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Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
The Progressive Corporation’s (PGR) EPS Growth Not Reflected in Share Price
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Mastercard (MA) Trails Market Despite Earnings Growth
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Is The Charles Schwab Corporation (SCHW) Trading at a Discount?
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Taiwan Semiconductor Manufacturing Company Limited (TSM) Doubled Since Giverny Capital Asset Management’s Entry
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Giverny Capital Asset Management’s Q2 2026 Investor Letter
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter.
Here’s What Boosted Marvell Technology (MRVL) in Q2
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Here’s Why NZS Capital Decided to Strengthen Its Position in Quanta Services (PWR)
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
NZS Capital Added Axogen (AXGN) as an Optionality Position
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Intuitive Surgical (ISRG) Slid Despite Strong Fundamentals
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Market Thinks Cadence's (CDNS) Moat Is at Risk Due To Kimi K3. We Think it's Not, Here's Why
Cadence Design Systems Inc (NASDAQ:CDNS) stock dropped by more than 10% on July 17. The trigger came from an unlikely place.
Should You Be Bullish on Arm Holdings plc (ARM)?
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Here's Why Lam Research Corporation (LRCX) is Rallying
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Rationale for Adding Back NVIDIA (NVDA)
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
NZS Growth Equity Strategy’s Q2 2026 Investor Letter
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter.
Credo Technology Gains from Increasing Connectivity Challenge
Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. U.S.
Strong Results Boosted Guardant Health (GH) in Q2
Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. U.S.
GeneDx Holdings Corp. (WGS) Slid as It Fell Short of Revenue Expectations
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. U.S.
Should You Be Bullish on Forte Biosciences (FBRX)
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. U.S.
Alger Small Cap Focus Fund’s Q2 2026 Investor Letter
Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” second-quarter 2026 investor letter. U.S.
Cardinal Infrastructure Group (CDNL) Rallied as Results Align with Guidance
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Silicon Motion Technology (SIMO) Jumped on Beating Expectations
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Planet Fitness (PLNT) Declined After Guidance Cut
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Hamilton Lane (HLNE) Slid Amid Broader Concerns
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Below Expected Sales for AMDS Hurt Artivion (AORT) in Q2
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Here’s Why Investors Favour DigitalOcean Holdings (DOCN)
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Alger Weatherbie Specialized Growth Fund’s Q2 2026 Investor Letter
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” second-quarter 2026 investor letter. U.S.
Ryan Cohen Says He's Coming for eBay "One Way or Another." Should GameStop Corp. (GME) Shareholders Believe Him?
Ryan Cohen built Chewy into a top online pet retailer and sold it to PetSmart. He then rebuilt GameStop Corp. (NYSE:GME)’s balance sheet after the meme-stock era.
Is AMC Entertainment’s (AMC) Record Revenue Proof That the Theater Recovery Is Finally Real?
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Hut 8 (HUT) Soars as Beacon Point Secures $50.2-Billion Revenue Potential
”The real test of our power-first approach is what our partners are willing to commit against it.
CleanSpark (CLSK) Soars on Fresh Multi-Billion AI Investments
CleanSpark saw its share price jump by 10.67 percent on Monday to finish at $14.42 apiece, as investor optimism was fueled by the aggressive expansion of artificial intelligence players with a series ...
Cipher Digital (CIFR) Surges 17% Ahead of Q2 Earnings; Hedge Fund Participation Jumps
Cipher Digital climbed by 16.97 percent on Monday to end at $20.54 apiece, as investors resorted to bargain-hunting after five days of declines, while starting to position portfolios ahead of its earnings...
Claude AI Sells Broadcom (AVGO) Stock
Broadcom (NASDAQ:AVGO) is one of the stocks Claude AI recently pulled the plug on. Claude's total return was about 20% since its first purchase in March.
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