@StockCompil

I compile hedge fund pitches Database: 3000 pitches & 2000 fund letters ↓ https://xitter.cf/t.co/P8lwLZf1zW Newsletter : https://xitter.cf/t.co/uZjksJmJOO

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Fat Prophets Global Contrarian Fund - TOP 10 HOLDINGS Source: Q3'26 letter
Top positions table: TOP 10 HOLDINGS — from the Fat Prophets Global Contrarian Fund — Q3 2026 letter, page 3.

ALT Top positions table: TOP 10 HOLDINGS — from the Fat Prophets Global Contrarian Fund — Q3 2026 letter, page 3.

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3
517
Baron Real Estate Fund - Top 10 holdings Source: Q3'26 letter
Top positions table: Top 10 holdings — from the Baron Real Estate Fund — Q3 2026 letter, page 9.

ALT Top positions table: Top 10 holdings — from the Baron Real Estate Fund — Q3 2026 letter, page 9.

2
5
1,551
📊 U.S. Data Centers Could Face a 57 GW Power Shortfall Source: Tema ETFs
Chart: U.S. Data Centers Could Face a 57 GW Power Shortfall — from a research article by Tema ETFs.

ALT Chart: U.S. Data Centers Could Face a 57 GW Power Shortfall — from a research article by Tema ETFs.

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Artisan Partners Global Equity Strategy - Top 10 Holdings Source: Q3'26 letter
Top positions table: Top 10 Holdings — from the Artisan Partners Global Equity Strategy — Q3 2026 letter, page 4.

ALT Top positions table: Top 10 Holdings — from the Artisan Partners Global Equity Strategy — Q3 2026 letter, page 4.

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9
2,460
📊 The recent bond bear market in historical context Source: W1M Asset Management
Chart: The recent bond bear market in historical context — from a research article by W1M Asset Management.

ALT Chart: The recent bond bear market in historical context — from a research article by W1M Asset Management.

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986
Baron Real Estate Income Fund - Top 10 holdings Source: Q3'26 letter
Top positions table: Top 10 holdings — from the Baron Real Estate Income Fund — Q3 2026 letter, page 9.

ALT Top positions table: Top 10 holdings — from the Baron Real Estate Income Fund — Q3 2026 letter, page 9.

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1,399
📊 Source: Wedgewood Partners U.S. Large Cap Growth Strategy — Q3 2026 letter
Chart from the Wedgewood Partners U.S. Large Cap Growth Strategy — Q3 2026 letter, page 14.

ALT Chart from the Wedgewood Partners U.S. Large Cap Growth Strategy — Q3 2026 letter, page 14.

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1
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1,258
📊 Source: Wedgewood Partners U.S. Large Cap Growth Strategy — Q3 2026 letter
Chart from the Wedgewood Partners U.S. Large Cap Growth Strategy — Q3 2026 letter, page 4.

ALT Chart from the Wedgewood Partners U.S. Large Cap Growth Strategy — Q3 2026 letter, page 4.

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1,211
Baron Health Care Fund - Top 10 holdings Source: Q3'26 letter
Top positions table: Top 10 holdings — from the Baron Health Care Fund — Q3 2026 letter, page 4.

ALT Top positions table: Top 10 holdings — from the Baron Health Care Fund — Q3 2026 letter, page 4.

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1,842
Warren AI: ask anything about a stock, a theme or a fund. It searches thousands of letters for you.
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