We will be sharing Q3 2024 hedge fund investor letters in this article. You can also see the hedge fund investor letters for 2024 Q2 ,2024 Q1, 2023 Q4, 2023 Q3, 2023 Q2, 2023 Q1, and 2022 Q4 by clicking the links.
Hedge Fund Investor Letters and Updates for 2024 Q3
- ClearBridge Investments Large Cap Growth Strategy ($EL, $SBUX, $APTV, $ACN, $NVDA, $TEAM)
- Palm Valley Capital Fund ($NATH, $RGP, $EQC, $DOX, $TBI, $WLY, $HELE)
- Artisan Partners Developing World Fund ($MMYT, $SE, $CRWD, $ADYEY, $SNOW, $MELI, $CDNS)
- Vltava Fund ($BRK-B, $AAPL, $NVDA)
- Cove Street Capital Small Cap Value Fund ($CLMB, $RDVT, $OUT, $VSAT, $SSP, $CMP)
- Middle Coast Investing ($SCHW, $ACLS, $ATKR, $APOG, $BOOM, $DALN, $PGR, $DFS, $GOGO, $ATRO, $AMB, $PTLO, $EB, $KRUS, $OMAB)
- ClearBridge Investments Growth Strategy ($CRWD, $ELF, $PINS, $PODD, $DEO, $MSCI, $BLDR, $ARES, $WOLF)
- ClearBridge Investments Mid Cap Strategy ($ATKR, $THC, $FIVE, $APP, $PINS, $AVTR, $SBAC, $ASH)
- Headwaters Capital Management ($CLMB, $MEDP, $FICO)
- Black Bear Value Fund ($BLDR, $CEIX, $ARCH)
- Alphyn Capital Management ($KKR, $GOOG, $AMZN, $FRFHF, $CCOI, $OCSL)
- Baird Chautauqua International and Global Growth Fund ($ASML, $TEAM, $BEKE, $BGNE, $MU, $ADYEY, $NVO)
- Oakmark Select Fund ($CBRE, $GOOG)
- Oakmark International Fund ($BABA, $DEO)
- Oakmark Equity and Income Fund ($LPLA, $GPC, $MRK, $FI)
- Oakmark Fund (SCHW)
- ClearBridge Investments Large Cap Value Strategy ($AVGO, $EIX, $ORLY, $APD, $PH, $SHW, $MCK, $INTC, $XPO, $UPS)
- Aristotle Capital Value Equity Strategy ($ADSK, $BX, $AIG, $VZ, $MCHP)
- Heartland Advisors Mid Cap Value Fund ($DG, $SNN, $RHI)
- Heartland Advisors Value Plus Fund ($GTES, $HAYW)
- Right Tail Capital ($CDW, $NSIT)
- Heartland Advisors Value Fund ($ALEX, $OR, $NGD)
- Aristotle Capital International Equity Strategy ($DEO, $BAM, $RTO)
- O’keefe Stevens Advisory ($SWX, $FPH, $BGC, $SEG, $EAF)
- Ariel Fund ($BIO, $CLB, $GNTX, $JLL, $MIDD, $LESL, $LAZ, $MHK)
- Artisan Partners Mid Cap Fund ($DXCM, $SPOT, $EXAS, $ARGX, $IOT, $EW, $ILMN, $ONTO, $TTEK, $COHR, $CBRE, $HUBS, $CELH, $IRTC, $TREX, $JBL)
- LVS Advisory ($MEDP)
- Fiduciary Management Inc. ($BRK-B, $ARW)
- Ariel Investments Appreciation Fund ($CBRE, $SCHW, $SWK, $NOV)
- Vulcan Value Partners ($KKR, $PRG, $CWK, $DNB, $CBRE, $JLL, $CIGI, $LVMUY, $EG, $LYV)
- Patient Capital Management Opportunity Equity ($BABA, $EXPE, $SDRL, $PLAY, $ET, $KOS, $EVRI, $PGEN, $QXO)
