We will be sharing Q3 2025 hedge fund investor letters in this article. You can also see the hedge fund investor letters for Q2 2025, Q1 2025, 2024 Q4, 2024 Q3, 2024 Q2,2024 Q1, and 2023 Q4 by clicking the links.
Hedge Fund Investor Letters and Updates for 2025 Q3
| Date | Fund | Tickers |
| 1/8/2026 | Parnassus Mid Cap Fund | $SARO, $RSG, $BILL, $PODD, $NXPI, $VRSK |
| 1/7/2026 | Ave Maria Value Fund | $WBI |
| 1/7/2026 | Ave Maria Rising Dividend Fund | $ATR |
| 1/7/2026 | Ave Maria Growth Focused Fund | $TIC |
| 1/7/2026 | Ave Maria Growth Fund | $ENTG, $FOUR, $TSEM |
| 1/7/2026 | Impax US Sustainable Economy Fund | $GOOG, $INTC, $AVGO, ORCL, PGR, ELV |
| 1/6/2026 | TimesSquare Capital Management U.S. Small Cap Growth Strategy | $NAMS, $INSP, $SLNO, $MIRM, $KTOS, $CWST, $ACVA, $UNF, $VERX, $PAR, $SITM, $MIR |
| 1/5/2026 | American Century Investments Small Cap Value Fund | $ACLS, $EEFT, $ASH, $COLD, $BBWI, $VC |
| 1/5/2026 | SGA Global Growth Strategy | $BABA, $TSM, $SAP, $UNH |
| 1/5/2026 | Artisan Partners Mid Cap Value Fund | $IT, $CNC,$ICLR, $ALGN, $BAX, $STZ, $NVT, $PII |
| 1/2/2026 | Alpha Wealth Funds Insiders Fund | $GOOG, $AXON, $LLY, $AMD, $MRVL, $AMAT, $INTC, $ET, $ROK, $APPF |
| 1/2/2026 | SGA U.S. Large Cap Growth Strategy | $CMG, $IT, $GOOG, $AAPL, $INTU, $GWW, $NKE, $NVDA, $WDAY, $NVO |
| 1/2/2026 | Liberty Park Capital Management | $BOOM, $XMTR, $BKTI, $NSSC |
| 12/31/2025 | Baird Chautauqua International and Global Growth Fund | $NVO, $BABA, $GMAB, $ONC, $MU |
| 12/31/2025 | Bristol Gate Capital Partners US Equity Strategy | $AVGO, $CARR, $ACN, $INTU, $APH, $MMC, $TMO, $GE |
| 12/31/2025 | Diamond Hill Capital Mid Cap Strategy | $FIS, $TTC, $COO, $RVTY, $GDDY, $FCX |
| 12/30/2025 | Maple Tree Capital | $GRND, $UPST, $HIMS, $LMND, $UEC, $NBIS |
| 12/30/2025 | BlackRock Science and Technology Term Trust | $NVDA, $APP, $SNDK |
| 12/30/2025 | Contrarius Global Equity Fund | $BEAM, $NTLA, $CRSP, $TSLA, $PSKY,$WBD |
| 12/29/2025 | Artisan Partners Value Fund | $CRM, $GOOG, $ASML, $ACN, $PM, $DEO, $FISV, $LRCX, $TMO, $ELV, $CI, $DG |
| 12/29/2025 | TCW Global Real Estate Fund | $TNL, $SBAC, $IRM, $KIM, $AMT |
| 12/29/2025 | Bailard Technology Strategy | $NVDA, $APP, $LRCX, $FISV, |
| 12/26/2025 | Hardman Johnston Global Equity | $BSX, $TEAM, $VRTX, $TSM, $CTVA, $EL, $STM |
| 12/26/2025 | Impax Global Environmental Markets Fund | $APTV, $TEL,$CARR |
| 12/26/2025 | Harbor Mid Cap Fund | $ARW, $CBRE, $WWD |
| 12/25/2025 | Harbor Capital Appreciation Fund | $AMD, $MSFT, $AAPL, $TSM, $TOST, $ORCL |
| 12/25/2025 | Rothschild & Co LongRun Equity Startegy | $AMZN, $SNPS, $CDNS, $GOOG |
