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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q3 | Sep 30, 2023 | Baron Global Advantage Fund | -6.1% | 9.4% | ADYEN.AS, ARGX, BAJFINANCE.NS, CPNG, CRWD, DAVA, DDOG, FVRR, MELI, NET, NVDA, RIVN, SDGR, SHOP, SNOW, TSLA, VEEV, WIX, ZI | AI, Biotechnology, E-Commerce, global, growth, small caps, technology | NVIDIA continues to exceed projections with 94% revenue growth and 192% EPS growth expected for 2023, driven by accelerating demand for Generative AI. The company raised guidance multiple times during the quarter, demonstrating the strength of AI adoption across industries. | VTWIX CPNG |
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| 2023 Q3 | Sep 30, 2023 | City Different Investments – Global Equity | 10.8% | 29.5% | NVO, RIVN, STZ | fundamentals, long-term, Macro, Quality, value | The manager emphasizes focusing on company-specific fundamentals rather than macro conditions, arguing that strong businesses can perform in all economic environments. Recent market dips have provided attractive entry points for quality companies that were previously unattractively priced. | View | |
| 2025 Q2 | Jul 2, 2025 | Bridgewater Associates | - | - | INTC, RIVN, TSLA | Industrial Policy, Labor Shortage, Manufacturing, Onshoring, Supply Chain, tariffs, Trade Policy | The report examines the challenges of bringing manufacturing back to the US, noting that the US imports roughly 40% of goods consumed and faces significant barriers to scaling domestic production. Manufacturing employment has declined precipitously while the economy developed comparative advantages in high-value services and technology. | View | |
| 2024 Q2 | Jul 2, 2024 | Tapasya Investment Fund | - | 8.8% | AMZN, RIVN, WMT | Business, CEOs, Electric Vehicles, Government, policy, tariffs, Trade Policy | The manager discusses the Trump Administration's tariff scheme, noting that 70% of CEOs surveyed said tariffs have harmed their businesses. The policy was implemented without consultation with the private sector, creating policy unpredictability and avoidable costs that affect CEO decision-making around pricing, inventory, capex, and hiring. | RIVN |
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| 2024 Q2 | Jul 2, 2024 | Tapasya Investment Fund | - | 8.8% | AMZN, RIVN, WMT | Business, CEOs, Electric Vehicles, Government, policy, tariffs, Trade Policy | The manager discusses the Trump Administration's tariff scheme, noting that 70% of CEOs surveyed said tariffs have harmed their businesses. The policy was implemented without consultation with the private sector, creating policy unpredictability and avoidable costs that affect CEO decision-making around pricing, inventory, capex, and hiring. | RIVN |
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| 2025 Q2 | Jul 13, 2025 | GDS Investments | - | - | NVO, RIVN, STZ | fundamentals, inflation, Macro, Quality, rates, value | The manager emphasizes focusing on company-specific fundamentals rather than macro conditions, arguing that strong businesses can perform in all economic environments. Recent market turmoil has created compelling entry points for high-quality companies trading at significant discounts. | View | |
| 2023 Q2 | Jul 10, 2023 | Tapasya Investment Fund | - | 23.1% | AMZN, F, GOOGL, JPM, RIVN, SHEL, SLB, STZ, TDW, TSLA, VAL | energy, Politics, tariffs, technology, Trade Policy, value | Trump's newly announced global tariffs package represents a fundamental shift in economic policy that markets are rejecting. The tariffs are based on flawed calculations and misunderstanding of trade deficits, will ultimately raise costs for consumers and businesses, and create policy uncertainty that hinders long-term business investment. | STZ RIVN SLB AVALX TDW AMZN GOOGL |
