RKLB

RKLB

RKLB

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2025 Q2 Jul 24, 2025 Voya Small Company Fund - - HIMS, MGNI, MUR, NSP, NVT, RKLB AI, growth, healthcare, industrials, small cap, technology, value
2025 Q2 Jul 23, 2025 Macro ops 9.9% 32.6% AMTM, APM.TO, IDR.TO, IPI, MP, NICU.TO, RHM.DE, RKLB, UBER, VLE.TO crypto, defense, Futures Trading, Mining, risk management, Trifecta Lens
2025 Q2 Jul 21, 2025 Wasatch Long/Short Alpha Fund 0.5% - ENSG, FN, GWRE, HLP, HQY, INSP, KAI, MORN, NSA, OZK, RBC, RKLB, ROP, SG, SKY, WDAY Beta, Defensive, Long/Short, Quality, risk-on, small cap, tariffs SG
RKLB
HQY
GWRE
FN
INSP
NSA
SKY
HQY
GWRE
INSP
NSA
SKY
2025 Q2 Jul 2, 2025 Ghosh Capital 17.3% 25.3% AMZN, APH, ASTS, AVGO, BA, CSU.TO, GOOGL, GSAT, HOOD, KNEAT.TO, LMT, MDA.TO, MELI, MSFT, NU, RHM.DE, RKLB, SATS, TOI.TO, V AI, Canada, global, Satellites, Space, technology, value MDA.TO
GOOGL
KNEA.TO
MELI
TOI.TO
MDA CN
2025 Q2 Jul 16, 2025 ARK Invest 34.6% 15.4% ACHR, AMD, AMZN, AVAV, COIN, CRCL, CRSP, HOOD, KTOS, PLTR, RBLX, RKLB, ROKU, SHOP, TEM, TER, TRMB, TSLA, TTD, TWST AI, crypto, defense, Genomics, growth, innovation, Robotics, technology
2026 Q1 May 13, 2026 Green Ash Partners 6.8% 6.8% BE, ENR.DE, GEV, LUNR, RKLB defense, energy, infrastructure, Space, special situations, technology
2025 Q1 Apr 5, 2025 ClearBridge Investments Small Cap Growth Strategy - - ARCH, BJ, CNMD, CWAN, ELF, FOUR, GERN, GKOS, GLBE, HE, HIMS, INTA, ITCI, KVYO, PYCR, RBC, RKLB, TNC, VRNS, WIX AI, Biotech, growth, small cap, stock selection, Trade Policy, volatility GERN
HIMS
ARCH
RKLB
GKOS
2025 Q1 Apr 30, 2025 Invesco Discovery Fund -12.2% -12.2% AAON, ALAB, BBIO, CLS.TO, COOP, CRS, CWAN, CWST, CYBR, DUOL, EHC, ERJ, EVR, FRPT, FTI, GKOS, ITCI, KKR, LITE, OLLI, PRS, RKLB, WAY aerospace, AI, Biotech, growth, healthcare, small cap, technology BBIO
RKLB
WAY
2026 Q1 Apr 20, 2026 Invesco Discovery Fund 6.4% 6.4% AEIS, AGX, IRTC, KNX, LITE, ONTO, RKLB, STEP, TSEM, VIAV, WGS AI, growth, industrials, semiconductors, small cap, technology
2026 Q1 Apr 17, 2026 Parnassus Mid Cap Growth Fund -7.0% -7.0% ARES, BILL, BLDR, CSGP, DKS, EW, HOOD, HUBG, KLAC, ODFL, RDDT, RKLB, ROK, TER, VMC AI, growth, Housing, industrials, mid cap, semiconductors, technology
2025 Q1 Apr 16, 2025 ARK Invest - - COIN, ESLT, FARO, GH, HOOD, KTOS, PLTR, RKLB, RXRX, TEM, TER, TSLA, TXG, VLN, XMTR AI, Deflation, Genomics, innovation, Recession, Robotics, technology
2025 Q4 Mar 6, 2026 Polen Capital – U.S. SMID Company Growth -0.3% 27.7% BE, CORT, FSLR, NTNX, NVDA, RKLB, WDC aerospace, AI, Biotechnology, Electrification, growth, innovation, SMID Cap