| 12/25/2025 | TCW Concentrated Large Cap Growth Fund | $NOW, $ANET, $SPOT, $IT, $SHOP, $ADBE, $ETN, $GOOG |
| 12/25/2025 | Loomis Sayles Small Cap Value Fund | $ALIT, $KD, $HAE, $BELFB, $CECO, $TTMI |
| 12/24/2025 | Janus Henderson Global Sustainable Equity Fund | $SPOT, $TEL |
| 12/24/2025 | Meridian Hedged Equity Fund | $LBRDK, $KVUE, $ICE, $FIGR, $DHI, $JNJ |
| 12/24/2025 | Minot Light Capital Partners | $REAL, $CLPT, $ARQ, $LUCD, $SWAG, $CURV |
| 12/24/2025 | Janus Henderson Global Technology and Innovation Fund | $AMZN, $LRCX, $GOOG |
| 12/23/2025 | Qualivian Investment Partners | $GOOGL, $ORLY, $APH, $CPRT, $MCO, $BN, $WSO |
| 12/23/2025 | RGA Investment Advisors | $COF, $GOOG |
| 12/23/2025 | Crossroads Capital Investment Partners | $ASTS,$NBIS, $FTAI |
| 12/23/2025 | Silver Beech Capital | $WSC |
| 12/23/2025 | Parnassus Core Equity Fund | $GWW, $BSX, $INTU, $TMO, $AAPL, $ICE |
| 12/19/2025 | Aoris International Fund | $JKHY, $APH, $ACN, $CPRT, $SAP, $RELX, $IHG |
| 12/19/2025 | Aristotle Small Cap Equity Fund | $RRC, $KNX, $SUPN, $MRCY, $COLB, $DLB, $REI, $CRI, $OGS |
| 12/18/2025 | Brown Advisory Mid-Cap Growth Strategy | $DKNG, $FIG, $FIX, $CVNA, $VRSK, $CMG, $DXCM, $RBLX, $ALNY, $OS, $CAH, $NTSK, $ZS, $PSN |
| 12/18/2025 | Parnassus Value Equity Fund | $HD, $NVO, $ABNB, $ABT, $SYK, $DHI, $ORCL, $NICE |
| 12/18/2025 | Aristotle International Equity Fund | $BAP, $ACN |
| 12/17/2025 | Wasatch Global Investors Micro-Cap Fund | $WLDN, $PNTG, $PAR, $LMB, $VITL, $PI |
| 12/17/2025 | Greenskeeper Asset Management | $GOOG, $ICLR, $NVO, $GD, $ADBE, $FISV |
| 12/17/2025 | Sands Capital Global Growth Strategy | $ISRG, $SHOP, $AXON, $CVNA, $RGEN |
| 12/17/2025 | Platinum International Fund | $META, $GOOG, $ISRG |
| 12/16/2025 | Riverwater Partners Micro Opportunities Strategy | $DCTH, $AVD, $UROY, $IRMD, $ALLT, $AVBC, $CCB, $MEC |
| 12/16/2025 | Riverwater Partners Small Cap Strategy | $BDC, $DGII, $WOR, $CROX, $IRDM, $VSTS, $PLPC, $UEC, $MOD, $PLMR, $HAE, $PFS |
| 12/15/2025 | Magellan Global Fund | $SAP, $INTU, $CMG, $GOOG, $ASML, $TSM, $CME |
| 12/15/2025 | Wasatch Global Investors Small Cap Growth Fund | $BRBR, $INSP,$MEDP, $NVMI, $FN, $SHAK |
| 12/12/2025 | TimesSquare Capital Management U.S. Focus Growth Strategy | $CYBR, $BJ, $MLM, $CRWD, $CTAS, $VRSK, $AMP, $MPWR, $IT, $HUBS, $ORLY, $RNR, $IBKR, $EME |
| 12/12/2025 | Janus Henderson Forty Fund | $MRVL, $ORCL, $MELI,$TSM |
| 12/12/2025 | Brasada Capital Management | $FERG, $AVGO, $AMD, $NVDA |
| 12/12/2025 | L1 Long Short Fund | $NXE, $HBM, $CRH |
| 12/12/2025 | L1 Capital International | $NVDA, $HCA, $INTU, $EXP |
| 12/11/2025 | Mairs & Power Balanced Fund | $FISV, $UNH, $TECH, $AMZN, $WEC, $ENTG, $WFC, $TXN, $MSI |
