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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Apr 25, 2024 | Patient Capital Management | 5.6% | 15.8% | BIIB, C, EXPE, META, NVDA, PTON, SOFI | - | View | ||
| 2025 Q3 | Oct 29, 2025 | Polen Capital – U.S. SMID Company Growth | 14.4% | 28.0% | ALAB, BE, GGAL, MNDY, SOFI, TLN | AI, Data centers, Electrification, power demand, SMID Caps | Electrification and AI-driven power demand dominated results, as holdings like Bloom Energy and Talen Energy benefited from soaring electricity needs tied to data centers and onshoring manufacturing. SMID-cap growth remained supported by expanding earnings revisions and broad market participation. Management continues to focus on companies enabling power grid modernization, digital transformation, and next-gen aerospace. | View | |
| 2025 Q3 | Oct 16, 2025 | Pabrai Wagons Fund | 8.0% | - | BRK/A, FI, IBKR, PSH, SCHW, SF, SOFI | Buybacks, Margin Of Safety, Replacement cost, Spin-Offs, Value Investing | The Pabrai Wagons Fund focuses on concentrated value investing inspired by Buffett and Munger, circling around high-conviction holdings with long runways. Its portfolio includes undervalued, cash-flowing businesses in India, Türkiye, and the U.S., such as Edelweiss, TAV Airports, and Alpha Metallurgical. The fund emphasizes disciplined capital allocation, buybacks, and margin of safety at fractions of replacement cost. | TAVHL TI EDEL IN RIG US AMR US |
View |
| 2025 Q4 | Jan 8, 2026 | Diameter Capital Partners LP | 0.3% | 8.0% | AEP, AFRM, AMZN, DIGI, GOOGL, META, MSFT, NFLX, NI, NVDA, ORCL, PARA, PGY, PPL, SATS, SOFI, T, TALEN, UPST, WBD | AI, credit, distressed, energy, Fraud, healthcare, technology | The fund made significant investments in AI-related debt including Beignet Investor LLC (Meta's AI data center financing) and xAI corporate debt. The quarter saw massive AI-related IG issuance of $90 billion with expectations of $50 billion more in Q1. The fund expects AI to drive continued massive capital needs with OpenAI alone requiring ~$600 billion through 2029. The fund had significant losses in distressed investments, particularly First Brands (a fraudulent auto parts company) and Eye Care Partners. The manager acknowledges mistakes in underwriting management quality and position sizing. Despite setbacks, they see future opportunities in sectors facing productivity-driven disruption. The fund expects increased capital solutions opportunities as PE-backed companies face refinancing challenges from higher rates. They participated in several rescue financings and expect more zombified PE companies to need capital solutions in various structures from prefs to hybrid equity. The fund invested in EchoStar's spectrum assets which became valuable for AI inference and wireless carriers. They also have exposure to LNG through Delfin, positioning for the coming oversupply period. Power demand from AI datacenters is driving infrastructure investment opportunities. The fund analyzed the growth in asset-backed finance driven by insurers seeking yield on annuity proceeds. They're cautious about residual risks in BNPL and FinTech lending, noting credit box expansion and potential fraud risks as the market grows rapidly. | NVDA SATS ORCL |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 4, 2026 | Twitter / X | @thexcapitalist | SoFi Technologies, Inc. | Financials | Consumer Finance | Bull | NASDAQ | Consumerfinance, Deposits, Digitalbanking, FinancialPlatform, Fintech, PersonalLoans | View Pitch |
| Feb 4, 2026 | Twitter / X | @BourbonCap | SoFi Technologies, Inc. | Financial Services | Consumer Finance | Bull | NASDAQ | ConsumerLending, CrossSelling, Crypto, Digitalbanking, FinancialPlatform, Fintech, Neobank, Payments | View Pitch |
| Jan 23, 2026 | Twitter / X | @DataDInvesting | SoFi Technologies, Inc. | Financials | Consumer Finance | Bull | NASDAQ | consumer lending, Fintech, Loan, loan originations, Marketing Software, Originations, Revenue, SOFI | View Pitch |
| Jan 12, 2026 | Seeking Alpha | Seeking Alpha | SoFi Technologies, Inc. | Financial Technology | Fintech | Bull | NASDAQ Stock Market | brand awareness, Capital Raise, EBITDA, Financial Super App, Fintech, Growth Opportunities, Interest Rate Cap, Loan Business, Market expansion, SoFi Technologies | View Pitch |
| Nov 29, 2025 | Fund Letters | Rayna Lesser Hannaway | SoFi Technologies | Financials | Consumer Finance | Bull | NASDAQ | Deposits, Digitalbanking, Fintech, growth, Lending | View Pitch |
| Nov 3, 2025 | Seeking Alpha | Seeking Alpha | SoFi Technologies, Inc. | Credit Services | Bull | adjusted EBITDA, crypto initiatives, crypto trading, Digital bank, fee-based revenue, Fintech, growth potential, membership growth, product adoption, SoFi Pay | View Pitch | ||
| Aug 13, 2025 | Seeking Alpha | Oakoff Investments | SoFi Technologies, Inc. | Financials | Credit Services | Bull | NASDAQ | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Analysis Fundamental | SoFi Technologies, Inc. | Financials | Credit Services | Bull | NASDAQ | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Stone Fox Capital | SoFi Technologies, Inc. | Financials | Credit Services | Bull | NASDAQ | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | KM Capital | SoFi Technologies | Financials | Credit Services | Bull | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Tech Stock Pros | SoFi Technologies | Financials | Credit Services | Bull | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Dilantha De Silva | SoFi Technologies, Inc. | Financials | Credit Services | Bull | NASDAQ | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | PropNotes | SoFi Technologies | Financials | Credit Services | Bull | NASDAQ | — | 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. | ||||||||