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| 2023 Q2 | Jul 10, 2023 | Tapasya Investment Fund | - | 23.1% | AMZN, F, GOOGL, JPM, RIVN, SHEL, SLB, STZ, TDW, TSLA, VAL | energy, Politics, tariffs, technology, Trade Policy, value | Trump's newly announced global tariffs package represents a fundamental shift in economic policy that markets are rejecting. The tariffs are based on flawed calculations and misunderstanding of trade deficits, will ultimately raise costs for consumers and businesses, and create policy uncertainty that hinders long-term business investment. | STZ RIVN SLB AVALX TDW AMZN GOOGL |
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| 2023 Q2 | Jul 1, 2023 | Guinness Global Innovators | - | 19.6% | AMZN, RIVN, WMT | Electric Vehicles, Government, policy, tariffs, Trade Policy | The letter extensively discusses the Trump Administration's tariff scheme, with 70% of CEOs surveyed saying tariffs have harmed their businesses. The manager views tariffs as creating policy unpredictability and avoidable costs that affect CEO decision-making around pricing, inventory, capex, and hiring. | RIVN |
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| 2024 Q2 | Jun 30, 2024 | Baron Global Advantage Fund | 3.3% | 6.9% | ADYEN.AS, ALAB, ARGX, ASML, CPNG, CRWD, DAVA, DDOG, FVRR, GLOB, INDI, MELI, NET, NVDA, RIVN, SHOP, SNOW, TMP, TSLA, WIX | AI, global, growth, healthcare, semiconductors, software, technology | The fund views AI as driving a new industrial revolution, with NVIDIA positioned as the AI generator creating tokens for every industry. The manager believes we remain early in AI adoption across industries and the race for Artificial General Intelligence continues with exponential demand growth for accelerated computing. | TXG NET SHOP CPNG CRWD NVDA |
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| 2024 Q2 | Jun 30, 2024 | ValueWorks Capital | - | - | AAPL, AL, CDLR, CHRD, HY, LNG, MLP, MU, QCOM, RIVN, TDW, WAL-PA | AI, Energy Transition, growth, inflation, semiconductors, technology, value | The gold-rush mindset in the tech space goes well beyond AI and is fueling economic growth across the board. This provides demand for everything from data centers to electricity and is productivity-enhancing for much of the economy. | View | |
| 2023 Q2 | Jun 30, 2023 | City Different Investments – Global Equity | 3.6% | 16.9% | AMZN, F, GOOGL, JPM, RIVN, SHEL, SLB, STZ, TDW, TSLA, VAL | Electric Vehicles, oil, Politics, Recession, tariffs, Trade Policy, value | Trump's newly announced global tariffs package is being poorly received by markets, causing a 12% decline in five days. The tariffs are based on flawed math and misunderstanding of trade deficits, will ultimately raise costs for consumers and businesses, and slow economic growth. | STZ RIVN SLB AVALX TDW AMZN GOOGL |
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| 2025 Q1 | Apr 9, 2025 | GDS Investments | - | - | AMZN, F, GOOGL, JPM, RIVN, SHEL, SLB, STZ, TDW, TSLA, VAL | Electric Vehicles, oil, Politics, Recession, tariffs, Trade Policy, uncertainty, value | Trump's newly announced global tariffs are being poorly received by markets, causing a 12% decline in five days. The tariffs are based on flawed math and misunderstanding of trade deficits, will ultimately raise costs for consumers and businesses, and slow economic growth. The implementation creates uncertainty that makes long-term business investments harder to justify. | STZ RIVN SLB VAL TDW AMZN GOOGL |
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| 2026 Q1 | Apr 8, 2026 | Andrew Hill Investment Advisors, Inc. | - | - | 1211 HK, AAPL, COST, EQT, GE, GEV, GOOGL, GRMN, MSFT, NFGC, NVDA, NXT, OKE, RIVN, TSLA, VRTX, YETI | AI, energy, geopolitics, Iran, Natural Gas, oil, semiconductors, technology | EQT OKE GOOGL AAPL NXT |
