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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% | AMZN, BIIB, C, CLF, COIN, CROX, EXPE, GOOGL, KOS, META, NVDA, PTON, SOFI | AI, Biotechnology, Buybacks, crypto, growth, large cap, technology | Nvidia dominates the GPU market with 92% data center market share, benefiting from insatiable AI demand. The company grew revenue, earnings and FCF by 126%, 392%, and 610% respectively over the last year. Despite the massive market cap expansion, valuation has actually compressed from 61x to 37x forward earnings. | BIIB NVDA |
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| 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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| 2026 Q1 | Apr 22, 2026 | Baird Small/Mid Cap Growth Equity Fund | -4.8% | -4.8% | ADMA, AFRM, ALGN, BMI, BRBR, BSX, BURL, CASY, CRBG, CROX, DHR, DXCM, ELF, EQH, EXAS, FIX, FN, FND, FOUR, FTAI, HLI, HUBB, ILMN, INSP, JBL, KNSL, KTOS, LFUS, LII, MASI, MTDR, NSA, PEN, PODD, PSA, RGEN, SOFI, TMDX, TTAN, TWST, VSCO, WWD, XPO | AI, defense, growth, healthcare, industrials, semiconductors, small caps, technology | View | ||
| 2024 Q1 | Apr 15, 2024 | Heartland Mid Cap Value Fund | 8.2% | 9.7% | COIN, DCI, FAF, HOOD, HSY, JBHT, PRGO, SOFI, SQ | Consumer Staples, financials, healthcare, industrials, mid cap, Quality, value | The fund implements a two-bucket value strategy seeking both quality value companies trading at decent bargains and deeply discounted deep value companies. The approach balances high-quality companies with strong fundamentals against deeply discounted securities with self-help catalysts. | PRGO HSY DCI |
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| 2025 Q1 | Mar 31, 2025 | Pantera Capital | - | - | BEN, BLK, COIN, HOOD, IBM, SOFI | AI, Blockchain, Capital markets, crypto, Digital assets, regulation, Tokenization, venture | Blockchain represents a paradigm shift in how value is created, stored, and transferred, offering one of the most asymmetric investment opportunities available today. The asset class features unique capital structures through tokens rather than traditional equity, with early liquidity through token generation events creating venture-style returns in public markets. | View | |
| 2025 Q3 | Nov 8, 2025 | Baird Small/Mid Cap Growth Equity Fund | -3.2% | -9.6% | AAON, ADMA, AFRM, ALAB, BMI, BOOT, BRBR, BROS, BURL, BWXT, CASY, CAVA, CLWD, COCO, DKNG, ELF, EXAS, FDS, FOUR, FSS, HLI, INSM, INSP, IONQ, LII, MASI, MKTX, MTSI, NBIX, PEN, PODD, QBTS, RGTI, SOFI, TARS, TTAN, TWLO, TXRH, WAY, WING, WSO | AI, growth, healthcare, momentum, Quality, semiconductors, small cap, software | AI enthusiasm drove significant benchmark outperformance through semiconductor and infrastructure plays, with quantum computing stocks adding over 2% to benchmark weight despite extreme valuations. The market's insatiable desire for AI beneficiaries created meaningful factor headwinds for the portfolio. | View | |
| 2023 Q3 | Oct 30, 2023 | Jacob Fund | - | - | ESPR, SOFI | Biotechnology, Fintech, growth, healthcare, small cap, technology | SoFi Technologies represents the evolution from student lending to comprehensive financial services platform. The company serves over 6 million customers with sophisticated risk pricing methods, offering competitive rates on loans and deposits to build long-term customer relationships. | ESPR SOFI |
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| 2025 Q3 | Oct 29, 2025 | Polen Capital – U.S. SMID Company Growth | 14.4% | 28.0% | ALAB, BE, GGAL, MNDY, ORCL, SOFI, TLN | aerospace, AI, Electrification, energy, growth, industrials, SMID Cap, technology | AI data centers require enormous amounts of power, driving demand for solutions like Bloom Energy's fuel cells. The AI revolution has turbocharged electricity demand and is viewed as having strategic value in the geopolitical power struggle between the US and China. | View | |
| 2025 Q4 | Jan 8, 2026 | Diameter Capital Partners | 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 |
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| 2024 Q4 | Jan 15, 2025 | ARK Invest | - | - | ACHR, AMD, ARKB, AVAV, BFLY, CDNA, COIN, DM, MELI, NTLA, NU, PLTR, QSI, RKLB, SMWB, SOFI, SPNS, TER, TXG, XMTR | AI, crypto, Deflation, Genomics, innovation, Recession, Robotics, technology | ARK expects AI to play an outsized role in pulling the economy out of rolling recession by driving productivity growth and creating new products and services. The firm believes the most important AI investment opportunities are associated with disruptive innovation, suggesting winners and losers will be surprising. ARK advocates for diversified exposure to the AI revolution, particularly software applications underrepresented in broad-based benchmarks. | View | |
| 2023 Q2 | Jul 19, 2023 | Polen Capital – U.S. SMID Company Growth | 8.8% | -1.3% | ALAB, BE, GGAL, MNDY, ORCL, SOFI, TLN | AI, energy, growth, industrials, innovation, SMID Cap, technology | AI data centers require enormous amounts of power, driving demand for solutions like Bloom Energy's fuel cells. The AI revolution has turbocharged electricity demand and is viewed as strategically important in the US-China geopolitical power struggle. | ATLN.L SOFI 6BE GR |
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| 2023 Q1 | Apr 19, 2023 | Polen Capital – U.S. SMID Company Growth | 8.8% | -1.3% | ALAB, BE, GGAL, MNDY, ORCL, SOFI, TLN | aerospace, AI, Electrification, energy, growth, industrials, SMID Cap, technology | AI data centers require enormous amounts of power, driving demand for companies like Bloom Energy that provide reliable onsite power solutions. The AI revolution has turbocharged electricity demand growth. Sectors exposed to the AI narrative performed best in the quarter, with Technology driving roughly 65% of overall index returns. | ATLN.L SOFI 6BE GR |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| May 5, 2026 | Substack | Shareholders Unite | SoFi | Financial Services | Fintech | Bull | NASDAQ Stock Market | Economic conditions, financial services, Fintech, growth potential, innovation, market adaptation, SOFI, Technology Services, valuation | View Pitch |
| Apr 28, 2026 | Fund Letters | Jacob Fund | SoFi Technologies | Financials | Consumer Finance | Bull | NASDAQ | consumer finance, digital banking, Financial Services Platform, Fintech, growth, net interest margin, Refinancing, Student loans | View Pitch |
| Apr 28, 2026 | Fund Letters | Polen Capital - U.S. SMID Company Growth | SoFi Technologies | Credit Services | Consumer Finance | Bear | NASDAQ | consumer lending, credit performance, digital banking, Fintech, Funding Costs, interest rate risk, Member Growth, Student loans | View Pitch |
| Apr 28, 2026 | Fund Letters | Polen Capital - U.S. SMID Company Growth | SoFi Technologies Inc | Financials | Consumer Finance | Bull | NASDAQ | cross-selling, Customer Acquisition, digital banking, financial services, Fintech, Revenue Growth, Student loans, technology platform | View Pitch |
| Apr 27, 2026 | Fund Letters | Polen Capital - U.S. SMID Company Growth | SoFi Technologies Inc | Financials | Consumer Finance | Bull | NASDAQ | Customer Acquisition, digital banking, financial services, Fintech, platform strategy, Student loans, technology | View Pitch |
| 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. | ||||||||