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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 14, 2026 | ClearBridge Investment Growth Strategy | - | - | ADSK, AVGO, CRWD, DOCU, ELF, HOOD, LHX, MSGS, MTZ, NET, PLTR, RKLB, SHOP.TO, SNOW, TEL, TJX, TSCO, VIK, VRT, W | AI, Cloud, cybersecurity, Data centers, Mid Cap Growth, Russell Reconstitution, semiconductors | View | ||
| 2026 Q1 | Apr 8, 2026 | ClearBridge Mid Cap Growth Strategy | - | - | ADSK, APP, CAVA, CMG, CRWD, FAST, FCX, HOOD, HUBG, JCI, LHX, META, MSGS, PINS, SHOP, SPOT, TJX, VIK, VRT, W, XPO | AI, defense, E-Commerce, growth, industrials, mid cap, technology, volatility | View | ||
| 2026 Q1 | Apr 8, 2026 | ClearBridge Investment Growth Strategy | - | - | ADSK, APP, CAVA, CMG, CRWD, FAST, FCX, FIX, HOOD, HUBS, JCI, LHX, META, MSGS, PINS, PWR, SHOP, SPOT, TJX, TRGP, VIK, VRT, W, XPO | AI, diversification, growth, mid cap, software, technology, volatility | View | ||
| 2026 Q1 | Apr 17, 2026 | Parnassus Growth Equity Fund | -9.6% | -9.6% | AMAT, APPF, ARES, ASML, BSX, CRM, EW, GEV, LIN, MDLN, META, ORCL, SHOP, TEAM, TSM, VIK | AI, energy, growth, Iran, semiconductors, software, technology | VIK ORCL MDLN SHOP EW META |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 22, 2026 | Fund Letters | Brown Advisors Mid-Cap Growth strategy | Viking Holdings Ltd | Travel Services | Hotels, Restaurants & Leisure | Bull | New York Stock Exchange | Affluent Consumer, Capacity growth, Direct Marketing, Experiential Travel, Luxury Cruise, Premium Leisure, recurring revenue | View Pitch |
| Apr 23, 2026 | Fund Letters | Parnassus Growth Equity Fund | Viking Holdings Ltd. | Travel Services | Hotels, Restaurants & Leisure | Bull | New York Stock Exchange | Affluent Demographics, Consumer Discretionary, Equity, Luxury Cruising, operational efficiency, River Cruising, travel demand | 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. | ||||||||