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, $RBLX, $SE)
- Weitz Investment Management Large Cap Equity Fund ($IEX, $CHTR, $GPN)
- Alluvial Capital Management ($NLOP, $TLN, $FTLF)
- Apis Global Discovery Fund ($TLN, $HNRG)
- Carillon Eagle Mid Cap Growth Fund ($ENTG, $SNPS, $CRWD, $CELH, $DXCM, $GEV, $AXON, $FICO, $VST, $WAB)
- Mairs & Power Growth Fund ($UNH, $KHC, $TTC)
- Diamond Hill Capital Large Cap Strategy ($NVR, $HCA, $GOOG, $CAT, $AON, $SBAC, $ACN, $BLDR)
- Weitz Investment Management Multi-Cap Equity Fund ($LBRDA, $GOOG, $SIRI, $PRM)
- Columbia Threadneedle Global Technology Growth Strategy ($ORCL, $AAPL, $CRWD, $SNPS, $AMAT, $ASML, $AVGO)
- Mairs & Power Small Cap Fund ($LTH, $WK, $CASY, $CVRX)
- Columbia Dividend Opportunity Fund ($MRK, $K)
- Parnassus Investments Core Equity Fund ($O, $AMAT, $DHI, $SHW, $GOOG, $AMZN, $WM, $SNPS, $SYK, $ADBE)
- Miller Value Partners Deep Value Select Strategy ($UNFI, $GCI, $QUAD, $NBR)
- Carillon Eagle Small Cap Growth Fund ($PJT, $VNOM, $LNTH, $CHRD, $ELF, $PCVX, $ZETA, $RMBS, $ANF)
- Columbia Seligman Global Technology Fund ($GOOG, $AMT, $NVDA, $SMTC, $CCI, $LRCX, $GDDY)
- TimesSquare Capital Management U.S. Focus Growth Strategy ($VEEV, $CRWD, $TER, $BJ, $VRSK, $APH, $ORLY, $CTAS, $RNR, $CHE)
- Ave Maria Rising Dividend Fund ($SSNC)
- Meridian Contrarian Fund ($KRNT, $CACI, $THC, $CARS, $BOWL, $NVTS)
- Meridian Growth Fund ($COO, $DOCS, $GFS, $ZD, $SMAR, $OKTA)
- Meridian Small-Cap Growth Fund ($SRI, $LZ, $SEAT, $TPB, $BYRN, $EVRI)
- Silver Beech Capital ($WSC)
- Meridian Hedged Equity Fund ($PGNY, $VST, $AMZN, $SBH, $YOU, $MGM)
- Ave Maria Focused Fund ($LB, $DBRG, $GFL, $APG)
- Alger Small Cap Growth Fund ($CDNA, $MOD, $QTWO, $PRO, $ATEC, $WFRD)
- Baron Fifth Avenue Growth Fund ($CRWD, $KKR, $IOT)
- Appalaches Capital ($AZO, $CME, $CPNG, $CNI, $GOOG, $LAD, $CSX)
- Alger Weatherbie Specialized Growth Fund ($PGNY, $HLNE, $STEP, $MEG, $NTRA)
- Mar Vista Strategic Growth Strategy ($TDG, $AME, $MSFT, $FTV, $AMT, $GOOG, $MCHP, $AAPL, $NKE, $UL, $SYK)
- Mar Vista Global Strategy ($ORCL)
- Mar Vista Focus Strategy ($GXO, $LIN, $V)
- Conventum – Alluvium Global Fund ($V, $GOOG, $CPRI, $HCA, $LBRDA, $BABA, $GPI, $LMT, $MCK, $MA, $AEM)
- Bretton Fund ($PGR, $EXP)
- Broyhill Asset Management ($PM, $BAX, $PYPL, $RTO, $EPAM, $SCHW, $NICE, $DG)
- GreensKeeper Asset Management ($AXP, $MRK, $GOOGL, $FI, $CSCO, $BRK.B)
- THB Micro Cap Strategy ($RBBN)
- Brasada Capital Management ($CPT)
- Polen Capital International Growth Strategy ($ICLR, $ONON, $ASML, $MELI)
- Andvari Associates ($AJG, $ROL)
- Fidelity Growth Strategies Fund ($CRWD, $DOCS, $RMD, $HWM, $PLTR)
