | Dr. Hendrik Leber | Palantir Technologies Inc. | Information Technology | Application Software | Bear | New York Stock Exchange | Artificial Intelligence, Concentration, Data Analytics, Government Dependency, political risk, valuation | View Pitch |
| Feb 21, 2026 | Fund Letters | George Bolton | Palantir Technologies Inc. | Information Technology | Application Software | Bull | New York Stock Exchange | AI, analytics, Data, Government, growth, Margins, Ontology, Software, valuation | View Pitch |
| Feb 17, 2026 | Seeking Alpha | Seeking Alpha | Palantir Technologies Inc. | Technology | Software | Neutral | New York Stock Exchange | AI disruption, commercial revenue growth, Data Analytics, enterprise solutions, Forward guidance, government contracts, market correction, Palantir Technologies, SaaS market, valuation | View Pitch |
| Feb 4, 2026 | Fund Letters | Hawkins Entrekin | Palantir Technologies Inc. | Information Technology | Application Software | Bear | New York Stock Exchange | AI, Downside, Hedge, Software, valuation | View Pitch |
| Feb 3, 2026 | Seeking Alpha | Seeking Alpha | Palantir Technologies Inc. | Technology | Software & Services | Neutral | New York Stock Exchange | AI solutions, backlog growth, high valuation, investment risk, operating margin, order volume, Palantir Technologies, Q4 2025 earnings, Revenue Growth, U.S. commercial business | View Pitch |
| Feb 3, 2026 | Seeking Alpha | Seeking Alpha | Palantir Technologies Inc. | Technology | Software | Bear | New York Stock Exchange | Free Cash Flow, hypergrowth, investment hurdle rate, operating margin, Palantir Technologies, price correction, risk/reward, tactical sell, U.S. revenue growth, valuation | View Pitch |
| Jan 24, 2026 | Fund Letters | Emerson Bluhm | Palantir Technologies Inc. | Software | Data Analytics Software | Bull | New York Stock Exchange | Data-integration, Government Tech, Mission-Critical, Operational Ai, workflow automation | View Pitch |
| Jan 23, 2026 | Twitter / X | @AlphaSenseInc | Palantir Technologies Inc. | Information Technology | Application Software | Bull | New York Stock Exchange | Defense, Expert, Government, Government IT, PLTR, Pltr Competitor, Real Time, Satellite | View Pitch |
| Jan 10, 2026 | Substack | Monopolistic Investor | Palantir Technologies Inc. | Software | Data Analytics | Bear | New York Stock Exchange | commercial growth, Data Analytics, Free Cash Flow, government contracts, Overvaluation, Palantir, Software Monopoly, stock-based compensation, switching costs, valuation | View Pitch |
| Jan 9, 2026 | Fund Letters | Peter Bourbeau | Palantir Technologies Inc. | Information Technology | Application Software | Bear | NASDAQ | AI, Expectations, Momentum, Software, valuation | View Pitch |
| Jan 8, 2026 | Fund Letters | Eugene Ng | Palantir Technologies Inc. | Information Technology | Software | Bull | NASDAQ | compounder, Data-integration, enterprise, Government, network effects, S-curves, Singularity to Plurality | View Pitch |
| Jan 8, 2026 | Fund Letters | Hawkins Entrekin | Palantir Technologies Inc. | Information Technology | Application Software | Bear | New York Stock Exchange | growth, Hedging, Multiples, Software, valuation | View Pitch |
| Dec 5, 2025 | Fund Letters | Brian Angerame | Palantir Technologies Inc. | Information Technology | Systems Software | Bear | NYSE | Adoption, AI, Sentiment, valuation, Volatility | View Pitch |
| Dec 5, 2025 | Fund Letters | Evan Bauman | Palantir Technologies, Inc. | Information Technology | Application Software | Bull | NYSE | AI, analytics, growth, Margins, Software | View Pitch |
| Dec 4, 2025 | Fund Letters | Eric Mintz | Palantir Technologies, Inc. | Information Technology | Application Software | Bull | NYSE | AI, analytics, Defense, Government, Software | View Pitch |
| Dec 3, 2025 | Fund Letters | Amy Zhang | Palantir Technologies Inc. | Information Technology | Application Software | Bull | NYSE | AI, analytics, Dataplatforms, Defense, Government, SaaS, Software | View Pitch |
| Dec 3, 2025 | Seeking Alpha | Seeking Alpha | Palantir Technologies Inc. | Software - Infrastructure | Bull | AI, big data analytics, Customer Acquisition, Earnings Revisions, growth strategy, Insider selling, market potential, P/E ratio, Palantir Technologies, Partnerships | View Pitch | ||
| Nov 27, 2025 | Seeking Alpha | Seeking Alpha | Palantir Technologies Inc. | Software - Infrastructure | Neutral | AI integration, competitive landscape, corporate efficiency, Digital Twin, Foundry platform, Macroeconomic Risks, market valuation, P/E ratio, Palantir Technologies, technology adoption | View Pitch | ||
| Nov 4, 2025 | Seeking Alpha | Seeking Alpha | Palantir Technologies Inc. | Software - Infrastructure | Bull | AI adoption, Commercial Backlog, Enterprise AI, Free Cash Flow, government contracts, Market expansion, profitability, Revenue Growth, Rule of 40, valuation | View Pitch | ||
| Nov 3, 2025 | Seeking Alpha | Seeking Alpha | Palantir Technologies Inc. | Software - Infrastructure | Neutral | AI platform, big data analytics, commercial efforts, defense sector, earnings report, growth trajectory, management guidance, Palantir, revenue beat, stock repricing | View Pitch | ||
