U

U

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Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2026 Q1	Apr 20, 2026	White Falcon Capital Management	-6.1%	-6.1%	AFN.TO, AMZN, APP, IVN.TO, NFI.TO, NU, ORCL, U	AI, Cloud, Enterprise, Precious Metals, software, technology, value		U ORCL	View
2024 Q1	Apr 15, 2024	Carillon Eagle Mid Cap Growth Fund	0.0%	0.0%	BKR, CELH, CRWD, DXCM, ENTG, LULU, MKTX, MLM, PLNT, RBA, ROST, SBAC, SNPS, SWAV, U, VRT, WCN	AI, Data centers, growth, healthcare, industrials, infrastructure, mid cap, technology	The fund is positioned to benefit from AI-driven data center spending acceleration, with holdings in companies like Vertiv that provide critical infrastructure for high-performance computing. The team monitors AI application adoption to assess sustainability of the investment cycle and its impact on market leadership.		View
2025 Q4	Feb 24, 2026	Hayden Capital	-12.9%	22.3%	1519.HK, 7974.T, ABNB, APP, BKNG, CPNG, DASH, EDU, EXPE, GTLB, MELI, NFLX, NOW, RBLX, SE, SPOT, TEAM, TTWO, U, UBER	AI, competition, E-Commerce, gaming, international, software, technology, valuation	The AI cycle is shifting from building core infrastructure to attacking real-world applications, creating uncertainty about which legacy firms will benefit versus face disruption. Software companies are experiencing a valuation reset as investors question the fundamental value of code when AI can commoditize engineering work. The manager sees opportunities in incumbent companies that can successfully leverage AI to amplify their business models. Ecommerce platforms like Sea Ltd are protected by physical logistics infrastructure and network effects that AI cannot easily replicate. The manager argues that TikTok Shop's growth is decelerating based on alternative data, and that Shopee's margin compression is discretionary investment to strengthen competitive positioning. The core value remains in the network and distribution capabilities. Gaming platforms benefit from network effects where millions of players create instant matchmaking and attract user-generated content creators. As games become easier to make with AI, profit pools will shift toward distribution and monetization platforms rather than game creation itself. The bottleneck remains in attracting users and monetizing games, not creating them.	SE EDU	View
2025 Q3	Nov 7, 2025	Montaka Global Investments	-	-	0700.HK, AMD, AMZN, BX, CRM, DASH, FLUT.L, FND, GOOGL, KKR, MC.PA, MDB, META, MSFT, NOW, NVDA, ORCL, RIGD.NS, SPOT, U	AI, First Principles, Flywheel, growth, long duration, Structural Change, technology, value	AI is accelerating change across the economy with both prudent and risky capital allocations. Companies like Meta, Alphabet, and Tencent are investing enormous sums and earning significant returns due to AI's complementarity with their core businesses. However, OpenAI's massive spending commitments raise questions about revenue generation and customer validation.		View
2023 Q3	Oct 20, 2023	White Brook Capital	0.0%	6.5%	AFYA, BLDR, BOX, GBX, KNX, MOS, U	Autos, Homebuilders, interest rates, Rail Equipment, small caps, value	Manager believes small and midcap stocks are very attractive for long term capital and systemically penalized by recession fears despite better outcomes becoming more probable. Small companies are newly competitive against larger peers as supply chain pressures have receded.	BLDR DFGBX	View
2023 Q3	Oct 19, 2023	Montaka Global Investments	-	-	AMZN, BAC, CRM, META, MSFT, NOW, SPOT, STJ.L, U	active management, AI, Cloud, Concentration, geopolitics, Streaming, technology	Recent advances in the AI revolution are moving at the fastest pace of all. ChatGPT can now see, hear and talk. Microsoft is releasing its Copilot. Meta AI is being infused into Meta's properties and hardware. Spotify is using AI to translate podcasts. ServiceNow is using generative AI to dramatically increase productivity of service assistants.		View
