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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 27, 2025 | Carillon Eagle Mid Cap Growth Fund | - | - | AXON, BKR, NET, OKTA, PLTR, RCL, RH, RYAN, SRPT, VST | broadening, earnings, Mid Caps, Resilience, secular growth | The letter highlights a rebound in mid-cap growth stocks driven by earnings resilience and easing macro fears. Management sees broadening opportunities beyond mega-cap leadership. Mid-cap secular growers are favored. | RH RYAN OKTA SRPT BKR VST NET RCL AXON PLTR |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 4, 2025 | Fund Letters | Eric Mintz | Sarepta Therapeutics, Inc. | Health Care | Biotechnology | Bear | NASDAQ | Biotech, gene therapy, Neuromuscular, Regulation, Risk | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Tradevestor | Sarepta Therapeutics, Inc. | Health Care | Biotechnology | Bull | NASDAQ | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Edmund Ingham | Sarepta Therapeutics, Inc. | Health Care | Biotechnology | Bear | NASDAQ | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Terry Chrisomalis | Sarepta Therapeutics, Inc. | Health Care | Biotechnology | Bear | 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. | ||||||||