50 new pitches found in hedge fund reports this week :
🔹 Abbott Labs (ABT US) by Longleaf Partners Global Fund
🔹 Adaptive Biotechnologies Corp. (ADPT US) by Alger Small Cap Focus Fund
🔹 ADI Global Distribution, Inc. by Ariel Investments Small Cap Value Strategy
🔹 Airbnb, Inc. (ABNB US) by Baron Real Estate Fund
🔹 Allstate (ALL US) by Lorne Steinberg Wealth Management Steinberg Equity Strategies
🔹 Alquiber Quality (ALQ SM) by Horos AM Funds
🔹 Amazon Inc. (AMZN US) by Fat Prophets Global Contrarian Fund
🔹 Apple (AAPL US) by Mar Vista U.S. Quality Portfolio
🔹 Arm Holdings (ARM LN) by Baillie Gifford US Equity Growth
🔹 Arm Holdings plc (ARM US) by Artisan Partners Developing World Fund
🔹 Aviva (AV LN) by Liontrust UK Equity Fund
🔹 Brookfield Corporation (BN CN) by Lorne Steinberg Wealth Management Steinberg Equity Strategies
🔹 Cameco Corporation (CCJ US) by Hardman Johnston International Equity
🔹 Christian Dior SE (CDI FP) by AVI Global Trust
🔹 Dell (DELL US) by Liontrust Global Income & Growth Fund
🔹 Diploma (DPLM LN) by Guinness Pan-European Equity Income Fund
🔹 DSV (DSV CN) by Oakmark International Fund
🔹 E Ink (8069 TT) by Artisan Emerging Markets Fund
🔹 Equinix (EQIX US) by Clearbridge Investments ESG Investment
🔹 FedEx Freight (FDX US) by ClearBridge Investments Value Strategy
🔹 Fukuoka Financial (8354 JP) by TimesSquare Global Concentrated Small Cap
🔹 Kratos Defense & Security Solutions (KTOS US) by Aristotle Atlantic Large Cap Growth Strategy
🔹 Lattice Semiconductor Corporation (LSCC US) by Artisan Partners U.S. Mid-Cap Growth Strategy
🔹 Lenovo (992 HK) by Harding Loevner International Equity
🔹 LSEG (LSEG LN) by Guinness Global Equity Income Fund
🔹 Lumentum Holdings, Inc. (LITE US) by Brown Advisory Mid-Cap Growth Strategy
🔹 Manhattan Associates (MANH US) by Bell Global Equities Fund Wholesale Class
🔹 Meta Platforms (META US) by Oakmark Equity and Income Fund
🔹 Mitsubishi UFJ Financial Group (8306 JP) by Artisan Partners Global Equity Strategy
🔹 MTU Aero Engines AG (MTX GR) by Brown Advisory Global Leaders Sustainable Fund
🔹 Nektar Therapeutics (NKTR US) by Cedar Grove Capital Management Multi-Strategy Composite
🔹 Nike (NKE US) by Latitude Global Fund
🔹 ONEOK (OKE US) by Andrew Hill Client Account Strategy
🔹 PrairieSky Royalty (PSK TO) by Black Bear Value Fund
🔹 Primo Brands Corp (PRMB US) by Heartland Value Plus Fund
🔹 Quanta Services (PWR US) by Polen Focus Growth
🔹 Rocket Lab Corporation (RKLB US) by Brown Advisory Mid-Cap Growth Strategy
🔹 Sartorius AG (SRT GR) by AVI Global Trust
🔹 SEI Corp. (SEIC US) by Conestoga Capital Advisors Small Cap, SMid Cap & Micro Cap Strategies
🔹 South African equities by Desert Lion Capital Fund
🔹 Stran & Co. (SWAG US) by Minot Light Capital Appreciation Fund
🔹 SUMCO Corp. (3436 JP) by Hennessy Japan Fund
🔹 Tencent Holdings Ltd (700 HK) by Artisan Partners Developing World Fund
🔹 The Campbell’s Company (CPB US) by Bristlemoon Global Fund
🔹 Tokyo Electron (8035 JP) by Polen Capital Global Growth
🔹 Tufton Assets (SHIP LN) by AVI MIGO Opportunities Trust
🔹 U.S. Physical Therapy (USPH US) by Aristotle Small Cap Equity Strategy
🔹 Visa, Inc. (V US) by Akre Capital
🔹 Willis Towers Watson (WTW US) by Oakmark Global Select Fund
🔹 Wix Ltd. (WIX US) by Forager Funds (Australian Shares Fund and International Shares Fund)
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hfbestideas.substack.com/p/5…
