SMSN.L Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q3	Sep 30, 2024	Aristotle/Saul Global Equity Fund	6.4%	11.6%	1357.HK, ADBE, AMGN, CCJ, D05.SI, LEN, MCHP, MLM, MSFT, QCOM, RTO.L, SMSN.L	Diversified, fundamentals, global, long-term, Quality, value	MonotaRO, the Japanese B2B e-commerce platform, was a main contributor during the quarter. The company serves as a one-stop solution allowing customers to shop for millions of products via a centralized location, with increasing order value and sales per shipment. Large enterprise customers now represent more than 30% of total sales, up from 25% at the end of last year, providing higher lifetime value and willingness to pay for value-added services.	8439.T RTO.L MCHP BN.TO 8058.T	View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of SMSN-L

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

SMSN-L

SMSN-L

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of SMSN-L

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

Follow Us On: