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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Sep 30, 2024 | ProChain Capital | - | 21.7% | BEN, BLK, COIN, PYPL, V | - | View | ||
| 2025 Q2 | Aug 7, 2025 | RGA Investment Advisors | - | - | AWE LN, CRSP, FEVR LN, MTN, PTON, PYPL, ROKU, WDAY | asymmetry, balanceSheet, conviction, innovation, technology | The portfolio leans into high-conviction positions amid volatility, particularly in innovative growth businesses. Market dislocations from tariffs and macro shocks are viewed as opportunities rather than risks. Long-term value creation is driven by asymmetric setups and balance sheet strength. | MTN AWE PYPL FEVR ROKU WDAY PTON CRSP |
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| 2025 Q2 | Aug 21, 2025 | Aristotle/Saul Global Equity Fund | 9.1% | 10.4% | ALC SW, AMGN, CCO CN, COF, MCHP, PYPL, UBER | Global Equities, healthcare, technology, Trade Policy | UBER COF PYPL ALC SW AMGN MCHP CCO CN |
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| 2024 Q2 | Jul 11, 2024 | JB Global Capital Fund | 7.3% | 8.1% | PYPL, STNE | - | View | ||
| 2024 Q1 | May 9, 2024 | Polen Capital – Focus Growth | 3.0% | 11.0% | AAPL, ADBE, AMZN, META, MSFT, NFLX, NKE, NVDA, PAYC, PYPL, TSLA, ZTS | - | View | ||
| 2024 Q1 | Apr 20, 2024 | ClearBridge Investments Large Cap Growth Strategy | 0.0% | 0.0% | PYPL, UNH | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Mayar Capital | 7.7% | 9.6% | 005930 KS, 0K85 LN, 3M, BFAM, BLND LN, CAP FP, GOOG, HLCL LN, HOME SM, HWDN LN, JNJ, KVUE, PYPL, RITN GR, SAP, UL, UPS, VTY LN, VWS DC, WIX | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Wedgewood Partners | 5.8% | 22.4% | BKNG, CDW, CPRT, META, POOL, PYPL, SPGI, V | - | View | ||
| 2024 Q1 | Apr 15, 2024 | ClearBridge Investments All Cap Growth | 0.0% | 0.0% | MDB, PYPL, SPLK MM | - | View | ||
| 2025 Q1 | Apr 12, 2025 | Longleaf Partners Fund | -5.1% | -5.1% | ACI, BIO, CNX, FDX, IAC, MAT, PVH, PYPL, RTX | - | View | ||
| 2025 Q1 | Mar 31, 2025 | The Sound Shore Fund | -1.9% | -1.9% | CHKP, PYPL, TEVA IT, VST | - | View | ||
| 2025 Q4 | Feb 9, 2026 | Shelton Equity Income Strategy / Shelton Equity Income Fund (EQTIX) | 4.4% | 18.5% | CAH, FAST, GM, GOOGL, HPQ, LRCX, MRK, PYPL, TMUS, VICI | dividends, financials, healthcare, income, Options, technology, volatility | The market experienced turbulence in November marked by concerns about the sustainability of AI-driven investment. Looking ahead to 2026, the AI trade will be in focus as investors may start to expect companies to show returns on the capital being invested in AI infrastructure. The fourth quarter delivered continuation of upside since April, with the market hitting new all-time highs in October before experiencing a shaky November. The Equity Income strategy is positioned to capitalize on volatility and buffer any pullbacks in the near term. | View | |
| 2025 Q4 | Feb 3, 2026 | The Sound Shore Fund | 7.8% | 18.2% | C, COF, FLEX, GM, HII, LUV, MSFT, PVH, PYPL, REGN, TEVA, TMO, TXN, WBD | defense, earnings, healthcare, Manufacturing, Transformation, undervalued, value | Sound Shore specializes in identifying undervalued companies undergoing transformations, focusing on stocks trading at attractive valuations relative to earnings power. The portfolio trades at 13.5 times forward earnings versus S&P 500 at 22 times, providing meaningful discount despite strong balance sheets and free cash flow. Healthcare was the best performing sector in Q4 after lagging earlier in 2025. Portfolio holdings Regeneron and TEVA provided positive pipeline updates and were among largest contributors as