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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Dec 31, 2024 | Apis Flagship Fund | - | 13.2% | ACHR, CLS, MRNA, PLUG, RHM.DE, SONO, TLN | defense, energy, global, Korea, Long/Short, small caps, technology, value | Manager maintains conviction in small-cap strategy despite underperformance versus large-cap indices. Believes compelling growth and valuation advantages will normalize in their favor. Portfolio demonstrates strong stock-picking ability in small-cap names across regions. | SOON.SW PLUG 2238.HK TLN 4046.T 3533.TW 267250.KS |
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| 2024 Q4 | Dec 31, 2024 | Apis Deep Value Fund | 1.4% | 8.5% | HNRG, PLUG, RCAT, SONO.SW, TLN, TPB | energy, global, Japan, Korea, Long/Short, small caps, technology, value | Indiana is a key hub of data center activity, which could further drive power demand and prices upwards for Hallador Energy. Talen Energy owns nuclear power capacity in a region poised for significant power price increases driven by rising demand from data centers, and already secured a contract with Amazon to supply power to a data center campus at prices 50% above the forward curve. | SOON.SW PLUG 2238.HK TPB TLN RCAT 4046.T 267270.KS HNRG |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 17, 2026 | Substack | Stock Pursuit | Plug Power Inc. | Energy | Renewable Energy Equipment & Services | Bull | Nasdaq Stock Market | Amazon and Walmart partnerships, Electrolyzers, Gigafactory, hydrogen fuel cells, Jose Luis Crespo, NASA contract, non-dilutive capital strategy, Plug Power, Project Quantum Leap, renewable energy | View Pitch |
| Apr 13, 2026 | Fund Letters | Apis Flagship Fund | Plug Power | Industrials | Electrical Equipment | Bear | NASDAQ | Bear, capital raising, cash burn, Fuel cells, Hydrogen Economy, shareholder dilution, Unprofitable | View Pitch |
| Apr 13, 2026 | Fund Letters | Apis Deep Value Fund | Plug Power Inc | Industrials | Industrial Machinery | Bear | NASDAQ | capital raising, cash burn, Dilution, Hydrogen, Short, Technology Risk, Unprofitable | View Pitch |
| Mar 16, 2026 | Substack | Stock Pursuit | Plug Power | Renewable Energy | Hydrogen Fuel Cells | Bull | NASDAQ Stock Market | clean energy, data centers, Electrolyzers, Global projects, Green Hydrogen, H2 Hollandia, hydrogen fuel cells, Plug Power, Power backup, renewable energy | View Pitch |
| Jan 28, 2026 | Substack | Stock Pursuit | Plug Power Inc. | Alternative Energy | Hydrogen Fuel Cells | Bull | NASDAQ Stock Market | alternative energy, carbon emissions, clean energy, growth prospects, hydrogen fuel cells, hydrogen solutions, market leadership, Plug Power, sustainable energy | View Pitch |
| Nov 25, 2025 | Substack | Stock Pursuit | Plug Power Inc. | Industrials | Electrical Equipment & Parts | Bull | AI data centers, alternative energy, Electrolyzers, global pipeline, Green Hydrogen, hydrogen fuel cells, market growth, Plug Power, Solar Energy, sustainable energy | View Pitch | |
| Sep 16, 2025 | Short Thesis | Hunterbrook | Plug Power Inc | Industrials | Electrical Components & Equipment (Fuel Cells) | Bear | NASDAQ | Dilution, Execution, Fuel cells, Hydrogen, Subsidies | View Pitch |
| Sep 11, 2025 | Substack | Stock Pursuit | Plug Power | Industrials | Electrical Equipment & Parts | Bull | backup power, clean energy, critical infrastructure, data centers, GenSure, hydrogen fuel cells, Microsoft collaboration, Plug Power, sustainable energy, zero-emission | View Pitch | |
| Aug 13, 2025 | Seeking Alpha | Stone Fox Capital | Plug Power Inc. | Industrials | Electrical Equipment & Parts | Bear | 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. | ||||||||