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 | Apr 9, 2025 | Maple Tree Capital – Heartwood | -18.0% | -18.0% | ASO, CRWD, DNUT, EA, LYFT, RDDT, UEC | - | View | ||
| 2025 Q3 | Oct 31, 2025 | Voya MI Dynamic Small Cap Fund (formerly Voya Small Company Fund) | - | - | BE, CLF, GRND, PRIM, UEC | AI, earnings, Rate Cuts, Small Cap Equities, technology | Small Caps: Small caps beat large caps and market leadership is broadening beyond mega-caps, though the fund lagged the Russell 2000 mainly on stock selection. AI: Tech and AI-linked demand (e.g., data centers) powered the quarter and supported sentiment alongside selective rate cuts. Growth: Growth outperformed value on strong earnings and easing inflation; the team stays nimble across defensive and cyclical pockets under ongoing policy and geopolitical uncertainty. | View | |
| 2025 Q3 | Oct 31, 2025 | Voya MI Dynamic Small Cap Fund | 7.0% | 27.0% | AVPT, BE, CLF, GRND, PRIM, UEC | earnings, growth, Monetarypolicy, SmallCap, volatility | The commentary highlights small-cap investing driven by sustainable growth trends and expanding market breadth beyond mega-cap leadership. While stock selection detracted during the quarter, the strategy remains focused on balancing growth, quality, and valuation amid easing monetary policy and improving earnings visibility. Growth opportunities are expected to broaden as rate cuts and economic resilience support smaller companies. | View | |
| 2025 Q3 | Oct 16, 2025 | Riverwater Partners Small Cap Strategy | - | - | BDC, CROX, DGII, HAE, IRDM, MOD, PFS, PLMR, PLPC, UEC, VSTS, WOR | Artificial Intelligence, Energy Transition, industrials, small caps, uranium | Riverwaters small-cap strategy lagged the benchmark as speculative, low-quality stocks rallied, but the fund maintains focus on quality small caps exposed to secular AI and industrial reshoring themes. AI infrastructure names like Modine and Veeco benefit from surging data center demand, while uranium and industrial firms gain from energy transition trends. The managers remain optimistic on valuation convergence between large and small caps. | PLPC BDC DGII PFS WOR MOD UEC |
View |
| 2025 Q4 | Jan 21, 2026 | TimesSquare Capital Management U.S. Small Cap Growth Strategy | 3.5% | 5.9% | ABVX.PA, AXGN, BOOT, CBLL, CWST, FROG, LGCE, MTSI, NAMS, NSKE, OLLI, SLNO, STVN, TTEK, UEC, WRBY | Biotechnology, consumer, energy, growth, healthcare, industrials, small caps, technology | The fund holds multiple biotech positions including Abivax SA for ulcerative colitis treatment, NewAmsterdam Pharma for cholesterol inhibitors, and Axogen for peripheral nerve regeneration. Strong clinical trial results and FDA approvals are driving performance, with Abivax rising 58% on acquisition speculation. Focus on value-oriented retailers, franchise models, and premium brands including Boot Barn for western wear, Warby Parker for eyewear, and Ollie's Bargain Outlet for closeouts. Consumer behavior shifts toward lower-priced inventory are impacting performance, with mixed results across positions. Investment in cybersecurity companies like Netskope and JFrog, with JFrog being the portfolio's strongest performer rising 32% due to increased security demand following NPM supply chain attacks. Security add-on products are seeing significant pipeline growth. Position in Uranium Energy as the largest licensed uranium miner in the U.S., positioned to benefit from renewed focus on nuclear power as long-term energy solution and U.S. efforts to strengthen domestic nuclear fuel supply chains for national security. Holdings include Ceribell for portable EEG technology and Stevanato Group for pharmaceutical packaging. Ceribell surged 91% after FDA clearance for neonatal applications, while Stevanato faced conservative guidance despite beating expectations. | FROG AXGN UEC OLLI WRBY BOOT |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 24, 2026 | Fund Letters | Grant R. Babyak | Uranium Energy Corp. | Energy | Uranium | Bull | New York Stock Exchange | Commodities, energysecurity, Nuclear, Policy, uranium | View Pitch |
| Nov 29, 2025 | Fund Letters | Adam Peck | Uranium Energy Corp. | Materials | Uranium & Nuclear Energy | Bull | NYSE | Commodities, infrastructure, nuclear energy, Policy, uranium | View Pitch |
| Nov 29, 2025 | Fund Letters | HenryInvests | Uranium Energy Corp. | Materials | Uranium | Bull | NYSE | AI infrastructure, Energy security, growth, Nuclear, Power, uranium | View Pitch |
| Oct 30, 2025 | Short Thesis | Spruce Point | Uranium Energy Corp. | Materials | Oil, Gas & Consumable Fuels | Bear | NYSE | — | View Pitch |
| Sep 16, 2025 | Short Thesis | Kerrisdale Capital | Uranium Energy Corp | Materials | Oil, Gas & Consumable Fuels (Uranium) | Bear | NYSE | Dilution, Mining, Projects, Speculation, uranium | 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. | ||||||||