Letters by company
Cryoport, Inc.
2 letters discussing CYRX. Everything written about it on this site is on its ticker page.
- Conestoga Capital Advisors 2Q26 Quarterly Commentary Conestoga attributes its lag to a concentrated AI and high-beta rally, while retaining a quality-growth posture and expecting leadership to broaden as supply constraints ease and monetary policy tightens. It added energy and power-infrastructure names including Kodiak Gas Services, Magnolia Oil & Gas and Perimeter Solutions, and exited BlackLine, CCC Intelligent Solutions and other positions. 2Q26 AAON $6.6BAORT $941MBCPC $5.5B
- Forager Funds Management June 2023 Financial Year Performance Report Forager’s International Shares Fund retained its small-cap bias, added to Motorpoint, TaskUs and Cryoport after setbacks, and realised part of gains in Flutter, Zeta Global, Norbit and Meta. The Australian Shares Fund benefited from the Tourism Holdings-Apollo merger and Gentrack’s turnaround, while holding substantial cash for opportunities in beaten-down small caps. June 2023 Financial Year APG $18BCELH $8.1BCYRX $1B