| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Dec 31, 2024 | Apis Flagship Fund | - | 13.2% | ACHR, CLS, MRNA, PLUG, RHM.DE, SONO, TLN | defense, energy, global, Korea, Long/Short, small caps, technology, value | Manager maintains conviction in small-cap strategy despite underperformance versus large-cap indices. Believes compelling growth and valuation advantages will normalize in their favor. Portfolio demonstrates strong stock-picking ability in small-cap names across regions. | SOON.SW PLUG 2238.HK TLN 4046.T 3533.TW 267250.KS |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 27, 2026 | Fund Letters | SandbrooK Capital | Sonos Inc | Consumer Discretionary | Consumer Electronics | Bear | NASDAQ | ASP Headwinds, Audio Equipment, Bear, Channel Inventory, consumer electronics, margin compression, Product Mix, Promotional Activity, Short Position | 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 |
|---|---|---|---|---|---|---|---|---|
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $10.2M | 0.02% | 583,092 | -862,388 | -59.66% | 0.5384% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $22.6M | 0.03% | 1,286,493 | +871,257 | +209.82% | 1.1878% |
| Ray Dalio | Bridgewater Associates | $27.4B | $1.9M | 0.01% | 106,621 | -30,929 | -22.49% | 0.0984% |
| Israel Englander | Millennium Management LLC | $233.2B | $31.0M | 0.01% | 1,763,212 | +317,312 | +21.95% | 1.6279% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $5.7M | 0.01% | 323,846 | -341,700 | -51.34% | 0.2990% |
| Cliff Asness | AQR Capital Management | $190.6B | $18.1M | 0.01% | 1,028,432 | +74,606 | +7.82% | 0.9495% |
| Kevin M. Keeley | Keeley-Teton Advisors, LLC | $824.8M | $428,112 | 0.05% | 40,123 | +10,704 | +36.38% | 0.0225% |