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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | Apr 23, 2026 | Polen Capital – U.S. SMID Company Growth | -3.6% | -3.6% | AFRM, BE, FTI, SNDK, SOFI | AI, energy, Fintech, growth, industrials, SMID Cap, technology, volatility | AFRM FIGR SOFI FTI BE SNDK |
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| 2025 Q3 | Oct 15, 2025 | Parnassus Mid Cap Growth Fund | 7.9% | - | APP, CMG, DDOG, EFX, GWRE, GWW, HLT, HOOD, ICLR, JBHT, KLAC, MELI, MORN, MPWR, NET, ODFL, PODD, SNDK, TEAM, TER, TTD, VRSK | AI, Cyclical, growth, mid cap, semiconductors, technology, value | The portfolio maintains exposure to artificial intelligence through software and semiconductor companies. AI megatrend is boosting demand for memory and storage, particularly ultra-high-capacity drives. Strong demand for AI applications in system-on-a-chip and memory testing is a major growth driver. | 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 |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Polen Capital - U.S. SMID Company Growth | SanDisk Corp | Computer Hardware | Technology Hardware, Storage & Peripherals | Bull | NASDAQ | AI infrastructure, data centers, data storage, Flash Memory, memory cycle, Nand, Pricing power, semiconductors | View Pitch |
| Apr 18, 2026 | Seeking Alpha | Seeking Alpha | Sandisk Corporation | Semiconductors | Memory Chips | Bear | NASDAQ Stock Market | AI infrastructure boom, cyclical market, Kioxia partnership, market valuation, memory chips, NAND flash memory, production capacity, Sandisk Corporation, Supply Shortage, Western Digital spin-off | View Pitch |
| 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. | ||||||||