ZOMATO-NS

ZOMATO-NS

ZOMATO-NS

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q1	Mar 31, 2025	American Century Emerging Markets Fund	0.7%	0.7%	005930.KS, 0700.HK, 0939.HK, 1211.HK, 1810.HK, 352820.KS, BABA, BHARTIARTL.NS, ERJ, ICICIBANK.NS, NTES, OTP.BD, SE, TCOM, TSM, ZOMATO.NS	Asia, China, Electric Vehicles, emerging markets, gaming, semiconductors, technology, Trade Policy	Chinese EV makers like BYD are stepping up efforts to upgrade platforms and technology, aiming to raise competitive barriers and gain market share. BYD has ambitious plans for the global market and is well prepared in both export capacity and overseas localization. The EV market is undergoing evolution with companies like Xiaomi benefiting from premiumization strategies.		View
2025 Q1	Mar 31, 2025	Baron Global Advantage Fund	-9.5%	-9.5%	532978.BO, AFYA, ARGX, CPNG, DDOG, GLOB, MELI, NET, NVDA, PDD, SAIL, SHOP, SNOW, SQ, TSLA, TSM, WIX, ZOMATO.NS, ZS	AI, cybersecurity, E-Commerce, global, growth, semiconductors, tariffs, technology	AI represents the biggest disruptive change in the manager's career. Models continue to improve on the intelligence curve while costs decline, opening new markets and opportunities. NVIDIA's progress across hardware and software remains unmatched, with reasoning models requiring 100x more compute than previously thought.		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 AAPL\|LLY\|META\|MSFT\|NFLX\|NVDA\|PEP\|SBUX\|UBER\|UNH	View
2024 Q4	Dec 31, 2024	Baron Global Advantage Fund	11.8%	26.1%	ARGX, ASML, BAJFINANCE.NS, BILL, CPNG, CRWD, DDOG, ENDV.L, INDI, MELI, NET, NVDA, RIVN, SHOP.TO, SNOW, TSLA, TTAN, WIX, ZOMATO.NS, ZS	AI, Cloud, E-Commerce, global, growth, Robotics, semiconductors, technology	The fund views AI as one of the biggest disruptive changes in human history, comparing it to the early internet era. AI model intelligence is improving rapidly through multiple vectors including scaling laws, multiple modalities, synthetic data, post-training techniques, and inference-time scaling. The fund owns businesses positioned to benefit from this paradigm shift including NVIDIA at the epicenter and platforms like Shopify that can utilize AI to help merchants.		View
2024 Q4	Dec 31, 2024	SoftBank Group	-	-	AAPL, AMZN, ARM, AURO, AUTO, BABA, CPNG, DASH, DIDI, DTEGY, GKBW, GOOG, GOTO.JK, MSFT, NVDA, SYM, TMUS, UBER, WE, ZOMATO.NS	AI, Arm, growth, innovation, Investment, semiconductors, technology, Vision Funds	SoftBank positions AI as the core of the Information Revolution and their investment strategy. The company believes AI will redefine all industries and is investing heavily in AI-powered companies across their portfolio. They anticipate the realization of artificial super intelligence (ASI) within ten years, which they view as a turning point in human history.		View
2024 Q4	Dec 31, 2024	2Point2 Capital	-	-	SWIGGY.NS, ZOMATO.NS	competition, E-Commerce, growth, India, moats, valuation, value	The letter extensively discusses the competitive dynamics in India's e-commerce sector, particularly quick commerce and horizontal e-commerce. It highlights how intense competition led to massive capital burn among players like Flipkart, Amazon, Snapdeal, and Paytm during 2010-2020, with many going bankrupt and survivors still unprofitable. The quick commerce space is now experiencing similar dynamics with multiple well-funded players competing aggressively.		View
2024 Q2	Jun 30, 2024	BNY Mellon Global Emerging Markets Fund	0.5%	1.8%	000333.SZ, 005930.KS, 0700.HK, 1299.HK, 2308.TW, 300124.SZ, 300274.SZ, 603605.SS, ADVT, BBRI.JK, BMRI.JK, CLS.JO, GLOB, HDB, MAHM.NS, MARICO.NS, MELI, NAUKRI.NS, RADL3.SA, TSM, WMMVY, XPBR, ZOMATO.NS	AI, Banking, China, emerging markets, financials, India, technology	Equity investors regained appetite for risk during the quarter, with enthusiasm narrowly focused on companies perceived as best positioned to gain from the rollout and adoption of artificial intelligence. Technology-related stocks, spurred by the strength of Nvidia, helped lift markets to all-time highs.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of ZOMATO-NS

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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