We will be sharing Q4 2024 hedge fund investor letters in this article. You can also see the hedge fund investor letters for 2024 Q3, 2024 Q2 ,2024 Q1, 2023 Q4, 2023 Q3, 2023 Q2 and 2023 Q1 by clicking the links.
Hedge Fund Investor Letters and Updates for 2024 Q4
- Palm Valley Capital Fund ($HTLD, $SEB, $CRD-A, $CRI, $KELYA, $FPI, $TBI, $MAN, $SSRM, $HELE, $PSLV)
- Vltava Fund ($WSM, $AMAT, $KLAC, $LRCX)
- ClearBridge Investments Large Cap Growth Strategy ($ICLR, $NVO, $NEE, $ABNB)
- Cedar Grove Capital Management ($HIMS)
- Night Watch Investment Management ($RELY, $JOE, $DSGR, $UAL, $AMRK, $VAL)
- CDT Capital Management ($AAPL)
- Middle Coast Investing ($PTLO, $TRIP, $SJM, $LEVI, $MTTR, $CCK, $KRUS, $ARLO, $MDU, $INGM)
- GreenWood Investors ($PDD, $TPL)
- ClearBridge Investments Small Cap Growth Strategy ($FLR, $CWAN, $BE, $MOD, $OSCR, $TGTX)
- Moon Capital Management ($KKR, $GS, $CVS)
- ClearBridge Investments Growth Strategy ($CMCSA, $BIIB, $PLTR, $LHX, $CMG, $HOOD, $VRTX, $APP, $UNH)
- ClearBridge Investments Value Strategy ($TLN, $BKR, $NSRGY, $SLB)
- FMI Small Cap Equity Strategy ($IPG, $HAYW)
- FMI International Equity Strategy ($ICLR, $ACGL)
- Infuse Asset Management ($NU, $AXON, $MELI, $TSLA, $NVDA)
- FMI Large Cap Equity Strategy ($OMC, $ALLE)
- Alphyn Capital Management ($GOOG, $AMZN, $KKR, $FRFHF, $DSGR)
- Heartland Advisors Mid Cap Value Fund ($WTW, $CNC, $SYY)
- Heartland Advisors Value Fund ($DK, $SEE, $XRAY, $PDCO)
- Heartland Advisors Value Plus Fund ($FBK, $SMTC)
- Praetorian Capital ($AMRK, $SII, $NE, $VAL, $TDW, $JOE)
- Black Bear Value Fund ($BLDR, $FLG, $ABG, $HCC, $CNR)
- Oakmark Equity and Income Fund ($GOOGL, $ABNB, $EFX, $ELV)
- Oakmark International Fund ($BAYRY, $KB)
- Oakmark Global Fund ($COF, $BDX, $MTN)
- Oakmark Fund ($GEHC, $WFC, $CG, $CNC)
- Oakmark Select Fund ($KDP, $IQV, $PAYC)
- Oakmark Global Select Fund ($SCHW, $DEO)
- Wedgewood Partners ($TSCO, $ORLY, $SPGI, $CDW, $EW, $TSM, $TPL)
- Patient Opportunity Equity Strategy ($COIN, $PGEN, $PTON, $CVS, $IAC, $CROX, $SOFI, $UAL)
- Headwaters Capital Management ($CLMB, $PLTR, $TMDX)
- Ithaka US Growth Strategy ($ASML, $AMZN, $NOW, $PLTR, $AMD, $UBER)
- Alger Mid Cap Focus Fund ($PLTR, $AXON, $MPWR, $APP, $HEI, $CEG)
- Vulcan Value Partners ($GOOG, $AMZN, $CG, $ELV, $UNH, $KKR, $CCK, $RTO, $QRVO, $IHG, $MIDD, $FBIN, $SMRT, $CRM, $MEDP, $EG, $LYV)