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| 2025 Q1 | Apr 4, 2025 | Pittenger & Anderson | - | - | AMZN, RIVN, WMT | Business, CEOs, Electric Vehicles, Government, Markets, policy, tariffs | The manager discusses how the Trump Administration's tariff scheme has harmed 70% of businesses according to a Yale CEO survey. He explains how tariffs create policy unpredictability and avoidable costs that affect CEO decision-making around pricing, inventory, capex, and hiring, ultimately filtering down to growth, margins, and valuation. | RIVN |
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| 2023 Q1 | Apr 3, 2023 | TIFF | - | - | AAPL, AL, CDLR, CHRD, HY, LNG, MLP, MU, QCOM, RIVN, TDW, WAL-PA | energy, growth, inflation, semiconductors, technology, value | The gold-rush mindset in the tech space goes well beyond AI and is fueling economic growth across the board. This provides demand for everything from data centers to electricity and is productivity-enhancing for much of the economy. | View | |
| 2026 Q1 | Apr 18, 2026 | Amazon | - | - | AMZN, RIVN | AI, Cloud, E-Commerce, growth, infrastructure, innovation, Robotics, technology | View | ||
| 2024 Q1 | Apr 15, 2024 | Baron Opportunity Fund | 4.0% | 25.1% | ACLX, AMD, AMZN, ASML, AVGO, CRWD, CSGP, INDI, LEGN, MBLY, META, MSFT, NVDA, RIVN, SPOT, SWAV, TSLA, TSM, TTD, VKTX | AI, Cloud, growth, innovation, large cap, semiconductors, technology | AI is described as the most significant advancement impacting the digital world since the internet itself. The fund is positioned just past the first upward inflection in a generational S-curve for AI adoption and economic impact. Every digital interaction will eventually be AI powered, making humans more productive across various activities. | View | |
| 2024 Q1 | Apr 15, 2024 | Meridian Hedged Equity Fund | 6.2% | 0.0% | AMZN, CHTR, DHI, LBRDK, LYV, MGM, MSFT, NVDA, QCOM, RIVN, SBH, VST, YOU, ZM | energy, Hedging, large cap, Quality, risk management, technology | AI demand is driving strong performance for companies like Nvidia, whose GPUs have become industry standard for training large language models. The growing adoption of AI across enterprises and sovereign nations is expected to sustain growth in data center business. Amazon is also investing in AI and machine learning advancements. | AMZN NVDA VST RIVN LBRDA SBH |
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| 2026 Q1 | Apr 11, 2026 | GDS Investments | - | - | RIVN, UBER | Electric Vehicles, Geopolitical, Iran, oil, portfolio, risk management | RIVN |
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| 2025 Q4 | Mar 6, 2026 | Bireme Capital | - | 33.0% | AAPL, BLNK, COST, GOOGL, INTC, META, MSFT, NKLA, NVDA, RIVN, SPCE, TSLA | AI, Bubble, Corruption, Institutional, international, Speculation, Valuations | US equity valuations are at perilous highs with S&P 500 forward P/E at 23x and CAPE near 40x, while international markets offer significant discounts. European and Japanese equities trade around 15x forward earnings, roughly 30% discount to US multiples. Latin America trades at mere 10x forward earnings with 5%+ dividend yield. Artificial intelligence investments show artificial profit today due to massive capex creating revenue for picks-and-shovels companies while depreciation lags cash expenses. The AI complex is moving toward commoditization with intense competition evident across cloud providers, compute, and models themselves. Circular investments within the AI ecosystem are reminiscent of dotcom-era vendor financing. American institutional excellence is under unprecedented attack including rule of law, independent judiciary, competent bureaucracy, and fiscal prudence. The current administration has conducted mass purges of government watchdogs, attacked Federal Reserve independence, and systematically undermined the norms that define proper federal government role. Markets are experiencing extreme speculation with vibe investing replacing fundamental analysis. Assets are priced on fantastical stories rather than cash flows, with leveraged ETFs, retail options trading, and story stocks reaching bubble-like levels. This madness can only end in disaster. High-quality international businesses trade at fractions of US multiples, with the manager positioning clients to take advantage of this divergence. Despite US equity market dominating investor mindshare, the rest of the world returned 32.6% in dollar terms in 2025 versus SPY's 17.7%. | View | |
