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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jul 11, 2024 | Headwaters Capital Management, LLC | 8.8% | 21.4% | INSP, PDFS, TMDX | - | View | ||
| 2025 Q2 | Jul 10, 2025 | Headwaters Capital Management, LLC | 7.3% | -2.6% | GMED, TECH, TMDX | AI, Rotation, small caps, valuation | TECH |
View | |
| 2024 Q4 | Feb 10, 2025 | Meridian Growth Fund | -0.8% | 6.3% | CARG, DOCS, RELY, ST, STE, TMDX | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Wasatch Small Cap Growth Strategy | 1.7% | 15.2% | BOOT, BRBR, PACS, PCTY, ROAD, TMDX | - | View | ||
| 2023 Q3 | Nov 10, 2023 | Alger Small Cap Focus Fund | 6.4% | 5.9% | BLFE, CWAN, GWRE, IMVT, INSP, TMDX | - | View | ||
| 2023 Q3 | Nov 10, 2023 | Alger Spectra Fund | 3.2% | 32.4% | GFL, MSFT, SLB, TMDX, VRT | - | View | ||
| 2025 Q3 | Oct 29, 2025 | Polen Capital – U.S. Small Company Growth | 21.1% | 27.1% | BE, CRS, JOBY, ODD, POWL, TMDX | aerospace, AI Infrastructure, Electrification, energy, innovation | The funds performance was driven by companies benefiting from rapid innovation cycles in clean energy, electrification, AI infrastructure, and next-generation aerospace. Strong contributors included Bloom Energy, Joby Aviation, and Powell Industries, all tied to structural growth in power demand and advanced industrial technologies. The manager emphasizes innovation as the primary long-term driver over macro factors such as rate cycles. | SOFI BE GOOGL TSLA |
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| 2025 Q3 | Oct 1, 2025 | Infuse Partners | 33.2% | - | INT SS, PHX AU, TMDX | Distribution, healthcare, Medtech, regulation, technology | Infuse frames the opportunity set around market dislocations created by volatility, forced selling, and capital structure complexity. The manager emphasizes flexible positioning across equities and credit to exploit asymmetric setups where downside is limited and upside is driven by normalization. Opportunistic investing remains attractive as dispersion widens and liquidity-driven mispricings persist. | TMDX US |
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| 2024 Q4 | Jan 3, 2025 | Rodrigo Benedetti | - | - | AMZN, APP, AVDA, CIEN, GOOG, META, MSFT, TMDX, TSLA | - | View | ||
| 2025 Q4 | Jan 13, 2026 | Infuse Partners | -7.2% | 0.0% | DUOL, MELI, NU, SNWV, TMDX | E-Commerce, Education, Fintech, growth, Latin America, long-term, Medical Devices, technology | MercadoLibre continues to demonstrate exceptional execution with its e-commerce/payments flywheel spinning fast even at $25 billion revenue. The company has successfully outcompeted strong marketplaces like Amazon, Shopee, Temu and TikTokShop using vertical integration and fast delivery times. Management thinks genuinely long-term unlike most companies that only give lip service to long-term decision making. Nu Holdings is gradually becoming a super app with strong traction in Mexico after receiving full banking license, proving the model is replicable outside Brazil. The company's lean cost structure enables better rates, leading to more customers and economies of scale. Success has come despite Brazil's terrible macro backdrop over 15 years, with battle-tested lending algorithms positioned for expansion into more stable geographies. Sanuwave operates a razor and blades business model with the UltraMist device for treating diabetic foot ulcers. Despite a Q3 growth hiccup while building sales organization, growth should resume as there aren't many profitable medtech companies growing faster than 30%. TransMedics has revolutionized organ transplant process, owning 22 private jets and performing 30 organ transplants daily, with increasing density creating competitive advantages. Duolingo should be viewed as an engagement machine that happens to educate rather than just a language learning app. With almost 40% of monthly users logging in daily (compared to Snapchat's 50%), the company has built exceptional engagement muscle. As it broadens into math, music, chess and other subjects, retention should increase further, potentially becoming a must-have app for learning all sorts of things. | DUOL MELI TMDX NU |
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| 2024 Q2 | Jul 26, 2024 | Carillon Eagle Small Cap Growth Fund | 0.0% | 0.0% | ANF, EVH, KWR, LSCC, ONTO, PJT, SUM, TMDX, VKTX | - | View | ||
| 2023 Q2 | Jul 25, 2023 | Headwaters Capital Management, LLC | 8.8% | 21.4% | ABCM, CYRX, NSIT, TMDX | - | View | ||
| 2024 Q2 | Jun 30, 2024 | Meridian Small Cap Growth Fund | 6.2% | 0.0% | AGS, ALIT, BYRN, LZ, SILK, TMDX | - | View | ||
| 2024 Q2 | Jun 30, 2024 | Wasatch Small Cap Growth Strategy | - | - | ADUS, BOOT, FIVE, NVMI, RPD, SITE, SPT, TMDX | - | View | ||
| 2024 Q4 | Jan 17, 2025 | Carillon Eagle Small Cap Growth Fund | - | - | BILL, EVH, FRSH, LPLA, PCVX, PI, PJT, SUM, TMDX, ZETA | - | View | ||
| 2024 Q4 | Jan 14, 2025 | Headwaters Capital Management, LLC | -6.8% | 13.1% | CLMB, PLTR, TMDX | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 4, 2026 | Twitter / X | @ScorpionFund | TransMedics Group, Inc. | Health Care Equipment & Supplies | Health Care Equipment | Bear | NASDAQ | CMS, Italy, Logistics, Medtech, Perfusion, Pricing, Reimbursement, Transplant | View Pitch |
| Jan 27, 2026 | Fund Letters | Ryan Reeves | TransMedics Group, Inc. | Health Care | Medical Devices | Bull | NASDAQ | healthcare, innovation, Logistics, scale, Transplants | View Pitch |
| Jan 23, 2026 | Twitter / X | @ScorpionFund | TransMedics Group, Inc. | Health Care Services | Health Care Supplies | Bear | NASDAQ | Hiring, Linkedin, Linkedin Data, Organox, Post Says, Tmdx, Transmedics, Transplant | View Pitch |
| Sep 16, 2025 | Short Thesis | Scorpion Capital | TransMedics Group Inc | Health Care | Health Care Equipment | Bear | NASDAQ | Dilution, Organs, Reimbursement, TAM, Transplant | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Fernanda Galvez Jalil | TransMedics Group, Inc. | Health Care | Medical Devices | Bull | 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. | ||||||||