regulatory clarity emerged around previously uncertain policies. Huntington Ingalls Industries, the largest US Naval shipbuilder, was a standout 2025 performer after working through post-COVID supply chain issues. The company benefits from US Navy's commitment to rapidly expand the fleet and prospects for further margin gains. FLEX evolved from low-value electronics assembly to high-value specialized manufacturing for medical, industrial, and automotive industries. Under CEO Revathi Advaithi, the company achieved operational discipline and double-digit earnings growth with expanding margins, benefiting from accelerating data center end-markets. | View | |
| 2025 Q4 | Feb 3, 2026 | Gator Capital Management | 4.1% | 31.9% | BCS, BNP.PA, C, COMP, CUBI, FCNCA, GLE.PA, GPN, HOOD, HOUS, JPM, JXN, PYPL, SOHO, TD, TFSL, UMBF, VRTS | Banking, Capital markets, financials, real estate, Regional Banks, small caps, value | The fund focuses on small and mid-cap financial institutions, particularly regional banks with mutual holding company structures. TFS Financial represents a key investment in this space, offering leveraged exposure to earnings recovery through its unique MHC structure. Significant exposure to mortgage-related businesses through TFS Financial's traditional thrift model and Anywhere Real Estate's real estate services. The fund sees opportunity as the housing market recovers and interest rate environment normalizes. Strong positioning in capital markets through investment platforms like Robinhood Markets and traditional investment management firms. The fund benefited from continued product innovation and growth in retail trading platforms. | TFSL |
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| 2022 Q4 | Dec 31, 2022 | RiverPark Large Growth | 3.7% | 16.4% | AMZN, GOOG, ISRG, MA, NFLX, NKE, PYPL, SCHW | - | View | ||
| 2023 Q3 | Dec 10, 2023 | Wedgewood Partners | 5.8% | 22.4% | AAPL, COP, DHR, EW, GOOG, MSI, ORLY, PYPL, TSM | - | View | ||
| 2025 Q3 | Nov 5, 2025 | Horos Asset Management | 10.7% | 23.7% | 86.HK, ALNT SM, AMG, BIDU, PLX NA, PYPL, SOP FP, XPRO | Artificial Intelligence, Bubble risk, Capital Cycle, Energy Demand, Tech Valuations | The commentary details unprecedented AI-related capital expenditure and speculative valuations reminiscent of the dot-com bubble. Massive infrastructure investments by major tech companies raise concerns about capital efficiency, energy demand, and systemic risk. Horos remains cautious, avoiding AI-driven exuberance and favoring undervalued international and Iberian equities with strong balance sheets. | View | |
| 2024 Q3 | Nov 5, 2024 | Broyhill Asset Management | 6.0% | 0.0% | AVTR, BAX, BN FP, DG, EPAM, EVO SS, FI, NICE, PM, PYPL, RTO, SCHW | - | View | ||
| 2024 Q3 | Oct 16, 2024 | Wedgewood Partners | 5.8% | 22.4% | AAPL, CDW, CPRT, EW, GOOG, META, MSFT, MSI, POWL, PYPL, UNH | - | View | ||
| 2024 Q3 | Oct 16, 2024 | Longleaf Partners Fund | 10.4% | 10.3% | CNX, FDX, K, MGM, PYPL | - | View | ||
| 2025 Q3 | Oct 14, 2025 | Wedgewood Partners | 5.9% | 6.2% | BKNG, CDW, CPRT, GOOG, META, MSFT, PYPL, TSM | Artificial Intelligence, Data centers, energy, Leverage, semiconductors | Wedgewood warns of an unsustainable AI capital spending boom reminiscent of past tech bubbles. It highlights mounting corporate leverage and grid strain from AI data center expansion, raising concerns about long-term returns. The letter praises firms like TSMC, Microsoft, and Meta for disciplined execution but cautions that AIs debt-fueled growth could become cyclical. | MSFT US META US PYPL US GOOGL US |
