Hedge Fund Investor Letters Q1 2026
We will be sharing Q1 2026 hedge fund investor letters in this article.
16 Stocks on Jim Cramer’s Radar Like Oracle and Goldman Sachs
In this article, we will look at the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been.
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Bolduc bought 7,690 Whitehorse Finance Inc. shares at $6.49
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EZCORP (EZPW) Gains from Consumer Stress and Elevated Gold Prices
Wasatch Global Investors, an asset management company, released its “Micro Cap Fund” Q1 2026 investor letter. A copy of the letter can be downloaded here.
Jim Cramer on Ashland: "I Think It Could Go Higher"
Ashland Inc. (NYSE:ASH) was among the stocks on which Jim Cramer commented, as he emphasized that SpaceX investors are betting on Elon Musk rather than the company’s earnings.
Jim Cramer on Trulieve Cannabis: "I Think It’s a Terrific Spec"
Trulieve Cannabis Corp. (NYSE:TRLV) was among the stocks on which Jim Cramer commented, as he emphasized that SpaceX investors are betting on Elon Musk rather than the company’s earnings.
Jim Cramer Says "Let ImmunityBio Be Your Speculation" to a Caller
ImmunityBio, Inc. (NASDAQ:IBRX) was among the stocks on which Jim Cramer commented, as he emphasized that SpaceX investors are betting on Elon Musk rather than the company’s earnings.
Jim Cramer on CAVA: "I Think It’s the Best of the New Concepts"
CAVA Group, Inc. (NYSE:CAVA) was among the stocks on which Jim Cramer commented, as he emphasized that SpaceX investors are betting on Elon Musk rather than the company’s earnings.
Jim Cramer Calls Siemens Partnership With Xometry a "Major Endorsement"
Xometry, Inc. (NASDAQ:XMTR) was among the stocks on which Jim Cramer commented, as he emphasized that SpaceX investors are betting on Elon Musk rather than the company’s earnings.
Jim Cramer on Yum!: "KFC Has Been Solid. Taco Bell’s Terrific, But Pizza Has Been a Drag"
Yum! Brands, Inc. (NYSE:YUM) was among the stocks on which Jim Cramer commented, as he emphasized that SpaceX investors are betting on Elon Musk rather than the company’s earnings.
Jim Cramer Praises the New Meta Program Funding Skilled Trades
Meta Platforms, Inc. (NASDAQ:META) was among the stocks on which Jim Cramer commented, as he emphasized that SpaceX investors are betting on Elon Musk rather than the company’s earnings.
Jim Cramer on Snap: "The Company Has Now Cemented Itself as a Disappointment"
Snap Inc. (NYSE:SNAP) was among the stocks on which Jim Cramer commented, as he emphasized that SpaceX investors are betting on Elon Musk rather than the company’s earnings.
Jim Cramer on Adobe: "At Least Wait Until You Can Put a Face on the Company’s Future"
Adobe Inc. (NASDAQ:ADBE) was among the stocks on which Jim Cramer commented, as he emphasized that SpaceX investors are betting on Elon Musk rather than the company’s earnings.
Red Violet (RDVT) Fell as It Joined the AI-driven Selloff
Wasatch Global Investors, an asset management company, released its “Micro Cap Fund” Q1 2026 investor letter. A copy of the letter can be downloaded here.
Jim Cramer Outlines His Buying Strategy for Casey’s Stock
Casey’s General Stores, Inc. (NASDAQ:CASY) was among the stocks on which Jim Cramer commented, as he emphasized that SpaceX investors are betting on Elon Musk rather than the company’s earnings.
Jim Cramer Believes "GE Aerospace Is Fantastic"
GE Aerospace (NYSE:GE) was among the stocks on which Jim Cramer commented, as he emphasized that SpaceX investors are betting on Elon Musk rather than the company’s earnings.
Jim Cramer on Vertiv: "I Do Not Think It’s Over"
Vertiv Holdings Co (NYSE:VRT) was among the stocks on which Jim Cramer commented, as he emphasized that SpaceX investors are betting on Elon Musk rather than the company’s earnings.
