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Jacob Funds

Sep 2025 → Oct 2026 · Publishes monthly · 3 funds

Our archive holds 5 letters from Jacob Funds, behind 12 investment theses and positions in 11 companies. Every quote below is copied verbatim from the letter it came from.

Writes about

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5
Letters
11
Companies
10
Moves
12
Theses

2 strategies

Jacob Funds publishes a letter per strategy. Each one has its own page with what it holds, what it bought and what it wrote.

Also filed under Jacob Funds.

What they bought and sold · 10 moves

  • New positionRambus
    October 2026
    “The Jacob Internet Fund added one new position in the quarter: Rambus.”
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  • New positionKyverna Therapeutics
    July 2026
    “The Jacob Discovery Fund also added a position in Securitize in the quarter as well as a new position in Kyverna Therapeutics.”
    Read the letter
  • AddedSecuritize
    July 2026
    “The Jacob Internet Fund added one new position in the quarter, Securitize.”
    Read the letter
  • AddedKyverna Therapeutics
    July 2026
    “The Jacob Discovery Fund also added a position in Securitize in the quarter as well as a new position in Kyverna Therapeutics.”
    Read the letter
  • New positionRobinhood
    April 2026
    “The Jacob Internet Fund added four new positions in the quarter, Circle Internet Group, CrowdStrike, Reddit and Robinhood.”
    Read the letter
  • New positionReddit
    April 2026
    “The Jacob Internet Fund added four new positions in the quarter, Circle Internet Group, CrowdStrike, Reddit and Robinhood.”
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  • New positionCircle Internet Group
    April 2026
    “The Jacob Internet Fund added four new positions in the quarter, Circle Internet Group, CrowdStrike, Reddit and Robinhood.”
    Read the letter
  • New positionVir Biotechnology
    April 2026
    “The Jacob Small Cap Growth Fund also added a position in Circle Internet Group, as well as Vir Biotechnology.”
    Read the letter
  • New positionEnergous
    April 2026
    “The Jacob Discovery Fund added one new position in the quarter, Energous.”
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  • New positionCrowdStrike
    April 2026
    “The Jacob Internet Fund added four new positions in the quarter, Circle Internet Group, CrowdStrike, Reddit and Robinhood.”
    Read the letter

Companies held · 11

Every company Jacob Funds has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 12

  • Rambus
    October 2026

    Rambus is a long-time leader in memory chip technology that should benefit from AI-driven data center bottlenecks, memory pooling, and MRDIMM adoption, supporting faster growth and higher margins.

    Read the full thesis
  • Kyverna Therapeutics
    July 2026

    Kyverna Therapeutics is developing cell therapies for autoimmune diseases, with early data in stiff person syndrome and platform potential across larger indications.

    Read the full thesis
  • Securitize
    July 2026

    Securitize is a tokenization company with major partnerships, rapid asset growth, and a strong regulatory moat.

    Read the full thesis
  • Vir Biotechnology
    April 2026

    Vir Biotechnology is developing masked BiTE immunotherapies with potentially better efficacy and lower toxicity, backed by collaboration funding.

    Read the full thesis
  • Robinhood
    April 2026

    Robinhood is a consumer fintech platform whose expanding services and new initiatives could turn it into a broader financial super-app.

    Read the full thesis
  • Circle Internet Group
    April 2026

    Circle Internet Group is a stablecoin and blockchain payments platform that benefits from rapid USDC growth and a potential adoption inflection point.

    Read the full thesis
  • Reddit
    April 2026

    Reddit is a user-generated community platform with strong engagement, improving ad monetization, and growing data value for AI partnerships.

    Read the full thesis
  • CrowdStrike
    April 2026

    CrowdStrike is a cloud-native cybersecurity leader positioned to secure autonomous AI agents and enterprise adoption of agentic AI.

    Read the full thesis
  • Bed Bath & Beyond
    September 2025

    Bed Bath & Beyond is an intriguing investment opportunity due to its stake in the tZERO exchange, management restructuring efforts, potential asset sales, and a refocused retail strategy emphasizing online operations and private-label brands.

    Read the full thesis
  • Circle Internet Group
    September 2025

    Circle Internet Group is a growing digital financial infrastructure provider and the issuer of USDC, the second-largest stablecoin, which benefits from regulatory support and partnerships that enhance its market position.

    Read the full thesis
  • Inogen Inc.
    September 2025

    Inogen is stabilizing its business with strong management and a dominant market share in portable oxygen concentrators, poised for growth amid an aging population.

    Read the full thesis
  • Omeros
    September 2025

    Omeros is a biotechnology company focused on complement-related diseases, with a promising monoclonal antibody, Narsoplimab, awaiting FDA approval for a serious clotting disorder, and is in talks for a potential partnership to strengthen its financial position.

    Read the full thesis

Letter archive · 5

2026

2025

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