Ariel Appreciation Fund’s Q2 2026 Investor Letter
Ariel Investments, an investment management company, released its "Appreciation Fund" Q2 2026 investor letter.
Meta Dropped, Amazon and Microsoft Rallied: Don’t Panic, Accumulate
Meta Platforms (NASDAQ:META) fell 20% since July 15th, even though FQ2 2026 revenue beat estimates.
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Fundsmith Equity Fund’s Q2 2026 Investor Letter
Fundsmith, an investment management firm based in London, has released its second-quarter 2026 investor letter for its “Fundsmith Equity Fund.” The Fund returned -2.9% in the first half of 2026, ...
Chewy (CHWY) Faces Consumer Pressure Despite Profitable Customer Growth
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Antero Resources' (AR) Strategic Role in AI Infrastructure Expansion
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Cencora (COR) Remains Attractive Despite Temporary Headwinds
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Datadog (DDOG) Rose on Accelerating Growth and AI-Driven Demand
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
Cadence Design Systems (CDNS): Agentic Capabilities Improve New Growth Engine
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here.
Here’s Why CoStar Group, Inc. (CSGP) Faces Slow Momentum
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here.
HubSpot’s (HUBS) Strong Results Overshadowed by Competitive Concerns
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here.
Procore Technologies’ (PCOR) SaaS Model Tested in Volatile Market
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here.
Age Verification Rollout Hurt Roblox Corporation (RBLX) in Q2
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here.
Rocket Lab (RKLB) Just Won Its Biggest-Ever Contract. The Stock Barely Noticed
On July 27, Rocket Lab Corporation (NASDAQ:RKLB) announced its largest launch contract in corporate history, a $266 million multi-launch arrangement with the United States Space Force's Rocket Systems...
Spyglass Exited nCino (NCNO) as Confidence Weakens
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here.
MKS (MKSI): A Mission Critical Semiconductor Supplier Behind Next Gen Chip Making
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here.
What Makes Forgent Power Solutions (FPS) a Bullish Bet?
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here.
Kinsale Capital Group (KNSL) Faced Rising Challenges
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here.
SAP Fioneer Launches Cloud Accounting Subledger to Simplify Multi-GAAP Accounting for Financial Institutions
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STARTRADER expands AI offering with 31 New US Share & ETF CFDs in Semiconductors, Optical Networking & Nuclear
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TopBuild Acquisition Seals QXO’s (QXO) North American Dominance
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here.
AAON (AAON) Backlog Strengthens From Data Centre Buildout and Margin Improvement
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here.
AI Traction Fuels Snowflake’s (SNOW) Guidance Boost
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here.
Affirm Holdings (AFRM) Reclaims Investor Confidence, with 146% Affirm Card Growth
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here.
Optical Momentum Triggers Investor Rerating of Credo Technology Group Holding Ltd (CRDO)
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here.
Spyglass Growth Strategy’s Q2 2026 Investor Letter
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
Everest Group, Ltd. (EG) Converts Cyclical Headwinds Into Double-Digit Growth
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Vulcan Value Partners is Bullish on Ryan Specialty Holdings (RYAN)
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Fortune Brands Innovations (FBIN) Sets the Stage for Growth
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Google Cloud Has Become Alphabet's (GOOG) Primary Valuation Driver
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
TransDigm Group's (TDG) Fair Value Estimate Climbs at Double-Digit Pace
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Amazon.com's (AMZN) Secular Tailwinds Reinforces Its Competitive Moat
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Is Genpact Limited (G) an Underestimated Force in AI Disruption?
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Littelfuse (LFUS) Positions for Long-Term Growth and Margin Expansion
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Ituran Location and Control Ltd. (ITRN) Reports 19% Revenue Growth Amid OEM Partnerships
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Bausch Health (BHC) Rockets 28% as Q2 Turnaround Fuels Recovery Outlook
In an updated report, the pharmaceutical giant said that it swung to a net income of $260 million during the period, marking a 103 percent jump from the $128 million in the same period last year, and ...
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