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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 29, 2025 | Brummer Multi-Strategy Fund | - | - | AMZN, INPST, MELI, NIO, NU, RBRK, SE, TXN, UBER, V | E-Commerce, global, growth, payments, Platforms, software, technology | Portfolio includes major e-commerce platforms like Mercado Libre and Amazon. MELI continues expanding with new services like wholesale platform Mercado Libre Negocios and digital health service Dr. Virtual. The manager views these as platform businesses with structural advantages and operating leverage. | V RBRK MELI INPST |
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| 2025 Q2 | Aug 27, 2025 | ClearBridge Investments Mid Cap Growth Strategy | - | - | APP, AXON, COR, CVNA, FIX, FOUR, HLT, HWM, LNW, MELI, NET, NU, PLTR, PSTG, RBLX, RBRK, RCL, TW, VST, WING | AI, consumer discretionary, financials, growth, industrials, mid cap, technology | Continued demand for AI drove market performance with heightened attention to security and data center buildouts. The AI ecosystem remains short power with companies like Vistra positioned to deliver at meaningful premiums. The team is actively determining relative winners of the AI investment cycle. | CVNA VST MELI TW AXON PLTR |
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| 2025 Q2 | Jul 23, 2025 | PM Capital Global Companies Fund | 8.1% | - | AMZN, INPST, MELI, NIO, NU, RBRK, SE, TXN, UBER, V | E-Commerce, Fintech, global, growth, Platforms, software, technology | Portfolio includes major e-commerce platforms like Mercado Libre expanding across Latin America with new wholesale platform and digital health services. The manager emphasizes platform businesses with structural advantages as a cornerstone of investment philosophy. | V RBRK MELI INPST |
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| 2026 Q1 | May 13, 2026 | Baron Opportunity Fund | -9.0% | -9.0% | AMZN, ANET, ASML, AVGO, COHR, CSGP, DDOG, GOOGL, IOT, LITE, LRCX, META, MSFT, NVDA, RBRK, SHOP, SPOT, TSLA, TSM | AI, Data centers, growth, infrastructure, semiconductors, software, Space, technology | View | ||
| 2023 Q4 | Feb 29, 2024 | Easterly – Global Real Estate Fund | 12.6% | 7.2% | AAPL, AMD, AMZN, ASML, GOOGL, INPST, MELI, NFLX, NIO, NU, RBRK, SE, TXN, UBER, V | E-Commerce, Fintech, growth, Logistics, Platforms, software, technology | Portfolio includes major e-commerce platforms like Mercado Libre expanding across Latin America with new wholesale platform and digital health services. Manager emphasizes platform businesses with structural advantages as cornerstone of investment philosophy. | ^VIX RBRK ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM INPST |
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| 2024 Q4 | Dec 31, 2024 | ClearBridge Mid Cap Growth Strategy | - | - | APP, ARE, AROC, ASH, AVTR, CAE, COIN, CTRA, EMN, EQT, ICLR, IP, MRVL, RBRK | AI, energy, growth, healthcare, industrials, materials, mid cap, technology | The fund holds high-quality AI beneficiaries like AppLovin and Marvell Technology in the mid cap market. AppLovin's proprietary AI targeting engine Axon powers its mobile advertising platform, while Marvell supplies custom silicon solutions for hyperscale data centers and AI infrastructure. The managers believe competitive differentiation will become more important as AI investment evolves. | View | |
| 2025 Q3 | Nov 3, 2025 | Sigil Stable Fund | 2.9% | - | AMZN, INPST, MELI, NIO, NU, RBRK, SE, TXN, UBER, V | E-Commerce, Fintech, global, growth, Platforms, software, technology | Portfolio includes significant positions in e-commerce platforms like Mercado Libre, which continues expanding across Latin America with new services like wholesale platform Mercado Libre Negocios and digital health services. The manager emphasizes platform businesses with structural advantages as a cornerstone of investment philosophy. | View | |
| 2025 Q3 | Oct 13, 2025 | Greenalpha Investment | - | - | ACHR, ANET, AVGO, CRWD, LRCX, MU, NET, RBRK, STX, XPEV | AI, China, cybersecurity, Electric Vehicles, Energy Transition, infrastructure, semiconductors, technology | AI infrastructure buildout is creating massive power demands that are forcing the energy transition. Microsoft and Google have committed over $100 billion in combined data center capex through 2026. The fund is positioning ahead of the infrastructure bottleneck in grid-scale storage, power management semiconductors, and modular nuclear solutions. | XPEV RBRK AVGO NET XPEV RBRK AVGO NET |