| 2024 Q1 | Mar 31, 2024 | Baron Global Advantage Fund | 3.5% | 3.5% | ADYEN.AS, ALAB, ARGX, ASML, BJFN.NS, CPNG, CRWD, ENDV, INDI, MELI, NET, NVDA, RIVN, SDGR, SHOP, SNOW, TSLA, VKTX, ZOMATO.NS, ZS | AI, cybersecurity, Electric Vehicles, global, growth, innovation, semiconductors, technology | Fund views AI as a multi-decade paradigm shift with NVIDIA at the epicenter. GenAI is showing rapid real-world adoption with revenues exceeding $3 billion. The manager believes AI will drive productivity gains and technological breakthroughs across industries from drug discovery to autonomous machines. | ALAB VKTX NVDA |
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| 2023 Q1 | Mar 31, 2023 | Guinness Global Innovators | 12.8% | 12.8% | NVO, RIVN, STZ | fundamentals, inflation, Macro, Quality, rates, value | The manager emphasizes focusing on company-specific fundamentals rather than macro conditions, arguing that strong businesses can perform in all economic environments. Recent market turmoil has created compelling entry points for high-quality companies trading at significant discounts. | View | |
| 2024 Q4 | Dec 31, 2024 | Baron Global Advantage Fund | 11.8% | 26.1% | ARGX, ASML, BAJFINANCE.NS, BILL, CPNG, CRWD, DDOG, ENDV.L, INDI, MELI, NET, NVDA, RIVN, SHOP.TO, SNOW, TSLA, TTAN, WIX, ZOMATO.NS, ZS | AI, Cloud, E-Commerce, global, growth, Robotics, semiconductors, technology | The fund views AI as one of the biggest disruptive changes in human history, comparing it to the early internet era. AI model intelligence is improving rapidly through multiple vectors including scaling laws, multiple modalities, synthetic data, post-training techniques, and inference-time scaling. The fund owns businesses positioned to benefit from this paradigm shift including NVIDIA at the epicenter and platforms like Shopify that can utilize AI to help merchants. | View | |
| 2024 Q4 | Dec 31, 2024 | Amazon | - | - | AMZN, RIVN | AI, Cloud, E-Commerce, global, growth, infrastructure, innovation, technology | Generative AI is going to reinvent virtually every customer experience we know, and enable altogether new ones about which we've only fantasized. There are more than 1,000 GenAI applications being built across Amazon. AWS is quickly developing the key primitives for AI development, such as custom silicon AI chips in Amazon Trainium to provide better price-performance on training and inference, highly flexible model-building and inference services in Amazon SageMaker and Amazon Bedrock, our own frontier models in Amazon Nova to provide lower cost and latency for customers' applications, and agent creation and management capabilities. | View | |
| 2023 Q4 | Dec 31, 2023 | Meridian Hedged Equity Fund | 6.2% | 0.0% | ALGM, AMZN, COTY, LBRDK, LEVI, LW, LYV, MSFT, RIVN, SBH, SPHR, VST, ZM | consumer, Hedged Equity, Quality, risk management, technology, value | Allegro Microsystems faced headwinds from weaker guidance and inventory corrections in automotive and industrial markets. The company continues to see strong traction in e-mobility business targeting electric and autonomous vehicles. Long-term outlook remains positive despite near-term uncertainty around recovery pace. | AAPL|MSFT|NFLX|NVDA|UNH LEVI SBH SPHR ALGM LBRDK |
