VKTX

VKTX

VKTX

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q1	Apr 23, 2024	ClearBridge Investments Small Cap Growth Strategy	0.0%	0.0%	CNMD, DOOR, DUOL, ELF, FWRD, IART, INSM, INTA, IRDM, MEDP, MSTR, OC, OMCL, RDNT, SMCI, TMO, TREX, VKTX, WING, XPO	AI, Biotechnology, growth, healthcare, small cap, technology	AI infrastructure build-out has had a narrow set of beneficiaries, with enthusiasm for AI fueling atypical concentration and performance distortion in the benchmark. RadNet has invested heavily in newer AI applications that can provide an additional revenue stream while improving early identification of cancers.	ELF DUOL INTA INSM MEDP RDNT CNMD VKTX	View
2024 Q1	Apr 15, 2024	Baron Opportunity Fund	4.0%	25.1%	ACLX, AMD, AMZN, ASML, AVGO, CRWD, CSGP, INDI, LEGN, MBLY, META, MSFT, NVDA, RIVN, SPOT, SWAV, TSLA, TSM, TTD, VKTX	AI, Cloud, growth, innovation, large cap, semiconductors, technology	AI is described as the most significant advancement impacting the digital world since the internet itself. The fund is positioned just past the first upward inflection in a generational S-curve for AI adoption and economic impact. Every digital interaction will eventually be AI powered, making humans more productive across various activities.		View
2024 Q1	Apr 15, 2024	Carillon Eagle Small Cap Growth Fund	0.0%	0.0%	CELH, EXR, FIVE, FRSH, KWR, LSTR, MKTX, MNDY, MSA, PJT, RBA, SMAR, SMCI, SUM, VKTX, VNOM, WCC, WING, WWD	AI, Biotechnology, energy, growth, healthcare, small caps, technology	AI investment theme continued to drive strong gains as companies exposed to artificial intelligence posted strong performance. The fund benefited from AI infrastructure plays like Super Micro Computer, which provides accelerated computing platforms for cloud computing and AI applications. The managers are closely monitoring AI adoption and the sustainability of the AI investment cycle to determine future market leadership.		View
2025 Q4	Mar 6, 2026	Bumbershoot Holdings	-	13.0%	CAMT, CF, CTRA, FSLR, Gold, GOOGL, HRI, IPI, KGF.L, LGND, MDGL, MU, NPKI, NTR, ORN, OSIS, OSK, VKTX, VMEO, VPG	Concentration, liquidity, Multi-Strat, Reflation, Selection, semiconductors, technology, value	AI remains a primary market driver but questions emerge about whether it will be hugely deflationary to the job market and SaaS technology ecosystem. The manager notes AI will transform the world and productivity but questions its investability and who wins. The manager expects the next reflation cycle will be substantial, with liquidity flooding the system and searching for places to flow. Money needs to be absorbed and finds its way into financial assets, durable businesses, and anything with credible narratives. Core gains were led by semiconductor-related adjacencies including Micron and Camtek. The fund remains particularly focused on key critical OS platform businesses and semiconductor-related adjacencies. Materials sector exposure to the agricultural-fertilizer industry via Intrepid Potash, Nutrien, and CF Industries was a positive contributor to results. The fund maintains exposure across the fertilizer value chain. Long-standing position in gold and copper miner Barrick Mining finally moved higher as a reflection of gains in the underlying yellow metal. The fund maintains exposure to precious metals mining. Playing on the continued theme of infrastructure spending, defense and energy sustainability, positions in Industrial and Energy sectors including Oshkosh, Coterra, OSI Systems, and Herc Holdings added positively to performance.		View
2024 Q1	Mar 31, 2024	Baron Global Advantage Fund	3.5%	3.5%	ADYEN.AS, ALAB, ARGX, ASML, BJFN.NS, CPNG, CRWD, ENDV, INDI, MELI, NET, NVDA, RIVN, SDGR, SHOP, SNOW, TSLA, VKTX, ZOMATO.NS, ZS	AI, cybersecurity, Electric Vehicles, global, growth, innovation, semiconductors, technology	Fund views AI as a multi-decade paradigm shift with NVIDIA at the epicenter. GenAI is showing rapid real-world adoption with revenues exceeding $3 billion. The manager believes AI will drive productivity gains and technological breakthroughs across industries from drug discovery to autonomous machines.	ALAB VKTX NVDA	View
2024 Q4	Dec 31, 2024	Baron Opportunity Fund	11.9%	39.9%	AAPL, AMD, AMZN, ANET, ARGX, ASML, AVGO, CRWD, CYBR, GOOGL, INDI, LPLA, META, MPWR, MSFT, NARI, NVDA, PCVX, RCKT, SHOP, SPOT, TEAM, TSLA, TTD, VKTX, ZS	AI, growth, innovation, large cap, secular trends, technology	AI infrastructure demand continues to drive robust performance across compute, networking, and systems. NVIDIA maintains unmatched leadership spanning GPUs, systems, software and networking solutions. The advent of reasoning models requiring multiple passes through models is expected to significantly increase compute intensity in both training and inference.	CYBR LPLA ANET NVDA TSLA	View
