| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 24, 2025 | Macro Ops | - | - | BCM CN, BTBT, CAN, CORZ, DMET CN, KUYA CN, NEWP, SIL AU, SILJ, WGMI | Bitcoin, crypto, inflation, Miners, Silver | Macro Ops identifies Bitcoin miners and silver producers as top-performing themes, driven by strong relative strength and breakout momentum. The report highlights institutional interest in crypto infrastructure and a rotation toward precious metals as inflation hedges. It emphasizes trading discipline and positioning for continued upside in digital assets and metals. | NEWP CORZ BTBT CAN NEWP CORZ BTBT CAN |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||