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| 2025 Q3 | Oct 1, 2025 | The Wolf of Harcourt Street | 1.2% | 23.4% | AMZN, INPST, MELI, NIO, NU, RBRK, SE, TXN, UBER, V | E-Commerce, growth, Latin America, payments, Platforms, software, technology | Portfolio includes major e-commerce platforms like Mercado Libre expanding across Latin America with new wholesale platform and digital health services. InPost continues UK expansion with Aldi partnerships and Post Office trials for parcel lockers. | View | |
| 2024 Q4 | Jan 13, 2025 | Miller Wealth Management | - | - | AAPL, AMD, AMZN, ASML, GOOGL, INPST, MELI, NFLX, NIO, NU, RBRK, SE, TXN, UBER, V | Cloud, E-Commerce, growth, Latin America, payments, technology | Portfolio includes major e-commerce platforms like Mercado Libre expanding across Latin America with new wholesale platform and digital health services. InPost continues UK expansion with Aldi partnership and Post Office trials for parcel lockers. | V RBRK MELI INPST |
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| 2024 Q2 | Jul 18, 2024 | ClearBridge Investments Mid Cap Growth Strategy | 0.0% | 0.0% | ACGL, APP, ATKR, AVTR, CASY, CHWY, CLH, CSGP, DT, FRSH, HIG, MHK, PINS, RBRK, RRX, WK, WSC | AI, financials, industrials, mid cap, software, technology | The letter discusses how AI integration is affecting client spending patterns and software companies. Management notes that AI development and rollout will create tailwinds for companies like Freshworks, and Rubrik has introduced new AI data security products as an additional revenue source. | RBK CHWY |
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| 2024 Q2 | Jun 30, 2024 | Columbia Seligman Global Technology Fund | 1.0% | 0.0% | AAPL, AMAT, AVGO, BE, CRNC, EBAY, GDDY, GOOGL, GPN, LRCX, META, MSFT, NVDA, ORCL, RBRK, RNG, SYNA, TER, TRIP, TXG | AI, Cloud, growth, semiconductors, technology | AI continues to be the strongest theme in technology, driving infrastructure buildouts and accelerating company deployment of new AI capabilities. Capital spend from public cloud service providers continues to grow, with NVIDIA remaining the most important AI player despite supply constraints. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Easterly - Global Real Estate Fund | Rubrik | Information Technology | Systems Software | Bull | NYSE | Cloud data management, Data Protection, Enterprise software, Free Cash Flow, growth inflection, High Growth, SaaS, Software, Subscription ARR, Valuation reset | View Pitch |
| Apr 13, 2026 | Fund Letters | PM Capital Global Companies Fund | Rubrik | Information Technology | Systems Software | Bull | NYSE | Backup Solutions, Cloud software, cybersecurity, Data Management, Enterprise software, Free Cash Flow, High Growth, SaaS, valuation compression | View Pitch |
| Apr 13, 2026 | Fund Letters | Brummer Multi-Strategy Fund | Rubrik | Information Technology | Systems Software | Bull | NYSE | Cloud software, Data Management, Enterprise software, Free Cash Flow, High Growth, SaaS, Subscription ARR, Valuation reset | View Pitch |
| Apr 13, 2026 | Fund Letters | Miller Wealth Management | Rubrik | Information Technology | Systems Software | Bull | NYSE | Cloud software, Data Management, Enterprise software, Free Cash Flow, High Growth, SaaS, Subscription ARR, Valuation reset | View Pitch |
| Feb 4, 2026 | Twitter / X | @wallstengine | Rubrik, Inc. | Software & Services | Application Software | Bull | New York Stock Exchange | ARR, Backup, cloud, cybersecurity, DataProtection, EnterpriseSoftware, FCF, Ransomware, SaaS | View Pitch |
| Feb 4, 2026 | Twitter / X | @WisemanCap | Rubrik, Inc. | Software & Services | Application Software | Bull | New York Stock Exchange | Backup, cloud, cybersecurity, DataProtection, Ransomware, SaaS | View Pitch |
| Jan 23, 2026 | Twitter / X | @InvestingVisual | Rubrik, Inc. | Information Technology | Systems Software | Bull | New York Stock Exchange | Backup, cybersecurity, Data, Dive, Insurance, Modern, Rbrk, Rubrik | View Pitch |
| Nov 29, 2025 | Fund Letters | Garvin Jabusch | Rubrik Inc. | Information Technology | Software | Bull | NYSE | AI, cybersecurity, Microsoft partnership, Ransomware, resilience, SaaS, Zero trust | View Pitch |
| Nov 28, 2025 | Fund Letters | Garvin Jabusch | Rubrik Inc. | Information Technology | Software | Bull | NYSE | AI, cybersecurity, Microsoft partnership, Ransomware, resilience, SaaS, Zero trust | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Bert Hochfeld | Rubrik | Information Technology | Software - Infrastructure | Bull | NYSE | — | 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. | ||||||||