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| 2023 Q4 | Dec 31, 2023 | City Different Investments – Global Equity | 9.6% | 41.9% | AMZN, RIVN, WMT | Business, CEOs, Electric Vehicles, policy, tariffs, Trade Policy, Trump | The manager discusses how the Trump Administration's tariff scheme has harmed 70% of businesses according to a Yale CEO survey. He argues that tariffs create policy unpredictability and avoidable costs that hurt companies through higher input costs, supply chain disruption, and force difficult tradeoffs between pricing power and solvency. | RIVN |
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| 2022 Q4 | Dec 31, 2022 | Baron Opportunity Fund | 4.0% | 25.1% | AMD, AMZN, CRWD, INDI, IT, MA, MSFT, NVDA, RCKT, RIVN, TSLA, V, XFCH, ZI | - | View | ||
| 2022 Q4 | Dec 1, 2023 | LF Brook Absolute Return Fund | 21.3% | 10.1% | AO LN, EQT, IWG GR, ONT LN, P2H GR, RIVN, TSLA, UBSFY, VVU GR, ZVX GR | - | View | ||
| 2025 Q3 | Nov 8, 2025 | Loomis Sayles Global Growth Fund | 7.6% | 21.3% | 0700.HK, AAPL, ADYEY, AMZN, BABA, GOOGL, MELI, META, MSFT, NFLX, NVDA, NVO, ORCL, RIVN, SHOP.TO, TSLA, UBER, VRTX | AI, Cloud, Electric Vehicles, global, growth, long-term, Quality, technology | Multiple portfolio companies are leveraging AI capabilities across their businesses. Alphabet benefits from AI overviews and AI Mode search functionality with over 2 billion monthly users. Oracle's cloud infrastructure is specifically built for AI workloads with major contracts from OpenAI, xAI, and Meta. Tesla continues advancing autonomous driving through AI training on supercomputers with FSD version 13 representing a step change improvement. | LFCR |
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| 2025 Q3 | Oct 7, 2025 | North Sky Capital | - | - | 6503.T, 6902.T, F, GM, LLY, RIVN, TM, TSLA | AI, Data centers, Electric Vehicles, Energy Transition, impact investing, infrastructure, Secondaries, Solar | The letter discusses AI as a transformative force affecting every sector they invest in, accelerating growth and enhancing efficiency. AI is driving massive data center power demands, with Deloitte forecasting 30x increase in power usage by 2035. Portfolio company Crusoe Energy is addressing AI data center power needs through innovative battery solutions. | View | |
| 2025 Q3 | Oct 11, 2025 | GDS Investments | - | - | AMZN, RIVN, WMT | Business, CEOs, Electric Vehicles, Government, Markets, policy, regulation, tariffs | The administration's tariff scheme has harmed 70% of businesses according to a Yale CEO survey. Policy formulation without private sector consultation creates uncertainty and costs that affect pricing, inventory, capex, and hiring decisions. Companies face difficult tradeoffs between raising prices, eating costs, or exiting business lines. | View | |
| 2023 Q3 | Oct 11, 2023 | Generation Investment Management Global Equity | - | - | AMZN, CSL, DHR, HSIC, LR.PA, MELI, RIVN, SCHW, SU.PA, TMO, TT | AI, Climate, Electrification, Energy Transition, Esg, Global Equity, sustainability, technology | Generative AI entered public consciousness in Q2 2023 but public interest faded in Q3. Generation is ramping up research efforts to understand generative AI, having robust discussions about pros and cons, and exploring use cases internally including helping understand company earnings calls. | SU.PA |
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| 2024 Q3 | Oct 10, 2024 | Pittenger & Anderson | - | - | AMZN, F, GOOGL, JPM, RIVN, SHEL, SLB, STZ, TDW, TSLA, VAL | energy, Politics, Recession, tariffs, technology, Trade Policy, value | Trump's newly announced global tariffs package represents a fundamental shift in economic policy that markets are rejecting. The tariffs are based on flawed math and misunderstanding of trade deficits, will ultimately raise costs for consumers and businesses, and slow economic growth. The implementation creates uncertainty that makes long-term business investments harder to justify. | STZ RIVN SLB VAL TDW AMZN GOOGL |
