Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Insiders Are Buying Intel (INTC) and Opendoor (OPEN)
Intel (NASDAQ:INTC) CEO Lip-Bu Tan bought about $10 million worth of INTC shares earlier this month at $95 a share, the same price at which Intel had just priced a $20 billion secondary offering days ...
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Latest Insider Purchases
Miller bought 64 Umh Properties Inc. shares at $15.63
O'dowd bought 4,100 Dolphin Entertainment Inc. shares at $1.20
Horizon bought 1 Texas Pacific Land Corp shares at $361.16
Johnson bought 100,000 Adm Endeavors Inc. shares at $0.04
Johnson bought 120,000 Adm Endeavors Inc. shares at $0.04
Latest Insider Sales
Gottwald sold 3,472 Tredegar Corp shares at $8.01
Gottwald sold 7,719 Tredegar Corp shares at $8.02
Hasund sold 100,000 Himalaya Shipping Ltd. shares at $15.85
Beaver sold 6,981 Uwharrie Capital Corp shares at $14.78
Shavers sold 175 Knowles Corp shares at $39.28
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ConocoPhillips (COP) Has Low-Cost Inventory and a Major Cash Flow Catalyst Ahead
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Is Workday (WDAY) Mispriced With 30%+ Margin Potential Ahead?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Aramark’s (ARMK) AI Data Center Push Gains Traction Amid Strong Q3 Results
On August 11, Aramark (NYSE:ARMK) reported fiscal third-quarter results that beat expectations on nearly every line, with organic revenue climbing 9% to $5 billion and adjusted earnings per share jumping...
Is SAP (SAP) Mispriced as AI Fears Overshadow Its Core ERP Strength?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Lennar Corporation (LEN) Collapses as Market Weakness and Spin-off Bite
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
eToro's (ETOR) Acquisition Spree Signals A Bigger Ambition Than Trading
On August 11, eToro Group Ltd. (NASDAQ:ETOR) reported second-quarter results that read like a company trying to become more than a trading app.
Vestis (VSTS) Delivers Its First Real Pricing Win
On August 11, Vestis (NYSE:VSTS) reported fiscal third-quarter results that mark a turning point for a company that has spent its short public life trying to prove its uniform and workplace supply business...
Can Intuit (INTU) Turn AI Disruption Into an Advantage?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Can Bicara (BCAX) Commercialize Ficera? Breakthrough 3-Year Data Faces Execution Risk in C-Suite Overhaul
On August 11, Bicara Therapeutics (NASDAQ:BCAX) used its second-quarter earnings call to deliver two headlines at once.
Here's Why MercadoLibre (MELI) Offers Long Runway for Growth?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Taiwan Semiconductor Manufacturing Company (TSM) Looks Built for Long-Term Growth, but What Happens in the Next Downturn?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter.
STARPRIME Completes Beta Testing of Market-Maker Model for Retail Brokers
The Market-Maker Model developed by STARPRIME has completed an extensive beta-testing phase, working with a select number of clients.
Why ASML (ASML) Could Remain a Long-Term Winner in Advanced Semiconductors
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter.
Comcast (CMCSA) Turns To Home Security To Lock In Broadband Customers
On August 18, Comcast Corp. (NASDAQ:CMCSA) announced Xfinity Shield, a new home security platform meant to make its broadband service harder to leave.
Amazon (AMZN) Sees Bigger AWS Growth, but Rising Competition Could Pressure Returns
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Microsoft Corporation's (MSFT) Rich Innovation Legacy Anchors Platform Growth
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Micron (MU) Is Earning More Than Apple or Microsoft, but Can It Last?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Alphabet's (GOOGL) Small Data Deal Hints At A Bigger AI Appetite
On August 17, Google, a unit of Alphabet Inc.
Nvidia’s (NVDA) $105B Ohio Bet: Ecosystem Expansion or Strategic Circularity?
On August 17, Nvidia (NASDAQ:NVDA) agreed to guarantee up to $105 billion to help OpenAI lease a massive data center in Pike County, Ohio, being developed by SoftBank-owned SB Energy.
Is NVIDIA’s (NVDA) AI Dominance About to Face Its Biggest Test Yet?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Eagle Capital Management’s Q2 2026 Investor Letter
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter.
How Howard Hughes Holdings’ (HHH) Vantage Acquisition Sets the Stage for Compound Growth?
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Uber (UBER) Bets On Drones As Its Delivery Engine Accelerates
On August 17, Uber Technologies (NYSE:UBER) announced a partnership with drone delivery company Zipline to bring autonomous drone delivery to Uber Eats customers across the United States, alongside a ...
What Makes Alcon (ALC) a Bullish Bet?
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Is Intercontinental Exchange (ICE) a Simple, Durable Business Misunderstood by Market?
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
S&P Global (SPGI) Positioned to Unlock Growth Potential Amid AI Fears
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Multi Year Growth Runway Fuels Visa’s (V) Bullish Case
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Stable Growth Trajectory Positions Mastercard (MA) for Strong Returns
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Buybacks and EPS Growth Strengthens Restaurant Brands International’s (QSR) Upside
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Serve Robotics (SERV) Turns To Grubhub After Losing Uber Eats Deal
On August 17, Serve Robotics (NASDAQ:SERV) said it is partnering with Grubhub to fulfill orders on the food delivery platform using its sidewalk robots.
Alibaba (BABA) Cashes Out Of Gaming To Double Down On AI
On August 17, Alibaba Group (NYSE:BABA) agreed to hand its entire stake in game studio Lingxi Games to private equity firm Trustar Capital, a deal a person familiar with the matter says will net the Chinese...
Casella Waste Systems (CWST) Offers Durable Potential Beyond Market Concerns
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter...
The Fund Sold Floor & Decor (FND) as Housing Demand Stayed Weak
Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Small Cap Fund".
Can Applied Aerospace & Defense (AADX) Convert Its Backlog Into Durable Earnings Growth?
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter...
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