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 |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q1 | Mar 31, 2025 | Meridian Growth Fund | -8.0% | -8.0% | CARG, HALO, OKTA, RBA, TNDM, ZD | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Meridian Small Cap Growth Fund | -12.2% | -12.2% | IMXI, LZ, MMSI, RBA, TNDM, VCYT | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Alger Weatherbie Specialized Growth Fund | -1.6% | 7.8% | MEG, NEOG, NTRA, SMTC, TNDM, UPST | - | View | ||
| 2023 Q4 | Dec 31, 2023 | NCG Micro Cap Growth Strategy | 9.5% | 10.2% | ACVA, ALKT, AUGX, CSS, CSTL, DCBO, ENFN, PDFS, SEMR, TNDM, VCYT | - | View | ||
| 2023 Q4 | Dec 31, 2023 | NCG Small Cap Growth Strategy | 4.8% | 14.8% | BRZE, CSTL, CWAN, DAVA, GWRE, MEDP, NTRA, TNDM | - | View | ||
| 2023 Q4 | Dec 31, 2023 | NCG SMID Cap Growth Strategy | 4.8% | 15.5% | BRZE, CSTL, CWAN, DAVA, DXCM, GWRE, MEDP, NTRA, TNDM, VRT | - | View | ||
| 2025 Q4 | Jan 21, 2026 | Meridian Growth Fund | -0.4% | -6.4% | ABT, CERT, CHDN, COO, DOCS, DT, EXAS, GFS, GMED, RELY, SAIC, TNDM, TPB, TRMB, VCYT | growth, healthcare, Medical Devices, Quality, small caps, technology | Healthcare was the portfolio's largest allocation and top-performing sector for the quarter, with the fund maintaining an overweight position. The manager views healthcare as undervalued relative to long-term fundamentals after lagging the broader market for four years. Several healthcare holdings contributed positively including medical device companies and diagnostics firms. The fund's investment approach emphasizes high-quality businesses with recurring revenue, sustainable competitive advantages, and strong balance sheets. However, the quarter saw relative outperformance by lower-quality stocks which created a modest headwind to performance given the portfolio's quality bias. The fund focuses on small-cap growth investments, benchmarked against the Russell 2500 Growth Index. Small caps delivered solid annual returns of 12.8% for the year, though below large-cap returns, with value outperforming growth in the quarter. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 24, 2026 | Fund Letters | Chad Meade | Tandem Diabetes Care, Inc. | Health Care | Health Care Equipment | Bull | NASDAQ | Automation, Devices, Diabetes, Pharmacy, pipeline | 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. | ||||||||