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| 2024 Q4 | Jan 7, 2025 | Pittenger & Anderson | - | - | NVO, RIVN, STZ | inflation, long-term, Macro, Quality, rates, value | Manager emphasizes finding companies trading at significant discounts during periods of turmoil, citing that chaos can be a crucible of opportunity. Recent acquisitions like Rivian, Constellation Brands, and Novo Nordisk were made when these quality companies became attractively priced after recent dips. | View | |
| 2023 Q4 | Jan 4, 2024 | Tapasya Investment Fund | - | 35.4% | NVO, RIVN, STZ | fundamentals, Macro, Quality, Resilience, value | The manager emphasizes focusing on company-specific fundamentals rather than macro conditions, arguing that strong businesses can perform in all economic environments. Recent market dips have provided attractive entry points for quality companies that were previously unattractively priced. | View | |
| 2023 Q4 | Jan 4, 2024 | Tapasya Investment Fund | - | 35.4% | NVO, RIVN, STZ | fundamentals, Macro, Quality, Resilience, value | The manager emphasizes focusing on company-specific fundamentals rather than macro conditions, arguing that strong businesses can perform in all economic environments. Recent market dips have provided attractive entry points for quality companies that were previously unattractively priced. | View | |
| 2025 Q4 | Jan 16, 2026 | GDS Investments | - | - | ABNB, AMZN, CRWV, DEO, F, GE, GM, GOOGL, LEN, NVO, ORCL, RIVN, STZ, TDW, TREX, VAL, WMT, ZTS | AI, Buybacks, cyclicals, Electric Vehicles, Quality, Rotation, technology, value | AI-related infrastructure investment is beginning to unwind or recalibrate, with companies shifting from internal cash flows to debt financing. The manager expects a widening gap between pure AI infrastructure companies and those with diversified business models. Market rotation is expected away from speculative AI growth toward more traditional businesses. Share repurchases feature prominently across the portfolio as a signal of management confidence and value creation amplification. Multiple holdings have authorized significant buyback programs, including TDW ($500M), VAL ($600M ongoing), STZ ($4B), and others totaling billions in authorized repurchases. Rivian represents maybe the most exciting position in the portfolio, with the company developing its own autonomy platform and in-house chip (RAP1). The R2 model represents a pivotal moment, and partnerships with Volkswagen and Amazon have strengthened the balance sheet while expanding strategic options. The manager focuses on separating durable value from speculative excess, building positions in under-owned, under-valued businesses with strong balance sheets and leadership positions. The strategy involves finding high-quality businesses facing cyclical headwinds that have pushed market prices below intrinsic value. | RIVN TREX AMZN GOOG |
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| 2023 Q3 | Sep 30, 2023 | Meridian Hedged Equity Fund | 6.2% | 0.0% | COTY, DBRG, LEVI, LW, LYV, MSFT, RIVN, SBH, VST, ZM | consumer, Diversified, Equity, large cap, technology | View | ||
| 2022 Q3 | Sep 30, 2022 | Baron Opportunity Fund | 4.0% | 25.1% | ARGX, GOOG, INDI, ISRG, IT, MPWR, MSFT, NET, NOW, NVDA, RIVN, SHOP, TSLA, ZI | - | View | ||
| 2024 Q2 | Jun 30, 2024 | Meridian Hedged Equity Fund | 6.2% | 0.0% | AMZN, BABA, DHI, DIS, LSXMK, LYV, MGM, MSFT, QCOM, RIVN, SBH, USB, V, VST, YOU | Covered Calls, Hedging, large cap, Quality, risk management, technology, value | Strong earnings from large-cap technology companies, particularly AI-related names, drove major index returns higher in the quarter. Vistra Corp was identified as a likely beneficiary of the projected growth of power-hungry data centers, spurred by the rise of generative AI. Amazon's cloud-computing revenue growth accelerated, driven by the ramp of generative AI workloads. | AMZN RIVN VST USB DIS LSXMK |
