Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Hedge Funds
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Top Fund Managers
Best Performing Funds
Featured Content
Insider Trading
News & Analysis
Latest Insider Purchases
Horizon bought 756 Renn Fund Inc. shares at $3.02
Horizon bought 1 Texas Pacific Land Corp shares at $420.15
Saba bought 570 Mexico Fund Inc shares at $21.44
Saba bought 1,682 Mexico Fund Inc shares at $21.64
Saba bought 500 New Germany Fund Inc shares at $11.23
Latest Insider Sales
Saba sold 83,087 Blackrock Esg Capital Allocation Term Trust shares at $15.35
Saba sold 32,854 Blackrock Esg Capital Allocation Term Trust shares at $15.62
Sitaram sold 1,732 Doximity Inc. shares at $22.02
Sato sold 88,600 Toyota Motor Corp shares at $17.83
Lomashuk sold 2,562 Forum Markets Inc shares at $6.30
Featured Content
Do not Miss
Rewey Asset Management's Q2 2026 Investor Letter
Rewey Asset Management, an investment management firm, released its “RAM Smid Composite” investor letter for the second quarter of 2026.
RS Large Cap Value Strategy's Q2 2026 Investor Letter
Victory Capital, overseeing the RS Large Cap Value Strategy, released its Q2 2026 investor letter.
The St. Joe (JOE) Positions to Benefit from Land Appreciation and Population Migration
Praetorian Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. A copy of the letter can be downloaded here.
Should You Be Bullish on Universal Technical Institute (UTI)?
Praetorian Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. A copy of the letter can be downloaded here.
Will Lincoln Educational Services (LINC) Benefit from Reskilling Amid AI Adoption?
Praetorian Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. A copy of the letter can be downloaded here.
Excent Capital Partners With BridgeWise to Bring AI-Powered Market Analysis to All Traders
Excent Capital, the global multi-asset regulated trading platform that builds and owns its technology, announces a strategic partnership with BridgeWise, a global leader in artificial intelligence for...
Praetorian Capital’s Q2 2026 Investor Letter
Praetorian Capital, an investment management company, released its second-quarter 2026 investor letter.
Taiwan Semiconductor Manufacturing Company Limited (TSM) Jumped as Market Favored AI Capex Winners
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
What Makes AerCap Holdings N.V. (AER) a High-Quality Compounder?
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
L1 Capital International Sees Intuit’s (INTU) Decline as Market’s Overreaction
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Is Intercontinental Exchange (ICE) Trading at a Compelling Valuation?
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why You Should Be Optimistic in Amazon.com’s (AMZN) Outlook?
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Nvidia (NVDA) Strengthens with Improving AI Capabilities and Stronger Capital Expenditure
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Here’s Why This Fund Sold Salesforce (CRM) in Q2
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Here’s Why This Fund Divested CDW Corporation (CDW)
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Jacob Andreou: “Microsoft (MSFT) Needs to Lift Its Game and Execute Better to Clear the Higher Bar"
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
L1 Capital International’s Q2 2026 Investor Letter
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter.
Investors' Concerns Hurt Insmed Incorporated (INSM) Despite Better-Than-Expected Results
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
GFL Environmental (GFL) Slid Following the Deal Reveal
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Longer-Term Opportunity Overshadows Karman Holdings’ (KRMN) Near-Term Concerns
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Alger Mid Cap Focus Fund’s Q2 2026 Investor Letter
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2026 investor letter.
NexGen Energy Ltd. (NXE) Fell Due to Risk-Off Sentiment in the Commodity Market
L1 Capital, an investment management firm, released its “L1 Long Short Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Copper Price Rally Powers Hudbay Minerals (HBM) in Q2
L1 Capital, an investment management firm, released its “L1 Long Short Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
James Hardie Industries plc (JHX) Recovered Following Easing Middle East Conflict and Strong Outlook
L1 Capital, an investment management firm, released its “L1 Long Short Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
L1 Long Short Fund’s Q2 2026 Investor Letter
L1 Capital, an investment management firm, released its “L1 Long Short Fund” second-quarter 2026 investor letter.
Do You Believe in the Upside Potential of Madison Air Solutions (MAIR)?
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
Multiple Headwinds Hurt Option Care Health (OPCH)
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
Trump Media (DJT) Climbs on Paid Early-Access to Market-Moving Posts
Trump Media & Technology Group Corp.
Venture Global (VG) Soars as Geopolitical Tensions Fuel Natural Gas Rally
On Friday, Kuwait—one of the world’s 10 largest oil producers—said that Iran damaged a power and water desalination plant following a missile attack, sparking a fire that affected a large number...
Why IBM Stock Crashed 25% Even as AI Spending Exploded
International Business Machines Corporation (NYSE:IBM) lost 25.2% on July 14, erasing about $68 billion in market value in the stock’s worst session on record.
Aehr Test (AEHR) Rockets as Traders Buy Into Triple Revenue Growth Outlook
Shares in Aehr Test Systems Inc.
Is Automatic Data Processing (ADP) A Better Stock Than PAYX and WDAY
Is ADP a good stock to buy? We came across a bullish thesis on Automatic Data Processing, Inc. on Contrarian Indicator’s Substack by Cameron Fen.
SpaceX (SPCX) Loses Its IPO Premium as a Bigger Supply Test Looms
With investors increasingly questioning whether massive AI and infrastructure spending will generate adequate returns, Space Exploration Technologies Corp (NASDAQ:SPCX) has become one of the stocks caught...
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