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| 2022 Q3 | Oct 10, 2022 | RiverPark Large Growth | 3.7% | 16.4% | BKNG, FIVN, GOOG, INTU, NFLX, NKE, NOW, PINS, PYPL, RNG, SCHW PR D, SNAP, UBER, V, WDAY | - | View | ||
| 2022 Q3 | Oct 10, 2022 | Wedgewood Partners | 5.8% | 22.4% | AAPL, CPRT, EW, FB2A, GOOG, MSI, PYPL, TPL, TSM, V | - | View | ||
| 2025 Q4 | Jan 7, 2026 | Packer & Co | - | 21.5% | 0001.HK, AQN, BABA, BIDU, CA.PA, CEO, CNC, GSK, J36.SI, NE, NXE, PBR, PRX.AS, PYPL, SDRL, VAL, VIPS | AI, Asia, Cash, Defensive, energy, gold, value | The AI boom has driven global stock markets with the Bloomberg AI index up 250% in three years, becoming a core driver of US economic growth. However, the manager draws parallels to the Dotcom bubble, noting over $3 trillion expected investment despite negligible revenue generation and intense competition that may destroy profitability. Gold was the Trust's largest investment and performed exceptionally well, rising 52% for the year. The manager maintains significant gold exposure as part of their defensive positioning amid market uncertainties and elevated valuations. The manager continues to find attractive value opportunities despite expensive markets, purchasing undervalued companies like Centene, GlaxoSmithKline, Carrefour and PayPal trading at low multiples with strong fundamentals. | CA FP |
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| 2025 Q4 | Jan 3, 2026 | Torre Financial | 1.9% | 8.5% | ADBE, AMZN, ANET, ASML, CRM, FDS, GOOGL, LLY, META, MSFT, NVDA, PYPL, TSM, UBER, UNH | AI, competition, growth, healthcare, Quality, technology, value | The race for AI has drawn in technology companies and nation states, with massive capital spending from Google, Microsoft, Amazon, Meta, and OpenAI driving Nvidia to become the first 5 trillion market cap company. The US has launched the Genesis Mission to ensure America wins the AI race, while China has shown innovation with DeepSeek. The portfolio focuses on strong, proven businesses with attractive business models, exhibiting strong returns on capital, competitive advantages, and durable growth. High quality, cash-flowing companies were not particularly sought after in 2025, with many high quality compounders selling off significantly. Eli Lilly's performance was propelled by their GLP-1 offerings and promising pipeline, contributing to the portfolio's top performers in 2025. | View | |
| 2022 Q4 | Jan 22, 2023 | Frank Value Fund | - | 4.4% | PSTL, PYPL | - | View | ||
| 2025 Q4 | Jan 20, 2026 | Harding Loevner Global Small Companies | 0.4% | 8.5% | AAPL, ADBE, AMD, AMZN, AVGO, CRM, CSCO, GOOGL, IBM, INTC, META, MSFT, NFLX, NOW, NVDA, ORCL, PYPL, QCOM, TSLA, TXN | global, healthcare, momentum, Quality, small caps, technology, value | The manager emphasizes quality-growth investing that demands relentless skepticism toward market narratives and constant scrutiny of company fundamentals. They focus on financially strong, well-managed companies with durable competitive advantages operating in industries poised for long-term growth. The letter discusses how price momentum is a well-documented phenomenon where securities whose prices have risen are more likely to keep rising in the short run. When momentum takes hold, fundamentals usually fade from view while narratives are used to justify price moves. AI enthusiasm has lifted hardware and semiconductor stocks while weighing on shares of software and services holdings. The manager notes that many AI-related winners lack clear basis for continuing, with some companies barely connected to the AI theme benefiting from momentum. Gold is trading at its highest inflation-adjusted level in five decades, but it is a volatile commodity. Gold-mining companies have not had a great history of profitability other than when prices are unusually high, making the current rally questionable for long-term returns. | 2344 TT DIA IM 298380 KS |
