We will be sharing Q2 2024 hedge fund investor letters in this article. You can also see the hedge fund investor letters for 2024 Q1, 2023 Q4, 2023 Q3, 2023 Q2, 2023 Q1, 2022 Q4, and 2022 Q3 by clicking the links.
Hedge Fund Investor Letters and Updates for 2024 Q2
- Vltava Fund ($CVS)
- ClearBridge Investments Dividend Strategy ($GOOG, $SRE, $INTC, $APD)
- Clear Bridge Investments Growth Strategy ($VRT, $SHOP, $IDXX)
- Manole Capital Management ($V, $MA)
- ClearBridge Investments Large Cap Value Strategy ($MCK, $CVS, $XPO, $NSRGY, $INTC, $UPS)
- ClearBridge Investments Large Cap Growth Strategy ($TSM, $NVDA, $NEE, $ACN, $NKE, $ADBE)
- ClearBridge Investments Value Equity Strategy ($ORCL, $TGT, $MU)
- Artisan Partners Developing World Fund ($SE, $VEEV, $LVMUY, $HDB, $V, $CDNS)
- Appleseed Fund ($HUM, $AGNC)
- Black Bear Value Fund ($ARCH, $HCC, $BLDR, $LXU)
- Palm Valley Capital Management $RGP, $KELYA, $MAN, $CRI, $TBI, $DOX
- L1 Capital International Fund ($EXP, $CRH, $NVDA, $V, $MA, $AER, $DHR)
- Cove Street Capital Small Cap Value Fund ($VSAT, $KBR, $CLVT, $AAP, $RDVT, $LGF-B, $SXI, $LFCR, $NEU, $CMP, $SSP, $FUN)
- Aristotle Capital Value Equity Strategy ($AWK, $VLTO, $CCI, $OSH, $LEN, $MSFT, $QCOM)
- Alphyn Capital Management ($AMZN, $GOOG, $ESAB, $IAC, $W, $KKR, $KMX, $ENOV, $FRFHF, $BUR, $CCOI)
- Oakmark Global Select Fund ($GOOG, $CNH)
- Oakmark International Small Cap Fund ($AKO-B)
- Oakmark Equity and Income Fund ($KDP, $GEHC, $NDAQ, $IQV, $CRM)
- Oakmark Fund ($CRBG)
- Oakmark Select Fund ($PAYC, $CNC)
- Oakmark Global Fund ($DE, $ETSY)
- Headwaters Capital Management ($PDFS, $INSP, $TMDX)
- ClearBridge Investments Sustainability Leaders Strategy ($MSFT, $AMZN, $CRM, $RSG, $RRX, $COST, $TREX, $CL, LKQ, EMN)
- Heartland Advisors Value Plus Fund ($KMT, $SAIC)
- Fiduciary Management Inc. ($HSIC, $RYAAY, $DGX)
- Heartland Advisors Mid Cap Value Fund ($FIS, $SRCL, $JBHT)
- Heartland Advisors Value Fund ($HXL, $SBCF, $CCS)
- Middle Coast Investing ($LULU, $AER, $ARLO, $SJM, $GOGO, $ATRO)
- Aristotle Capital International Equity Strategy ($ACN, $MGA, $NVS, $CCJ, $RHHBY)
- Artisan Partners Mid Cap Fund ($CELH, $EXAS, $LSCC, $TYL, $CCCS, $ARGX, $SPOT, $INSM, $CMG, $MRVL, $ANET, $FIVE, $RBLX, $MTSI, $POOL, $FWONK, $WST))
- Kingdom Capital Advisors ($RGS, $NLOP, $SUP)
- Miller Value Partners Deep Value Strategy ($GCI, $NBR, $GTN, $UNFI)
- Wedgewood Partners ($GOOG, $V, $POOL, $ODFL, $TSM, $AAPL, $MSI, $PYPL, $CDW, $BKNG)
- L1 Capital Long Short Fund ($NXE, $HBM, $NEM)
- Merion Road Capital Management ($NAPA, $LAKE, $VCTR)
- Brasada Capital Management ($CCCS)
- Upslope Capital Management ($CACI, $BALL, $TDY)
- Ensemble Capital Management ($VEEV, $CMG, $NVDA, $ILMN, $ADI)