2024 Q2	Jul 26, 2024	Carillon Eagle Small Cap Growth Fund	0.0%	0.0%	ANF, EVH, INSM, KWR, LSCC, LSTR, MNDY, MSA, ONTO, PJT, RBA, SUM, TMDX, VEI, VKTX, WWD	AI, Biotechnology, energy, growth, healthcare, semiconductors, small caps, technology	The fund continues to see strong momentum within the AI data center buildout megatrend that is now a year old. The enormous power requirements of AI data centers have positive implications for a broader group of stocks extending across energy, industrials and utilities. The portfolio is well positioned to benefit from this theme as the surge in capital spending plans from mega-cap tech companies holds significant positive implications for several holdings within the electrical equipment and power generation industries.		View
2024 Q2	Jul 25, 2024	Alger Mid Cap Focus Fund	4.6%	18.7%	AGYS, APPF, AXON, BRKR, CDNS, CEG, CELH, DECK, DXCM, HEI, MLM, MU, NTRA, ODFL, PINS, SPOT, TYL, VKTX, VRT	growth, healthcare, industrials, mid cap, technology			View
2024 Q2	Jun 30, 2024	Baron Opportunity Fund	4.0%	25.1%	AAPL, AMD, AMZN, AVGO, CDNS, CRWD, CSGP, DAY, DDOG, EXAS, GWRE, IOT, META, MSFT, NVDA, RCKT, SPOT, TSLA, TSM, VKTX	AI, Cloud, growth, innovation, large cap, semiconductors, software, technology	Manager believes AI is the most significant technological platform shift since the internet, driving explosive growth in infrastructure investments. Currently in the AI infrastructure-build phase with hyperscalers investing $200 billion in capex. Early AI applications showing measurable ROI with 30-60% developer productivity improvements and 15-30% customer service cost savings.		View
2023 Q4	May 3, 2024	Bumbershoot Holdings	0.0%	0.0%	AE, AGM, AXR, BOX, BRK-B, CTRA, EVLV, FEIM, GENC, GHM, GOOGL, HCCI, HSII, IMKTA, KVHI, LGND, MDLZ, MSTR, MU, NR, ORN, PATI, PLAB, STXS, VKTX, ZION	Biotechnology, Fertilizers, fundamentals, healthcare, small caps, value	The fund maintains significant exposure to agricultural-fertilizer sector with positions in Intrepid Potash, Nutrien, Mosaic, and CF Industries. Despite being a significant detractor for the year, the manager remains highly constructive about long-term fundamentals within the fertilizer industry.		View
2024 Q4	Mar 31, 2025	Bumbershoot Holdings	-	5.7%	AGM, BOX, CAMT, CF, CTRA, FSLR, GOOGL, HERC, IPI, KEX, LGND, MDGL, MOS, NR, NTR, ORN, OSIS, VKTX, VLO, WTTR, ZM	AI, Fertilizers, healthcare, Micro Cap, small caps, technology, value	Manager extensively discusses AI investment narrative driving markets, questioning whether foundational AI layers remain investable versus application layers. Explores AI's transformational potential and market concentration around AI-related mega-cap stocks.		View
2023 Q4	Jan 27, 2024	Baron Opportunity Fund	4.0%	25.1%	AMD, AMZN, ARGX, CDAY, CRWD, CSGP, DT, GOOGL, GTOS, GWRE, HUBS, ILMN, INDY, IT, LEGN, LRCX, META, MRVL, MSFT, NOW, NVDA, RIVN, SHOP, SWAV, TSLA, TTD, V, VKTX, WDAY	AI, Cloud, growth, innovation, semiconductors, software, technology	AI is described as real and transformative, not hype, with the fund positioned across the AI stack from semiconductors to cloud services to applications. The manager emphasizes they have been investing in AI for years, predicting it will forever change human-computer interaction through natural language processing.	LRCX AAPL\|MSFT\|NFLX\|NVDA\|UNH AMZN AAPL\|MSFT\|NFLX\|NVDA\|UNH	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	ClearBridge Investments Small Cap Growth Strategy	Viking Therapeutics	Health Care	Biotechnology	Bull	NASDAQ	biotechnology, Clinical development, GLP-1, Metabolic Diseases, NASH, Obesity, Phase 2, small-cap	View Pitch
Apr 13, 2026	Fund Letters	Baron Global Advantage Fund	Viking Therapeutics, Inc.	Health Care	Biotechnology	Bull	NASDAQ	biotechnology, Diabetes, drug development, GLP-1, Large Addressable Market, MASH, Metabolic Disease, Obesity, Primary Care	View Pitch
Sep 29, 2025	Seeking Alpha	Seeking Alpha	Viking Therapeutics, Inc.		Biotechnology	Bull		biotechnology, cash position, GLP-1 receptor agonist, market share, Metsera acquisition, Pfizer, Phase 3 trials, upside potential, Viking Therapeutics, weight-loss drugs	View Pitch
Aug 13, 2025	Seeking Alpha	Edmund Ingham	Viking Therapeutics, Inc.	Health Care	Biotechnology	Bull	NASDAQ	—	View Pitch
Aug 8, 2025	Seeking Alpha	Juxtaposed Ideas	Viking Therapeutics, Inc.	Health Care	Biotechnology	Bull	NASDAQ	—	View Pitch

BSD Shareholders of VKTX

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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