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Billionaire Daniel Loeb Is Betting on These 2 Non-AI Stocks
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De bought 313,104 Liberty Latin America Ltd. shares at $20.95
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Altman bought 800 Biocardia Inc. shares at $1.09
Engert bought 5,140 Enovis Corp shares at $19.46
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Kandiah sold 498,728 Rackspace Technology Inc. shares at $3.21
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Mann sold 83,758 Asp Isotopes Inc. shares at $3.92
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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.
Entegris (ENTG) Positions to Benefit From Rebounding Wafer Starts and Memory Capex
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for the "Artisan Mid Cap Fund". The letter can be downloaded here.
Artisan Partners Mid Cap Fund’s Q2 2026 Investor Letter
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for the "Artisan Mid Cap Fund".
These 2 AI Power Stocks Jumped While the S&P 500 Fell
NRG Energy gained 6.4% and Constellation Energy rose 4.9% on September 4 while the S&P 500 fell 0.4%.
Innovation Engine Drives SharkNinja’s (SN) Sustainable Advantage
Spheria Asset Management, an investment management company, released its Q2 2026 investor letter for “Spheria Global Opportunities Fund”. The letter can be downloaded here.
Spheria Global Opportunities Fund’s Q2 2026 Investor Letter
Spheria Asset Management, an investment management company, released its Q2 2026 investor letter for “Spheria Global Opportunities Fund”.
Bernie Sanders Wants to Ban Superintelligence. What It Means for Microsoft and Amazon
Senator Bernie Sanders and Representative Greg Casar announced forthcoming legislation on September 3 that would permanently ban artificial superintelligence and temporarily pause advanced AI development...
Why Active Owners Are Betting on Jack in the Box (JACK)
The GreenWood Q2 2026 investor letter reports a flat first-half performance, with accounts down 3.6% versus a +11.7% return for the MSCI ACWI index. The letter can be downloaded here.
GreenWood Investor’s Q2 2026 Investor Letter
The GreenWood Q2 2026 investor letter reports a flat first-half performance, with accounts down 3.6% versus a +11.7% return for the MSCI ACWI index.
Alibaba (BABA) Shares Decline Amid Macro and Competitive Headwinds
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “International Fund”. The letter can be downloaded here.
Taiwan Semiconductor Manufacturing Company (TSM) Raises Guidance as Demand for Advanced Chips Soars
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “International Fund”. The letter can be downloaded here.
Diamond Hill International Fund's Q2 2026 Investor Letter
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “International Fund”.
Nvidia’s (NVDA) Strong Results Reinforce Long Term Outlook
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “U.S. Large Cap Growth Strategy.” The letter can be downloaded here.
Here’s Why SGA U.S. LCG Liquidated Its Position in Aon plc (AON)
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “U.S. Large Cap Growth Strategy.” The letter can be downloaded here.
Dukascopy Bank Unveils AI-Powered Trading, 25,000+ Stock CFDs and a New Flagship E-Banking App
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SGA U.S. Large Cap Growth Strategy’s Q2 2026 Investor Letter
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “U.S.
Do You Believe West Pharmaceutical Services (WST) Represents a Tremendous Opportunity?
Generation Investment Management, an investment management firm, released its “Global Equity Strategy” second quarter 2026 investor letter. The letter can be downloaded here.
Do You Think Micron Technology's (MU) Return Drivers May Falter Ahead
Generation Investment Management, an investment management firm, released its “Global Equity Strategy” second quarter 2026 investor letter. The letter can be downloaded here.
Generation Investment Management Global Equity Strategy Q2 2026 Investor Letter
Generation Investment Management, an investment management firm, released its “Global Equity Strategy” second quarter 2026 investor letter.
Global Growth Fund is Re-Evaluating Flutter Entertainment's (FLUT) Strategic Fit
Sands Capital, an investment management company, released its second-quarter 2026 investor letter for “Sands Capital Global Growth Fund”. The letter can be downloaded here.
Tetra Tech (TTEK): Navigating Growth Amid Infrastructure Investment Uncertainty
Sands Capital, an investment management company, released its second-quarter 2026 investor letter for “Sands Capital Global Growth Fund”. The letter can be downloaded here.
Rising CPU Demand Positions Arm Holdings (ARM) for Gains
Sands Capital, an investment management company, released its second-quarter 2026 investor letter for “Sands Capital Global Growth Fund”. The letter can be downloaded here.
Intuitive Surgical (ISRG): Embracing AI Innovations in Robotic Surgery for Future Growth
Sands Capital, an investment management company, released its second-quarter 2026 investor letter for “Sands Capital Global Growth Fund”. The letter can be downloaded here.
ASML Holding N.V. (ASML) Well Positioned as AI Fuels Chip Complexity
Sands Capital, an investment management company, released its second-quarter 2026 investor letter for “Sands Capital Global Growth Fund”. The letter can be downloaded here.
Sands Capital Global Growth Fund’s Q2 2026 Investor Letter
Sands Capital, an investment management company, released its second-quarter 2026 investor letter for “Sands Capital Global Growth Fund”.
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