SG

SG

SG

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Aug 2, 2025	Meridian Contrarian Fund	16.4%	-	AXS, BEPC, BWXT, CCJ, DLTR, FCNCA, HNST, MIR, NVTS, PACK, PRGO, QDEL, SG	Automation, contrarian, nuclear, semiconductors, small cap, turnaround, value	Nuclear power is experiencing a structural turnaround with growing interest from governments, utilities, and major technology firms. The fund holds positions in Cameco Corp and BWX Technologies, both benefiting from the nuclear renaissance driven by uranium supply deficits and new reactor construction including small modular reactors.	QDEL PACK SG NVTS BWXT CCJ QDEL PACK SG NVTS BWXT CCO CN	View
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	The fund focuses on high-quality companies with proven earnings growth track records, strong free cash-flow generation, and trusted management teams. This quality focus was a headwind during the quarter as lower-quality stocks outperformed in the risk-on environment, but the manager believes this creates better expected returns for quality investing over the next three-to-five years.	SG RKLB HQY GWRE FN INSP NSA SKY HQY GWRE INSP NSA SKY	View
2024 Q1	Apr 15, 2024	Meridian Contrarian Fund	6.9%	0.0%	AXS, BEPC, CACI, CCJ, CRC, FCNCA, NVTS, PRGO, QDEL, SG, SGH, THC, VICI	contrarian, earnings, healthcare, semiconductors, small caps, technology, turnaround, value	Fund holds positions in semiconductor companies including Navitas Semiconductor Corp., which designs and produces highly efficient power semiconductors and leads in Gallium Nitride (GaN) technology. The company overcame significant technological hurdles to create competitive advantages in power efficiency and charging speeds over traditional silicon.	THC SG SGH NVTS BEPC QDEL	View
2024 Q1	Apr 15, 2024	Meridian Small Cap Growth Fund	6.2%	0.0%	ACVA, ALIT, BYRN, CARG, CNCL, FORR, LZ, MATX, MIR, MMSI, NRGN, QDEL, RBA, SG, STNE, TPB	Automation, Diagnostics, growth, healthcare, small cap, technology	The fund holds multiple healthcare positions including QuidelOrtho Corporation in diagnostics, Consensus Cloud Solutions serving healthcare data security, and Neurogene in gene therapy. Healthcare IT staffing issues are creating macro pressure on enterprise-level adoptions.	SG NRGN BYRN FORR QDEL CNCL	View
2025 Q1	Mar 31, 2025	Artisan Partners Small Cap Fund	-10.1%	-10.1%	ALAB, ARIS, ASCB, BFAM, BROS, FRSH, FTAI, GWRE, HALO, INTA, IRTC, KTOS, MOD, MTSI, MYRG, PEN, SG, SN, TWST, VCYT	AI, Biotechnology, Cloud, defense, growth, healthcare, small caps, Trade Policy	The introduction of China's DeepSeek AI model challenged market assumptions around AI infrastructure spending durability. This development raised questions about US leadership in AI and long-term returns on AI investments, particularly impacting data center capacity enablers in the portfolio.		View
2025 Q3	Oct 24, 2025	Wasatch Long/Short Alpha Fund	-7.3%	-	ENSG, FN, FOUR, FRPT, HQY, INSP, KAI, MEDP, MORN, MPWR, OPEN, OZK, RBC, ROP, SG, WDAY	AI, Biotech, healthcare, Long/Short, Quality, risk-on, small cap, Speculation	The fund focuses on long positions in high-quality companies while shorting low-quality businesses. The manager emphasizes that high-quality stocks have historically outperformed over the long term despite recent underperformance. The fund screens companies based on financial characteristics like return on assets and operating profit margins.		View
2024 Q3	Sep 30, 2024	Lord Abbett Developing Growth Fund	6.4%	21.1%	ADMA, CAVA, CYBR, FIX, FROG, GKOS, LOAR, PIPR, RXST, SG, TMDX, VRNS, ZETA	AI, Biotechnology, Cloud, growth, healthcare, infrastructure, small cap, technology	The fund identifies generative artificial intelligence as one of their favorite investment areas that appears ready to re-accelerate growth in 2024 and beyond. They view the emergence of generative AI as creating ample opportunities across the market cap spectrum.		View
2025 Q1	Apr 18, 2025	Baillie Gifford – US Equity Growth	8.6%	8.6%	AUR, DKNG, GLOB, NET, NVDA, SG, SN, TSLA, TTD	AI, disruption, Electric Vehicles, growth, innovation, sports betting, technology, US	The falling cost of inferencing is driving new use cases for artificial intelligence and potentially opening up use cases that cannot be imagined today. The emergence of AI models is moving the industry from training to placing emphasis on inference, creating opportunities for companies positioned at the edge infrastructure.	NET GLOB DKNG	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Wasatch Long/Short Alpha Fund	Sweetgreen, Inc.	Consumer Discretionary	Restaurants	Bear	NYSE	Consumer Discretionary, consumer spending, Economic Sensitivity, Fast casual, Hedge Position, Restaurants, Short Position	View Pitch
Apr 13, 2026	Fund Letters	Meridian Contrarian Fund	Sweetgreen, Inc.	Consumer Discretionary	Restaurants	Bull	NYSE	Automation Technology, Fast-Casual Restaurants, Healthy Food, Infinite Kitchen, Labor Cost Reduction, margin expansion, Traffic Recovery	View Pitch
Apr 13, 2026	Fund Letters	Meridian Contrarian Fund	Sweetgreen, Inc.	Consumer Discretionary	Restaurants	Bull	NYSE	Automation, cash burn, Competitive Advantage, Fast casual, Healthy Food, Labor Costs, margin expansion, Restaurants, same-store sales	View Pitch
Apr 13, 2026	Fund Letters	Meridian Small Cap Growth Fund	Sweetgreen, Inc.	Consumer Discretionary	Restaurants	Bull	NYSE	Automation Technology, Fast-Casual Restaurants, Healthy Food, Labor Efficiency, margin expansion, New Position, same-store sales, supply chain	View Pitch
Jan 8, 2026	Fund Letters	James England	The Honest Company Inc.	Consumer Discretionary	Restaurants	Bull	New York Stock Exchange	Automation, expansion, Margins, Restaurants, traffic	View Pitch
Aug 7, 2025	Seeking Alpha	Jake Blumenthal	Sweetgreen, Inc.	Consumer Discretionary	Restaurants	Bull	NYSE	—	View Pitch

BSD Shareholders of SG

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.

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