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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% | - | ALGN, CARG, CHDN, COO, CW, DKNG, DOCS, EEFT, FSS, GFS, HALO, RBA, SPT, TRMB, ZD | growth, healthcare, industrials, Quality, risk management, small cap, technology | The fund's investment approach is grounded in investing in high-quality businesses with recurring revenue and sustainable competitive advantages. This emphasis on quality businesses with stable revenues and attractive valuations remains the core strategy going forward. | DKNG FSS CW COO HALO ZD COO HALO ZD |
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| 2026 Q1 | Apr 8, 2026 | Kingdom Capital Advisors | 8.0% | 8.0% | AENT, KODK, MAGN, MLCI, NLOP, NVRI, STKL, TSSI, UNFI, WATT, WBD, WW, ZD | Distribution, Media, real estate, small caps, special situations, value | NVRI MAGN UNFI NLOP AENT |
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| 2024 Q1 | Apr 15, 2024 | Meridian Growth Fund | 6.8% | 0.0% | ACVA, ALIT, CARG, EEFT, IRDM, MATX, QDEL, RBA, SHC, ST, STE, TRMB, ZD | growth, Quality, Recurring Revenue, risk management, small caps, technology | QuidelOrtho Corporation is a global leader in the diagnostics industry following the merger of Quidel and Ortho Clinical Diagnostics. The company faced challenges from a dramatic slowdown in Covid-19 testing volumes but maintains steady performance in its core clinical diagnostic division with EBITDA margins north of 20%. | RBA ACVA TRMB SHC IRDM QDEL |
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| 2026 Q1 | Apr 14, 2026 | Mittleman Global Value Equity Fund | -4.6% | -2.3% | 0001.HK, 7270.T, 8715.T, AIM.TO, AMA.AX, BABA, BAYRY, CGX.TO, CLVT, FMS, GRFS, HAI.TO, MAT, NEXN, NFI.TO, NOMO, VTRS, VYX, WLN.PA, WPP, ZD | Concentration, global, Opportunistic, small caps, value | AIM.TO AMA.AX |
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| 2025 Q1 | Mar 31, 2025 | Meridian Growth Fund | -8.0% | -8.0% | ALIT, CARG, CHDN, COO, EEFT, HALO, OKTA, RBA, STE, TNDM, TRMB, WAY, ZD | Biotechnology, cybersecurity, growth, healthcare, Quality, Resilience, small caps, tariffs | The fund focuses on small-cap growth investing through the Russell 2500 Growth Index benchmark, with emphasis on high-quality businesses with recurring revenue and sustainable competitive advantages. The strategy demonstrated resilience during the quarter's market decline, outperforming on six of seven days when the index declined 2% or more. | CARG TNDM ZD RBA HALO OKTA |
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| 2024 Q4 | Feb 10, 2025 | Meridian Growth Fund | -0.8% | 6.3% | ALIT, CARG, CHDN, DOCS, EEFT, GNRC, OKTA, RBA, RELY, ST, STE, TMDX, TRMB, ZD | growth, healthcare, industrials, Quality, small caps, technology | The portfolio's largest allocation with historically attractive valuations below long-term averages. Utilization has recovered above pre-pandemic levels and investor interest in biotechnology is showing signs of revival. | CARG RELY DOCS STE ST TMDX |
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| 2023 Q4 | Dec 31, 2023 | Meridian Growth Fund | 6.8% | 0.0% | ALIT, CARG, CHDN, EEFT, FOXF, GOOS, HSIC, MATX, RBA, ST, STE, TRMB, ZD | growth, industrials, Quality, small caps, technology | The Fund's investment approach focuses on high-quality companies with recurring revenue and sustainable competitive advantages. The strategy emphasizes building an enduring portfolio that can mitigate capital losses during turbulent bear market environments. | MATX EEFT CARG HSIC FOXF GOOS.TO |
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| 2025 Q3 | Oct 24, 2025 | Meridian Growth Fund | -1.8% | - | ALGN, ALIT, ALKT, CARG, CHDN, COO, DT, GFS, HALO, MDGL, RELY, SPT, STE, TRMB, ZD | AI, growth, healthcare, industrials, Quality, small caps, SMID, technology | The fund sees signs of exuberance and speculative behavior in AI infrastructure ecosystem, particularly in technology and industrial sectors. While AI remains transformative long-term, valuations have become disconnected from fundamentals with companies exceeding $10 billion market caps lacking profits or revenues. The fund remains disciplined and unlikely to pursue high-momentum AI names without meaningful revenues or profitability. | ZD HALO MDGL ALGN SPT ALIT |
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| 2024 Q3 | Sep 30, 2024 | Meridian Growth Fund | 6.8% | 0.0% | CARG, CHDN, COO, DOCS, EEFT, GFS, OKTA, RBA, SMAR, ST, STE, TRMB, ZD | growth, healthcare, semiconductors, small caps, software, technology | The fund is gaining confidence in healthcare outlook after years of underperformance. Healthcare stocks are trading slightly below historical valuations with stable to improving fundamentals. Recent company checks reinforce a sound basis for the portfolio's overweight position in this sector. | COO SMAR DOCS GFS ZD OKTA |
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| 2024 Q2 | Jun 30, 2024 | Meridian Growth Fund | 6.8% | 0.0% | ACVA, AGIO, ALIT, CARG, CHDN, CHWY, EEFT, RBA, RELY, SMAR, ST, STE, TMDX, TRMB, ZD | consumer discretionary, growth, healthcare, industrials, Quality, small cap, technology | The fund holds Transmedics Group, a medical technology company with a differentiated capability to facilitate organ transplants through their Organ Care System (OCS). The company reported increased adoption and buildout of its OCS platform with strong top-line growth and profitability metrics ahead of plan. | RELY TRMB ALIT AGIO CHWY TMDX |
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| 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 |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Meridian Growth Fund | Ziff Davis, Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | Acquisitions, Business Cloud Services, Copyright Litigation, digital media, EBITDA growth, organic growth, SaaS | View Pitch |
| Apr 13, 2026 | Fund Letters | Meridian Growth Fund | Ziff Davis, Inc. | Communication Services | Interactive Media & Services | Neutral | NASDAQ | Acquisitions, Business Cloud Services, capital allocation, digital media, organic growth, strategic acquisitions, turnaround | View Pitch |
| Apr 13, 2026 | Fund Letters | Meridian Growth Fund | Ziff Davis, Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | B2B Advertising, cloud services, digital media, internet services, Media Acquisition, Subscription Business, Technology Media | View Pitch |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Ray Dalio | Bridgewater Associates | $27.4B | $8.8M | 0.03% | 249,506 | -30,669 | -10.95% | 0.6999% |
| Israel Englander | Millennium Management LLC | $233.2B | $600,819 | 0.00% | 17,093 | -25,313 | -59.69% | 0.0479% |
| Aaron Weitman | CastleKnight Management LP | $4.5B | $11.2M | 0.25% | 318,603 | +85,103 | +36.45% | 0.8937% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $718,044 | 0.00% | 20,428 | -11,212 | -35.44% | 0.0573% |
| Cliff Asness | AQR Capital Management | $190.6B | $14.0M | 0.01% | 399,259 | +187,431 | +88.48% | 1.1200% |
| Cory Martin | Barrow, Hanley, Mewhinney & Strauss | $30.0B | $2,742 | 0.00% | 78 | +9 | +13.04% | 0.0002% |
| Kevin M. Keeley | Keeley-Teton Advisors, LLC | $824.8M | $336,717 | 0.04% | 8,960 | -1,775 | -16.53% | 0.0269% |