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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 29, 2025 | ClearBridge Investments Small Cap Growth Strategy | - | - | BBIO, BOOT, BPMC, BWX, CASH, DUOL, ICLR, INSM, MIRM, PD, ROAD, RYTM, SNY, SPT, TARS, UMBF, UTI, VYGR, WING, WIX | AI, Biotechnology, growth, nuclear, small caps, Space, technology, Trade Policy | Generative AI represents a generational potential to reshape numerous aspects of business and daily life, with a rapidly evolving technological paradigm of winners and losers. Duolingo is leveraging AI to offer enhanced language learning to consumers. | View | |
| 2025 Q1 | Apr 17, 2025 | Driehaus Micro Cap Growth Strategy | -18.2% | -18.2% | CRNX, HCI, OSW, RYTM, WGS | AI, Biotech, growth, healthcare, Micro Cap, tariffs, technology, Trade Policy | Trump announced reciprocal tariffs much higher than expected, with at least 10% on all countries globally and rates approaching 50% on 60 countries. The tariff formula defies conventional economics and violates existing free trade agreements. After market turmoil, Trump announced a 90-day pause with 10% rates except China at 145%. | View | |
| 2025 Q3 | Oct 9, 2025 | ClearBridge Investments Small Cap Growth Strategy | - | - | BE, BPMC, BROS, BWXT, CGON, CLBT, CRDO, FTAI, ICLR, INSM, KTOS, KVYO, MEDP, MIRM, ORCL, RGTI, RNA, RYTM, SHFT, WING | AI, Biotechnology, defense, Energy Transition, growth, semiconductors, small cap, software | AI infrastructure investments are narrowly driving economic growth alongside retail enthusiasm for high-growth-potential markets. The Strategy sees extreme performance divergence between perceived AI winners and losers in software holdings, with concerns around potential AI disintermediation affecting software stocks despite strong earnings beats. | KD US BE US |
View |
| 2022 Q4 | Jan 20, 2023 | Artisan Global Discovery | 7.6% | 13.1% | 0ABI LN, 0I4Q LN, CNHI, CTLT, GMAB, GXI GR, IR, LSCC, MPWR, PUMA, RYTM, SAIA, SIVB, TEAM, ZS | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 8, 2025 | Seeking Alpha | Stephen Ayers | Rhythm Pharmaceuticals, Inc. | Health Care | Biotechnology | 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 |
|---|---|---|---|---|---|---|---|---|
| Steven A. Cohen | Point72 Asset Management | $86.8B | $46.0M | 0.05% | 429,420 | +258,588 | +151.37% | 0.6793% |
| Mark Bussard | Rock Springs Capital | $1.9B | $74.4M | 3.83% | 695,010 | -22,092 | -3.08% | 1.0995% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $7.7M | 0.01% | 72,282 | -277,726 | -79.35% | 0.1143% |
| Israel Englander | Millennium Management LLC | $233.2B | $20.0M | 0.01% | 186,709 | +53,548 | +40.21% | 0.2954% |
| Terrence Murphy | Clearbridge Investments | $124.9B | $54.2M | 0.04% | 506,109 | +21,377 | +4.41% | 0.8006% |
| Cliff Asness | AQR Capital Management | $190.6B | $7.5M | 0.00% | 70,046 | -9,734 | -12.20% | 0.1108% |
| Brian Ashford-Russell | Polar Capital Holdings | $25.8B | $126.9M | 0.49% | 1,185,392 | -59,540 | -4.78% | 1.8752% |
| Joseph Edelman | Perceptive Advisors | $5.6B | $272.6M | 4.87% | 2,546,391 | +107,422 | +4.40% | 4.0282% |
| Peter Kolchinsky | RA Capital Management | $9.8B | $713.6M | 7.31% | 6,666,837 | +985,478 | +17.35% | 10.5465% |