2025 Q4	Jan 31, 2026	Montaka Global Investments	0.0%	0.0%	0700.HK, ALB, AMZN, BX, CRM, FND, GOOGL, KKR, MA, MDB, META, MOGL.AX, MSFT, NOW, ORCL, REA.AX, SPGI, SPOT, U, V	AI, Cloud, geopolitics, Lithium, software, technology, value	AI is driving dramatic transformation and propelling stock prices higher. The manager sees AI as creating enormous capital investments in data centers and driving growth in LLM tokens north of 200% per annum. They believe AI will increase cloud computing TAM to $2 trillion per annum over the next 10 years. The manager sees high probability of an impending lithium supply shortage as prices have been too low to incentivize new production capacity. They added Albemarle as an asymmetric value investment, expecting a price squeeze driven by electric vehicle batteries and industrial-scale Battery Energy Storage Systems demand. Enterprise software leaders like ServiceNow and Salesforce have been sold off on AI disruption narratives. The manager believes these companies have scale advantages in R&D, customer distribution, and customer data that favor them in the AI transition, making them significantly undervalued after 2025 declines. Alternative asset managers like Blackstone and KKR declined in 2025 despite strong fundamentals. The manager sees cyclical upswing potential as M&A returns, asset realisations follow, and private wealth channel growth continues. They assess the future looks bright for these businesses.	KKR BX NOW FND ALB	View
2024 Q2	Aug 27, 2024	Hayden Capital	13.9%	37.6%	AMZN, APP, META, PDD, SE, U	Advertising, AI, Asia, E-Commerce, gaming, Reacceleration, technology	Applovin's Axon machine learning algorithm represents practical AI application that significantly expanded revenues and created industry value. The algorithm improved accuracy by 500% from 2020-2022, with each 20% accuracy improvement generating $500M additional revenue at zero incremental cost. Axon 2 launched in early 2022 drove step-function growth in the ads business from $674M in 2021 to expected $3B in 2024.		View
2022 Q2	Jul 14, 2022	Tourlite Capital Management	4.5%	13.8%	AMZN, GOOG, IS, PRM, U	-			View
2023 Q4	Mar 1, 2024	ClearBridge Investments Large Cap Growth Strategy	0.0%	0.0%	AAPL, AMZN, APTV, CSCO, DXCM, EL, GOOGL, ICE, META, MSFT, NFLX, NKE, NVDA, SPLK, SYK, TGT, TMO, TSLA, U, UNP, UPS	AI, diversification, growth, large cap, Magnificent Seven, technology	Microsoft and Nvidia continued to be supported by strong execution and leadership positions in the implementation of generative artificial intelligence. AI will remain a key trend supporting parts of technology going forward.		View
2023 Q4	Jan 13, 2024	ClearBridge Investments All Cap Growth	0.0%	0.0%	AAPL, AMZN, APTV, AVGO, BIIB, CMCSA, CRWD, CTAS, GH, GOOGL, HUBS, META, MSFT, MTCH, NFLX, NOW, NVDA, PANW, TGT, TSLA, U, UPS, WBD	diversification, growth, large cap, software, technology, volatility	AI remains a key trend supporting parts of technology sector. The managers expect AI to continue driving performance in certain technology segments while market participation broadens beyond the AI-focused Magnificent Seven stocks.	0CUN LN AIR FP\|ICLR\|LIN\|MRVL\|NOW\|TSM CTAS	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 23, 2026	Fund Letters	White Falcon Capital Management	Unity Software	Software - Application	Application Software	Bull	New York Stock Exchange	3D Engine, advertising technology, AI, Gaming, Mobile Games, monetization, Real Time, turnaround, Vector	View Pitch
Jan 23, 2026	Twitter / X	@sigmazerocap	Unity Software Inc.	Information Technology	Application Software	Bull	New York Stock Exchange	Core Engine, Developer, Dominant, Engine, leadership, Take, TAM, Unity	View Pitch
Jan 23, 2026	Twitter / X	@AlphaSenseInc	Unity Software Inc.	Information Technology	Software - Application	Bull	New York Stock Exchange	automotive, Expert, Gaming, Mobile, Mobile Gaming, Non Gaming, SaaS, Unity	View Pitch
Aug 8, 2025	Seeking Alpha	Michael Wiggins De Oliveira	Unity Software	Information Technology	Software - Application	Bull	NYSE	—	View Pitch
Aug 8, 2025	Seeking Alpha	Ian Bezek	Unity Software	Information Technology	Software - Application	Bull	NYSE	—	View Pitch
Aug 7, 2025	Seeking Alpha	The Alpha Sieve	Unity Software	Information Technology	Software - Application	Bull	NYSE	—	View Pitch

BSD Shareholders of U

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

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.

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