- Madison Dividend Income Fund ($HON)
- Madison Mid Cap Fund ($PCAR, $KMX, $GGG, $ABG, $LAD, $FND, $DLTR, $MCHP, $LBRDA, $MC, $CPRT, $MKSI)
- Madison Investors Fund ($KEYS, $SCHW, $PH, $LOW, $GOOG, $BAM, $FI)
- Third Avenue Management Small-Cap Value Fund ($SD, $PBF)
- Upslope Capital Management ($CME, $CMPO, $GRMN)
- Cooper Investors Global Equities Fund ($GOOGL, $RTO, $TKO, $FYBR)
- Praetorian Capital ($AMRK, $SII, $JOE, $VAL, $TDW)
- Conestoga Capital Advisors ($CSWI, $EXPO, $ROAD, $AAON, $QTWO, $SLP, $FOXF, $NRC, $VCEL, $PRO, $TREX, $OFLX, $FSV, $MAMA, $COCO, $CGNX, $MSA, $ALTR, $WST, $GWRE, $AXON, $FIVN, $TKNO, $MEG, $ERII, $WLDN, $BWMN, $POOL, $TYL, $CPRT, $PCOR, $ANSS, $ROP, $USPH, $FTNT, $HEI)
- Pernas Research ($UPWK)
- Third Point Management ($VZ, $LUMN, $CNK)
- Greenlight Capital ($GRBK, $RYAAY)
- Wedgewood Partners ($GOOG, $MSFT, $META, $PYPL, $CPRT, $MSI, $EW, $AAPL, $UNH)
- White Brook Capital Partners ($AFYA, $W, $GPRE, $OKTA, $BLDR, $DNUT)
- Longleaf Partners Fund ($PYPL, $K, $MGM, $FDX, $CNX)
- Longleaf Partners Small-Cap Fund ($WEST, $OSCR, $HOUS)
- Baron Opportunity Fund ($MBLY, $INDI, $MSFT, $TSLA, $GWRE, $AVGO, $CWRD, $META, $PAR, $TEAM, $NVDA, $DUOL, $GDS)
- Baron Asset Fund ($COO, $SCHW, $DXCM, $VRSK, $WELL, $IT, $FICO, $CSGP, $WST)
- Ithaka US Growth Strategy ($DXCM, $BX, $NOW, $MA, $ASML, $ELF)
- Diamond Hill Capital Small Cap Fund ($IGIC, $CIVI, $PESI, $NSP, $ENOV, $ASH, $LOB, $FTAI, $PAL, $ASTH, $FA, $RMNI, $ALNT, $USLM)
- Baron Health Care Fund ($ARGX, $ACLX, $IRTC, $EW, $UNH, $REGN, $PCVX, $RARE, $INSM, $DHR)
- Aristotle Capital Small Cap Equity Strategy ($ACHC, $BWIN, $FIBK, $ACIW, $ASC)
- Aristotle Atlantic Focus Growth Strategy ($DXCM, $SNPS, $SPGI, $TT, $IDXX, $LIN, $TMO)
- Firebird US Value Fund ($AIZ, $TRV, $SNBR, $FTI, $RCM)
- Greystone Capital Management ($NNBR)
- White Falcon Capital Management ($EPAM, $DAVA, $NU)
- Giverny Capital Asset Management ($FND, $MEDP, $BRK.B, $PGR)
- SouthernSun Small Cap Strategy ($BOOT, $USPH, $NGVT, $LPX)
- SouthernSun SMID Cap Strategy ($GNRC, $APG, $IEX)
- Blue Tower Asset Management ($WCC)
- Maran Capital Management ($CLAR, $TPB, $TPL, $HKHC)
- 1 Main Capital ($PRKR)
- Choice Equities Capital Management ($HAIN, $GENI, $CZR, $OEC, $PAR, $MGNI, $CROX)
- The London Company Large Cap Strategy ($PGR, $BLK, $FI, $SCHW, $FDX, $GOOG, $CSCO, $CB)
- Long Cast Advisers ($SNES, $CCRD, $PDEX)
- Gator Capital Management ($CBNA)
- Plural Investing ($SEG)
