SILK

SILK

SILK

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2023 Q4	Dec 31, 2023	NCG Small Cap Growth Strategy	4.8%	14.8%	BRZE, CSTL, CWAN, DAVA, FLYW, GWRE, KNSL, LGIH, MEDP, NTRA, SILK, TMDX, TNDM, VRRM	Biotechnology, Fed Pivot, growth, healthcare, market breadth, small caps	Small cap stocks underperformed large caps heading into the fourth quarter, with the Russell Microcap Growth Index down about 5% through Q3. However, market breadth broadened in November and December following the Fed pivot, with the Russell Microcap Growth Index returning 13.68% versus 4.42% for large caps. The rally was primarily led by low quality stocks and sectors most impacted by the Fed's restrictive stance.	CSTL TNDM ASIC\|CWAN\|INSP\|KRMN\|KTOS\|MAC\|MEG\|RH\|WYNN NTRA ARGX BB\|DAVA\|DDOG\|GLOB\|ILMN\|LOAR\|MELI\|NET\|NU\|NVDA\|TSM ACGL\|APH\|COO\|CSGP\|DKNG\|GWRE\|IDXX\|IOT\|IT\|LPLA\|MSCI\|MTD\|PCOR\|ROP\|TECH\|VRSK BRZE MEDP	View
2023 Q3	Sep 30, 2023	Baron Discovery Fund	13.5%	9.3%	AEIS, AXNX, AXON, BYD, CWAN, EWCZ, GTLB, GTLS, GWRE, INDI, KNSL, LLYVA, MEG, NVTS, PAR, REPG, REXR, RVNC, S, SILK, SITE, TXG	growth, healthcare, semiconductors, small caps, software, technology, value	The fund initiated a position in SentinelOne, a cybersecurity vendor focused on endpoint protection using AI to detect threats. The company serves over 11,000 organizations and is gaining market share from legacy antivirus vendors who struggle with evolving threats.		View
2023 Q3	Sep 30, 2023	Wasatch Small Cap Growth Strategy	7.6%	7.6%	EEFT, FIVE, HQY, INSP, OLLI, SHAK, SILK, YETI	Discount Retail, growth, healthcare, interest rates, Quality, small caps, technology	Discount retailers like Ollie's and Five Below are well-positioned in the current inflationary environment as consumers seek value. Ollie's benefits from distressed inventory acquisition and strong comparable store sales growth, while Five Below continues expansion despite margin pressures from theft.	SHAK FIVE SILK ASIC\|CWAN\|INSP\|KRMN\|KTOS\|MAC\|MEG\|RH\|WYNN HQY YETI OLLI	View
2022 Q3	Sep 30, 2022	Baron Discovery Fund	13.5%	9.3%	AXON, CDNA, CWAN, DH, PING, RVNC, SFOR LN, SILK, SMAR, TXRH, WOOF	-			View
2024 Q2	Jul 31, 2024	Baron Discovery Fund	13.5%	9.3%	AEIS, AXON, BASE, CDXC, CHI, CYBR, DKNG, EXAS, FND, GTLB, GWRE, INSP, ITGR, KNSL, KTOS, MEG, NVMI, PAR, PCOR, SILK, SITE, STVN, TEM, TXRH	AI, Diagnostics, healthcare, small caps, technology, value, volatility	Fund owns several AI-enabled companies including GitLab, SentinelOne, and Couchbase that adapt AI models to enhance their products. Also owns Nova Ltd., a semiconductor capital equipment company enabling AI chip manufacturing. Managers believe the market will broaden from AI hardware to adaptive AI investments.		View
2024 Q2	Jun 30, 2024	TimesSquare Capital Management U.S. Small Cap Growth Strategy	6.2%	0.0%	ADUS, ATRC, AZEK, BJ, BOOT, CERT, ESAB, EWCZ, HLNE, IAC, MDIA, MRUS, MVBF, RRX, SILK, SVV, TMCI, VCTR, WRBY, WSC	consumer, financials, growth, healthcare, industrials, small cap, technology	The narrative for Technology and related services continues with its GenAI headlines. Enterprises remain in the early stages of determining what their GenAI uses might be, and how to implement them. Data center capital expenditures remain strong, boosting semiconductors and related companies.		View
2024 Q2	Jun 30, 2024	Meridian Small Cap Growth Fund	6.2%	0.0%	ACVA, AGS, ALIT, BYRN, CARG, LZ, MIR, MMSI, RBA, SILK, SMAR, STNE, TMDX, TPB	downside protection, growth, Medical Devices, Quality, small caps, technology	The fund holds multiple medical technology companies including TransMedics Group with their revolutionary organ transplant technology and Silk Road Medical with their minimally invasive carotid artery treatment. These companies are taking market share with innovative solutions that improve patient outcomes.	AGS SILK TMDX ALIT BYRN LZ	View
2023 Q2	Jun 30, 2023	ClearBridge Investments Small Cap Growth Strategy	0.0%	0.0%	AEL, ALGM, AZPN, BE, BJ, BWXT, CHGG, EYE, FIGS, FOXF, HAIN, IART, IAS, MPWR, PD, PEN, SGRE, SGRY, SILK, SPT, STAA, TREX, TRUP, XPO	Biotechnology, growth, Quality, semiconductors, small caps, software, underperformance	The Strategy focuses on small cap growth investing and was impacted by a lower-quality small cap rally during the quarter. The manager discusses Russell index rebalancing pressure affecting small cap performance and notes that sticking to investment discipline has historically led to relative performance recovery.		View
2023 Q4	Jan 13, 2024	ClearBridge Investments Small Cap Growth Strategy	0.0%	0.0%	BLKB, CHX, EYE, FOUR, FOXF, IBP, LSCC, MIRM, MPWR, NARI, NVDA, SILK, SMCI, STAA, TREX, VRNS, WHD, WING, WMT	AI, Biotech, growth, healthcare, industrials, M&A, small cap, technology	Generative artificial intelligence captured significant attention with OpenAI's ChatGPT driving massive investment in rival models and infrastructure build in data centers and GPU-heavy AI servers. Public market capital chased AI beneficiaries while selling perceived disrupted businesses, with most significant winners in large cap universe.	IBP MIRM BLKB NARI	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	Wasatch Small Cap Growth Strategy	Silk Road Medical, Inc.	Health Care	Health Care Equipment & Supplies	Bull	NASDAQ	Carotid Artery, Clinical Outcomes, CMS reimbursement, Medical devices, Standard of Care, TCAR Procedure, Vascular Surgery	View Pitch
Apr 13, 2026	Fund Letters	Meridian Small Cap Growth Fund	Silk Road Medical, Inc.	Health Care	Health Care Equipment & Supplies	Neutral	NASDAQ	acquisition target, Boston Scientific, Carotid Artery, market share, Medical Device, Minimally Invasive, TCAR Procedure	View Pitch

BSD Shareholders of SILK

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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