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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 27, 2025 | Lakehouse Small Companies Fund | - | - | AD8 AU, ARB AU, BAP AU, CAT AU, DHG AU, PME AU, PNI AU, RDX AU, TNE AU | Founders, growth runway, Inefficiency, small caps, undercoverage | The letter highlights inefficiencies in small-cap markets driven by limited coverage and liquidity constraints. Management emphasizes founder-led businesses with long growth runways and improving fundamentals. Volatility is viewed as an opportunity to build positions at attractive prices. | RDX AU AD8 AU PME AU PNI AU CAT AU TNE AU ARB AU |
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| 2025 Q2 | Jul 21, 2025 | Sands Capital Global Growth Fund | 21.7% | 14.4% | ABNB, AXON, BLDR, CSL, ICE, MELI, NET, NFLX, NKE, NVDA, ONON, PME AU, TEAM, ZAL GR | AI, Cloud, growth, Platforms | NET MELI AXON NFLX NVDA |
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| 2025 Q2 | Jul 21, 2025 | Touchstone Sands Capital International Growth Equity Fund | 18.1% | 19.4% | 6273 JP, EVD GR, GALD SW, HEXAB SS, IMCD NA, LONN SW, MELI, ONON, PME AU, SE, SPOT, TSM, WEB SS | AI, Cloud, growth, Platforms | EVD GR SE 2330 TT SPOT MELI |
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| 2024 Q2 | Jul 29, 2024 | Lakehouse Small Companies Fund | 0.0% | 0.0% | AD8 AU, ALU AU, CGS AU, CTT AU, IPD AU, NAN AU, PME AU | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 24, 2026 | Fund Letters | Stephen Aboud | Pro Medicus Ltd | Health Care | Health Care Technology | Bull | New York Stock Exchange | AI, healthcare, market share, medical imaging, Software | View Pitch |
| Jan 8, 2026 | Fund Letters | Donny Buchanan | Pro Medicus Limited | Health Care | Health Care Technology | Bull | New York Stock Exchange | Cloud software, contract wins, high margins, quality compounder, Radiology It, valuation | 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. | ||||||||