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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 26, 2026 | Baron Discovery Fund | 0.2% | 11.0% | ALKT, CWAN, CWST, DKNG, DT, ESTA, EXAS, FROG, GCI, GTLB, INDIE, LLYVA, LOAR, MRCY, PRMB, RGEN, S, SITM, TREX, VRNS, WAY | AI, defense, growth, healthcare, Quality, small caps, software | The fund discusses AI as a transformative force requiring careful alignment of goals with humanity's interests. They view AI advancement as creating massive capital investment opportunities, particularly in datacenter buildout, while acknowledging concerns about AI's impact on software competitive advantages. The fund maintains significant exposure to enterprise software companies, particularly cybersecurity and systems software. They believe complexity of enterprise integration protects established players from AI disruption, with companies like Dynatrace, Varonis, and SentinelOne offering defensive moats through proven resilience and security. The fund focuses on innovative healthcare companies including molecular diagnostics (Exact Sciences), medical devices (Establishment Labs), and healthcare IT (Waystar). They see opportunities in companies improving patient outcomes through technology and automation in healthcare processes. The fund holds defense companies benefiting from increased defense budgets, including allocations for unmanned vehicles and missile defense systems. They trimmed positions after meaningful valuation increases but maintain defense as a core holding area. | CWST GLIBA PRMB LLYVA VRNS INDI FROG CAS WAY CWAN ESTA EXAS |
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| 2023 Q3 | Sep 30, 2023 | Baron Discovery Fund | 13.5% | 9.3% | CWAN, EWCZ, KNSL, LLYVK, MEG, NVTS, PAR, S, SILK, TXG | - | View | ||
| 2023 Q2 | Sep 14, 2023 | Spear Advisors | -3.5% | 0.0% | AMD, HUBS, MRVL, NVDA, S, SHOP, SNOW | - | View | ||
| 2023 Q4 | Jan 30, 2024 | Baron Discovery Fund | 13.5% | 9.3% | AAON, AEIS, DKNG, ESTA, GTLB, GTLS, KNSL, MRCY, S, VRNS | - | View | ||
| 2023 Q4 | Jan 15, 2024 | Vision Capital | 0.0% | 0.0% | COIN, CPNG, ILMN, LULU, NVDA, PAGS, PMC CN, S, SE, UPST, ZI | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 24, 2026 | Seeking Alpha | Seeking Alpha | SentinelOne, Inc. | Cybersecurity | Endpoint Protection | Bull | New York Stock Exchange | AI-powered, competitive pressures, cybersecurity, endpoint protection, margin expansion, net cash, Revenue Growth, SentinelOne, software sector, valuation | View Pitch |
| Sep 9, 2025 | Substack | Shareholders Unite | SentinelOne, Inc. | Technology | Software - Infrastructure | Bull | AI-driven cybersecurity, ARR growth, autonomous response, customer wins, Free Cash Flow, Prompt Security acquisition, Purple AI, scalable business model, share buy-backs, valuation multiples | View Pitch | |
| Aug 13, 2025 | Seeking Alpha | Merc Research | SentinelOne | Information Technology | Software - Infrastructure | Bull | NYSE | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | PropNotes | SentinelOne | 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. | ||||||||