Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 22, 2026 | White Brook Capital | - | - | ICLR, PESI, RPID, SMTI, SPGI | AI, energy, healthcare, inflation, small caps, value | RPID SMTI SPGI PESI ICLR |
View | |
| 2024 Q1 | Apr 1, 2024 | Infuse Partners | 31.2% | 31.2% | IDT, INSP, NU, NVDA, SMTI, TSLA | AI, Brazil, Fintech, growth, Mexico, Quality, semiconductors, value | Manager discusses AI's transformative impact on semiconductor demand patterns, noting how AI is changing formerly cyclical semiconductor companies into more secular growth stories. The hyperscalers' need for AI chips could shift upgrade cycles from cyclical to secular demand patterns. | NU |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 26, 2026 | Fund Letters | White Brook Capital | Sanara Medtech | Medical Instruments & Supplies | Health Care Equipment | Bull | NASDAQ | CMS reimbursement, growth, healthcare, Hospital Distribution, Medical devices, medical technology, small-cap, wound care | 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. | ||||||||