Hello beautiful people of blossom, I’m extremely thankful to everyone who engaged with my earlier Hedge fund hunt posts.. today I am sharing with you the last and JUICIEST iteration of this series... The 3-fund Cluster of companies. (Sorry it took me this long to post, as you can imagine it's a lot of work) If you're new to the series I tracked the 13F filings of 11 of the world’s best specialist hedge funds in small-caps, biotech, technology, etc. to identify companies where a cluster of investors opened new positions or heavily accumulated during Q2. Read more about the series here: https://link.blossomsocial.com/7uYa/gz4jpjd7 https://link.blossomsocial.com/7uYa/q3wnz829 I’m short-listing 4 companies I'd like to dig into for this post, but as always the full list of companies where 3 funds are buying or accumulating during Q2 can be found in the attached image. Let’s get cracking: 1. $ASND - $3.1B invested capital Danish biopharma that solved a real problem: patients with hormone deficiencies typically need daily injections for life. Ascendis built a proprietary TransCon platform that releases the needed medication slowly in the body over a week instead of hours. Same drugs, but dramatically fewer needles. They've already commercialized this across three rare diseases and Q2 results are showing the commercial impact. - Q2 revenue: €315M (+105% YoY) - Operating profit: €220M vs. operating loss a year ago - Guidance: €5B revenue by 2030 Catalyst: crossed from unprofitable to profitable and three independent biotech specialists (RA Capital, Perceptive, GGHC) all opened new positions simultaneously, betting on this transformative solution that can be applied to a wide array of diseases. ---- 2. $DOCN - $700M invested capital This one is pretty interesting and the operative word is TRANSFORMATION. DigitalOcean built its business as the simpler alternative to AWS and similar providers, serving 600,000+ developers, startups, and SMBs. Now it’s extending that same simplicity to AI letting customers deploy and run models without managing complex GPU infrastructure. - Q2 revenue: $281M (+29% YoY, accelerating from +14%) - AI customer revenue run-rate: $234M (+212% YoY) - AI model-hosting revenue: +800% YoY - Contracted backlog: $894M locked in across 3.7-yr avg deals Catalyst: 6,000+ customers adopted the AI engine within weeks of launch, token volume up 30x in 60 days. This isn't speculative AI exposure it's signed multi-year contracts with 40% margins already printing. —— 3. $FRVO - $47M invested capital Ok full disclosure I'm already invested in this one, along side 181 institutions who now own 64% of float putting in $2.8B since IPO. Fervo the most interesting name on the list in my POV took the same horizontal drilling and hydraulic fracturing technology that unlocked the U.S. shale revolution and pointed it at a completely different problem: geothermal energy. The concept is straightforward they drill miles down into hot rock, inject water, collect it superheated from a parallel well, and use the steam to generate electricity. The earth's heat doesn't run out, the sun doesn't need to shine, the wind doesn't need to blow. It produces power 24 hours a day, 365 days a year, with zero carbon emissions. The timing is everything. AI data centers need billions of watts of new energy with no good way to supply it. Solar and wind can't run a data center overnight, Nuclear takes a decade to permit, but FRVO can go from drilling to delivering power in under two years and Google is already signed on as a customer (And investor) - IPO: May 2026, raised $1.89B (15x oversubscribed) - Contracted backlog: $7.2B in binding power purchase agreements - Cape Station (Utah): 500 MW, first power delivering to the grid now - Backers: Google, Bill Gates (Breakthrough Energy), Devon Energy - Cash: ~$2B+ post-IPO Catalyst: Cape Station is going live right now and it’s the first commercial-scale geothermal system in U.S. history. If it delivers at the cost and reliability Fervo is projecting, it validates an entirely new category of always-on clean power at the exact moment the world is desperate for it. —— 4. $MAMA - $21M invested Capital Here I want you to ask yourself one question: Why Would 209 institutions buy up 92% of available float of a micro-cap deli foods business? Well, they aren't buying meatballs 😂, they are buying the only public player in a $40B category that is about to explode when times get tough for consumers. Grocery chains are desperate to expand their deli sections but need an outside supplier who can deliver restaurant-quality prepared food at scale, ready to merchandise, with no in-store labor required. Mama's Creations is becoming that supplier. - Just rolled into 2,000 Walmart and 750 Target fresh deli sections in May 2026 - Already in 12,000+ stores — Costco, Kroger, Sam's Club, BJ's, Publix, Food Lion - Growing at 5x the category growth rate and it's volume-led, not price. - Multi-brand portfolio: MamaMancini's, T&L Creative Salads, Olive Branch, Crown 1. They cover proteins, salads, sides, globally-inspired flavors. Catalyst: This is a small company, big category, right secular trend, founder-led, rolling up fragmented competitors. Counter Cycle business, when the going gets tough consumers trade down and this will be a massively popular option for pre-cooked meals. —— As I mentioned I’m already invested in $FRVO and I'm starting a position in $MAMA bright and early tomorrow. $DOCN is a potential LEAPs options candidate if I can find a decent setup. There you have it the Finale of my Q2 Hedge fund hunt, I hope you guys enjoyed it and found some interesting investment opportunities to explore during this 3-part series. If you’re interested in seeing more research of this sort I'd invite you to follow my account for future releases. I’ll see you guys again in November for the Q3 findings 🤑
Wow another gem of a post!! Really appreciate all the effort that goes into this research and that you’re happy to share! I’m trying to understand the counter cycle businesses. As things get more expensive won’t consumers be less inclined to purchase the comparatively more expensive convenience foods in the deli sections? I suppose they’ll capture the market of people that are reducing their frequency of dining out or getting take out? I’ve been watching you and a few others scoop up $FRVO for the past little while so it’s definitely going on my radar!!
Michelle Womack@spartangreen · 11h
AHHHHHHH!!!!! Yes 🌟🌟🌟🌟, thank you for tagging me!! Wowzers 🤩🤩🤩!!!! What a finale!!!! You have confirmed my buy in $FRVO !!!! $MAMA has been on my Moomoo watch list for 4months… it caught my eye but I have been watching hesitantly… I had not dug in enough to realize the potential! Thank you again magnificent job Moe 💫🌟✨💥🌟💫✨💥
Scott S@scottsinvesting · 13h
Bookmarked, which is a rarity for me... Thanks Moe!
See the full comment section 👀Sign up for the full Blossom experience!
