Nebius (NBIS) Rockets as Nvidia Takes 9.3% Stake; Hedge Fund Bets More Than Double
Nebius Group extended its winning streak to a third consecutive day on Tuesday, jumping 18.78 percent to finish at $216.92 apiece, after Nvidia Corp.
Monolithic Power Systems (MPWR) vs. TXN and ADI: Are Investors Paying Too Much for AI Power Growth?
Is MPWR a good stock to buy? We came across a bullish thesis on Monolithic Power Systems, Inc. on Contrarian Indicator’s Substack by Cameron Fen.
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Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
The Progressive Corporation’s (PGR) EPS Growth Not Reflected in Share Price
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Mastercard (MA) Trails Market Despite Earnings Growth
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Is The Charles Schwab Corporation (SCHW) Trading at a Discount?
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Taiwan Semiconductor Manufacturing Company Limited (TSM) Doubled Since Giverny Capital Asset Management’s Entry
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Giverny Capital Asset Management’s Q2 2026 Investor Letter
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter.
Here’s What Boosted Marvell Technology (MRVL) in Q2
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Here’s Why NZS Capital Decided to Strengthen Its Position in Quanta Services (PWR)
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
NZS Capital Added Axogen (AXGN) as an Optionality Position
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Intuitive Surgical (ISRG) Slid Despite Strong Fundamentals
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Market Thinks Cadence's (CDNS) Moat Is at Risk Due To Kimi K3. We Think it's Not, Here's Why
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Should You Be Bullish on Arm Holdings plc (ARM)?
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Here's Why Lam Research Corporation (LRCX) is Rallying
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Rationale for Adding Back NVIDIA (NVDA)
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
NZS Growth Equity Strategy’s Q2 2026 Investor Letter
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter.
Credo Technology Gains from Increasing Connectivity Challenge
Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. U.S.
Strong Results Boosted Guardant Health (GH) in Q2
Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. U.S.
GeneDx Holdings Corp. (WGS) Slid as It Fell Short of Revenue Expectations
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. U.S.
Should You Be Bullish on Forte Biosciences (FBRX)
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. U.S.
Alger Small Cap Focus Fund’s Q2 2026 Investor Letter
Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” second-quarter 2026 investor letter. U.S.
Cardinal Infrastructure Group (CDNL) Rallied as Results Align with Guidance
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Silicon Motion Technology (SIMO) Jumped on Beating Expectations
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Planet Fitness (PLNT) Declined After Guidance Cut
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Hamilton Lane (HLNE) Slid Amid Broader Concerns
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Below Expected Sales for AMDS Hurt Artivion (AORT) in Q2
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Here’s Why Investors Favour DigitalOcean Holdings (DOCN)
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Alger Weatherbie Specialized Growth Fund’s Q2 2026 Investor Letter
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” second-quarter 2026 investor letter. U.S.
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Is AMC Entertainment’s (AMC) Record Revenue Proof That the Theater Recovery Is Finally Real?
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