| 12/11/2025 | Arquitos Capital Management | $LQDA, $FNCH |
| 12/11/2025 | Mairs & Power Growth Fund | $CGNX, $PANW |
| 12/11/2025 | Mairs & Power Small Cap Fund | $INSP, $KNF, $MGPI, $TREX, $PATK, $JHX |
| 12/10/2025 | BBH Select Series – Mid Cap Fund | $ANET, $WMS, $FOUR, $GLOB, $BFAM, $BJ, $ITT, $BRKR |
| 12/10/2025 | Pzena Focused Value Strategy | $PPG, $SOLV, $BAX, $CHTR |
| 12/10/2025 | Hotchkis & Wiley Mid-Cap Value Fund | $OLN, $FLR, $WPP, $CNC |
| 12/10/2025 | Brandes Small Cap Value Fund | $GLOB, $PBH |
| 12/10/2025 | Baron Emerging Markets Fund | $BABA, $GDS |
| 12/10/2025 | Renaissance Investment Management – International Small Cap Equity Strategy | $FIHL, $TSEM, $NOMD |
| 12/9/2025 | Giverny Capital Asset Management | $TSM, $CACC, $MEDP, $NVDA |
| 12/9/2025 | Spheria Global Opportunities Fund | $LPLA, $USLM |
| 12/9/2025 | Vision Capital Fund | $NET, $TTD, $LULU |
| 12/9/2025 | Platinum International Brands Fund | $BIRK, $WWW |
| 12/9/2025 | Polen International Growth | $SHOP, $ASML, $ICLR, $SAP |
| 12/9/2025 | LVS Advisory | $GLNG |
| 12/8/2025 | Voya MI Dynamic Small Cap Fund | $GRND, $BE, $AVPT, $PRIM, $UEC, $CLF |
| 12/8/2025 | Cooper Investors Global Equities Fund | $TKO, $CME, $GEHC |
| 12/8/2025 | The Brown Capital Management International All-Company Fund | $SHOP, $CYBR, $MNDY |
| 12/8/2025 | FPA Source Capital | $KMX,$GOOG, $C |
| 12/8/2025 | Jacob Fund | $CRCL, $BBBY, $INGN, $OMER |
| 12/5/2025 | Deep Sail Capital Partners | $CLPT |
| 12/5/2025 | Greystone Capital Management | $IVFH |
| 12/5/2025 | Miller Value Partners Deep Value Strategy | $BFH, $NBR |
| 12/5/2025 | White Brook Capital | $TTSH, $RGTI, $TGT, $PTLO |
| 12/5/2025 | Night Watch Investment Management | $WDC, $BKD, VAL, TDW, NE |
| 12/5/2025 | Schafer Cullen Capital Management Enhanced Equity Income Fund | $SW, $BAX, $RIO, $CAG |
| 12/4/2025 | Harding Loevner Global Equity Strategy | $ACN, $GOOG, $NFLX, $GLOB, $TSM, $TMO, $ELV, $SONY, $VRTX, $AVGO, $TTD, $TW, $ORCL |
| 12/4/2025 | 13D Activist Fund’s Q3 2025 Investor Letter | $BILL, $WK, $PFGC, $TRIP, $VSAT |
| 12/3/2025 | Brown Advisory Large-Cap Growth Strategy | $TTD, $GOOG, $ISRG, $FICO, $INTU, $NFLX, $WDAY, $NVDA, $IOT, $CSGP, $AAPL, $MRVL, $CDNS, $WST |
| 12/3/2025 | Atai Capital Management | $BKTI |
| 12/3/2025 | Carillon Scout Mid Cap Fund | $KEX, $ATI, $IT, $CIEN, $CLS, $EQT, $CNC, $APP |
| 12/3/2025 | Meridian Small Cap Growth Fund | $TPB, $ZBIO, $CCSI, $KEX |
| 12/2/2025 | Baron Fifth Avenue Growth Fund | $MELI, $CRWD, $FIG, $META, $KKR, $MSFT |
| 12/2/2025 | Voss Capital | $FIVN, $EEFT, $XPOF, $PRKS, $FLYW |