| Nov 2, 2025 | Seeking Alpha | Seeking Alpha | Palantir Technologies Inc. | Software - Infrastructure | Bull | AI partnerships, big data analytics, Boeing collaboration, defense contracts, earnings increase, enterprise clients, government clients, Revenue Growth | View Pitch | ||
| Oct 15, 2025 | Seeking Alpha | Seeking Alpha | Palantir Technologies Inc. | Software - Infrastructure | Neutral | cash flow, Data Analytics, growth expectations, high valuation, Market Risks | View Pitch | ||
| Sep 17, 2025 | Seeking Alpha | Seeking Alpha | Palantir Technologies Inc. | Software - Infrastructure | Bear | AI and defense, downward correction, earnings growth, investment risk, market sentiment, Overvaluation, P/E ratio, Palantir Technologies, technical resistance, valuation disconnect | View Pitch | ||
| Sep 16, 2025 | Short Thesis | Bear Cave | Palantir Technologies Inc | Information Technology | Systems Software | Bear | NYSE | Contracts, Government, SBC, Software, valuation | View Pitch |
| Sep 16, 2025 | Short Thesis | Citron Research | Palantir Technologies Inc | Information Technology | Enterprise Software | Bear | NYSE | AI, Enterprise software, Gov contracts, Insider selling, Valuation risk | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Income Generator | Palantir Technologies, Inc. | Information Technology | Software - Infrastructure | Neutral | NASDAQ | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Julian Fuchs | Palantir Technologies Inc. | Information Technology | Software - Infrastructure | Bear | NASDAQ | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Broadleaf/Doug MacKay | Palantir Technologies Inc. | Information Technology | Software - Infrastructure | Bull | NYSE | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Robin Hannoun, CFA | Palantir Technologies | Information Technology | Software - Infrastructure | Bull | NASDAQ | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | GTR Chat | Palantir Technologies Inc. | Information Technology | Software - Infrastructure | Bull | NYSE | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | The Techie | Palantir Technologies Inc. | Information Technology | Software - Infrastructure | Bear | NASDAQ | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Millennial Dividends | Palantir Technologies Inc. | Information Technology | Software - Infrastructure | Neutral | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | JR Research | Palantir Technologies Inc. | Information Technology | Software - Infrastructure | Bear | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Quantryon Capital | Palantir Technologies Inc. | Information Technology | Software - Infrastructure | Bull | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Oliver Rodzianko | Palantir Technologies Inc. | Information Technology | Software - Infrastructure | Neutral | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Hunting Alpha | Palantir Technologies Inc. | Information Technology | Software - Infrastructure | Bull | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Yiannis Zourmpanos | Palantir Technologies Inc. | Information Technology | Software - Infrastructure | Bull | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Gary Alexander | Palantir Technologies Inc. | Information Technology | Software - Infrastructure | Bear | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Deep Value Investing | Palantir Technologies Inc. | Information Technology | Software - Infrastructure | Bull | NASDAQ | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | James Foord | Palantir Technologies Inc. | Information Technology | Software - Infrastructure | Bull | NASDAQ | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Investing Experts Podcast | Palantir Technologies Inc. | Information Technology | Software - Infrastructure | Bull | NYSE | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Quad 7 Capital | Palantir Technologies Inc. | Information Technology | Software - Infrastructure | Bull | NASDAQ | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Air Investor | Palantir Technologies Inc. | Information Technology | Software - Infrastructure | Neutral | NASDAQ | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | RI Research | Palantir Technologies Inc. | Information Technology | Software - Infrastructure | Bear | NYSE | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Amrita Roy | Palantir Technologies Inc. | Information Technology | Software - Infrastructure | Bull | NASDAQ | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | TimesSquare Capital Management | Palantir Technologies Inc. | Information Technology | Software - Infrastructure | Bear | NYSE | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Nauman Khan | Palantir Technologies Inc. | Information Technology | Software - Infrastructure | Bull | NASDAQ | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Infinity Curve | Palantir Technologies Inc. | Information Technology | Software - Infrastructure | Bull | NASDAQ | — | 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. | ||||||||