Gemini AI Stock Portfolio’s New Addition: NextEra Energy (NEE)
Gemini AI just added NextEra Energy (NYSE: NEE) to its AI-run portfolio on Rallies, a platform that gives AI models real money to trade with real-time financial data.
Crushing the Consensus: 4 Stocks That Beat Q2 Expectations
So far, US companies have demonstrated resilience in earnings, but it seems that strong results are no longer sufficient on their own.
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Herndon bought 200 Horizon Kinetics Holding Corp shares at $26.75
Herndon bought 50 Horizon Kinetics Holding Corp shares at $26.50
Horizon bought 756 Renn Fund Inc. shares at $2.88
Moore bought 14,700 Scientific Industries Inc shares at $0.71
Wilson bought 35 Burke & Herbert Financial Services Corp. shares at $70.57
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Mackin sold 70,000 Artivion Inc. shares at $28.96
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Voss sold 18,553 Flywire Corp shares at $18.40
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Verra Mobility (VRRM): How a Lost Customer Contract Changed the Investment Case
Aristotle Capital Boston, LLC, an investment advisor, released its "Small Cap Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here.
Byline Bancorp (BY): Has This Bank Stock Reached Its Full Potential?
Aristotle Capital Boston, LLC, an investment advisor, released its "Small Cap Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here.
Americold Realty Trust (COLD): Why Was This Position Liquidated?
Aristotle Capital Boston, LLC, an investment advisor, released its "Small Cap Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here.
UMB Financial (UMBF): Why This Regional Bank Could Be Built for Long-Term Growth
Aristotle Capital Boston, LLC, an investment advisor, released its "Small Cap Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here.
IPG Photonics (IPG): Could a Manufacturing Recovery Spark a Stock Rebound?
Aristotle Capital Boston, LLC, an investment advisor, released its "Small Cap Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here.
Huron Consulting Group (HURN): Is AI Fears Overblown for This Consulting Stock?
Aristotle Capital Boston, LLC, an investment advisor, released its "Small Cap Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here.
Mercury Systems (MRCY): Is This Defense Stock Entering a New Growth Phase?
Aristotle Capital Boston, LLC, an investment advisor, released its "Small Cap Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here.
MACOM Technology Solutions (MTSI): Can Data Center and 5G Demand Drive More Upside?
Aristotle Capital Boston, LLC, an investment advisor, released its "Small Cap Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Rationale Behind Baron Focused Growth Fund’s IDEXX Laboratories (IDXX) Holding
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Focused Growth Fund”. A copy of the letter can be downloaded here.
FIGS (FIGs) Slipped Despite Reporting Strong Quarter
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Focused Growth Fund”. A copy of the letter can be downloaded here.
Interactive Brokers Group (IBKR) Delivers Exceptional Growth at Scale
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Focused Growth Fund”. A copy of the letter can be downloaded here.
Strong Sales Power Birkenstock Holding plc’s (BIRK) Q2 Rally
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Focused Growth Fund”. A copy of the letter can be downloaded here.
Red Rock Resorts (RRR) Shares Jump 22.4% in Q2 as Construction Disruptions Subside
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Focused Growth Fund”. A copy of the letter can be downloaded here.
Baron Focused Growth Fund’s Q2 2026 Investor Letter
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Focused Growth Fund”.
FTAI Aviation (FTAI) Gains Edge from Asset Light Shift
Crossroads Capital LLC, an investment management firm, published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Crossroads Capital’s Confidence in Nebius Group (NBIS) Reflected in Scaled Position
Crossroads Capital LLC, an investment management firm, published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Unique Direct to Device Capability Strengthens AST SpaceMobile’s (ASTS) Competitive Edge
Crossroads Capital LLC, an investment management firm, published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Crossroads Capital’s Q2 2026 Investor Letter
Crossroads Capital LLC, an investment management firm, published its second-quarter 2026 investor letter. The Fund increased by 11.5% net of fees and expenses during the quarter.
Darling Ingredients (DAR) is Well-Positioned for Significant Margin Expansion
Brown Brothers Harriman, an investment management company, released its Q2 2026 investor letter for the “BBH Select Mid Cap ETF”. A copy of the letter can be downloaded here.
How Lower Migration Costs Are Shortening Guidewire Software's (GWRE) Sales Cycle
Brown Brothers Harriman, an investment management company, released its Q2 2026 investor letter for the “BBH Select Mid Cap ETF”. A copy of the letter can be downloaded here.
Strong Track Record Reinforces Arista Networks' (ANET) Long Term Delivery
Brown Brothers Harriman, an investment management company, released its Q2 2026 investor letter for the “BBH Select Mid Cap ETF”. A copy of the letter can be downloaded here.
Earnings Beat and Raised Guidance Send Entegris (ENTG) Higher
Brown Brothers Harriman, an investment management company, released its Q2 2026 investor letter for the “BBH Select Mid Cap ETF”. A copy of the letter can be downloaded here.
BBH Select Mid Cap ETF’s Q2 2026 Investor Letter
Brown Brothers Harriman, an investment management company, released its Q2 2026 investor letter for the “BBH Select Mid Cap ETF”.
Keysight Technologies (KEYS) Gains From Equipment Growth Fueled By AI Use Cases
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here.
Search and Cloud Strength Drive Alphabet’s (GOOG) Rally
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here.
Copart’s (CPRT) Financials Show Resilience; Leadership Changes Highlight Stability
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here.
Intercontinental Exchange (ICE) Caught in AI Loser Narrative Despite Strong Results
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here.
Arch Capital’s (ACGL) Valuation Supports Strategic Capital Allocation
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here.
End-Market Strength & Data Center Demand Drive Texas Instruments Incorporated’s (TXN) Growth
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here.
Madison Large Cap Fund’s Q2 2026 Investor Letter
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. In the second quarter, U.S.
Multiple headwinds Weighed on Enovix's (ENVX) Performance
Massif Capital, an investment management company, released its “Massif Capital Real Assets Strategy” second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Massif Capital’s Q2 2026 Investor Letter
Massif Capital, an investment management company, released its “Massif Capital Real Assets Strategy” second quarter 2026 investor letter.
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