- Tourlite Capital Management ($SOC, $ABUS, $FTAI, $ROIV, $APG)
- TimesSquare Capital Management U.S. Small Cap Growth Strategy ($BOOT, $MODG, $CWAN, $FORM, $ADUS, $CERT, $FROG, $OS, $EME, $WH, $WHD, $MTDR, $INSM, $PCVX, $MYRG, $LOAR)
- TimesSquare Capital Management U.S. Mid Cap Growth Strategy ($PINS, $RRX, $ICLR, $COR, $ESTC, $SAIA, $TSCO, $RGEN, $MCHP, $ARGX, $ALL, $PR, $TPG, $LNG, $ROST, $IAC, $DASH, $FND, $SNPS, $IOT, $SMAR)
- Fidelity Dividend Growth Fund ($ALSN, $QCOM, $BA, $GEV)
- ClearBridge Investments All Cap Growth Strategy ($WOLF, $TSM, $BLDR)
- Seven Corners Capital ($TPB, $GNW, $RKT, $SD)
- ClearBridge Investments Mid Cap Growth Strategy ($DOCS, $CPRT, $AME, $WST, $LINE)
- ClearBridge Investments Small Cap Growth Strategy ($FTAI, $ANF, $OS, $WTFC)
- Parnassus Investments Growth Equity Fund ($AKAM, $INTU, $MELI, $NVDA, $AAPL, $DHR, $CHTR, $CMG, $CSGP, $MAR, $PCOR)
- Artisan Partners Small Cap Fund ($MOD, $ONON, $HLNE, $ELF, $LSCC, $GWRE, $CIGI, $INTA, $APPF, $SPT, $TYL, $WMS, $MKTX, $IBP, $VCYT, $SN)
- PGIM Jennison Health Sciences Fund ($ARGX, $APLS, $UNH, $NVO, $HUM, $PHAT)
- Arquitos Capital Management ($LQDA, $LFCR)
- Carillon Chartwell Mid Cap Value Fund ($PEG, $EXPE, $JLL, $RRX, $AVTR, $DLTR, $FANG)
- Carillon Chartwell Small Cap Value Fund ($CNK, $ICHR, $CNX, $FUN, $PLXS, $MTDR, $MEOH)
- Parnassus Investments Mid Cap Fund ($JBHT, $ADSK, $NET, $TEAM, $GWRE, $TER, $TT)
- Rocklinc Investment Partners ($BUR)
- Matrix Asset Advisors ($MDT, $BDX, $NSRGY)
- Rewey Asset Management ($KD, $LWAY, $INTT)
- Optimist Fund ($FA, $W, $CVNA, $SWIM, $SMAR)
- Qualivian Investment Partners ($MA, $ORLY, $GOOGL, $URI, $TJX, $AMZN, $V)
- Ave Maria Value Fund ($SMPL)
- Parnassus Investments Value Equity Fund ($MU, $CBRE, $ORCL, $AXP, $UNH, $BK)
- Alta Fox Capital ($APP, $REVG)
- Manole Capital Management ($NVDA)
- Voss Capital ($PHIN)
- Crossroads Capital ($NTDOY, $ABR, $CLMT, $MGNI)
- RiverPark Large Growth Fund ($META, $SHOP, $PINS, $KKR, $SNAP, $GOOG, $SCHW, $MSFT, $ADYEY, $BX)
- Hardman Johnston Global Equity ($MELI, $HWM, $ASML, $META, $NVO, $TEAM, $VRTX)
- Invesco Small Cap Value Fund ($BECN, $SPB, $QDEL, $ATGE, $COHR, $WAL, $RMBS, $MXL, $LITE, $IART)
- Sound Shore Fund ($AVTR, $PEG, $NXPI, $GOLD, FDX)
- Invesco Growth and Income Fund ($SBUX, $TJX, $MU, $INTC, $CBRE)
- Brown Capital Management Small Company Fund ($GWRE, $XMTR, $VERX, $IRWD, $RGEN, $ALRM, $DDOG, $RXST, $SMAR)
- Polaris Global Equity Strategy ($MTB, $ALSN, $SAIC, $UTHR, $GILD, $ABBV, $MPC, $NOV, $MEOH, $INGR, $SHG)
- Buckley Capital ($CC, $CZR)
- Ashva Capital LP ($MO)
- NZS Capital ($ROP, $AMT, $PGR)