Jim Cramer Says "When You Buy SpaceX Here, You’re Really Buying Elon Musk’s Brain"
Space Exploration Technologies Corp.
Willdan Group (WLDN) Fell on Profit Taking
Wasatch Global Investors, an asset management company, released its “Micro Cap Fund” Q1 2026 investor letter. A copy of the letter can be downloaded here.
Market Favored Cardinal Infrastructure Group’s (CDNL) Expansion Beyond the Carolinas into Georgia
Wasatch Global Investors, an asset management company, released its “Micro Cap Fund” Q1 2026 investor letter. A copy of the letter can be downloaded here.
Wasatch Micro Cap Fund’s Q1 2026 Investor Letter
Wasatch Global Investors, an asset management company, released its “Micro Cap Fund” Q1 2026 investor letter.
ServiceTitan (TTAN) Caught in the AI downdraft
Osterweis Capital Management, an investment management firm, released its Q1 2026 investor update for its “Osterweis Opportunity Fund”. A copy of the letter can be downloaded here.
MACOM Technology Solutions Holdings (MTSI) Sees Growth Momentum in Its Key End Markets
Osterweis Capital Management, an investment management firm, released its Q1 2026 investor update for its “Osterweis Opportunity Fund”. A copy of the letter can be downloaded here.
Modine Manufacturing (MOD) Advanced Following Cyclical Segment Exit
Osterweis Capital Management, an investment management firm, released its Q1 2026 investor update for its “Osterweis Opportunity Fund”. A copy of the letter can be downloaded here.
Casella Waste Systems (CWST) Declined Amid Market Overlook
Osterweis Capital Management, an investment management firm, released its Q1 2026 investor update for its “Osterweis Opportunity Fund”. A copy of the letter can be downloaded here.
Investor’s Favored Twist Bioscience’s (TWST) Association with Technology Companies
Osterweis Capital Management, an investment management firm, released its Q1 2026 investor update for its “Osterweis Opportunity Fund”. A copy of the letter can be downloaded here.
Repligen Corporation (RGEN) Slid on Softened Enthusiasm for Life Sciences Tools
Osterweis Capital Management, an investment management firm, released its Q1 2026 investor update for its “Osterweis Opportunity Fund”. A copy of the letter can be downloaded here.
Chime Financial (CHYM) Slid on Investors’ Concern
Osterweis Capital Management, an investment management firm, released its Q1 2026 investor update for its “Osterweis Opportunity Fund”. A copy of the letter can be downloaded here.
Osterweis Opportunity Fund Exited Vital Farms (VITL) due to Fading Long-term Outlook
Osterweis Capital Management, an investment management firm, released its Q1 2026 investor update for its “Osterweis Opportunity Fund”. A copy of the letter can be downloaded here.
Osterweis Opportunity Fund’s Q1 2026 Investor Letter
Osterweis Capital Management, an investment management firm, released its Q1 2026 investor update for its “Osterweis Opportunity Fund”.
Competitive Pressure Affected Vital Farms (VITL) in Q1
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q1 2026 investor letter. A copy can be downloaded here.
Semiconductor Demand Powered Camtek Ltd.’s (CAMT) Strength
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q1 2026 investor letter. A copy can be downloaded here.
Nova Ltd. (NVMI) Gained from AI-Driven Momentum
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q1 2026 investor letter. A copy can be downloaded here.
What Makes Everus Construction Group (ECG) a Strong Investment?
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q1 2026 investor letter. A copy can be downloaded here.
Wasatch Small Cap Growth Strategy Believes Agilysys (AGYS) Defies Market’s Fears
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q1 2026 investor letter. A copy can be downloaded here.
Lyft Inc. (LYFT) Prepares for Baidu's AV London Road Testing
On June 11, Lyft Inc. (NASDAQ:LYFT) announced that Baidu’s autonomous vehicles will start road testing throughout London within the coming weeks.
Aptiv PLC (APTV) Reveals Advanced Occupancy Classification System Launch
On June 8, Aptiv PLC (NYSE:APTV) announced the launch of its Advanced Occupancy Classification system, marking the industry’s first occupant detection solution powered entirely by an in-cabin camera...
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Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending
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