2025 Q4 Feb 3, 2026 Baird Small/Mid Cap Growth Equity Fund 1.2% -8.5% ABT, AFRM, BOOT, BRBR, BROS, BURL, BWXT, CASY, CHDN, COCO, CRDO, CW, DKNG, DT, ELF, EME, EXAS, FOUR, GKOS, KTB, LII, MASI, MNDY, MTSI, PEN, PODD, RGEN, RKLB, TARS, TWLO, ULS, VERX, WAY, WSO AI, defense, growth, healthcare, mid cap, semiconductors, small cap, technology
2025 Q4 Feb 25, 2026 Lord Abbett Developing Growth Fund 1.7% 14.6% BBIO, CELH, CRDO, CRS, FIX, GH, KTOS, LRN, MDGL, MOD, RDDT, RKLB, WGS AI, growth, Health Care, industrials, innovation, small caps, technology
2025 Q3 Oct 28, 2025 Graham and Doddsville - - AAON, AAP, ANET, AOS, ASTS, CVNA, DLO, FEVR.L, GOOGL, KER.PA, MELI, META, NLB.L, PGR, RKLB, TBCG.L, TSM, WISE.L, WOSG.L, XPEL AI, emerging markets, Investment Analysis, long-term, Portfolio Management, Quality, Student Pitches, Value Investing
2025 Q3 Oct 15, 2025 ARK Invest - - ACHR, AMD, AMZN, AVAV, COIN, CRSP, HOOD, KTOS, PLTR, PSNL, RBLX, RKLB, ROKU, RXRX, SHOP, TEM, TER, TRMB, TSLA, TWST AI, crypto, defense, Genomics, growth, innovation, Robotics, technology
2024 Q3 Oct 1, 2024 Maple Tree Capital – Heartwood 2.4% 0.0% ADBE, ASO, CHGG, CRWD, DIS, GOOGL, GRND, HIMS, KKD, LMND, LYFT, RKLB, SMCI, SOUN, TSLA, UEC, UPST AI, cybersecurity, growth, nuclear, Rideshare, small caps, turnaround, value
2024 Q3 Oct 1, 2024 Maple Tree Capital – Jonagold 32.7% 0.0% ADBE, ASO, CHGG, CRWD, DIS, DNUT, GOOGL, GRND, HIMS, LMND, LYFT, RKLB, SMCI, SOUN, TSLA, UEC, UPST Fintech, growth, Rate Cuts, small caps, technology, turnaround
2025 Q4 Jan 26, 2026 Brown Advisors Mid-Cap Growth strategy -4.7% 12.5% AS, AXON, CPNG, CSGP, CVNA, EFX, EXPE, FICO, HWM, INSM, IOT, MDLN, NTRA, PLTR, PSN, PSTG, RKLB, ULTA, VEEV, ZS AI, energy, growth, healthcare, industrials, mid cap, semiconductors, technology
2025 Q4 Jan 24, 2026 Invesco Discovery Fund 4.9% 16.5% AVAV, BTSG, CRS, CVLT, CW, EHC, ESAB, FIVE, FN, FROG, GH, HLNE, LITE, LRN, MTSI, RKLB, RMBS, SITM, STEP, TSEM AI, compounders, growth, industrials, innovation, semiconductors, small caps, technology EHC
GH
2024 Q4 Jan 15, 2025 ARK Invest - - ACHR, AMD, ARKB, AVAV, BFLY, CDNA, COIN, DM, MELI, NTLA, NU, PLTR, QSI, RKLB, SMWB, SOFI, SPNS, TER, TXG, XMTR AI, crypto, Deflation, Genomics, innovation, Recession, Robotics, technology
2025 Q4 Jan 14, 2026 ARK Invest 0.0% 0.0% ACHR, AMD, AVAV, COIN, CRSP, DE, GH, GOOG, HOOD, KTOS, PLTR, RBLX, RKLB, ROKU, SHOP, TEM, TER, TRMB, TSLA, TWST AI, crypto, defense, Genomics, innovation, productivity, Robotics, technology
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 SHEL.F
VRT
ELF
TSSI
RKLB
PNG.TO