- Munro Global Growth Fund ($AVGO, $AXON)
- Aristotle Capital Value Equity Strategy ($MCHP, $LEN, $COF, $AMP)
- White Falcon Capital Management ($EPAM, $AMD, $DAVA, $NU, $VALE, $PRGO)
- Upslope Capital Management ($VFC, $CRL)
- Riverwater Partners Sustainable Value Strategy ($MOD, $ATKR, $NCMI, $CRL, $IDCC, $EVR, $COOP, $DAR, $EXEL, $CPRI)
- Aristotle Capital Small Cap Equity Strategy ($COLD, $GTLS, $ACHC, $ASC, $AZPN, $TROX, $HXL, $AMTM, $SUM)
- Cooper Investors Global Equities Fund ($BKNG, $FWONK, $RYAN)
- Aristotle Capital International Equity Strategy ($CCJ, $SONY)
- Aristotle Capital Small/Mid Cap Equity Strategy ($DOC, $CMCO, $NSIT)
- Riverwater Partners Micro Opportunities Strategy ($LEU, $UROY, $AMRK, $CCB, $SSSS)
- Laughing Water Capital ($LFCR, $CTLP, $NN, $PAR, $THRY, $CDMO)
- Montaka Global Investments ($KKR, $BX, $CRM, $SPGI, $LVMUY, $MDB, $GOOG, $FND)
- Greenlight Capital ($PTON, $CPRI, $MSTR, $AAPL, $ODP, $THC, $LIVN, $CNH, $CNC)
- Baron Discovery Fund ($FND, $PAR, $AEIS, $IRT, $TTAN, $MAC, $AXON, $GTLS, $CDNA, $MEG)
- Minot Light Capital ($MYTE, $DERM)
- Curreen Capital ($CACC, $JXN, $AAP, $VFC)
- Massif Capital Real Assets Strategy ($ENVX)
- Greystone Capital Management ($LMB, $SYZLF, $IVFH, $BELFB, $NRP, $FC, $DESP)
- Rowan Street Capital ($META, $SHOP, $SPOT, $TTD)
- Alluvial Capital Management ($NLOP, $CRAWA, $CBL, $GTX, $UBAB)
- Rewey Asset Management ($KD, $WFRD, $AVNS)
- White Brook Capital Partners ($AFYA, $PTLO, $MOS, $BLDR, $OKTA, $RPID, $KAR, $GBX, $W, $LTH, $GPRE, $BOX, $DNUT)
- Alger Small Cap Growth Fund ($XMTR, $ALAB, $NTRA, $MOD, $WING, $CDNA)
- Andvari Associates ($AMT, $SBAC, $CSGP)
- Carillon Eagle Mid Cap Growth Fund ($FND, $WING, $AXON, $LPLA, $RCL, $APP, $MRVL, $ENTG, $BAH, $MPWR)
- Longleaf Partners Fund ($RTX, $CNX, $DINO, $K, $FIS, $MGM, $WBD, $LBRDA, $IAC, $PYPL)
- Ariel Fund ($RCL, $CG, $MSGE, $MHK, $ATGE, $LESL)
- Maran Capital Management ($CLAR. $TPB, $HKHC, $APG)
- Tsai Capital ($AAPL, $TSLA, $AMZN, $GOOG, $QXO)
- Madison Mid Cap Fund ($MCHP, $CDW, $BF-B, $FWONK, $KMX, $CPRT, $ACGL, $ANET, $BAM, $LAD)
- Summers Value Partners ($INDV, $ZIMV, $PINC, $UTMD, $UFPT, $MODV, $ELMD)
- Baron Small Cap Fund ($INTA, $ICLR, $IBP, $BWIN, $FROG, $NPO, $VRT)
- Polen Capital U.S. SMID Company Growth Strategy ($RVLV, $ENTG, $BAH, $WRBY, $HLNE, $BROS, $EEFT, $FOXF, $TYL, $ALRM, $GSHD, $BLD, $BSY, $NSIT, $WSC, $PSTG, $RMBS)