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| 2025 Q4 | Jan 20, 2026 | Marram Investment Management | 0.0% | 4.0% | AVDX, BILL, FITB, FOUR, OKE, PAA, PAGP, PAY, PSFE, PYPL | Banking, biopharma, cash flow, energy, payments, value | Payment technology businesses experiencing disconnect between operating fundamentals and share price performance. Companies continue to compound value per share despite valuation compression and shareholder turnover. Manager rebalanced allocation by exiting some positions and concentrating in higher-conviction holdings at lower prices. Energy infrastructure companies with indispensable assets benefiting from geopolitical strife, inflation, and increased recognition of renewable energy limitations. MLPs remain cornerstone allocation with favorable industry demand dynamics, stable cash flows, conservative balance sheets, and inflation protection. Large regional banks purchased during March 2023 banking crisis at fire-sale prices have generated 30%+ IRR. Manager continues to view sector favorably for steady 10%+ annual profits but has prudently moderated exposure due to expanded valuations and gradually easing credit underwriting standards. Sector out of favor due to political factors leading to lower industry R&D spend. Manager believes society will continue to need new drugs and health innovations, expecting capital to return and R&D spend to reaccelerate. Initiated diversified basket allocation via ETFs and service-based businesses. | View | |
| 2025 Q4 | Jan 18, 2026 | Mayar Capital | 4.5% | 14.1% | 005930.KS, 7476.T, 7974.T, BFAM, BKNG, BNNTF, CAP.PA, CFR.SW, CRDA.L, GOOGL, JNJ, KVUE, NESN.SW, NKE, OR.PA, PYPL, SOLV, TW.L, UL, UPS, V, VWS.CO | defense, fundamentals, global, Quality, Speculation, value | The fund maintains its disciplined value investing approach, focusing on boring companies with durable competitive advantages trading at reasonable prices. The manager emphasizes that fundamentals eventually win out despite current market speculation. The manager identifies significant red flags in circular financing fueling the AI boom, comparing it to vendor financing of the late 90s. Companies like Oracle, OpenAI, Nvidia and CoreWeave participate in arrangements that effectively fund their own customers' purchases. Strategy Inc. (formerly MicroStrategy) serves as a cautionary tale of speculative excess. The stock fell 60% as its premium to Bitcoin holdings evaporated, forcing the company to sell equity to cover preferred dividends rather than buy more Bitcoin. | NKE TW LN BKNG |
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| 2025 Q4 | Jan 15, 2026 | ClearBridge Investment Value Strategy | 0.0% | 0.0% | 300750.SZ, ARGX, CELH, CHTR, CMA, CORT, FCX, FI, FITB, GPN, ICE, META, MTB, MU, NEM, OM, PYPL, SLGN, TLN, WBS | AI, financials, gold, healthcare, materials, semiconductors, technology, value | AI adoption is expected to broaden economic benefits in 2026, requiring justification of massive capital investment. The team sees opportunities in AI adoption across sectors where it's not currently priced, while maintaining exposure to AI-related infrastructure investments despite reducing exposure during volatility spikes. Value spreads remain at historic extremes with value stocks trading at the cheapest 10% of their history relative to growth. The team believes this creates a probability gap with meaningful upside potential for