| 12/2/2025 | Longleaf Partners Small-Cap Fund | $WTM, $GHC, $OSCR, $TRIP, $CLW |
| 12/2/2025 | Jackson Peak Capital | $CFLT |
| 12/2/2025 | Heartland Opportunistic Value Equity Strategy | $AMZN, $GOOGL |
| 12/1/2025 | Meridian Contrarian Fund | $KRNT, $HNST, $PL, $LASR, $PRGO, $PENG |
| 12/1/2025 | Sands Capital Technology Innovators Fund | $MNDY, $KVYO, $DUOL, $FIG, $CRWD, $OKTA |
| 12/1/2025 | Meridian Growth Fund | $ALIT, $SPT, $ALGN, $MDGL, $ZD, $HALO |
| 11/28/2025 | Long Cast Advisers | $QRHC, PDEX, RSSS, MTRX, PESI |
| 11/28/2025 | Alger Small Cap Focus Fund | $WING, $PTLO, $QTWO, $TPC |
| 11/28/2025 | Ariel Investments Mid Cap Value Strategy | $KN, $KMX |
| 11/28/2025 | Ariel Investments Small Cap Concentrated Value Strategy | $OSW, $NCLH, $MIDD |
| 11/28/2025 | Recurve Capital | $CCOI |
| 11/28/2025 | Ariel Investments Small Cap Value Fund | $BCO, $KMT |
| 11/27/2025 | Prosper Stars & Stripes | $TATT, $BRBR, $PKE, $GDYN, ARX, RAL, TRNS, JACK |
| 11/27/2025 | Sands Capital Select Growth Strategy | $APP, $NVDA, $DXCM, $AVGO, $NFLX, $GOOG, $ORCL, $DASH, $RBLX, $TSM, $NOW, $ICE, $TEAM |
| 11/25/2025 | Schafer Cullen Capital Management Small Cap Value Equity Strategy | $AVNT, $KWR, HIW, ECVT, UIS |
| 11/25/2025 | Diamond Hill Capital Small Cap Strategy | $USLM, $RHP,$TFIN, $MLAB, $HURC, $OEC, $FIP, $DCO, LEU |
| 11/25/2025 | Carillon Eagle Mid Cap Growth Fund | $MPWR, $WYNN, $FICO, $DXCM, $AXON, $TTD, $ALNY, $INSM, $MDB, $WING |
| 11/24/2025 | FPA Queens Road Small Cap Value Fund | $IDCC, $IAC, $THS, $SNX, $SFM, $REVG, $SAIC, $VSH, $FN, $RLI |
| 11/24/2025 | Loomis Sayles Global Growth Fund | $MELI, $TSLA, $GOOG, $ORCL, $NFLX |
| 11/24/2025 | Polen U.S. SMID Cap Growth Strategy | $ALAB, $TLN, $GGAL, $MNDY, $SOFI |
| 11/21/2025 | Madison Small Cap Fund | $SHAK, $SMPL, $EXP, $HXL, $PRMB, $SAIA, $WSC, $CIEN, $SCL, $CRL |
| 11/21/2025 | Madison Mid Cap Fund | $MEDP, $APH, $MKSI, $GLIBK, $ANET |
| 11/21/2025 | Merion Road Capital | $KTOS, $AMWD, $VCTR, BELFB |
| 11/21/2025 | Matrix Asset Advisors | $ACN, $UNP, $LMT, $STZ |
| 11/20/2025 | Polen U.S. Small Cap Growth Strategy | $BE, $JOBY, $POWL, $CRS, $ODD |
| 11/20/2025 | Baron Opportunity Fund | $AAPL, $SNPS |
| 11/20/2025 | Tourlite Capital Management | $FIP, $FTAI, $TIC |
| 11/19/2025 | Schafer Cullen Capital Management Value Equity Strategy | $UNH, $ORCL, $BDX, $DIS, $LOW, $NEE, $AMAT, $C, $BWA, $CMCSA, $MDLZ, $CI, $BMY, $KVUE, $SRE, $MS |
| 11/19/2025 | Summers Value Partners | $LGND, $INSP, $QURE, $DERM |
| 11/19/2025 | Ariel Global Fund | $FSLR, $FDX, $HUM, $MTB, $INTC |
| 11/19/2025 | Gator Capital Management | $FFBC |