- Manole Capital Management ($VIRT, $RBA)
- Merion Road Capital ($VCTR, $GOOG, $CLH, $BELFB, $SUM, $MCEM, $UBAB)
- Aristotle Atlantic Focus Growth Strategy ($DXCM, $UNH, $EXPE, $TT, $LLY)
- Aristotle Atlantic Large Cap Growth Strategy ($APH, $TSLA)
- Aristotle Capital Global Equity Strategy ($NCLH)
- Aristotle Atlantic Core Equity Strategy ($CI, $AVGO, $GE, $AVY, $SPR, $CRWD)
- Third Avenue Management Small-Cap Value Fund ($OCFC, $AMBC, $FPH)
- Optimist Fund ($DASH, $CVNA, $SWIM, $RVLV, $XPOF, $TDY, $W, $TDUP)
- Ariel Investments Appreciation Fund ($GS, $WBA, $IPG, $SWK, $NTRS)
- RGA Investment Advisors ($AMZN, $DEO, $UBER, $DBX)
- Alger Spectra Fund ($NVDA, $MSFT, $AMZN, $LLY, $MELI)
- Recurve Capital ($CVNA, $AMZN, $NCLH, $RH, $CCOI, $RCL, $W)
- Polen Capital U.S. Small Company Growth Strategy ($AMN, $NVEE, $TREX, $OPCH, $BDC, $FN)
- Giverny Capital Asset Management ($MTB, $KNSL, $IBP, $ALGN, $ANET, $MEDP, $FI, $FERG)
- Third Point Management ($LYV, $BN, $PCG)
- SouthernSun SMID Cap Strategy ($SEIC)
- SouthernSun Small Cap Strategy ($DORM, $AWI, $MGPI, $OXM, $AEIS, $BCO)
- O’keefe Stevens Advisory ($DFIN, $BYON, $AER, $FPH)
- Conestoga Capital Advisors ($QTWO, $WK, $ALTR, $NEOG, $SSD, $NOVT, $SITE, $CXT, $KAI, $NCNO, $BFAM, $FOXF, $EXPO, $AXON, $ROAD, $VERX, $DSGX, $TFX, $CGNX, $MTN, $PCOR, $HLMN, $TKNO, $OLO, $UTI, $MEG, $ERII, $TRNS, $NVEE, $FTNT, $NABL, $WST, $PL, $ANSS, $CPRT, $VRSK, $PCTY, $ODFL, $ROL, $IDXX, $HEI.A)
- Brennan Asset Management ($TIGO, $LILAK, $CODI, $ARCO, $CHTR)
- Diamond Hill Capital Small Cap Fund ($GHM, $CALM, $CMPR, $MLAB, $CURB, $FIP, $RCKY, $RRR, $USLM, $ALGT, $ASH, $ASTH, $LEU)
- GreensKeeper Asset Management ($ELV, $HSY, $LULU)
- Focus Capital Management ($BUR, $SIMO)
- Smoak Capital Management ($FTLF)
- Baron Asset Fund ($DAY, $IDXX, $MTD, $ACGL, $MTN, $PLTR, $APP)
- Aoris Investment Management ($APH, $CDW, $RELX, $TSCO, $MSCI, $LVMUY, $SHW, $COST, $V, $CTAS)
- Madison Dividend Income Fund ($ROK, $TEL)
- McIntyre Partnerships ($STHO, $SHC, $GTX)
- Madison Small Cap Fund ($MEDP, $AMN, $VFC, $KN, $WSC, $FROG)
- Rogue Funds ($AWRE, $RDCM, $ASPI, $ACHV, $ECOR)
- Emeth Value Capital ($SEAT)
- Baron Partners Fund ($TSLA, $SCHW, $CSGP)
- Bretton Fund ($GOOG, $MSFT, $MA, $V, $ROST, $TJX, $PGR, $AXP, $UNH, $RVTY, $AZO, $UNP, $BRK-B, $EXP, $DFH, $NVR)