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| 2022 Q1 | Mar 31, 2022 | Baron Opportunity Fund | 4.0% | 25.1% | ARWR, CDAY, CRWD, ILMN, MDB, MSFT, RIVN, SHOP, SWAV, TSLA, V | - | View | ||
| 2022 Q4 | Mar 2, 2023 | Baron Asset Fund | 8.3% | 10.6% | ACGLN, AZPN, FICO, FIS, HUBS, ICLR, IDXX, IT, MTD, RIVN, TTD, WIX, WST, ZI | - | View | ||
| 2023 Q4 | Jan 27, 2024 | Baron Opportunity Fund | 4.0% | 25.1% | AMD, AMZN, ARGX, CDAY, CRWD, CSGP, DT, GOOGL, GTOS, GWRE, HUBS, ILMN, INDY, IT, LEGN, LRCX, META, MRVL, MSFT, NOW, NVDA, RIVN, SHOP, SWAV, TSLA, TTD, V, VKTX, WDAY | AI, Cloud, growth, innovation, semiconductors, software, technology | AI is described as real and transformative, not hype, with the fund positioned across the AI stack from semiconductors to cloud services to applications. The manager emphasizes they have been investing in AI for years, predicting it will forever change human-computer interaction through natural language processing. | LRCX AAPL|MSFT|NFLX|NVDA|UNH AMZN AAPL|MSFT|NFLX|NVDA|UNH |
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| 2023 Q4 | Jan 27, 2024 | Baron Focused Growth Fund | 11.7% | 13.2% | ACGL, ANSYS, BNTX, CHH, CSGP, FDS, FIGS, GWRE, H, IDXX, ILMN, IRDM, MSCI, RIVN, RRR, SHOP, SPOT, TSLA, VAC, VRSK | Casinos, consumer discretionary, Electric Vehicles, financials, growth, Hotels, Space, technology | Tesla remains the Fund's largest position at 11.4% despite modest quarterly decline. The manager views Tesla as benefiting from AI investments through autonomous driving technology, Dojo training computer, and humanoid robotics. The Cybertruck launch and refreshed Model 3 are generating strong demand while improving unit economics. | ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM ACGL|APH|COO|CSGP|DKNG|GWRE|IDXX|IOT|IT|LPLA|MSCI|MTD|PCOR|ROP|TECH|VRSK ACGL|APH|COO|CSGP|DKNG|GWRE|IDXX|IOT|IT|LPLA|MSCI|MTD|PCOR|ROP|TECH|VRSK CHRS ACGL|CHH|FDS|GWRE|IBKR|IDXX|MTN|SPOT|TSLA BNTX |
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| 2024 Q4 | Jan 23, 2025 | Deep Sail Capital Partners | 11.8% | 38.1% | ANET, ELF, IONQ, KRKNF, LCID, META, NVDA, QBTS, QMCO, QUBT, RIVN, RKLB, TSSI, VRT | AI, Bubble, growth, Robotics, Short Selling, small cap, technology | Manager discusses the emergence of a speculative AI and quantum computing bubble in late 2024, particularly following Google's Willow quantum chip announcement. The bubble has focused on lower-quality companies rather than established AI leaders like Nvidia, Meta, and Arista Networks, creating attractive short-selling opportunities. | SHEL.F VRT ELF TSSI RKLB PNG.TO |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | City Different Investments - Global Equity | Rivian Automotive Inc | Consumer Discretionary | Automobile Manufacturers | Bull | NASDAQ | automotive, Electric Vehicles, Electrification, EV, growth, Portfolio Addition, Transition | View Pitch |
| Apr 27, 2026 | Fund Letters | City Different Investments - Global Equity | Rivian Automotive Inc. | Consumer Discretionary | Automobiles | Bull | NASDAQ | automotive, domestic production, Electric Vehicles, growth, Software-defined, Technology Stack, Tesla alternative | View Pitch |
| Apr 27, 2026 | Fund Letters | Guinness Global Innovators | Rivian Automotive Inc | Consumer Discretionary | Automobile Manufacturers | Bull | NASDAQ | automotive, Bull, Electric Vehicles, EV, Portfolio Addition, Transition | View Pitch |
| Apr 27, 2026 | Fund Letters | Tapasya Investment Fund | Rivian Automotive Inc. | Consumer Discretionary | Automobiles | Bull | NASDAQ | domestic production, Electric Vehicles, growth, Mass market, Partnership, Software, technology | View Pitch |
