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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 27, 2026 | Parnassus Mid Cap Growth Fund | 20.0% | 11.6% | ALAB, BILL, CMG, DDOG, FIX, GWRE, KLAC, LITE, PCOR, PODD, PTC, RCL, ROK, RVMD, SNDK, SNOW, TER, USFD, VIK, WMB | AI, Automation, Biotechnology, growth, industrials, mid cap, semiconductors, technology | View | ||
| 2026 Q2 | Jul 15, 2026 | RS Large Cap Val Strategy | 5.0% | 6.0% | AMAT, CHKP, CRM, CVS, FDX, MAT, MKTX, SSNC, USFD, VLO, XOM, ZBRA | AI, healthcare, inflation, large cap, ROIC, small caps, value | MKTX CVS |
View | |
| 2025 Q1 | Mar 31, 2025 | Artisan Global Discovery | -3.7% | -3.7% | ARIS, ASND, BAB.L, CCCS, GWRE, ILMN, IRTC, MTSI, PRCT, PSTG, SAIA, SE, SPOT, TTI, TWST, TYL, USFD, VEEV, WAB, WST | AI, Biotechnology, defense, global, healthcare, SMID Cap, technology, Trade Policy | Defense spending is accelerating globally with increasing defense budgets benefiting companies like Babcock. The European Commission announced an €800 billion plan to boost defense spending, and Germany plans to relax debt brakes for defense investments. | View | |
| 2024 Q4 | Dec 31, 2024 | Artisan Mid Cap Fund | 5.1% | 12.0% | APP, EXAS, FTV, GDDY, GTLB, HOOD, HUBB, IR, LYV, MPWR, MRVL, ON, ONTO, PLTR, PSTG, SHOP, SPOT, TEAM, USFD, XYL | AI, Biotechnology, Cloud, growth, healthcare, mid cap, semiconductors, technology | AI adoption is driving growth across portfolio holdings including custom AI chips from Marvell, networking solutions from Arista Networks, and cloud software companies integrating AI functionality into their platforms. Data centers require vast amounts of electricity to power AI infrastructure, creating energy demand challenges. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 27, 2026 | Seeking Alpha | Seeking Alpha | US Foods Holding Corp. | Consumer Staples | Food Distribution | Bull | New York Stock Exchange | Consumer Preferences, distribution network, Foodservice Distributor, growth potential, industry recovery, operational efficiency, Post-Pandemic Recovery, Product Offerings, supply chain, US Foods | View Pitch |
| Jul 22, 2026 | Fund Letters | Brown Advisors Mid-Cap Growth strategy | US Foods Holding Corp | Food Distribution | Food Distributors | Bull | New York Stock Exchange | cost savings, Defensive growth, Foodservice Distribution, market share gains, Private-label, Self Help, US | 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. | ||||||||