valuation-driven investors as the market prices value stocks as having little chance of leading. Memory chip demand driven by AI exceeded supply growth, creating price spikes that benefited holdings like Micron Technology. The team correctly anticipated AI would drive memory demand well above supply growth, positioning in picks-and-shovels AI infrastructure plays. Gold prices spiked higher than reflected in mining stock prices, benefiting Newmont Mining. The team has been long-term bullish on gold due to limited annual supply and new demand sources, creating opportunities to buy high-probability events at low-probability prices. | PYPL FITB |
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| 2025 Q4 | Jan 14, 2026 | Longleaf Partners Fund | -0.3% | -0.4% | ACI, AMG, ANGI, AVTR, CNX, DINO, DIS, EXO.MI, FDX, H, IAC, KHC, MAT, MGM, PCH, PVH, PYPL, REGN, RTX, RYN | Buybacks, Cash, Defensive, Leverage, Quality, value | Fund focuses on undervalued companies trading below intrinsic value with P/V ratio in low-60s%. Manager emphasizes buying quality companies at discounts and waiting for market recognition of value. Multiple portfolio companies engaged in significant share repurchases including Mattel ($600M), Regeneron, MGM (40% over 5 years), and PVH. Manager views buybacks as value-creating at current discounted prices. Holdings include Mattel with strong IP portfolio (Hot Wheels, Barbie, UNO) and upcoming movie releases, plus IAC's digital assets. Focus on companies with valuable content and intellectual property. | ANGI PVH PYPL MGM IAC REGN MAT DINO KHC |
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| 2025 Q4 | Jan 14, 2026 | Hardman Johnston Large Cap Equity | 4.3% | 0.0% | 7269.T, AMZN, AZN, BDX, CCO.TO, CMCSA, EL, EW, GOOGL, HDB, ILMN, IQV, MA, META, MMC, PYPL, SCHW, SLB, SN, TMUS | AI, Genomics, growth, healthcare, large cap, Lithium, technology | AI remains an important driver for portfolio performance, with investments made years ago benefiting from the surge in AI spending. The manager sees AI as particularly relevant in healthcare where it can help achieve both innovation and efficiency while controlling healthcare spending growth. Albemarle is benefiting from a surge in lithium prices due to near-term production disruptions at competitors, improving outlook for global EV penetration, and investment in batteries as energy storage platforms for alternative energy supplies. Illumina, with almost 70% market share in gene sequencing, has weathered a storm of life science funding cuts and competitive entries. While challenges remain, they are well positioned to benefit from any acceleration in clinical and research spending in life sciences. | OLED AEIS ILMN ALB |
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| 2025 Q4 | Jan 14, 2026 | Wedgewood Partners | -1.8% | 4.3% | AAPL, AMZN, BKNG, CB, CDW, CPRT, EW, GOOGL, META, MSI, ODFL, ORLY, POOL, PYPL, SPGI, TSCO, TSM, UNH, URI, V | AI, growth, large cap, Portfolio Management, Quality, technology, valuation | AI continues to drive significant revenue growth across portfolio companies. Google Cloud processes 1.3 quadrillion AI tokens per month, more than double from just a few quarters ago. Meta has been using AI tools for over a decade to manage their massive network, with their Andromeda machine learning system automatically retrieving and ranking tens of millions of potential ads based on user preferences. Taiwan Semiconductor Manufacturing continues to execute flawlessly on leading-edge node progression and capacity build-out, enabling the AI era by manufacturing nearly every compute accelerator including GPUs. The company's