- Sound Shore Fund ($FLEX, $BA, $EVA)
- Baron Health Care Fund ($UNH, $WVE, $INSM, $NTRA, $BSX, $TMO, $LLY, $ACLX, $HQY, $EWTX, $ARGX, $ISRG, $AZN)
- Atai Capital Management ($ALOT)
- Baron FinTech Fund ($LPLA, $MELI, $NU, $APO, $HOOD, $FI, $V)
- Baron Focused Growth Fund ($SPOT, $IBKR, $LYV, $RRR, $FIGS)
- Baron Growth Fund ($IT, $FDS, $CHH)
- Mairs & Power Growth Fund ($CLFD, $NVDA, $MSFT)
- Meridian Growth Fund ($RELY, $STE, $DOCS, $ST, $CARG
- Meridian Contrarian Fund ($CSTM, $THC, $PL, $HNST, $LEGN, $MIR)
- River Oaks Capital ($BOC, $FTLF, $CZBS, $IVFH, $CRMT, $OMCC, $LRFC)
- Mar Vista U.S. Quality Strategy ($MTD, $DHR, $GXO, $MCHP)
- Mar Vista Global Quality Strategy ($CRM, $AMZN, $AMT, $ASML, $NSRGY, $AVGO, $ROP, $DIS)
- Mar Vista’s U.S. Quality Select Strategy ($EFX)
- Baron Fifth Avenue Growth Fund ($ASML, $SHOP, $GTLB, $CPNG, $NVDA, $NET, $ILMN, $MBLY)
- Baron Emerging Markets Fund ($BABA, $TSM)
- The London Company Small Cap Strategy ($LSTR, $EPRT, $RVLV, $PLUS, $WTM, $GTES)
- The London Company Large Cap Strategy ($GOOG, $PGR, $NSRGY, $FI, $V, $TXN, $KMX, $BRKR)
- The London Company Mid Cap Strategy ($ALSN, $ENTG, $AWI, $CCI, $STE, $BRBR)
- The London Company SMID Cap Strategy ($ESI, $DECK, $REYN, $CACC, $CCCS, $BRKR)
- Voss Capital ($SWI, $EEFT, $AMTM, $PLYA)
- Cedar Creek Partners ($CZBS, $EVRC, $WCRE, $SODI)
- Alger Weatherbie Specialized Growth Fund ($TNDM, $UPST, $SMTC, $NEOG, $MEG)
- ClearBridge Investments Mid Cap Strategy ($CAE, $IP, $CTRA, $AROC, $AVTR, $APP, $MRVL)
- Baron Real Estate Fund ($EQIX, $EXPE, $CBRE, $DLR, $KRC, $GDS, $TOL, $LEN, $DHI, $JLL, $BX, $BN)
- Weitz Partners III Opportunity Fund ($TECH, $ODFL)
- Weitz Investment Management Multi-Cap Equity Fund ($VRSN, $SIRI, $LBTYK)
- Bell Global Equities Fund ($CLH, $EL, $AVGO, $CRL)
- Brown Advisors Global Leaders Strategy ($ILMN, $EL, $AZO, $ZTS, $NVDA, $HDB, $RTO)
- Ariel Investments Focus Fund ($SNA, $REZI, $LMT, $SLB, $GOLD)
- Artisan Partners Select Equity Fund ($ELV, $BABA, $GOOG, $SCHW)
- Ariel Investments Small Cap Value Strategy ($NCLH, $OSW, $BCO, $LIND, $MGPI)
- Crossroads Capital ($NTDOY, $CLMT, $MGNI)
- Ariel Investments Global Fund ($JD, $COF, $CVS, $ABBV, $CNP, $BCS)
- Artisan Partners Mid Cap Fund ($XYL, $MPWR, $TEAM, $EXAS, $SPOT, $PSTG, $MRVL, $USFD, $HOOD, $ONTO, $GTLB, $ON, $NVR, $IR, $CSGP, $MNDY)
- Longleaf Partners Small-Cap Fund ($OSCR, $KODK, $GHC, $HOUS, $WEST)