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 28, 2026 Fund Letters Social Capital Group Relativity Space Industrials Aerospace & Defense Bull NASDAQ 3D printing, Aerospace, Connectivity, Launch Services, LEO, Manufacturing Innovation, Satellites, Space Technology
Apr 13, 2026 Fund Letters Wasatch Long/Short Alpha Fund Rocket Lab USA, Inc. Industrials Aerospace & Defense Bear NASDAQ Aerospace, Competitive Disadvantage, Growth Uncertainty, Rocket Manufacturing, Short Position, Space Exploration, Spacecraft
Apr 13, 2026 Fund Letters ClearBridge Investments Small Cap Growth Strategy Rocket Lab USA Inc Industrials Aerospace & Defense Bull NASDAQ Aerospace, founder-led, government contracts, Satellite Launch, Small Payloads, Space Economy, Spacecraft Manufacturing
Apr 13, 2026 Fund Letters Invesco Discovery Fund Rocket Lab USA Inc Industrials Aerospace & Defense Bull NASDAQ Aerospace, Commercial Space, government contracts, Proven Execution, Rocket Manufacturing, Satellite Components, Small Satellite Launch, Space Technology
Apr 13, 2026 Fund Letters Deep Sail Capital Partners Rocket Lab USA Inc. Industrials Aerospace & Defense Bull NASDAQ Aerospace, founder-led, growth, Rocket Manufacturing, Satellite Launch, Small Satellites, Space Technology
Feb 4, 2026 Twitter / X @mottbox_ Rocket Lab USA, Inc. Aerospace & Defense Aerospace & Defense Bull NASDAQ Archimedes, BargeLanding, CarbonComposite, Constellations, Launch, Methalox, Neutron, Payload, Reflight, ReusableRockets, Space, Virginia, Wallops
Feb 4, 2026 Twitter / X @mottbox_ Rocket Lab Corporation Aerospace & Defense Aerospace & Defense Bull NASDAQ Constellations, Defense, Launch, Neutron, Orbital, Rockets, Satellites, Space Infrastructure, Spacecraft
Feb 4, 2026 Twitter / X @mottbox_ Rocket Lab Corporation Aerospace & Defense Aerospace & Defense Bull NASDAQ acquisition, Amplifiers, antennas, Defense, Encryption, Ka-band, Lasercom, Launch, LEO, Modems, Phased-Array, Propulsion, Satellites, SDA, Space, Thrusters, Verticalization
Feb 4, 2026 Twitter / X @guo_lin99725 Rocket Lab USA, Inc. Aerospace & Defense Aerospace & Defense Bull NASDAQ Contracts, Defense, Launch, Procurement, resilience, Rockets, Satellites, Space
Feb 4, 2026 Twitter / X @TheValueist Rocket Lab USA, Inc. Aerospace & Defense Aerospace & Defense Bull NASDAQ DefenseContracts, Launch, LEO, manufacturing, Missiles, Reusability, Satellites, Sensors, SpaceSystems, Verticalintegration
Sep 16, 2025 Short Thesis Bleecker Street Rocket Lab USA Inc Industrials Aerospace & Defense (Space Launch) Bear NASDAQ Competition, Dilution, Launch, Satellites, Space
Aug 13, 2025 Seeking Alpha Quantryon Capital Rocket Lab USA, Inc. Industrials Aerospace & Defense Bull NASDAQ
Aug 13, 2025 Seeking Alpha The Techie Rocket Lab Corporation Industrials Aerospace & Defense Bull NASDAQ
Aug 13, 2025 Seeking Alpha Yiannis Zourmpanos Rocket Lab Industrials Aerospace & Defense Bull NASDAQ
Aug 8, 2025 Seeking Alpha Deep Value Investing Rocket Lab Corporation Industrials Aerospace & Defense Neutral NASDAQ
Aug 7, 2025 Seeking Alpha Pythia Research Rocket Lab Corporation Industrials Aerospace & Defense Bull NASDAQ
Aug 7, 2025 Seeking Alpha PropNotes Rocket Lab Corporation Industrials Aerospace & Defense Neutral NASDAQ
Aug 7, 2025 Seeking Alpha Oliver Rodzianko Rocket Lab Industrials Aerospace & Defense Bear NASDAQ

BSD Shareholders of RKLB

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
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.