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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Dec 31, 2024 | Prosper Stars & Stripes | 2.6% | 11.7% | ALGM, BE, BELFB, BIRK, CCB, ENS, FTAI, KNF, MIR, NCNO, ORION, PACK, PKX, PRTY, RGLD, SRAD, STAA, TALEN, TEKK | healthcare, industrials, Long/Short, mid cap, small cap, technology | View | ||
| 2023 Q2 | Jun 30, 2023 | ClearBridge Investments Small Cap Growth Strategy | 0.0% | 0.0% | AEL, ALGM, AZPN, BE, BJ, BWXT, CHGG, EYE, FIGS, FOXF, HAIN, IART, IAS, MPWR, PD, PEN, SGRE, SGRY, SILK, SPT, STAA, TREX, TRUP, XPO | Biotechnology, growth, Quality, semiconductors, small caps, software, underperformance | The Strategy focuses on small cap growth investing and was impacted by a lower-quality small cap rally during the quarter. The manager discusses Russell index rebalancing pressure affecting small cap performance and notes that sticking to investment discipline has historically led to relative performance recovery. | View | |
| 2023 Q4 | Jan 13, 2024 | ClearBridge Investments Small Cap Growth Strategy | 0.0% | 0.0% | BLKB, CHX, EYE, FOUR, FOXF, IBP, LSCC, MIRM, MPWR, NARI, NVDA, SILK, SMCI, STAA, TREX, VRNS, WHD, WING, WMT | AI, Biotech, growth, healthcare, industrials, M&A, small cap, technology | Generative artificial intelligence captured significant attention with OpenAI's ChatGPT driving massive investment in rival models and infrastructure build in data centers and GPU-heavy AI servers. Public market capital chased AI beneficiaries while selling perceived disrupted businesses, with most significant winners in large cap universe. | IBP MIRM BLKB NARI |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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 | $1.1M | 0.00% | 45,600 | -260,504 | -85.10% | 0.1224% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $461,800 | 0.00% | 20,000 | -272,348 | -15.02% | 0.0537% |
| Israel Englander | Millennium Management LLC | $233.2B | $10.4M | 0.00% | 451,291 | +334,272 | +285.66% | 1.2117% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $2.6M | 0.00% | 113,857 | -293,524 | -72.05% | 0.3057% |
| Cliff Asness | AQR Capital Management | $190.6B | $353,091 | 0.00% | 15,292 | +174 | +1.15% | 0.0411% |
| Mario Gabelli | GAMCO Investors | $10.4B | $346,350 | 0.00% | 15,000 | +4,000 | +36.36% | 0.0403% |
| James E. Flynn | Deerfield Management | $6.9B | $1.2M | 0.02% | 51,894 | -45,095 | -46.49% | 0.1393% |