| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 21, 2026 | Baron Health Care Fund | 12.0% | 4.1% | ARGX, AZN, ELV, EW, GH, GILD, INSM, IONS, ISRG, JNJ, LLY, MTD, RDNT, ROIV, RVMD, SYK, TEVA, TMO, UNH, WELL | Biotechnology, GLP-1, healthcare, M&A, Managed Care, Medical Devices, Oncology, Pharmaceuticals | View | ||
| 2026 Q2 | Jul 16, 2026 | Parnassus Growth Equity Fund | 17.5% | 6.2% | AMAT, AMD, ASML, BRO, BSX, CRM, FIX, INSM, LITE, NFLX, PTC, RVMD, SHW, SNDK, TSM, TWST | AI, Biotechnology, Data centers, growth, large cap, semiconductors, technology, US | SNDK FIX LITE RVMD TWST |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 17, 2026 | Fund Letters | Parnassus Growth Equity Fund | Revolution Medicines Inc. | Biotechnology | Biotechnology | Bull | NASDAQ | biotechnology, clinical stage, drug development, Equity, growth, Oncology, Pancreatic cancer, pharmaceuticals, RAS inhibitor | 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. | ||||||||