| 11/18/2025 | RiverPark Large Growth Fund | $GOOG, $NVDA, $SHOP, $INTU, $TSM, $NFLX, $NOW, $ISRG, $AAPL, $DIS |
| 11/18/2025 | Baron Durable Advantage Fund | $TSM, $GOOG, $INTU, $SPGI |
| 11/17/2025 | Artisan Small Cap Fund | $MOD, $INSM, $TWST, $WING, $MTSI, $IBP, $MDGL, $INSP, $ALAB, $SN, $CWAN, $CGNX, $WAY, $OLLI, $LOAR |
| 11/17/2025 | Aristotle Atlantic Large Cap Growth Strategy | $TSLA, $V, $COIN, $SHOP, $ADBE |
| 11/17/2025 | Baron FinTech Fund | $LPLA, $FICO, $COF, $TW, $MORN, HOOD |
| 11/17/2025 | Hinde Group | $BDX |
| 11/14/2025 | Aristotle Atlantic Core Equity Strategy | $DAR, $ORCL, $AR, $BKR, $NOW, $DXCM, $ADPT, $HAL,$CEG, $BDX |
| 11/14/2025 | Antipodes Global Value Strategy | $GOOG, $B, $BABA, $PCOR, $EAT, $GMED, $MRK |
| 11/14/2025 | ClearBridge Investments Growth Strategy | $TJX, $ACN, $XPO, $NTRA, $ONON |
| 11/13/2025 | Alger Mid Cap Growth Fund | $VRSK, $HOOD, $ALAB, $AXON, $TLN |
| 11/13/2025 | Turtle Creek Asset Management | $KNSL, $BFH, $DOOO, $WSC, $SCI, |
| 11/13/2025 | ClearBridge Investments Mid Cap Strategy | $PFGC, $CASY, $ARGX, $QXO, $CHWY, $TECH, $ALNY, $ICLR |
| 11/12/2025 | Ariel Focus Fund | $MOS, $SLB, $B, $FI, $AJG |
| 11/12/2025 | Carillon Eagle Growth & Income Fund | $ORCL, $AVGO, $LRCX, $ABBV, $ABT, $MDLZ, $KO, $GLW, $CARR, $CAN |
| 11/12/2025 | Baron Real Estate Fund | $WYNN, $FND, $AAON, $IRM, $ABNB, $AMT, $JLL, $CRH |
| 11/11/2025 | Alger Spectra Fund | $NVDA, $APP, $NBIS, $JHX, $NFLX, $ISRG |
| 11/11/2025 | Madison Large Cap Fund | $GOOG, $LBRDK, $MSCI, $FI, $ELV, $ACN, $TXN, $IT, $PH, $BN, $TJX, $LOW, |
| 11/10/2025 | Baron Technology Fund | $TEAM, $AVGO, $NVDA, $TTD, $DUOL, $LITE, $ANET |
| 11/10/2025 | Baron Asset Fund | $IDXX, $APH, $STUB, $LOAR |
| 11/10/2025 | Greenhaven Road Capital | $LFCR, $CLBT, $KKR, $HGTY, $KFS, $PAR |
| 11/7/2025 | Pelican Bay Capital Management | $B, $GOOG, $KNSL, $ODFL, $ELV, $MU, $FIS, $UNH, $CPAY |
| 11/7/2025 | Hotchkis & Wiley Large Cap Disciplined Value Fund | $APA, $WBD, $C, $CMCSA, $AIG |
| 11/7/2025 | Baron Small Cap Fund | $VRT, $RRR, $BWIN, $IT, $NOVT, $LGN, $KNSL |
| 11/6/2025 | Third Avenue Small-Cap Value Fund | $AMBC, $BCC, $ROG, $UNF, $SUPN |
| 11/6/2025 | FPA Crescent Fund | $KMX, $IFF, $C, $GOOG |
| 11/6/2025 | Diamond Hill Capital Large Cap Fund | $LULU, $LHX, $EQH, $TMO, $FDX, $CAT, $MLM, $GM, $SYY, $TXN |
| 11/5/2025 | SouthernSun Asset Management Small Cap Strategy | $BCO, $MOD, $DAR, $SCL, $CXT |
| 11/5/2025 | SouthernSun SMID Cap Strategy | $WSO |
| 11/5/2025 | The London Company Income Equity Strategy | $GLW, $AAPL, $NTDOY, $PM, $FIS, $CMI, $UNH |
| 11/5/2025 | Baron Focused Growth Fund | $VRSK, $SPOT, $SHOP, $CHH, $MTN, $IBKR, $FDS, $FIGS, $ONON, $TSLA, $IDXX |
