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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 24, 2025 | Meridian Growth Fund | -1.8% | - | ALGN, ALIT, HALO, MDGL, SPT, ZD | capital goods, healthcare, semiconductors, SMID, valuation | A quality-oriented SMID strategy trailed as high-beta, high-valuation names outperformed amid AI-infrastructure exuberance. Underweights in industrial capital goods and speculative semis, plus a healthcare overweight, were headwinds; contributors included biopharma royalty and digital media. Managers caution on stretched multiples and stick to durable free-cash-flow compounders. | ZD HALO MDGL ALGN SPT ALIT |
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| 2025 Q3 | Oct 24, 2025 | Meridian Small Cap Growth Fund | 4.2% | - | ALIT, CCSI, KEX, SPT, TPB, ZBIO | capital goods, healthcare, semiconductors, small caps, valuation | A quality-biased, lower-beta process lagged a speculative, momentum-led rally; managers avoided expensive capital-goods and speculative semis despite a powerful AI buildout. Healthcare overweight and underweights in capital goods hurt, but stock selection in consumer, comm services, and financials helped. They remain disciplined on durable growth at reasonable valuations. | CCSI ZENAS TPB KEX SPT ALIT ZD HALO MDGL ALGN SPT CCSI KEX SPT |
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| 2024 Q2 | Jul 31, 2024 | Alger Weatherbie Specialized Growth Fund | 5.8% | 9.5% | GKOS, NTRA, PGNY, SITE, SPT, STEP | - | View | ||
| 2023 Q2 | Jul 27, 2023 | Carillon Eagle Small Cap Growth Fund | 0.0% | 0.0% | CELH, FGEN, KNSL, MSA, SLAB, SMAR, SPT, SUM, WWD, XPOF | - | View | ||
| 2024 Q2 | Jun 30, 2024 | Wasatch Small Cap Growth Strategy | - | - | ADUS, BOOT, FIVE, NVMI, RPD, SITE, SPT, TMDX | - | View | ||
| 2023 Q2 | Jun 30, 2023 | Wasatch Small Cap Growth Strategy | 7.6% | 7.6% | FFO GR, INSP, MEDP, RBC, SITE, SPT | - | View | ||
| 2022 Q2 | Jun 30, 2022 | Baron Small Cap Fund | 9.6% | 14.5% | ASGN, CGNX, COLD, DRVN, GDYN, GTLS, IT, SHLS, SPT | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Mar 22, 2026 | Seeking Alpha | Seeking Alpha | Sprout Social, Inc. | Technology | Software - Application | Bull | NASDAQ Stock Market | AI integration, dual-class structure, enterprise accounts, Free Cash Flow, profitability plan, Revenue Growth, social media management, Sprout Social, stock-based compensation, strategic shift | View Pitch |
| Jan 22, 2026 | Twitter / X | @ValueGuruu | Sprout Social, Inc. | Information Technology | Application Software | Bull | NASDAQ | Deceleration, Marketing Software, Newswhip, SaaS, Social, Sprout, Sprout Social, Spt | View Pitch |
| Nov 29, 2025 | Fund Letters | Chad Meade | Sprout Social, Inc. | Information Technology | Application Software | Bull | NASDAQ | enterprise, guidance, Margins, recurring revenue, Retention, SaaS | View Pitch |
| Nov 29, 2025 | Fund Letters | Chad Meade | Sprout Social Inc. | Information Technology | Software | Bull | NASDAQ | Adoption, enterprise, FCF, growth, guidance, Margins, Marketing, SaaS | View Pitch |
| Nov 29, 2025 | Fund Letters | Chad Meade | Sprout Social, Inc. | Information Technology | Application Software | Bull | NASDAQ | enterprise, guidance, Margins, recurring revenue, Retention, SaaS | View Pitch |
| Nov 29, 2025 | Fund Letters | Chad Meade | Sprout Social Inc. | Information Technology | Software | Bull | NASDAQ | Adoption, enterprise, FCF, growth, guidance, Margins, Marketing, SaaS | View Pitch |
| Sep 16, 2025 | Short Thesis | Razor's Edge | Sprout Social Inc | Information Technology | Application Software | Bear | NASDAQ | Churn, Competition, Marketing, SaaS, valuation | 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. | ||||||||