- Madison Investors Fund ($BDX, $A, $SBUX, $DLTR, $TXN, $PH, $PCAR, $TJX, $ACGL, $GOOG, $DE, $ADI, $LOW)
- Polen Capital Focus Growth Strategy ($SHOP, $NVDA, $GOOG, $META, $MSFT, $ABBV, $HD, $ALGN, $ADSK, $CRM, $ACN, $AAPL, $NFLX, $MSCI, $AMZN)
- Madison Small Cap Fund ($SUM, $INSP, $OPCH, $LZ, $FORM)
- Aristotle Atlantic Large Cap Growth Strategy ($NVDA, $DAR, $KLAC, $AVGO, $ADI, $DXCM, $ON)
- Aristotle Atlantic Focus Growth Strategy ($V)
- Madison Mid Cap Fund ($TDY, $THO, $BF-B, $CSL, $ANET)
- O’keefe Stevens Advisory ($BABA, $GLW, $PRGO, $QCOM)
- Aristotle Atlantic Core Equity Strategy ($MCHP, $NSC, $APH, $TFX, $ABT, $BSX, $GOOG, $ACN)
- Praetorian Capital ($AMRK, $JOE, $VAL, $SII, $TDW)
- Patient Capital Management Opportunity Equity ($NVDA, $AMZN, $GOOGL, $ILMN, $CVS, $RPRX, $BIIB, $COIN, $MAT, $EVRI)
- Laughing Water Capital ($LFCR, $HGV, $THRY, $NN, $CDMO, $APG, $XPOF, $CTLP)
- Legacy Ridge Capital Partners Equity Fund ($VST, $SMLP, $EQT)
- Longleaf Partners Fund ($CNH, $BIO, $MAT, $FDX)
- Vulcan Value Partners ($GOOG, $NICE, $QRVO, $PLNT, $CSGP, $KMX))
- Polen Capital Global Growth Strategy ($ADBE, $ZTS, $WDAY, $PAYC, $LVMUY)
- Aristotle Capital Small Cap Equity Strategy ($DY, $ASC, $PWSC, $AZZ, $LFUS, $GTLS, $CRI, $CRNC)
- Massif Capital Real Assets Strategy ($LAC, $ENVX)
- Greystone Capital Management ($SYZLF, $LMB, $APG, $BELFB)
- 1 Main Capital ($BNED)
- Artisan Partners Small Cap Fund ($IOVA, $ETSY, $COCO, $INSP, $BSY, $WING, $GWRE, $WK, $MSTR, $SMCI, $TWST)
- Polen Capital U.S. SMID Company Growth Strategy ($TTEK, $KNSL, $DAVA, $AAON, $WING, $PGNY, $MPWR, $SITM, $TYL, $CCCS, $FIVE, $RGEN)
- Diamond Hill Capital Select Strategy ($LEA, $SBUX, $ABT, $KMX, $AMZN, $COHR, $TXN, $ENOV, $RRX, $COOP, $IP)
- Longleaf Partners Small-Cap Fund ($PCH, $HOUS, $KODK, $OSCR)
- Andvari Associates ($AJG, $ZTS, $MTD, $ORLY, $POOL, $PM, $MLAB, $UNH)
- Polen Capital U.S. Small Company Growth Strategy ($HELE, $XPEL, $AIT, $ROAD, $RVLV, $IBP, $OPCH, $ALIT, $HLNE, $SMCI)
- Choice Equities Capital Management ($HEES, $PAR, $OEC, $MGNI)
- SouthernSun Small Cap Strategy ($DAR, $USPH, $BOOT, $DY)
- Conventum – Alluvium Global Fund ($MCK, $THO, $GOOG, $RYAAY, $RHI, $GPI, $CPRI, $AN, $LBRDA, $HRB, $AEM)
- Baron Health Care Fund ($BSX, $LLY, $RCKT, $ACLX, $UNH, $DXCM, $ELV, $HCA, $VKTX, $GKOS, $AZN, $MCK, $ISRG, $TEM, $THC)
- The London Company Large Cap Strategy ($GOOG, $TEL, $ALB, $NSC, $TXN, $ODFL, $APD)
- Giverny Capital Asset Management ($KMX, $FIVE, $COHR)
- LVS Advisory ($TLN)
- Baron Small Cap Fund ($LOAR, $IBTA, $SITE, $IBP, $BWIN, $VRT, $GWRE, $KNSL)
- The London Company Mid Cap Strategy ($POOL, $CHDN, $TPX, $LW, $AER, $APH, $BRKR)
- Ace River Capital ($RICK, $HZO, $VOXR)
