Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 7, 2026 | Silverman + Associates Wealth Management | - | - | SPACEX | diversification, Investment Philosophy, IPOs, risk management, Speculation | View | ||
| 2026 Q2 | Jul 13, 2026 | Janus Henderson Global Sustainable Equity Fund | 16.2% | 10.9% | 6532.T, 6861.T, 8789.T, ASML, BBVA, CBRS, EBS.VI, EXPGY, FICO, ICE, MCK, MU, NTDOY, PRY.MI, SPACEX, SPGI, SPOT, STX, TSM, UBER | AI, energy security, Geopolitical Risk, infrastructure, semiconductors, sustainability, technology | ICE SPOT MCK TSM MU STX |
View | |
| 2025 Q1 | Mar 31, 2025 | Baron Asset Fund | -3.0% | -3.0% | ACGL, CSGP, DKNG, FICO, GWRE, H, IDEXX, IT, MTD, ONON, ROP, SAIL, SCHW, SPACEX, SPOT, TECH, TTD, VRSK, VRT, WST | AI, Data centers, growth, insurance, mid cap, tariffs, technology | The fund holds X.AI Holdings Corp., which is developing an AI model to understand the true nature of the universe. xAI launched Grok 3, demonstrating elevated user engagement and top scores in evaluation tests, surpassing other industry-leading AI models. The company operates the world's largest coherent training center with over 100,000 GPUs. | DKNG VRT VRSK GDWR |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 23, 2026 | Fund Letters | Baillie Gifford - US Equity Growth | Space Exploration Technologies Corp. | Other | Aerospace & Defense | Bull | Aerospace, Connectivity, Defense, founder-led, innovation, Launch Services, Space Economy, Starlink, vertical integration | View Pitch | |
| Jun 9, 2026 | Seeking Alpha | Seeking Alpha | SpaceX | Aerospace & Defense | Space Exploration | Bear | Nasdaq Stock Market | Aerospace, AI market, compute capacity, Grok model, IPO, Losses, neocloud, SpaceX, TAM, valuation | View Pitch |
| Apr 13, 2026 | Fund Letters | Baron Partners Fund | Space Exploration Technologies Corp. | Industrials | Aerospace & Defense | Bull | Private | Aerospace, broadband, Launch Services, Private Company, Reusable Rockets, Satellites, Space Exploration, technology | 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. | ||||||||