| 11/4/2025 | The London Company Small Cap Strategy | $AWI, $HAE, $NGVT, $GHC, $IPAR, $WTM |
| 11/4/2025 | The London Company Large Cap Strategy | $GOOG, $NEU, $PGR, $ODFL, $TEL, $BRKR, $EQH, $FI |
| 11/3/2025 | Columbia Global Technology Growth Fund | $NVDA, $AVGO, $ALAB, $TTD, $ACN, $CRM, $NOW, $HOOD |
| 11/3/2025 | Baron Health Care Fund | $UNH, $ARGX, $INSM, $ABBV, $TMO, $HTFL, $ISRG, $MASI, $RDNT, $WAT, $LLY, $BSX, $ROIV, $CDTX |
| 10/31/2025 | Optimist Fund | $CVNA, $MNDY, $W, $FVRR, $TDUP, $MEDP, $RVLV |
| 10/31/2025 | NZS Capital | $SAIL |
| 10/31/2025 | Immersion Investment Partners | $CELH, $MAMA |
| 10/31/2025 | Bretton Fund | $GOOG, $UNH, $UNP |
| 10/31/2025 | Aristotle Small/Mid Cap Equity Strategy | $CIEN, $SCI, $PRMB, $PNW, $JHX, $HGV, $AGI, $HAE, $MTSI, $WTRG |
| 10/30/2025 | Laughing Water Capital | $LFCR, $CLAR, $TRHY, $NN, $PAR |
| 10/30/2025 | Diamond Hill Capital Select Fund | $HII, $ADBE, $CL, $ZTS, $KMX, $CMPR, $RRR $COHR, $AIG, $AR, $BRK-B, $SBAC, $CRM |
| 10/28/2025 | RS Large Cap Value Strategy | $VLO, $LKQ |
| 10/28/2025 | Renaissance Investment Management Large Cap Growth Strategy | $APP, $FIX, $GOOGL, $CTAS, $IT, $FI, $TW, $TPR |
| 10/28/2025 | Alphyn Capital Management | $GOOG, $BN, $BUR, $CCOI, $FRFHF |
| 10/28/2025 | Alger Weatherbie Specialized Growth Fund | $VERX, $SMTC, $PLMR, $SPSC, $AORT, $PI |
| 10/28/2025 | Carillon Eagle Small Cap Growth Fund | $PI, $RMBS, $MMSI, $PRM, $ZWS, $LNTH, $MNDY, $POWL, $BRBR, $SHAK |
| 10/28/2025 | Alluvial Capital Management | $FTLF, $NLOP, $PKST, $CBL |
| 10/28/2025 | Baron Discovery Fund | $KTOS, $MRCY, $KRMN, $PAR, $INSP, $WING, $PRMB, $NTSK, $MEG, $BIRK |
| 10/24/2025 | Praetorian Capital | $JOE |
| 10/24/2025 | Ariel Fund | $REZI, $SPHR, $PBH, $MAT, $PSKY, $MANU |
| 10/24/2025 | Long Leaf Partners Fund | $MAT, $KHC, $PCH, $RYN, $ACI, $REGN, $FDX, $FIS, $PVH, $CNX, $BIO |
| 10/24/2025 | Greenlight Capital | $PCG, $TECK, $COYA, $KD, $GRBK |
| 10/23/2025 | Rowan Street Capital | $META, $TTD, $SHOP, $SPOT, $TSLA, $NFLX, $ADYEY |
| 10/23/2025 | Upslope Capital Management | $IMXI, $BIO, $WST, $STE |
| 10/22/2025 | 1 Main Capital Partners | $RLGT |
| 10/22/2025 | Fiduciary Management Inc. | $OMF, $BDX |
| 10/22/2025 | Wedgewood Partners | $TSM, $MSFT, $META, $GOOG, $PYPL, $BKNG, $CDW, $CPRT |
| 10/16/2025 | Vulcan Value Partners | $FI, $GOOG, $CRM, $KMX, $CBRE, $MEDP, $UNH |
| 10/16/2025 | Aristotle Capital Value Equity Strategy | $SNPS, $WFC, $XEL, $CTVA, $AMP, $MLM |
| 10/16/2025 | Conestoga Capital Advisors Small Cap Strategy | $MRCY, $HLIO, $AAON, $ROAD, $HLMN, $CWST, $SLP, $NOVT, $VERX, $DSGX, $SPSC, $MIR |
