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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q4 | Mar 6, 2026 | Polen Capital – U.S. SMID Company Growth | -0.3% | 27.7% | BE, CORT, FSLR, NTNX, RKLB, SNDK | Artificial Intelligence, Biotechnology, Data centers, Electrification, semiconductors | The commentary highlights artificial intelligence as a dominant driver of market leadership, particularly through data center infrastructure, semiconductors, and storage demand, which supported companies such as Bloom Energy and Sandisk supplying power and memory solutions for AI workloads. The quarter also saw strong performance in biotechnology, supported by improving interest rate expectations, easing regulatory conditions, and growing optimism around AI-assisted drug discovery that may accelerate pharmaceutical innovation. Additionally, electrification and industrial infrastructure remain key long-term investment themes, as rising energy demand from AI and global infrastructure spending supports companies providing power generation, aerospace, and industrial solutions. | View | |
| 2025 Q3 | Nov 25, 2025 | BlackRock Science And Technology Term Trust | 11.6% | - | APP, NVDA, SNDK, TBRG | AI, Capex, Cloud, infrastructure, semiconductors | The trust substantially increased exposure to the AI supply chain, reallocating toward semiconductors, networking infrastructure, and robotics amid accelerating global AI CAPEX. AI-driven earnings strength and hyperscaler investment continue to dominate sector performance, with Databricks, Nvidia, and AppLovin noted as major contributors. AI remains the central structural driver of tech valuations, capital flows, and portfolio positioning. | View | |
| 2025 Q3 | Oct 15, 2025 | Parnassus Mid Cap Growth Fund | 7.9% | - | APP, CMG, GWW, HOOD, ICLR, JBHT, KLA GR, MELI, MORN, ODFL, PODD, SNDK, TEAM, TER, TTD, VRSK | Artificial Intelligence, industrials, Nearshoring, semiconductors, software | The fund attributes outperformance to AI-related semiconductor and software positions, emphasizing the ongoing megatrend driving system-on-chip, testing, and storage demand. Managers highlight new exposure to industrial distributors like W.W. Grainger, reflecting conviction in nearshoring and manufacturing recovery themes. They maintain selective positioning across AI and cyclical sectors to capture both structural growth and economic normalization. | View | |
| 2025 Q4 | Jan 21, 2026 | Harbor Mid Cap Value Fund | 4.1% | 16.0% | AMKR, BK, CFG, COIN, EA, ENS, EXPE, FOXA, GM, GTX, HIW, HLF, HOG, HOOD, HPQ, JAZZ, KR, NEU, OC, PHM, PLAB, PVH, SNDK, STT, TXT, WBD, WDC | Buybacks, consumer discretionary, dividends, financials, mid cap, technology, value | The fund maintains its disciplined value investment approach, seeking high-quality, profitable companies that generate cash, pay dividends, and repurchase shares. Mid- and small-cap value stocks continue to trade at attractive multiples despite strong relative performance. AI-driven demand for storage led to strong earnings and increases in revenue growth and margins for technology holdings. AI-related technology stocks may appear priced to perfection, but the fund continues to identify opportunities among mid-cap value stocks. The fund seeks companies that repurchase shares, viewing aggressive stock buybacks positively. Several holdings including General Motors, Garrett Motion, and EnerSys have been aggressively buying back stock. | AMKR EA ENS GTX |
View |
| 2025 Q1 | Apr 14, 2025 | Parnassus Mid Cap Growth Fund | -10.0% | -10.0% | APP, ARES, BILL, BLDR, BR, CMG, CTAS, DDOC, FTNT, GWRE, HOOD, ICLR, KLAC, MELI, NTRA, ORLY, ROST, SNDK, TER, TTD, VRSK, WST, XYZ | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 21, 2026 | Fund Letters | Ian Sexsmith | SanDisk Corporation | Information Technology | Semiconductors | Bull | NASDAQ | AI infrastructure, Memory, Semiconductor Cycle, Storage Pricing | View Pitch |
| Jan 17, 2026 | Seeking Alpha | Seeking Alpha | Sandisk Corporation | Technology | Semiconductors | Bull | Nasdaq Stock Market | AI data center demand, average selling prices, Flash Ventures, forward P/E ratio, gross margins, hyperscale customers, Market Expectations, NAND pricing upcycle, Q3 FY26 guidance, Revenue Growth | View Pitch |
| Jan 11, 2026 | Seeking Alpha | Seeking Alpha | Sandisk Corporation | Technology | Semiconductors | Neutral | NASDAQ Stock Market | AI-memory demand, Consumer market, Cyclicality, data center, economic cycle, Edge market, NAND flash memory, price sensitivity, Sandisk, Structural re-rating. | 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. | ||||||||