- Ariel Fund ($ATGE, $RCL, $ADT, $NVST, $LESL, $SPHR)
- Artisan Partners Mid Cap Value Fund ($LKQ, $BAX, $GL, $NTAP, $ADI, $G, $ACGL, $JLL, $MTN)
- Polen Capital Global SMID Company Growth Strategy ($TME, $DLO, $BMBL)
- Diamond Hill Capital Small Cap Fund ($MGY, $ASTH, $THR, $FTAI, $RRR, $USLM, $MAMA, $RCKY, $TGB, $LOB, $ALNT)
- Third Avenue Management Real Estate Value Fund ($PLD, $WCC)
- The London Company Small Cap Strategy ($TPX, $ENOV, $CERT, $MUSA, $MATX, $ACIW, $GTES, $DV)
- The London Company SMID Cap Strategy ($BRKR, $DAVA, $NEU, $QLYS, $TREX)
- Baron FinTech Fund ($FICO, $VRSK, $SQ, $GPN, $ACN, $HLI, $APO, $IBKR, $KKR, $FDS, $BLK, $INTU, $GLOB)
- Cooper Investors Global Equities Fund ($AON, $LPX, $TSM, $GOOG, $RTO, $GEHC)
- Baron Partners Fund ($IDXX, $ACGL, $MTN, $TSLA, $CSGP)
- FPA Queens Road Small Cap Value Fund ($FN, $SFM, $ALTM, $VSH, $DAR, $SNX, $DECK, $IAC, $MTZ, $SFBS)
- Long Cast Advisers ($MTRX, $RSSS)
- Silver Beech Capital ($BUR)
- Conestoga Capital Advisors Small Cap Strategy ($ULS, $TREX, $SITE, $SPXC, $AGYS, $MSA, $LMAT, $DH, $EXPO, $SLP, $MMSI, $SSD, $STVN, $PYCR, $ALTR)
- Conestoga Capital Advisors Smid Cap Strategy ($RGEN, $POOL, $GWRE, $TYL, $FICO, $HEI.A)
- Conestoga Capital Advisors Micro Cap Strategy ($ERII, $MLAB, $QTWO, $UTI, $BLFS, $TRNS, $MEG, $TKNO, $CYRX, $DGII, $PRO, $SSTI)
- Conestoga Capital Advisors Mid Cap Strategy ($VRSK, $CSGP, $ROL, $LSPD, $WST, $VEEV)
- Artisan Partners Select Equity Fund ($AON, $EXPE, $HOG, $ELV, $HSIC, $NVDA, $LRCX, $GOOG)
- Invesco Growth and Income Fund ($UNH, $ORCL, $MCHP, $DIS, $FIS, $INTC, $CVS, $COP)
- Carillon Eagle Mid Cap Growth Fund ($TYL, $FIVE, $DXCM, $MPWR, $ULTA, $CELH, $CRWD, $DASH, $GEV, $ALNY)
- Alger Small Cap Growth Fund ($KRUS, $CABA, $CELH, $WING, $HEI, $QTWO)
- Aoris Investment Management ($MSCI, $V, $LVMUY, $CDW, $ACN, $NVDA)
- Baron Opportunity Fund ($IOT, $AAPL, $EXAS, $NVDA, $MSFT, $AVGO, $DDOG)
- Pershing Square Holdings ($HHH, $HLT, $CMG, $CP, $QSR, $GOOG)
- Ariel Investments Small Cap Value Strategy ($OSW, $BCO, $PARA, $MIDD, $CLB)
- Weitz Investment Management Partners III Opportunity Fund ($GPN, $AON, $ODFL, $CSGP, $LSXMK, $LBRDA, $IEX)
- Alluvial Capital Management ($NLOP, $SENEA, $TLN, $UBAB)
- Silver Ring Value Partners ($IGT)
- Atai Capital Management ($ALOT)
- Baron Discovery Fund ($FND, $STVN, $MEG, $INSP, $BASE, $SILK, $ITGR, $EXAS, $RGEN, $ALAB, $PCOR, $ESTA, $CDNA, $VCYT, $S, $GTLB, $NVMI)
- Third Point Management ($AAPL, $CPAY, $ICE)
- Greenlight Capital ($CEIX, $ALIT, $NPWR, $ODP, $HPQ, $BHF, $KD, $CPRI, $GPOR, $FCNCA)
- Mar Vista Focus Strategy ($MSFT, $GOOG, $META, $AAPL, $DIS, $AVGO, $NKE, $CRM
- Mar Vista Strategic Growth Strategy ($SBUX, $APH)