- FPA Queens Road Small Cap Value Fund ($CNXC, $SFBS, $SFM, $IDCC, $CSWI, $DECK, $SCHL, $VSH, $MSM, $SYNA)
- Polen Capital Focus Growth Strategy ($SHOP, $TMO, $NOW, $NFLX, $ADBE, $ZTS, $CSGP, $AVGO, $LLY, $UNH, $ORCL, $IT, $AMZN, $TSLA)
- Greenhaven Road Capital ($PAR, $CLBT, $KKR, $BUR, $LFCR, $MKTW)
- Tourlite Capital Management ($FIP, $LTCH, $FTAI, $REAL, $ROIV, $SOC)
- Conventum – Alluvium Global Fund ($DKS, $LMT, $BABA, $GPI, $RYAAY, $MCK, $GOOG, $V, $MA, $LYB, $HRB, $HCA, $CHTR, $LBRDA, $CPRI)
- RiverPark Large Growth Fund ($AMZN, $GOOG, $NVDA, $ADBE, $NKE, $UBER, $UNH, $SHOP, $NFLX, $LLY)
- Artisan Partners Small Cap Fund ($ALAB, $COCO, $HALO, $VCYT, $NOVT, $VSEC, $FLS, $CROX, $PSN, $TYL, $SN, $ARGX, $ITGR, $JBTM, $IPAR)
- Meridian Small-Cap Growth Fund ($ANGI, $TPB, $SRI, $BYRN)
- Columbia Threadneedle Global Technology Growth Strategy ($GOOG, $NVDA, $AVGO, $ADBE, $RDDT, $UBER)
- Invesco Small Cap Value Fund ($ONTO, $ICLR, $MSM, $EXPE, $LITE, $VST)
- Meridian Hedged Equity Fund ($VST, $V, $AMZN, $DHR, $COTY, $AMT)
- Parnassus Investments Core Equity Fund ($AMZN, $ORCL, $LLY, $VRTX, $AVGO, $CME, $KLAC, $FI, $FERG, $BAC, $CI, $WDAY, $SYY, $MDLZ, $LIN, $DHI, $BALL)
- Columbia Seligman Global Technology Fund ($MRVL, $MSFT, $LRCX, $BE, $DBX, $AAPL)
- Artisan Partners Mid Cap Value Fund ($EXPE, $HUM, $XRAY, $ABG, $MTN, $PGR, $PII, $MTB, $BAX, $CABO, $FCNCA, $DG)
- Diamond Hill Capital Large Cap Concentrated Fund ($AMZN, $BAC, $HCA, $GM, $EXR, $TXN, $WM, $AON, $BRK-B, $FCX, $UNP)
- Wasatch Global Investors Small Cap Growth Strategy ($BOOT, $ROAD, $BRBR, $TMDX, $PACS, $PCTY)
- Carillon Eagle Growth & Income Fund ($BBY, $WMB, $MDLZ, $JPM, $EMN, $PLD, $TGT, $GS, $AVGO)
- Diamond Hill Capital Mid Cap Strategy ($CIEN, $ALK, $INFA, $TDY, $LPLA, $TFX, $WCC, $ICLR, $SOLV, $FWONK, $NVR, $CUBE)
- Wasatch Global Investors Long/Short Alpha Fund ($ICFI, $HQY, $IONQ, $ACHC, $FND)
- Polen Capital Global Growth Strategy ($PAYC, $GOOG, $ICLR, $NVO, $ABNB, $LVMUY, $LRLCY)
- Burke Wealth Management ($AMZN, $NVO, $GOOG, $ADBE, $CRWD, $UNH, $CHTR, $SNOW)
- Parnassus Investments Growth Equity Fund ($NTRA, $TSM, $TMO, $NVDA, $EXAS, $LVMUY, $AZN, $DASH, $DDOG, $UNH, $MELI, $TEAM, $CRM, $AMD)
- Hardman Johnston Global Equity ($MELI, $VRT, $CTVA, $SCHW, $IQV, $TEAM, $HWM, $ELAN, $OLED, $BAC, $UBER, $LEN)