advanced nodes allow accelerator designers greater flexibility to increase performance while limiting power requirements in an increasingly power-constrained compute infrastructure industry. Google Cloud segment revenue and backlog growth accelerated, driven by AI workloads. Amazon's AWS has fostered some of the largest businesses in the world over the past 20 years, with revenue growth accelerating to over 20% as the company deployed almost 4 gigawatts of capacity for AI-workloads over the past 12 months. The manager expresses significant concern about excessive market valuations, noting that more than 30% of US market capitalization now trades above 10x sales, reminiscent of the tech bubble. The crowded AI trade and historically rich valuations are described as haunting prudent investing, with even most non-Magnificent Seven stocks failing to offer bargains. The manager has trafficked in quality stocks for more than 33 years, an approach that has served clients well since 1992 but did not work in 2025. The portfolio's fundamentals, prospective earnings growth rates, profitability measures, and balance sheet strength are notably superior to the S&P 500 Index and on par with the Russell 1000 Growth Index. | PYPL TSCO URI MSI META EW ODFL AAPL TSM GOOG CB AMZN |
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| 2023 Q3 | Sep 30, 2023 | Manole Capital Management | 0.0% | 0.0% | PYPL | - | View | ||
| 2023 Q2 | Jul 27, 2023 | Broyhill Asset Management | 6.0% | 0.0% | 0R1E LN, FHN, PYPL, SCHW, TD | - | View | ||
| 2023 Q2 | Jul 26, 2023 | TGV Compound Fund | 0.0% | 6.9% | BNTX, IBKR, PYPL, STNE, WAF GR | - | View | ||
| 2023 Q2 | Jul 20, 2023 | Ithaka US Growth Strategy | 0.2% | 0.0% | AMZN, MELI, MSFT, NVDA, PODD, PYPL | - | View | ||
| 2024 Q2 | Jul 15, 2024 | Wedgewood Partners | 5.8% | 22.4% | AAPL, BKNG, CDW, GOOG, MSI, ODFL, POOL, PYPL, TSM, V | - | View | ||
| 2023 Q2 | Jul 14, 2023 | Wedgewood Partners | 5.8% | 22.4% | AAPL, CDW, CPRT, GOOG, META, MSFT, PYPL, TPL, TSCO | - | View | ||
| 2024 Q2 | Jun 30, 2024 | ClearBridge Investments Large Cap Growth Strategy | 0.0% | 0.0% | PANW, PYPL | - | View | ||
| 2023 Q2 | Jun 30, 2023 | RiverPark Large Growth | 3.7% | 16.4% | ADSK, AMZN, COST, DIS, ILMN, META, NKE, NVDA, PYPL, SHOP, UBER, ZTS | - | View | ||
| 2023 Q2 | Jun 30, 2023 | RiverPark Long/Short Opportunity Fund | 0.6% | 11.1% | AMZN, COST, DIS, ILMN, ISRG, META, NKE, PYPL, SHOP, UBER, XHB, ZTS | - | View | ||
| 2023 Q1 | Apr 22, 2023 | Mayar Capital | 7.7% | 9.6% | 9627 JP, BFAM, BNR GR, CFR SJ, DAN SW, DBX, EA, HLCL LN, HOME SM, HWDN LN, JNJ, PYPL, RITN GR, UN SW, WIX LN | - | View | ||
| 2025 Q1 | Apr 14, 2025 | Wedgewood Partners | -6.3% | -6.3% | GOOG, ORLY, PYPL, URI, V | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Mayar Capital | 2.9% | 2.9% | 005930 KS, AHT LN, ALO FP, BFAM, BLND LN, CAP FP, FOUR LN, GOOG, HLCL LN, JNJ, KVUE, LH, NKE, NVO, PYPL, SAP FP, SOLV, SOM LN, UPS, V, VTY LN | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Aristotle Value Equity Fund | 6.3% | 12.3% | ANSS, CFR, PYPL | - | View | ||
| 2022 Q1 | Mar 30, 2022 | Aristotle Core Equity Fund | 2.9% | 21.3% | PSX, PYPL, SPR | - | View | ||
| 2022 Q4 | Jan 25, 2023 | RGA Investment Advisors | 0.0% | 0.0% | AZO, FEVR LN, GOOG, MTCH, PYPL | - | View | ||
| 2022 Q4 | Jan 19, 2023 | Wedgewood Partners | 5.8% | 22.4% | AAPL, CDW, EW, GOOG, META, MSI, PYPL, TPL, TSCO, V | - | View | ||
| 2024 Q4 | Jan 16, 2025 | Longleaf Partners Fund | -1.3% | 8.8% | CNX, DINO, FIS, IAC, K, LBRDK/A, MGM, PYPL, RTX, WBD | - | View | ||
| 2023 Q4 | Jan 13, 2024 | Wedgewood Partners | 5.8% | 22.4% | AAPL, EW, GOOG, META, MSFT, MSI, ODFL, ORLY, PYPL, TPL, TSCO, TSM, UHG | - | View | ||
