Bill Ackman Sold His Remaining Alphabet Shares and Bought This Streaming Stock
Bill Ackman’s Q2 portfolio changes are drawing fresh attention on September 7: Pershing Square exited its remaining Alphabet Inc.
Insider Monkey Blog
Jim Cramer Says Amazon and Alphabet Are Cheap. Their Cash Flows Complicate the Case
Jim Cramer thinks investors have neglected two familiar AI giants. In his September 3 CNBC commentary, he argued that Amazon.com, Inc. (NASDAQ:AMZN) and Alphabet Inc.
Jim Cramer on SoFi (SOFI): “I’ve Been a Longtime Believer in This One”
During the September 3 episode of Mad Money, host Jim Cramer addressed the recent volatility in SoFi Technologies, Inc.
Jim Cramer Weighs In on GE Vernova (GEV) and NuScale Power (SMR)
During the September 3 broadcast of Mad Money, host Jim Cramer addressed the rapidly expanding power demands of AI data centers by contrasting established industrial power giant...
NVIDIA and ASML Back Mistral’s €3 Billion Round. Their Payoffs Could Look Very Different
NVIDIA Corporation (NASDAQ:NVDA) and ASML Holding N.V. (NASDAQ:ASML) are backing the same European AI company, but investors should expect different routes to a return.
Druckenmiller Exited Micron and Bought Alphabet. The AI Risks Moved With Him
Micron Technology, Inc. (NASDAQ:MU) and Alphabet Inc. (NASDAQ:GOOGL) offer two ways to invest in AI demand.
Microsoft’s ‘Useful Yield’ Test Raises the Stakes for NVIDIA’s AI Economics
Microsoft Corporation (NASDAQ:MSFT) is asking a more demanding question about AI infrastructure: how much useful output does each dollar and watt actually produce? NVIDIA Corporation...
Datameds, AI., and Tollo Health Partner with the NFL Alumni Association for Health Lives Here National Campaign Rollout
Leading Healthcare IT Company and Former NFL Players Will Work Together to Provide Rural Communities Access to Telehealth and Pharmacy-based Services Through Health Lives Here...
Why Valaris (VAL) Surged on a Takeover Bid
Moerus Capital Management LLC, an investment management firm, recently released its "Worldwide Fund " second-quarter 2026 investor letter.
Transocean (RIG) Is Betting Big on Offshore Drilling
Moerus Capital Management LLC, an investment management firm, recently released its "Worldwide Fund " second-quarter 2026 investor letter.
Why Moerus Thinks Tidewater (TDW) Has Created Massive Value Since 2018
Moerus Capital Management LLC, an investment management firm, recently released its "Worldwide Fund " second-quarter 2026 investor letter.
Douglas Elliman (DOUG) Is Down, But Is the Stock a Bargain?
Moerus Capital Management LLC, an investment management firm, recently released its "Worldwide Fund " second-quarter 2026 investor letter.
CNH Industrial (CNH) Looks Undervalued: Why Moerus Is Betting on a Farm Equipment Recovery
Moerus Capital Management LLC, an investment management firm, recently released its "Worldwide Fund " second-quarter 2026 investor letter.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Kopernik Global All-Cap Equity Fund’s Q2 2026 Investor Letter
Kopernik Global Investors recently released its "Global All-Cap Fund" second-quarter 2026 investor letter.
Strong Results Lifted Garrett Motion (GTX) in Q2
Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here.
Gold X2 Discovers Extension to the Span Prospect with Intersection of 40.4m of 2.05 g/t Au from 343.6m Indicating the Potential NE Extension of the Moss Deposit
Vancouver, British Columbia, September 8th, 2026, FinanceWire Gold X2 Mining Inc.
ZenaTech Plans Franchise Business Model for Drone as a Service Power Washing
Vancouver, British Columbia, September 8th, 2026, FinanceWire Company’s DaaS acquisition of Green Earth Powerwashing brings franchise experience and a model to accelerate incorporation...
