Palantir vs. Snowflake: Which Enterprise AI Stock Better Justifies Its Valuation?
Palantir Technologies Inc. (NASDAQ:PLTR) and Snowflake Inc. (NYSE:SNOW) are two of the most expensive ways to bet on enterprise AI.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Hedge Funds
News & Analysis
Top Fund Managers
Best Performing Funds
Featured Content
Insider Trading
News & Analysis
Latest Insider Purchases
Mitchell bought 1,300 Umh Properties Inc. shares at $15.30
Walle bought 526 Ur-Energy Inc shares at $1.14
Walle bought 96,030 Ur-Energy Inc shares at $1.14
Nippon bought 219,273 Corebridge Financial Inc. shares at $34.13
Cs bought 3,090,759 Core University Living Real Estate Income Trust shares at $10.00
Latest Insider Sales
Cutt sold 2,500 Gulfport Energy Corp shares at $158.98
Bergman sold 85,517 Fastly Inc. shares at $30.65
Bergman sold 262,185 Fastly Inc. shares at $30.15
Bergman sold 24,300 Fastly Inc. shares at $29.17
Bergman sold 7,600 Fastly Inc. shares at $28.04
Featured Content
Do not Miss
Evercore ISI's Bullish iPhone Survey Faces a Reality Check From Pre-Order Data
Evercore ISI's annual consumer survey points to the strongest iPhone upgrade intent in years, with pricing power appearing to be even stronger than unit volume.
Shopify’s Tailwind Acquisition Feeds the Agentic Commerce Story, But the Market Is Already Nervous About the Bill
Shopify Inc. (NASDAQ:SHOP) is bringing Tailwind Labs into its platform through an acquisition of the widely used open-source design tool.
Higher Lithium Prices Strengthen J.P. Morgan’s Case, But Execution Still Matters
J.P. Morgan has taken a notably more constructive stance on Lithium Americas Corp. (NYSE:LAC) and upgraded the stock.
Is It Time to Grab a Table at Cracker Barrel (CBRL)?
Cracker Barrel Old Country Store (NASDAQ:CBRL) presents an intriguing equity thesis: a value turnaround play where robust cash generation and balance sheet deleveraging balance against soft top-line growth...
Worthington Enterprises (WOR): Could A Handful Of Steel Tanks Redefine This Industrial Stock?
Worthington Enterprises (NYSE:WOR) presents a classic compounder thesis anchored by pristine balance sheet health, an exceptionally high trailing 12-month free cash flow conversion rate of 116% ($196 ...
Is KB Home’s (KBH) Model Built to Last or Built to Break?
Historically, homebuilders that maintain steady multi-year revenue expansion, robust operating cash flow generation, and disciplined free cash flow conversion tend to weather cyclical storms far better...
Accelerating AI Data Center Infrastructure Demand Drives Credo Technology (CRDO)
BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its second-quarter 2026 investor letter for “Buffalo Mid Cap Discovery Fund”.
Strong Commercial Execution and Pipeline Opportunities Propel Corcept Therapeutics (CORT)
BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its second-quarter 2026 investor letter for “Buffalo Mid Cap Discovery Fund”.
Improving Semiconductor Inspection Tool Demand Boosts Onto Innovation (ONTO)
BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its second-quarter 2026 investor letter for “Buffalo Mid Cap Discovery Fund”.
Underweight Position in Cloudflare (NET) Creates Relative Headwind
BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its second-quarter 2026 investor letter for “Buffalo Mid Cap Discovery Fund”.
Defense Sector Moderation Weighs on Kratos Defense & Security Solutions (KTOS)
BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its second-quarter 2026 investor letter for “Buffalo Mid Cap Discovery Fund”.
Investor Rotation Out of Defense Sector Pressures Leonardo DRS (DRS)
BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its second-quarter 2026 investor letter for “Buffalo Mid Cap Discovery Fund”.
Corning Incorporated (GLW) Is Benefitting from Accelerating Data Centre Buildout
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Labor Problems Pressured UFP Technologies (UFPT)
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Here’s What Constrains Pool’s (POOL) Profit Outlook
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Slow Backlog Conversion Dampens Profit Outlook for Mirion Technologies (MIR)
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Kennametal’s (KMT) Profit Outlook Pause: Tungsten Price Rally Has Likely Played Out
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
How the Pending Corebridge Merger Alters Equitable Holdings’ (EQH) Capital Allocation
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
American Tower Corporation (AMT) Faces Growth Headwinds Amid Elevated Customer Churn
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
TTM Technologies’ (TTMI) 91% Rally Fueled by AI Bottleneck Rotation
Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Focused Growth Strategy”. The letter can be downloaded here.