| 2022 Q4 | Jan 3, 2023 | RiverPark Long/Short Opportunity Fund | 0.6% | 11.1% | 9WY, AAPL, ADYE AV, CDW, EW, FSR, GOOGL, META, MSI, PYPL, SI, SW, THRY, TSCO, V | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 4, 2026 | Seeking Alpha | Seeking Alpha | PayPal Holdings, Inc. | Financial Technology | Digital Payments | Bull | NASDAQ Stock Market | BNPL, CEO change, competitive pressures, digital payments, Free Cash Flow, investment opportunity, PayPal, Q4 2025 earnings, valuation, Venmo | View Pitch |
| Feb 4, 2026 | Twitter / X | @weary_centurion | PayPal Holdings, Inc. | Financials | Transaction & Payment Processing Services | Bull | NASDAQ | buybacks, Costcutting, DigitalWallets, Fintech, Payments, Venmo | View Pitch |
| Feb 4, 2026 | Twitter / X | @weary_centurion | PayPal Holdings, Inc. | Financial Services | Transaction & Payment Processing Services | Bull | NASDAQ | advertising, Braintree, buybacks, Checkout, Headcount, Payments, SBC, UK, Venmo, Wallet | View Pitch |
| Feb 4, 2026 | Twitter / X | @weary_centurion | PayPal Holdings, Inc. | Financial Services | Transaction & Payment Processing Services | Bull | NASDAQ | BNPL, Braintree, buybacks, Checkout, Crossborder, Crypto, Fintech, Margins, Omnichannel, Payments, retail media, stablecoin, Venmo | View Pitch |
| Feb 4, 2026 | Twitter / X | @investingbyGenZ | PayPal Holdings, Inc. | Financial Services | Transaction & Payment Processing Services | Bull | NASDAQ | advertising, buybacks, cashflow, Checkout, Eps, Payments, Sharecount, Venmo, Wallet | View Pitch |
| Jan 28, 2026 | Fund Letters | Vivian Y. Chen | PayPal Holdings, Inc. | Financials | Transaction & Payment Processing Services | Bull | NASDAQ | Fintech, Freecashflow, Payments, turnaround, valuation | View Pitch |
| Jan 23, 2026 | Fund Letters | Brian Angerame | PayPal Holdings, Inc. | Financials | Transaction & Payment Processing Services | Neutral | NASDAQ | Competition, ecommerce, growth, Margins, Payments | View Pitch |
| Jan 20, 2026 | Fund Letters | David A. Rolfe | PayPal Holdings Inc. | Financials | Transaction & Payment Processing Services | Bear | NASDAQ | Competition, Execution, Margins, Payments, Volumes | View Pitch |
| Jan 16, 2026 | Fund Letters | Ross Glotzbach | PayPal Holdings, Inc. | Financials | Transaction & Payment Processing Services | Bull | NASDAQ | buybacks, Freecashflow, Margins, Networks, Payments | View Pitch |
| Jan 8, 2026 | Fund Letters | Jason Gilbert | PayPal Holdings Inc. | Information Technology | Transaction & Payment Processing Services | Bear | NASDAQ | digital payments, Fintech, Moat-Erosion, Security | View Pitch |
| Jan 8, 2026 | Substack | The Finance Corner | PayPal Holdings, Inc. | Financial Technology | Financial Technology | Bull | NASDAQ Stock Market | cashless transactions, competitive edge, digital payments, earnings results, financial technology, fintech industry, growth prospects, OpenAI partnership, PayPal, portfolio | View Pitch |
| Dec 3, 2025 | Fund Letters | Howard Gleicher | PayPal Holdings Inc. | Financials | Data Processing & Outsourced Services | Bear | NASDAQ | Competition, ecommerce, Fintech, Margins, Payments, strategy | View Pitch |
| Nov 29, 2025 | Fund Letters | Vivian Y. Chen | PayPal Holdings Inc. | Financials | Transaction & Payment Processing Services | Bull | NASDAQ | cost discipline, digital payments, Fintech, growth, Margins, scale, valuation | View Pitch |
| Nov 28, 2025 | Fund Letters | Vivian Y. Chen | PayPal Holdings Inc. | Financials | Transaction & Payment Processing Services | Bull | NASDAQ | cost discipline, digital payments, Fintech, growth, Margins, scale, valuation | View Pitch |