- ClearBridge Investments SMid Cap Strategy ($WING, $DOCS, $CHX, $RDNT)
- Diamond Hill Capital Large Cap Strategy ($BLDR, $WFC, $LULU, $CL)
- Diamond Hill Capital Select Strategy ($COHR, $HII)
- Kingdom Capital Advisors ($NLOP, $UNFI, $GLXZ, $ENZ, $NPK, $TSSI, $MAGN, $SUP)
- Guinness Global Innovators ($NVDA, $ADBE, $TSM, $NFLX, $AME, $ZM, $NKE, $CMCSA, $PYPL)
- TMR Investments ($ZENV, $MAPS)
- LVS Advisory ($MEDP)
- Carillon Eagle Small Cap Growth Fund ($EVH, $FRSH, $PJT, $LPLA, $BILL, $PCVX, $ZETA, $TMDX, $PI)
- Turtle Creek Asset Management ($BFH, $WSC, $KNSL, $BERY, $DFS)
- Nightview Capital ($NFLX, $QCOM, $H, $ABNB, $MGM, $MS, $DE, $BLK, $SCHW, $LVS, $WYNN, $DKNG, $GS, $BABA, $AMZN, $TSLA, $META, $TSM)
- Silver Beech Capital ($RTO)
- Renaissance Investment Management Large Cap Growth Strategy ($AVGO, $HCA, $BAH, $APP, $WEX, $PINS)
- AMG River Road Large Cap Value Select Fund ($LULU, $FRFHF, $NSRGY, $LVMUY, $LEN, $CSX, $BDX, $AER, $GEHC, $UPS, $KKR, $ELV)
- Munro Global Growth Small & Mid Cap Fund ($RDDT, $GDDY, $APP, $SN, $WIX)
- RS Concentrated All Cap Value Strategy ($NICE, $GPK)
- Hotchkis & Wiley Large Cap Fundamental Value Fund ($FFIV, $WFC, $ELV, $CVS, $OLN, $GM)
- Hotchkis & Wiley Mid-Cap Value Fund ($ADNT, $KOS, $ERIC, $CRGY)
- AMG River Road Small Cap Value Fund ($CXW, $GEO, $ATSG, $UNF, $PZZA, $LGIH, $GXO)
- JDP Capital Management ($TSLA, $ENDI, $SPOT, $CZR, $ROKU)
- Sands Capital Select Growth Fund ($RBLX, $NFLX, $APP, $AXON, $FND, $DXCM, $NU, $EW, $NOW, $LRCX, $OKTA)
- Sands Capital Technology Innovators Fund ($TSM, $MNDY, $CRWD)
- Renaissance Investment Management Small Cap Growth Strategy ($TMDX, $CPRX, $CRDO, $DECK)
- AMG River Road Mid Cap Value Fund ($EXPE, $CNC, $JOE, $TLN, $CACI)
- AMG River Road Small-Mid Cap Value Fund ($LAD, V$ST, $ATKR, $WTM, $BJ, $HII)
- Artisan Partners Global Opportunities Fund ($AMD, $NVO, $DHR, $SHOP, $CBRE, $GEV, $ORCL, $MSFT, $ANET)
- Artisan Global Discovery Fund ($PSTG, $MTSI)
- Renaissance Investment Management International Small Cap Strategy ($CLS, $ERO, $ATAT, $PLYA, $STNG)
- Harding Loevner Global Developed Markets Equity Strategy ($NFLX, $AMZN, $NVDA, $ASML)
- Generation Investment Management Global Equity ($ASML, $MSFT, $BDX, $ADYEY)
- TimesSquare Capital Management U.S. Focus Growth Strategy ($ORLY, $BJ, $LNG, $VEEV, $CRWD, $MPWR, $TPG, $IDXX, $CHE, $CTAS, $HUBS, $VRSK, $RNR)