Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Billionaire Daniel Loeb Is Betting on These 2 Non-AI Stocks
Billionaire Daniel Loeb’s Third Point opened about 16 new positions during the second quarter. Two of the new buys sit well outside the AI trade, and we decided to focus on those for this article.
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Latest Insider Purchases
Saba bought 800 New Germany Fund Inc shares at $11.55
Silver bought 753 Destiny Tech100 Inc. shares at $33.19
Sutherland bought 500 Gaia Inc shares at $1.55
Kohli bought 100,000 Grace Therapeutics Inc. shares at $2.14
A-6684 bought 10,000 Tofutti Brands Inc shares at $0.40
Latest Insider Sales
Foshee sold 28,451 Interface Inc shares at $35.99
Saba sold 102,824 Blackrock Esg Capital Allocation Term Trust shares at $15.15
Saba sold 19,000 Pimco Dynamic Income Strategy Fund shares at $21.92
Wang sold 2,499 Vipshop Holdings Ltd shares at $64.95
Yang sold 479 Vipshop Holdings Ltd shares at $64.80
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Here's What Fuels Park Aerospace (PKE) Earnings Power
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here.
From Acquisition Mistakes to AI Disruption: Why TechTarget (TTGT) Became a Short Target
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here.
How The Elmet Group Co. (ELMT) Is Bolstering the Military Supply Chain
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here.
Prosper Stars & Stripes Closed Ambiq Micro (AMBQ) as Bullish Target Achieved
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here.
Applied Aerospace & Defense (AADX) is Positioned for Accelerated Growth
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here.
Why Procore (PCOR) Could Turn AI Fears Into a Long-Term Growth Opportunity
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here.
Is LightPath (LPTH) a Hidden Winner in Missile Defense and Space?
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here.
Prosper Stars & Stripes Covered Innodata (INOD) Short Position in Q2
Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here.
Steady Volumes and Pricing Lift CSX Corp (CSX)
Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
How SiTime’s (SITM) Silicon Timing Devices Power AI Data Centers
Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Jim Cramer Names Medline (MDLN) a Sleeper Compounder
During the September 8 episode of Mad Money, Jim Cramer compared Medline Inc.
Jim Cramer Calls Medtronic (MDT) a “Quandary” as Growth Surges and Diabetes Exit Nears
Jim Cramer called Medtronic plc (NYSE:MDT) a “quandary” on the September 8 episode of Mad Money, as he said: At the same time, there's some tremendous healthcare companies in bull market mode… Here...
Citigroup (C) Gains on Turnaround Momentum
Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Robust Aftermarket Boosts Howmet Aerospace (HWM) Performance
Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Sector-Wide Demand Pushes Caterpillar (CAT) Shares Higher
Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Heavy Investment Sustains NVIDIA's (NVDA) AI Leadership
Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Evolution Metals & Technologies Provides Initial Revenue Guidance of $400-460mm for Fiscal Year 2027
Miami, Florida, September 10th, 2026, FinanceWire Fiscal 2027 outlook of $400 million to $460 million reflects the expected first full-year contribution from the expansion of annual rare earth magnet ...
Gas Turbine And Grid Backlog Powers GE Vernova (GEV)
Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Lam Research (LRCX) Benefits From Memory Expansion
Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Barometer Capital Management’s Q2 2026 Investor Letter
Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter.
Arm Holdings (ARM): AI Infrastructure and CPU Demand Drive Upbeat Outlook
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth Fund”.
Increasing Power Demand Amid AI Boom Strengthens Bloom Energy (BE)
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth Fund”.
Netflix (NFLX) Shares Pressured by Weak Q2 Outlook
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth Fund”.
Should You Be Bullish on Intel Corporation (INTC)?
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth Fund”.
Exiting Insmed (INSM) Following Disappointing Key Drug Uptake
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth Fund”.
Backlog Strength and Space Demand Lift Rocket Lab (RKLB)
American Century Investments, an investment management company, released its first-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth Fund”.
Here’s Why Alnylam Pharmaceuticals (ALNY) Declined
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth Fund”.
TSMC and Samsung Just Strengthened ASML’s (ASML) High-NA Demand Case. But the Payoff Is Still Years Away
As the demand for advanced chips continues to demonstrate momentum, Samsung and Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) just announced their commitment to use ASML Holding N.V.
CrowdStrike (CRWD) Is Becoming a Vendor of Choice for Agentic AI Security. Can It Sustain the Momentum?
Scotiabank believes CrowdStrike Holdings, Inc. (NASDAQ: CRWD) is emerging as a “vendor of choice” for agentic AI security needs.
Birkenstock Proves Premium Still Sells, Even as the Rest of Retail Struggles
While much of the clothing and footwear industry has spent this earnings season explaining away low consumer demand, Birkenstock Holding plc (NYSE:BIRK) showed an entirely different story, and investors...
Tectonic Therapeutic (TECX) Clears Two Trial Hurdles With Cash To Spare
On August 6, Tectonic Therapeutic (NASDAQ:TECX) reported second quarter results built around two clinical wins rather than sales figures, since this is a clinical stage biotech company with no products...
Chatham Lodging's (CLDT) Room Rates Just Hit A Record High
On August 4, Chatham Lodging Trust (NYSE:CLDT) reported second-quarter results that showed a hotel operator squeezing more profit out of nearly every room it owns.
VTEX (VTEX) Just Turned A Profit Corner, But Growth Is Slowing
On August 6, VTEX (NYSE:VTEX) reported second-quarter results that read as two different companies stapled together.
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