Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Insider Monkey Blog
Here are the Compelling Reasons to Own Extreme Networks (EXTR)
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded fhere.
Is Encompass Health (EHC) an Attractive Long-Term Bet?
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
Do You Think Shake Shack (SHAK) Offers Attractive Value Amid Sell-off?
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
Here’s Why Simply Good Foods (SMPL) is Struggling
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
Madison Small Cap Fund Sold OneSpaWorld Holdings (OSW) as It Reached Intrinsic Value
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
Does Acquisition Drive Value to Belden (BDC)?
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
What Makes Indie Semiconductor (INDI) a Compelling Bet?
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
Madison Small Cap Fund’s Q2 2026 Investor Letter
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. The small-cap market showed exceptional strength in Q2, largely due to anticipated peace...
Taiwan Semiconductor Manufacturing (TSM): A Beneficiary of AI Boom
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
United Rentals (URI) Rose on Robust Nonresidential Construction End Markets
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
22% Growth in iPhone Powers Apple’s (AAPL) Rally
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Should You Be Bullish on Visa (V)?
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Meta Platforms’ (META) Capital Allocation Strategy
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Here are Updates on Amazon’s (AMZN) Rational FCF Reinvestment
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Wedgewood Partners’ Views on Microsoft’s (MSFT) Capital Expenditure
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Accelerated Growth in Google Search and Cloud Strengthens Alphabet’s (GOOG) Rally
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Wedgewood Partners’ Q2 2026 Investor Letter
Wedgewood Partners, an investment management company, released its second-quarter 2026 investor letter.
Attractive Valuation Offers Entry in FTI Consulting (FCN)
Fiduciary Management Inc. (FMI), an independent money management firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Is Capital One Financial Corp (COF) Positioned to Benefit from AI?
Fiduciary Management Inc. (FMI), an independent money management firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Fiduciary Management Inc’s Q2 2026 Investor Letter
Fiduciary Management Inc. (FMI), an independent money management firm, released its second-quarter 2026 investor letter.
GeneDx Holdings Corp. (WGS) Fell Following a Significant Cut in 2026 Guidance
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small Growth Strategy”.
Increased Investor Confidence Boosted Vicor Corporation (VICR) in Q2
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small Growth Strategy”.
ManpowerGroup (MAN) Rockets to Fresh High on Better-Than-Expected Q2
ManpowerGroup saw its share prices climb to a four-year high on Thursday, after the global staffing company delivered a better-than-expected second quarter results, bolstering...
AtaiBeckley (ATAI) Soars to 4-Year High on $3.8B Merger with Eli Lilly
AtaiBeckley climbed to a new four-year high on Thursday, as investors bought into its shares following news that Eli Lilly agreed to acquire the company for up to $3.8 billion...
PayPal (PYPL) Skyrockets on $53B Takeover Reports
PayPal Holdings surged by 17.20 percent on Wednesday to close at $55.52 apiece as investors gobbled up shares following news that it is set to be taken private for $53 billion...
Lucid Group (LCID) Rockets 29% After CEO Shuts Down Bankruptcy Claims
Lucid Group snapped a three-day losing streak on Wednesday, soaring 28.79 percent to close at $5.95 apiece as investors poured funds back in after the company denied rumors that...
SPHERE AX Signs MOU with Blaize (BZAI) for Joint Development of Physical AI Products
Blaize Holdings Inc. (NASDAQ:BZAI) is one of the best future stocks to buy under $10.
Shutterstock (SSTK) Unveils AI-Powered Creative Platform Evolution
Shutterstock Inc. (NYSE:SSTK) is one of the best future stocks to buy under $10.
Aegon (AEG) is One of the Best Future Stocks to Buy Under $10, Here’s Why
Aegon Ltd. (NYSE:AEG) is one of the best future stocks to buy under $10.
Quantum Computing (QUBT) Completes Acquisition of NHanced Semiconductors for $73.1M
Quantum Computing Inc. (NASDAQ:QUBT) is one of the best future stocks to buy under $10.
Is Oncology Institute (TOI) One of the Best Future Stocks to Buy Under $10?
