XERS

XERS

XERS

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q1	Apr 2, 2024	The Wolf of Harcourt Street	11.8%	11.8%	AAPL, ADBE, AMZN, BSX, CRM, CSCO, ELUT, GOOGL, MDT, MDXH, META, MSFT, NVDA, ORCL, XERS, ZETA	AI, growth, healthcare, Pharmaceuticals, Rate Cuts, small caps, technology	The fund has shifted portfolios towards an overweight in healthcare which is both offensive and defensive. These companies have new products addressing large market opportunities and are nondiscretionary and less economically sensitive. Pharmaceuticals are positioned to take advantage of novel therapies addressing large market opportunities.	ELUT ZETA XERS MDXH	View
2025 Q1	Apr 14, 2025	Mountain Vista Wealth Management	-	-	AAPL, ADBE, AMZN, BSX, CRM, CSCO, ELUT, GOOGL, MDT, MDXH, META, MSFT, NVDA, ORCL, XERS, ZETA	AI, Diagnostics, growth, healthcare, Pharmaceuticals, Rate Cuts, small caps, technology	The manager has shifted portfolios towards an overweight in healthcare, viewing it as both offensive and defensive. Healthcare companies offer new products addressing large market opportunities while being nondiscretionary and less economically sensitive. Pharmaceuticals are particularly emphasized for novel therapies targeting large market opportunities.	ELUT ZETA XERS MDXH	View
2023 Q4	Feb 29, 2024	Easterly – Income Opportunities Fund	2.7%	5.9%	ELUT, MDXH, XERS, ZETA	AI, Diagnostics, growth, healthcare, Pharmaceuticals, Rate Cuts, small caps	Manager has shifted portfolios toward an overweight in healthcare, viewing it as both offensive and defensive. Offensive due to new products addressing large market opportunities, defensive due to nondiscretionary nature and lower economic sensitivity. Pharmaceuticals are specifically highlighted for novel therapies addressing large markets.	ELUT ZETA XERS MDXH	View
2023 Q4	Dec 31, 2023	PM Capital Global Companies Fund	4.9%	18.4%	ELUT, MDXH, XERS, ZETA	AI, growth, healthcare, Pharmaceuticals, Rate Cuts, small caps, technology	Manager discusses the massive investments by tech giants like Microsoft, Meta, Amazon, and Google in AI infrastructure and training models, comparing it to the dot-com era vendor financing practices. Notes that while AI will increase productivity, the capabilities may be less than expected and no killer app has emerged yet to demonstrate high ROI.	ELUT ZETA XERS MDXH	View
2025 Q3	Oct 7, 2025	GROW Funds	-	-	ADBE, AMZN, BSX, CRM, CSCO, ELUT, GOOGL, MDT, MDXH, META, MSFT, NVDA, ORCL, XERS, ZETA	AI, growth, healthcare, Pharmaceuticals, Rate Cuts, small caps, value	The fund has shifted portfolios towards an overweight in healthcare, viewing it as both offensive and defensive. Healthcare companies offer new products addressing large market opportunities while being nondiscretionary and less economically sensitive. Pharmaceuticals are particularly emphasized for novel therapies targeting large market opportunities.	XERS MDXH	View
2024 Q4	Jan 17, 2025	Skybound Wealth Management	3.9%	-	AAPL, ADBE, AMZN, BSX, CRM, CSCO, ELUT, GOOGL, MDT, MDXH, META, MSFT, NVDA, ORCL, XERS, ZETA	AI, growth, healthcare, rates, small caps	The manager discusses the massive investments by tech giants like Microsoft, Meta, Amazon, and Google in AI infrastructure and training models, comparing it to the dot-com era. They note that while AI will increase productivity, the capabilities may be less than expected and no killer app has emerged yet to demonstrate high returns on investment.	ELUT ZETA XERS MDXH	View
2025 Q4	Jan 15, 2026	GROW Funds	0.0%	0.0%	AMZN, AXSM, CSCO, FENC, GENI, GOOGL, INDV, MAMA, MDXH, META, MSFT, NPCE, NTNX, NVDA, ORCL, SEMR, XERS	AI, Biotechnology, growth, healthcare, Pharmaceuticals, Rate Cuts, small caps, valuation	The fund has rotated to an overweight position in healthcare, viewing it as both offensive and defensive. Healthcare companies offer new products addressing large market opportunities while being nondiscretionary and less economically sensitive. Pharmaceuticals are particularly emphasized for novel therapies targeting large markets. The manager discusses the massive AI infrastructure investments by tech giants like Microsoft, Meta, Amazon, and Google, totaling hundreds of billions. However, they express skepticism about returns, comparing current partnerships to the telecom boom and dot-com era, preferring companies that use AI to improve business models rather than pure AI infrastructure plays. The fund focuses on small-cap growth companies, noting that small companies have historically outperformed during rate cutting cycles. They highlight a valuation discrepancy where small caps trade at 15x earnings versus the S&P 500 at 22x, presenting opportunities for active stock selection.	MDXH AXSM MAMA	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	Easterly - Income Opportunities Fund	Xeris Pharmaceuticals Inc.	Health Care	Pharmaceuticals	Bull	NASDAQ	Biotech, Cushing's Syndrome, growth, healthcare, pharmaceuticals, rare disease, Specialty pharma	View Pitch
Apr 28, 2026	Fund Letters	PM Capital Global Companies Fund	Xeris Pharmaceuticals Inc.	Health Care	Pharmaceuticals	Bull	NASDAQ	Biotech, Cushing's Syndrome, growth, high-margin, pharmaceuticals, rare disease, Specialty pharma	View Pitch
Apr 13, 2026	Fund Letters	Mountain Vista Wealth Management	Xeris Pharmaceuticals Inc.	Health Care	Pharmaceuticals	Bull	NASDAQ	Cushing's Syndrome, growth, healthcare, high margins, pharmaceuticals, rare disease, Specialty pharma	View Pitch
Apr 13, 2026	Fund Letters	The Wolf of Harcourt Street	Xeris Pharmaceuticals Inc.	Health Care	Pharmaceuticals	Bull	NASDAQ	commercial execution, Cushing's Syndrome, growth, high margins, pharmaceuticals, rare disease, Specialty pharma	View Pitch
Apr 13, 2026	Fund Letters	GROW Funds	Xeris Pharmaceuticals Inc.	Health Care	Pharmaceuticals	Bull	NASDAQ	Biotech, Cushing's Syndrome, growth, healthcare, high margins, rare disease, Specialty pharmaceuticals	View Pitch
Apr 13, 2026	Fund Letters	Skybound Wealth Management	Xeris Pharmaceuticals Inc.	Health Care	Pharmaceuticals	Bull	NASDAQ	Biotech, Cushing's Syndrome, high margins, rare disease, Revenue Growth, sales force expansion, Specialty pharmaceuticals	View Pitch

BSD Shareholders of XERS

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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