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 Q2 | Jul 22, 2025 | Nightview Capital | - | - | AMZN, BABA, LVS, TSLA, WYNN, XPEV | Artificial Intelligence, Automation, Autonomy, productivity, Robotics | The letter outlines three dominant secular themes shaping the coming decade: Chinese technological resurgence, autonomous transportation, and intelligent automation. Management views artificial intelligence as a general-purpose technology comparable to electricity, with exponential rather than linear economic impact. The portfolio is positioned to benefit from robotics, autonomy, and AI infrastructure as these forces reshape productivity, margins, and market leadership globally. | 9868 HK AMZN TSLA BABA US LVS WYNN |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Garvin Jabusch | XPeng Inc. | Consumer Discretionary | Automotive | Bull | NYSE | AI, autonomous driving, Electric Vehicles, Ev infrastructure, Mass market, mobility, Partnerships | View Pitch |
| Nov 28, 2025 | Fund Letters | Garvin Jabusch | XPeng Inc. | Consumer Discretionary | Automotive | Bull | NYSE | AI, autonomous driving, Electric Vehicles, Ev infrastructure, Mass market, mobility, Partnerships | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Juxtaposed Ideas | XPeng Inc. | Consumer Discretionary | Auto Manufacturers | Bull | NYSE | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Wall Street Breakfast | XPeng Inc. | Consumer Discretionary | Auto Manufacturers | Bull | NYSE | — | 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. | ||||||||