The Oncology Institute Inc. (NASDAQ:TOI) is one of the best future stocks to buy under $10.
Satellogic (SATL), SpaceKnow Announce Partnership for Planetary-Scale Monitoring
Satellogic Inc. (NASDAQ:SATL) is one of the best future stocks to buy under $10.
Blend Labs (BLND) Launches Autopilot Agentic AI Solution for Mortgage Pre-Underwriting
Blend Labs Inc. (NYSE:BLND) is one of the best future stocks to buy under $10.
Verra Announces (VRRM) Organizational Changes and Appointment of Stacey Moser as Chief Customer Officer
Verra Mobility Corporation (NASDAQ:VRRM) is one of the best future stocks to buy under $10.
Here is Why Eos Energy (EOSE) is One of the Best Future Stocks to Buy Under $10
Eos Energy Enterprises Inc. (NASDAQ:EOSE) is one of the best future stocks to buy under $10.
Aveanna Healthcare (AVAH): Best Future Stocks to Buy Under $10
Aveanna Healthcare Holdings Inc. (NASDAQ:AVAH) is one of the best future stocks to buy under $10.
Is Applovin Corp (APP) Stock a Buy Ahead of the Q2 Report?
Applovin Corp (NASDAQ:APP) is one of the best stocks to buy for the AI boom in the second half of 2026.
Air Force Selects Salesforce Inc (CRM) to Manage Fleet
Salesforce Inc (NYSE:CRM) is one of the best stocks to buy for the AI boom in the second half of 2026.
Why DeepSeek’s Chip Push Doesn’t Spell Trouble for Nvidia Corp (NVDA)
Nvidia Corp (NASDAQ:NVDA) is one of the best stocks to buy for the AI boom in the second half of 2026.
Craig-Hallum Sees Even More Upside for Vicor (VICR) After Shareholder Meeting
On June 22, Craig-Hallum raised its price target on Vicor Corporation (NASDAQ:VICR) to $450 from $400 while maintaining a Buy rating on the shares.
Why Wall Street Thinks GE Vernova (GEV) Is Built for the Next Energy Cycle
On June 16, Bernstein initiated coverage of GE Vernova Inc. (NYSE:GEV) with an Outperform rating and a $1,206 price target.
JPMorgan Raises Its Target on Valmont (VMI) After Investor Day
On June 17, JP Morgan analyst Tomohiko Sano raised the firm’s price target on Valmont Industries, Inc.
Eaton (ETN) Names New Energy Infrastructure Chief as Demand Accelerates
On July 8, Eaton Corporation plc (NYSE:ETN) announced the appointment of Dan Simpson as President of Global Energy Infrastructure Solutions.
Bel Fuse Inc. (BELFA): 7 Best Electrical Equipment Stocks to Buy
On June 10, JPMorgan initiated coverage of Bel Fuse Inc.
Here is why Emerson Electric Co. (EMR) is among the 7 Best Electrical Equipment Stocks to Buy
On June 30, Deutsche Bank placed a “Catalyst Call: Sell” on shares of Emerson Electric Co. (NYSE:EMR) as a short-term investment idea.
Is CTS Corporation (CTS) among the 7 Best Electrical Equipment Stocks to Buy?
On June 25, CTS Corporation (NYSE:CTS) announced that its board of directors has promoted current Chief Operating Officer Pratik Trivedi to the roles of Chief Executive Officer...
Ingram Micro (INGM) Benefits From Resilient Enterprise Computing Demand
Ingram Micro Holding Corporation (NYSE:INGM) is one of the best low priced technology stocks to invest in.
Applied Digital (APLD) Expands North Dakota AI Campus on Schedule
Applied Digital Corporation (NASDAQ:APLD) is one of the best low priced technology stocks to invest in.
Viavi Solutions (VIAV) Rolls Out the Industry’s First AI Network Validation Tool
Viavi Solutions Inc. (NASDAQ:VIAV) is one of the best low priced technology stocks to invest in. On June 23, VIAVI Solutions Inc.
Hedge Fund Resource Center