Is BW LPG's (BWLP) $300M Bet Worth the Risk?
BW LPG (NYSE:BWLP) continues to solidify its position as a powerhouse in liquefied petroleum gas shipping, backed by multi-year revenue compounding, strong operating cash flow generation ($371.4 million...
Forgent Power Solutions (FPS) Capitalizes on the AI Data Center Power Grid Bottleneck
Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Focused Growth Strategy”. The letter can be downloaded here.
QXO (QXO) Slides on Fading Rate-Cut Expectations
Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Focused Growth Strategy”. The letter can be downloaded here.
FTAI Aviation's (FTAI) Core Fundamentals Remain Intact
Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Focused Growth Strategy”. The letter can be downloaded here.
Here’s What Lifted Porch Group (PRCH) in Q2
Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Focused Growth Strategy”. The letter can be downloaded here.
Is MSG Entertainment's (MSGE) Aggressive Stock Buyback A Playbook For Long-Term Growth?
Madison Square Garden Entertainment Corp.
Kura Sushi (KRUS): Temporary Sell-Off Unlocks Long-Term Unit Compounding Opportunity
Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Focused Growth Strategy”. The letter can be downloaded here.
Can An Investment Banking Analyst Steer Renasant (RNST) To New Heights?
Renasant Corporation (NYSE:RNST) has long maintained a steady footprint across the Southeastern banking sector, backed by historical multi-year revenue growth, robust operating cash flow generation, a...
Granahan Investment Management Focused Growth Strategy’s Q2 2026 Investor Letter
Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Focused Growth Strategy”.
Improved Investors’ Confidence Boosted Onto Innovation (ONTO)
Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Core Growth Strategy”. The letter can be downloaded here.
Granahan Investment Management Small Cap Core Growth Strategy’s Q2 2026 Investor Letter
Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Core Growth Strategy”.
Hedge Fund Resource Center Lists
11 Largest Uranium Producing Countries in the World
12 Fastest Declining Economies in the World in 2026
10 Most Popular Stocks on Robinhood in 2026
9 Undervalued Chemical Stocks to Buy According to Hedge Funds
7 Most Promising Psychedelic Stocks According to Hedge Funds
7 Cheap Pharmaceutical Stocks to Buy According to Hedge Funds
15 Innovative Healthcare Stocks to Buy According to Analysts
9 High Growth Small Cap Stocks That Are Profitable
20 Most Profitable Stocks of the Last 20 Years
15 High Growth Mid-Cap Stocks to Buy
Top 10 Oncology Stocks to Buy Now
10 Best Investments During A Recession
7 Best Rare Earth Stocks to Buy According to Hedge Funds
Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending
New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)
J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum
11 Best Cancer Stocks to Buy Right Now
Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut
20 Countries with the Highest Homeless Population
12 Countries with the Highest Bond Yields in the World
20 Countries with the Most Battle Tanks in the World
12 Best Nasdaq Stocks Under $20 to Buy Now
10 Best Low Beta Tech Stocks to Buy According to Analysts
10 Worst Performing Currencies of 2024
16 Countries with the Largest Proven Oil Reserves in the World
16 Highest Quality Chocolate Brands in the US
20 Countries with the Strongest Armies in the World
Top 13 English Speaking Countries in Asia
20 States with Highest Female to Male Ratio in the US
20 States with the Lowest Life Expectancy in the US
25 Cities with the Highest Homeless Population in the World
30 Cities with the Highest Weed Consumption in the US
25 Countries with the Highest Alcohol Consumption per Capita
10 Best Gold Stocks Under $30
10 Best Genomics Stocks To Buy Right Now
20 Countries with the Best Economy in the World in 2024
30 Cheapest Countries in the World in 2024
15 Healthiest Countries in Europe
15 Healthiest Countries In Africa
25 Most Tropical Cities in the US
20 Most Industrialized Countries in Asia
The Most Successful Celebrity Beauty Company in the World
Top 20 U.S. Cities with the Highest Murders in 2024
30 Cities with The Highest Murders Per Capita in 2024 in the World
20 Budget-Friendly Corporate Gifts for Employees
15 Dangerous Jobs That Pay $75,000 or More
20 African Countries with Highest Divorce Rate
The Best State for Education in the US
20 High-Paying Entry-Level Jobs in the US
25 Countries with the Most Public Holidays in the World