- Mar Vista Global Strategy ($LIN, $ORCL)
- Diamond Hill Capital Mid Cap Strategy ($SYY, $LH, $GDDY, $CIVI, $WCC, $PH, $ADM, $HUM, $MAA, $UDR)
- Ariel Investments Appreciation Fund ($SRCL, $GS, $WBA, $CRL)
- Ariel Investments Global Fund ($NTAP, $ALL, $STLA, $KB, $LEN, $DHI, $CVS, $TSM, $INTC)
- Ariel Investments Focus Fund ($AMG, $MHK, $APA, $SNA, $ORCL)
- Carillon Eagle Small Cap Growth Fund ($INSM, $TMDX, $ANF, $PJT, $ONTO, $SUM, $EVH, $KWR, $LSCC, $VKTX)
- Baron Real Estate Fund ($EQR, $PLD, $WELL, $MLM, $TOL, $CZR, $DHI, $DLR, $AVB)
- Next Century Growth Investors Small Cap Strategy ($ENFN, $PAR, $COHR, $CRDO, $FTAI, $PRCT, $AORT, $AAON, $LOAR, $SDHC, $UTI, $BROS, $STRL)
- Carillon Eagle Growth & Income Fund ($PLD, $ADI, $ORCL, $TGT, $AZN, $MDT, $PPG)
- Alger Weatherbie Specialized Growth Fund ($SPT, $SITE, $NTRA, $PGNY, $GKOS, $STEP)
- Baron Fifth Avenue Growth Fund ($GOOG, $SNOW, $NET, $SHOP, $CRWD)
- River Oaks Capital ($BOC, $NICK, $FTLF, $GLXZ, $LRFC, $CRMT, $BEBE)
- Baron Focused Growth Fund ($H, $RRR, $DNUT, $SPOT)
- Alger Mid Cap Focus Fund ($PINS, $VKTX, $BRKR)
- Alger Spectra Fund ($AMD, $DKNG, $MLM, $MSFT, $NVDA, $AMZN)
- Carillon Chartwell Small Cap Value Fund ($PRMW, $RUSHA, $JACK, $ENOV, $CMCO, $AIR, $CNK, $FUN, $PRAA)
- Artisan Partners Value Fund ($DEO, $PHG, $PYPL)
- Artisan Partners Global Discovery Fund ($SAIA, $ESTC, $ONTO)
- Ithaka US Growth Strategy ($AMZN, $DXCM, $CRM, $NVDA, $AAPL, $VEEV)
- White Falcon Capital Management ($EPAM, $DAVA, $RTO)
- 180 Degree Capital Corp. ($SNCR, $MAMA, $LTRX, $SCOR)
- Baron Technology Fund ($AAPL, $TSM, $AMD, $WDAY)
- Brown Capital Management Mid Company Fund ($CRL, $NTRA, $TDOC, $FIVN, $PODD, $GWRE)
- Next Century Growth Investors Micro Cap Strategy ($MAMA, $LINC, $USAP, $AIP, $ORN, $BOW)
- Parnassus Investments Mid Cap Fund ($GWRE, $WDAY, $KLAC, $BILL, $TTD, $RGEN, $POOL, $JBHT, $WDC, $CNH)
- Brown Capital Management Small Company Fund ($TECH, $GKOS, $RGEN, $UFPT, $CYRX, $NEOG, $APPF, $SMAR)
- Rowan Street Capital ($SHOP, $SPOT, $TTD, $META)
- Voss Capital ($PRKS)
- Hayden Capital ($PDD, $APP, $AMZN, $U)
- Carillon Scout Mid Cap Fund ($SMCI, $BLDR, $TKO, $BC, $TPL, $DELL, $APP, $CASY)
- Wasatch Global Investors Micro-Cap Value Strategy ($MAMA, $VECO, $SKY, $SITM, $LSEA, $WEAV, $BOW, $RPD, $CCRN, $LMB)
- Ave Maria World Equity Fund ($TSM, $STVN, $SN)
- Columbia Acorn Fund ($SPT, $INSM, $NTRA, $SPXC, $RGEN, $FTAI, $FIVE, $EXAS)
- TimesSquare Capital Management U.S. Focus Growth Strategy ($VEEV, $CRWD, $TER, $VRSK, $CHE, $COR, $APH, $LEGN, $PANW)
- Wasatch Global Investors Micro-Cap Growth-U.S. Strategy ($SILK, $BOOT, $KAI, $XPEL, $DFH)
- Meridian Contrarian Fund ($CRNC, $EYE, $PRGO, $BEPC, $AMSC, $THC)