| Apr 27, 2026 | Fund Letters | Tapasya Investment Fund | Rivian Automotive Inc. | Consumer Discretionary | Automobiles | Bull | NASDAQ | domestic production, Electric Vehicles, growth, Mass market, Partnership, Software, technology | View Pitch |
| Apr 26, 2026 | Fund Letters | GDS Investments | Rivian Automotive Inc | Auto Manufacturers | Automobile Manufacturers | Bull | NASDAQ | automotive, autonomous vehicles, Electric Vehicles, growth, Mobility Platform, Partnership, robotaxis, technology platform | View Pitch |
| Apr 23, 2026 | Seeking Alpha | Seeking Alpha | Rivian Automotive, Inc. | Automotive | Electric Vehicles | Bull | NASDAQ Stock Market | Autonomy+ Software, Electric Vehicles, EV market, gross margins, R2 Launch, Rivian, Software Revenue, Strategic Partnerships, Tesla Competition, vehicle deliveries | View Pitch |
| Apr 13, 2026 | Fund Letters | Meridian Hedged Equity Fund | Rivian Automotive, Inc. | Consumer Discretionary | Automobile Manufacturers | Bull | NASDAQ | Adventure Vehicles, automotive, Electric Vehicles, gross margins, Joint venture, technology validation, vertical integration | View Pitch |
| Apr 13, 2026 | Fund Letters | Meridian Hedged Equity Fund | Rivian Automotive, Inc. | Consumer Discretionary | Automobile Manufacturers | Bull | NASDAQ | Amazon partnership, automotive, commercial vehicles, Electric Vehicles, Hedged Position, manufacturing, R2 Platform | View Pitch |
| Apr 13, 2026 | Fund Letters | Pittenger & Anderson | Rivian Automotive Inc | Consumer Discretionary | Automobile Manufacturers | Bull | NASDAQ | automotive, Electric Vehicles, Electrification, EV, Portfolio Addition, Transition | View Pitch |
| Apr 13, 2026 | Fund Letters | GDS Investments | Rivian Automotive Inc. | Consumer Discretionary | Automobile Manufacturers | Bull | NASDAQ | automotive, domestic production, Electric Vehicles, growth, Software, technology, Tesla alternative | View Pitch |
| Apr 13, 2026 | Fund Letters | Tapasya Investment Fund | Rivian Automotive Inc | Consumer Discretionary | Automobile Manufacturers | Bull | NASDAQ | automotive, Electric Vehicles, Electrification, EV, growth, Thematic, Transition | View Pitch |
| Apr 13, 2026 | Fund Letters | Tapasya Investment Fund | Rivian Automotive Inc | Consumer Discretionary | Automobile Manufacturers | Bull | NASDAQ | automotive, Electric Vehicles, Electrification, EV, growth, Thematic, Transition | View Pitch |
| Apr 13, 2026 | Fund Letters | Pittenger & Anderson | Rivian Automotive Inc. | Consumer Discretionary | Automobiles | Bull | NASDAQ | automotive, domestic production, Electric Vehicles, growth, market share, Software-defined vehicles, technology platform | View Pitch |
| Feb 27, 2026 | Fund Letters | Glenn D. Surowiec | Rivian Automotive Inc. | Consumer Discretionary | Automobile Manufacturers | Bull | NASDAQ | Autonomy Platform, Electric Vehicles, Manufacturing Scale, Partnerships, Software Stack, vertical integration | View Pitch |
| Feb 17, 2026 | Seeking Alpha | Seeking Alpha | Rivian Automotive, Inc. | Automotive | Electric Vehicles | Bear | NASDAQ Stock Market | Automotive Revenues, Capital Raise, cash burn, Electric Vehicles, high valuation, market position, Production Ramp, R2 Platform, Rivian, Volkswagen Joint Venture | View Pitch |
| Aug 13, 2025 | Seeking Alpha | JR Research | Rivian Automotive, Inc. | Consumer Discretionary | Auto Manufacturers | Bear | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Max Greve | Rivian Automotive, Inc. | Consumer Discretionary | Auto Manufacturers | Bear | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Stone Fox Capital | Rivian Automotive, Inc. | Consumer Discretionary | Auto Manufacturers | 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 |
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