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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 2, 2025 | Meridian Growth Fund | 4.1% | - | COO, CW, DKNG, FSS, HALO, ZD | Competitive Advantage, Compounding, growth, Recurring Revenue, volatility | The letter emphasizes investing in companies with sustainable growth driven by recurring revenue and competitive advantages. Management prioritizes downside protection and valuation discipline alongside growth. Volatility is viewed as a chance to add to long-term compounders. | COO HALO ZD |
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| 2025 Q1 | Mar 31, 2025 | Meridian Growth Fund | -8.0% | -8.0% | CARG, HALO, OKTA, RBA, TNDM, ZD | - | View | ||
| 2025 Q3 | Oct 24, 2025 | Meridian Growth Fund | -1.8% | - | ALGN, ALIT, HALO, MDGL, SPT, ZD | capital goods, healthcare, semiconductors, SMID, valuation | A quality-oriented SMID strategy trailed as high-beta, high-valuation names outperformed amid AI-infrastructure exuberance. Underweights in industrial capital goods and speculative semis, plus a healthcare overweight, were headwinds; contributors included biopharma royalty and digital media. Managers caution on stretched multiples and stick to durable free-cash-flow compounders. | ZD HALO MDGL ALGN SPT ALIT |
View |
| 2024 Q3 | Sep 30, 2024 | Meridian Growth Fund | 6.8% | 0.0% | COO, DOCS, GFS, OKTA, SMAR, ZD | - | View | ||
| 2023 Q2 | Jun 30, 2023 | Meridian Growth Fund | 6.8% | 0.0% | ACTA, CARG, CERT, ST, STE, ZD | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Chad Meade | Ziff Davis Inc. | Communication Services | Interactive Media & Services | Bear | NASDAQ | acquisition, cloud, Digital, growth, media | View Pitch |
| Nov 29, 2025 | Fund Letters | Chad Meade | Ziff Davis, Inc. | Communication Services | Digital Media | Bull | NASDAQ | cloud services, digital media, FCF, M&A, Margins, organic growth | View Pitch |
| Nov 29, 2025 | Fund Letters | Chad Meade | Ziff Davis, Inc. | Communication Services | Digital Media | Bull | NASDAQ | cloud services, digital media, FCF, M&A, Margins, organic growth | View Pitch |
| Oct 21, 2025 | Value Investors Club | finn520 | Ziff Davis Inc. | Communication Services | Digital Media | Bull | NASDAQ | buybacks, digital media, subscription revenue, Undervalued compounder | View Pitch |
| Oct 3, 2025 | Value Investors Club | finn520 | Ziff Davis | Communication Services | Interactive Media & Services | — | NASDAQ | digital media, conglomerate, acquisitions, ROIC, recurring revenue, buybacks, AI risk, undervaluation | 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. | ||||||||