| Oct 31, 2025 | Substack | Rijnberk Invest Insights | PayPal Holdings, Inc. | Financials | Credit Services | Bull | Branded checkout, buy now pay later, commerce platform, dividend, Fintech, Free Cash Flow, Omnichannel functionality, Strategic realignment, user engagement, Venmo | View Pitch | |
| Oct 27, 2025 | Substack | The Finance Corner | PayPal Holdings, Inc. | Financials | Credit Services | Bull | balance sheet, Fintech, market cap, online payments, PayPal, profitability, revenue increase, Strategic Partnerships, undervalued, User growth | View Pitch | |
| Aug 8, 2025 | Seeking Alpha | RI Research | PayPal Holdings, Inc. | Financials | Credit Services | Bull | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Oakoff Investments | PayPal Holdings, Inc. | Financials | Credit Services | Bull | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Rick Orford | PayPal Holdings, Inc. | Financials | Credit Services | 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 |
|---|---|---|---|---|---|---|---|---|
| Philippe Laffont | Coatue Management | $40.0B | $99.1M | 0.25% | 1,697,505 | -3,540,479 | -67.59% | 0.2548% |
| David Hoeft | Dodge & Cox | $185.3B | $261,251 | 0.00% | 4,475 | +0 | +0.00% | 0.0007% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $86.5M | 0.16% | 1,482,300 | +717,900 | +93.92% | 0.2225% |
| Steven Halverson | Private Capital Management | $1.0B | $2.7M | 0.24% | 45,415 | +19,965 | +78.45% | 0.0068% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $28.3M | 0.03% | 485,600 | +162,700 | +50.39% | 0.0729% |
| David Katz | Matrix Asset Advisors | $1.1B | $15.6M | 1.41% | 267,919 | +16,429 | +6.53% | 0.0402% |
| Nick Train | Lindsell Train Ltd | $3.9B | $251.0M | 6.36% | 4,298,618 | -185,000 | -4.13% | 0.6452% |
| Boaz Weinstein | Saba Capital Management | $3.3B | $823,158 | 0.02% | 14,100 | -75,700 | -84.30% | 0.0021% |
| Ray Dalio | Bridgewater Associates | $27.4B | $194.4M | 0.71% | 3,329,311 | +506,980 | +17.96% | 0.4997% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $3.5M | 0.00% | 60,509 | -62,580 | -50.84% | 0.0091% |
| Israel Englander | Millennium Management LLC | $233.2B | $229.2M | 0.10% | 3,926,164 | -873,600 | -25.86% | 0.5893% |
| Jeremy Grantham | GMO LLC | $39.1B | $35.5M | 0.09% | 608,718 | +62,330 | +11.41% | 0.0914% |
| Terrence Murphy | Clearbridge Investments | $124.9B | $176.1M | 0.14% | 3,015,720 | -6,151,361 | -67.10% | 0.4526% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $5.2M | 0.01% | 88,418 | -1,369,889 | -93.94% | 0.0133% |
| Mason Hawkins | Southeastern Asset Management | $2.2B | $32.3M | 1.44% | 554,074 | -5,082 | -0.91% | 0.0832% |
| Cliff Asness | AQR Capital Management | $190.6B | $297.1M | 0.16% | 5,089,586 | +2,998,286 | +143.37% | 0.7639% |
| Bruce Kovner | Caxton Associates | $3.2B | $34.1M | 1.07% | 400,000 | -241,376 | -37.63% | 0.0878% |
| Mario Gabelli | GAMCO Investors | $10.4B | $738,215 | 0.01% | 12,645 | +1,971 | +18.47% | 0.0019% |
| Richard L. Chilton Jr. | Chilton Investment | $4.8B | $619,120 | 0.01% | 10,605 | -46 | -0.43% | 0.0016% |
| David Rolfe | Wedgewood Partners Inc | $535.5M | $12.6M | 2.35% | 215,900 | -268,751 | -55.45% | 0.0324% |
| Norbert Lou | Punch Card Management | $300.9M | $36.7M | 12.20% | 628,907 | -21,540 | -3.31% | 0.0944% |
| $25.6B | $5.1M | 0.02% | 87,700 | +87,700 | +100.00% | 0.0132% | ||
| Rich Handler | Jefferies | $19.3B | $44.6M | 0.23% | 763,832 | -55,000 | -21.57% | 0.1146% |
| Richard Kayne & John Anderson | Kayne Anderson Rudnick Investment Management | $37.3B | $1,247 | 0.00% | 21 | +3 | +16.67% | 0.0000% |