- TimesSquare Capital Management U.S. Mid Cap Growth Strategy ($IBKR, $WEX, $STVN, $FIVE, $GPN, $BJ, $DASH, $ARGX, $GFL, $RRX, $NICE, $MPWR, $HCP)
- Wasatch Global Investors Small Cap Growth Strategy ($NVMI, $FIVE, $SITE, $ADUS, $SPT)
- Maran Capital Management ($HKHC, $CLAR, $TPB)
- Bonhoeffer Capital Management ($BLDR, $TIGO, $ABG)
- Carillon Scout Small Cap Fund ($CRDO, $SUPN, $NSP, $GIC, $IBP, $LMAT)
- Meridian Growth Fund ($RELY, $CHWY, $TRMB, $AGIO, $ALIT)
- Broyhill Asset Management ($BAX, $PM, $NTDOY, $FI, $AVTR)
- TimesSquare Capital Management U.S. Small Cap Growth Strategy ($SILK, $NSA, $ADUS, $VCTR, $SPT, $CRDO, $BOOT, $MAX, $CERT, $IAC, $VERX, $EWCZ, $LOAR, $EXPO, $DRVN, $TTEK, $HXL, $WSC, $FROG, $SMAR, $FORM, $ESAB, $HLNE, $MVBF, $MRUS, $WK, $WRBY, $AZEK, $ATRC, $SVV, $TMCI)
- Bonsai Partners ($UI)
- Meridian Small Cap Growth Fund ($AGS, $BYRN, $LZ)
- Parnassus Investments Growth Equity Fund ($AAPL, $GOOG, $AZN, $TSM, $CRM, $MSCI, $PANW, $ADYEY, $ODFL, $NTRA, $WDAY, $PCOR, $AMAT)
- Meridian Hedged Equity Fund ($RIVN, $VST, $AMZN, $USB, $DIS)
- Janus Henderson Contrarian Fund ($ORCL, $TFX, $WDAY, $HWM)
- ClearBridge Investments All Cap Value Strategy ($MUSA, $WCC, $AMT)
- ClearBridge Investments Small Cap Value Strategy ($EXP, $FWRD, $SKYW, $CRTO, $UNM, $LNTH, $CORT, $TSLA)
- Diamond Hill Capital Long-Short Fund ($WDFC, $GME, $DOCS, $DECK, $ALRM, $TSM, $LW, $ULTA)
- Diamond Hill Capital Large Cap Strategy ($GOOG, $TGT, $COP, $EXR, $BAC)
- Diamond Hill Capital Large Cap Concentrated Strategy ($HD, $ALL, $GM, $CAT)
- Parnassus Investments Value Equity Fund ($NICE, $INTC, $CSCO, $ALGN, $BAX, $AVGO, $GPN, $BEPC, $MU, $ORCL)
- Baird Mid Cap Growth Equity Strategy ($FIVE, $DLTR, $VRT, $MCHP, $TXRH, $BROS, $MANH)
- Columbia Contrarian Core Fund ($AAPL, $COTY, $SQ, $NVDA, $PINS, $SYY)
- ClearBridge Investments SMID Cap Growth Strategy ($WSC, $RBRK, $FOUR, $HLI, $BJ, $CASY, $MPWR, $CHWY, $STVN)
- ClearBridge Investments Global Infrastructure Value Strategy ($NEE, $PEG, $CSX, $NSC)
- Invesco Discovery Fund ($NVMI, $GTLB, $HEES, $CRS, $SPXC)
- Columbia Threadneedle Global Technology Growth Strategy ($AMD, $AVGO, $CRM, $INTC)
- Janus Henderson Enterprise Fund ($GDDY, $WEX, $TMDX, $JBHT, $BSX)
- Fidelity Growth Strategies Fund ($ALGN, $PODD, $ALNY, $MOH, $MDB, $VST)
- Parnassus Investments Core Equity Fund ($NTR, $DE, $COST, $VRSK, $BALL)
- Generation Investment Management Global Equity Strategy ($NVDA, $MSFT, $NTNX)
- Harding Loevner Global Small Companies Equity Strategy ($SLP, $ATKR)
- Shelton Sustainable Equity Fund ($TDY, $ELF)
- Coho Partners ($CVS, $NKE, $STZ)
- PGIM Jennison Health Sciences Fund ($LLY, $AMGN, $ABBV, $MRNS, $APLS, $VRTX)