- The London Company Mid Cap Strategy ($POOL, $ENTG, $CBRE, $ALSN, $DLTR, $LW)
- Baron Discovery Fund ($TEM, $MEG, $GTLS, $TWFG, $NARI, $CDNA, $AXON, $DH)
- Aristotle Atlantic Large Cap Growth Strategy ($NOW, $BMRN, $EXPE, $LLY, $EL)
- Aristotle Atlantic Core Equity Strategy ($HAL, $AMAT, $ICE)
- Curreen Capital ($ADV, $CACC, $EHAB, $FTDR, $VFC, $AAP)
- Baron Global Advantage Fund ($CPNG, $ILMN, $SNOW, $MELI, $SHOP, $TSM, $ASML, $PDD)
- FPA Queens Road Small Cap Value Fund ($AAP, $SFM, $CSWI, $DAR, $DECK, $FN, $IDCC, $CNXC, $VSH, $ALTM)
- Merion Road Capital Management ($UBAB, $CURB)
- Columbia Acorn Fund ($EXAS, $OM, $CIGI, $ATKR, $RMBS, $SMCI, $SKY, $PSN)
- Aristotle Capital Small/Mid Cap Equity Strategy ($PR, $AMTM, $RRC)
- Baron FinTech Fund ($LPLA, $PRI, $INTU)
- Polen Capital Focus Growth Strategy ($NVDA, $GOOG, $AAPL, $AMZN, $TSLA, $WDAY, $SHOP, $NOW, $ORCL, $PAYC, $NKE, $MSCI, $CRM, $ADBE, $ABNB)
- Ariel Investments Focus Fund ($MOS, $BIO, $LMT, $APA, $ORCL)
- L1 Capital Long Short Fund ($NWG, $CRH, $CVE, $NXE)
- The London Company Small Cap Strategy ($PLUS, $ACIW, $VNT, $WTM, $CERT, $INVX, $RVLV)
- Diamond Hill Capital Mid Cap Strategy ($PH, $HII, $RRX, $CIEN, $CUBE, $HUM, $LANC, $CTRA)
- The London Company SMID Cap Strategy ($ZBRA, $WAT, $AWI)
- Artisan Partners Value Fund ($HUM, $DG, $PNC, $UPS, $PYPL)
- Greenhaven Road Capital ($PAR, $KKR, $BUR, $LFCR, $HGTY, $CLBT, $SOC)
- Polen Capital Global Growth Strategy ($AON, $GLOB, $NVO, $SAP, $MSCI)
- Carillon Eagle Growth & Income Fund ($MSFT, $ORCL, $PNC, $HD, $FDX, $CVX, $MCD)
- Artisan Partners Mid Cap Value Fund ($GNTX, $NOV, $WAT, $WMG, $NTAP, $MC, $GL, $PII, $MGM)
- Polen Capital U.S. Small Company Growth Strategy ($RVLV, $NVEE, $PGNY, $ALIT, $DOCS, $PCTY, $ALRM, $RH, $NSIT, $BROS, $APPF, $GSHD, $HLNE, $ELF, $RMBS, $SITM)
- Silver Ring Value Partners ($QRTEA, $LILAK, $JAZZ, $MD)
- Madison Sustainable Equity Fund ($NEE, $QCOM, $AAPL, $MSFT, $PGR, $UNH, $EFX, $LLY, $ORCL, $COST, $DHR)
- Bronte Capital Amalthea Fund ($V, $REGN, $COF, $DFS, $AXP, $SMMT)
- Alger Mid Cap Focus Fund ($HEI, $CEG, $APP, $PINS, $MU, $CDNS)
- Ariel Investments Global Fund ($SNY, $CMA, $STLA, $WAL, $JD, $CHKP)
- Polen Capital Global SMID Company Growth Strategy ($CWAN, $TME, $TTEK, $KNSL, $BLD, $FIVE, $EXLS)
- Alger Spectra Fund ($MSFT, $META, $MELI, $GOOG)
- Baron Small Cap Fund ($BWIN, $VRT, $IBTA, $ICLR, $LOAR, $DAVA, $GCMG, $EWCZ)
- SaltLight Capital Management ($APP)