| 10/16/2025 | Conestoga Capital Advisors SMid Cap Strategy | $EVI, $GNRC, $WST, $QTWO, $TYL, $JKHY0 |
| 10/16/2025 | Conestoga Capital Advisors Micro Cap Strategy | $PL, $WLDN, $BWMN, $TKNO, $MAMA, $PHR, $PLMR, $VCEL, $TWST, $CLMB |
| 10/16/2025 | Conestoga Capital Advisors Mid Cap Strategy | $IDXX, $XYL, $FDS, $FTNT, $VRSK, $IT |
| 10/15/2025 | Artisan Partners Mid Cap Fund | $INSM, $LSCC, $ARGX, $WING, $RDDT, $RBC, $TTAN, $TDY, $WWD, $TEAM, $SPOT, $ANET, $SNOW, $TYL, $VCYT, $DXCM, $LPLA |
| 10/14/2025 | Polen Capital Focus Growth Strategy | $AVGO, $NVDA, $INTU, $ORCL, $SNPS, $UBER, $IT, $TMO, $BSX |
| 10/14/2025 | Rewey Asset Management | $VREX, $KD, $UCTT |
| 10/14/2025 | Headwaters Capital Management | $ORCL, $MEDP, $INSP, $BSY, $DRVN |
| 10/14/2025 | Ashva Capital Management | $DIS, $HOOD |
| 10/14/2025 | Macquarie Large Cap Growth Fund | $TSLA, $EQIX, $META, $TSLA, $ICE, $AMD, $INTU, $VMC |
| 10/13/2025 | Heartland Value Fund | $PBPB, $CVGW, $XRAY |
| 10/13/2025 | Heartland Mid Cap Value Fund | $DHI, $LRCX, $CNC |
| 10/13/2025 | Heartland Value Plus Fund | $BRC, $PHIN, $MTRN, $PBH |
| 10/13/2025 | Bristlemoon Global Fund | $ASML, $GOOGL, $SNPS, $PAR |
| 10/13/2025 | Kingdom Capital Advisors | $NLOP, $GCO, $WW, $MAGN, $AKA, $UNFI, $AIV |
| 10/10/2025 | Oakmark Select Fund | $WBD, $KDP |
| 10/10/2025 | Oakmark Global Fund | $MOH |
| 10/10/2025 | Oakmark Global Select Fund | $BABA |
| 10/10/2025 | Oakmark Fund | $TRGP, $CNC, $UNP |
| 10/10/2025 | Oakmark Equity and Income Fund | $GOOG, $CHTR, $CRM |
| 10/10/2025 | ClearBridge Investments Small Cap Growth Strategy | $KTOS, $RNA, $CRDO, $CLBT, $BE |
| 10/9/2025 | Black Bear Value Fund | $BLDR, $FLG, $HCC, $TDW |
| 10/9/2025 | Mar Vista U.S. Quality Strategy | $ORCL, $AAPL, $APH, $ADBE, $INTU, $CRM, $SAP |
| 10/9/2025 | Mar Vista’s U.S. Quality Premier Strategy | $NVDA, $GOOG, $MCO |
| 10/9/2025 | JB Global Fund | $BABA, $LULU |
| 10/9/2025 | ClearBridge Investments Mid Cap Growth Strategy | $WING, $RBLX, $APP, $MPWR, $EXPE, $TW, $CPAY, $FOUR, $APG, $DECK |
| 10/8/2025 | ClearBridge Investments Dividend Strategy | $TRV, $ODFL, $AVGO, $MMC |
| 10/8/2025 | Palm Valley Capital Fund | $TFX, $DOX, $FLO, $SEB, $AVA, $RHI, $LKQ |
| 10/7/2025 | LRT Global Opportunities Strategy | $TD, $RLI, $TTC, $CIGI, $FN, $CCI, $CHE, $SSD, $UNH, $SNEX, $ABG, $CAAP, $TRV, $GPI, $XOM, $PBR-A, $CHTR, $IESC, $DRI, $CM |
| 10/6/2025 | ClearBridge Investments Large Cap Growth Strategy | $ACN, $UNH, $VRTX, $CMG, $PH, $UNP, $ORCL, $DDOG, $WDAY |
| 10/6/2025 | Vltava Fund | $NVO, $MRX, $FI |
| 10/6/2025 | Middle Coast Investing | $MSFT, $GOOG, $ECG, $LULU, $AVGO, $PGR, $TRIP, $PTLO, $CPAY, $GOGO, $HI, $TFSL, $BHF, $AL, $VMEO, $SCS |