Evaluating Bullish Potential in Regeneron Pharmaceuticals (REGN) Stock
Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here.
The Kroger Co. (KR) Shares Weighed by Inflation Pressure and Slowing Sales
Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here.
Hewlett Packard Enterprise Company (HPE) Jumps on Surging AI Infrastructure Demand
Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here.
Arrow Electronics (ARW) Stock Rises Sharply Amid AI Infrastructure Surge
Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here.
Harbor Mid Cap Value Fund Trimmed State Street (STT) Following Appreciation
Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here.
Here’s Why Analysts Downgraded Matador Resources Company (MTDR)
Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here.
TD Synnex (SNX) Shares Jump Over 50% on Cloud Growth and AI Infrastructure Demand
Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here.
Zoetis (ZTS) Shares Drop After Earnings Revision
Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy Fund”.
Shift Away from Defensive Plays Hits Verizon Communications (VZ)
Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy Fund”.
Adobe (ADBE) Declines on Elevated Investor Hopes
Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy Fund”.
Capex Rebound Powers Applied Materials’ (AMAT) Performance
Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy Fund”.
AI-Optimized Processors Fuel Advanced Micro Devices (AMD) Stock Growth
Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy Fund”.
Micron Technology (MU) Rose on Elevated Demand for High-Bandwidth Memory
Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy Fund”.
Impax US Sustainable Economy Fund’s Q2 2026 Investor Letter
Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy Fund”.
Stewart Asset Management: AI Infrastructure Drives Lumentum Holdings’ (LITE) Potential
Stewart Asset Management’s flagship portfolio returned 15.97%, net of fees, in the second quarter, and the S&P 500 Index gained 15.20%.
Stewart Asset Management’s Q2 2026 Investor Letter
Stewart Asset Management’s flagship portfolio returned 15.97%, net of fees, in the second quarter, and the S&P 500 Index gained 15.20%.
Harbor Mid Cap Value Fund’s Q2 2026 Investor Letter
Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”.
What Makes Guardant Health (GH) a Compelling Bet?
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.
Is Tradeweb Markets (TW) Set for a Rebound?
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.
Forex Expo Dubai to Take Place as Scheduled on 22–23 September 2026
Dubai, United Arab Emirates, September 8th, 2026, FinanceWire Ninth edition proceeds as planned, bringing the industry together as the sector moves through a period of rapid platform...
Teledyne Technologies (TDY) Raises Guidance as Defense, Space and Industrial Demand Accelerate
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 Sold Insulet (PODD) Due to Competition Concerns
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 Added Comfort Systems USA (FIX) as Data Center Demand Accelerates
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.
Twist Bioscience (TWST) Rallied as AI and Pharma Drive DNA Demand
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.
Roblox (RBLX) Faces a Growth Reset After Guidance Cuts — Is the Long-Term Story Still Intact?
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.
What Makes C.H. Robinson (CHRW) an Attractive Bet?
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.
The Gabelli Small Cap Growth Fund’s Q2 2026 Investor Letter
Gabelli Investment Management Firm recently released its "Small Cap Growth Fund” second-quarter 2026 investor letter.
The Gabelli Focused Growth and Income Fund’s Q2 2026 Investor Letter
Gabelli Investment Management Firm recently released its "Focused Growth and Income Fund” second-quarter 2026 investor letter.
The Gabelli Global Rising Income and Dividend Fund’s Q2 2026 Investor Letter
Gabelli Investment Management Firm recently released its "Global Rising Income and Dividend Fund” second-quarter 2026 investor letter.
The Gabelli Global Growth Fund’s Q2 2026 Investor Letter
Gabelli Investment Management Firm recently released its "Global Growth Fund” second-quarter 2026 investor letter.
Moerus Worldwide Fund’s Q2 2026 Investor Letter
Moerus Capital Management LLC, an investment management firm, recently released its "Worldwide Fund " second-quarter 2026 investor letter.
Hedge Fund Resource Center
