Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
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Vontier Corporation (VNT) Looks Undervalued After an Overdone Selloff
Rewey Asset Management, an investment management firm, released its “RAM Smid Composite” investor letter for the second quarter of 2026.
Ultra Clean Holdings (UCTT) Surged on Strong Results and Improving Semiconductor Spending
Rewey Asset Management, an investment management firm, released its “RAM Smid Composite” investor letter for the second quarter of 2026.
Orthofix Medical (OFIX) Looks Attractive After CMS Reversed Its Reimbursement
Rewey Asset Management, an investment management firm, released its “RAM Smid Composite” investor letter for the second quarter of 2026.
Artisan Small Cap Fund’s Q2 2026 Investor Letter
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for the “Artisan Small Cap Fund”.
Ariel Funds’ Q2 2026 Investor Letter
Ariel Investments, an investment management company, released its "Ariel Fund" Q2 2026 investor letter.
Advanced Micro Devices’ (AMD) Returns Validate the Investment Thesis
White Falcon Capital Management, an investment fund manager, released its second-quarter 2026 investor letter. A copy can be downloaded here.
White Falcon Capital Management’s Q2 2026 Investor Letter
White Falcon Capital Management, an investment fund manager, released its second-quarter 2026 investor letter.
Key Catalysts Behind Salesforce’s (CRM) Compelling Outlook
Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter. A copy of the update is available to download here.
Does Mispricing Offer Opportunity in Mastercard (MA)?
Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter. A copy of the update is available to download here.
Is Visa (V) an Overlooked Opportunity?
Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter. A copy of the update is available to download here.
Montaka Global Investments’ Q2 2026 Investor Letter
Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter.
Jim Cramer Highlights Strong Travel Numbers as Fuel for American Express
On July 21, during CNBC’s Mad Money program, host Jim Cramer used the daily chart analysis by options trader Bob Lang, founder of Explosive Options, to examine American Express...
Temporary Concerns Present Entry Point in Zoetis (ZTS)
Moon Capital Management, LLC, an investment management company, released its second quarter 2025 investor letter. A copy of the letter can be downloaded here.
Moon Capital Management Exited DaVita (DVA) with 174% total Return
Moon Capital Management, LLC, an investment management company, released its second quarter 2025 investor letter. A copy of the letter can be downloaded here.
Moon Capital Management’s Q2 2026 Investor Letter
Moon Capital Management, LLC, an investment management company, released its second quarter 2025 investor letter.
An Analysis of SAP SE (SAP) in the AI Transition Era
Ironvine Capital Partners, an investment management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
Meta Platforms (META) Strengthens Ad Platform Through Heavy AI Investments
Ironvine Capital Partners, an investment management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
STARTRADER Launches SKHY as SK Hynix Makes US Market Debut
STARTRADER today announced the launch of SK Hynix Inc. (SKHY) as a US Stock CFD on its trading platform, available from July 22, 2026.
Ironvine Capital Partners’ Q2 2026 Investor Letter
Ironvine Capital Partners, an investment management company, released its Q2 2026 investor letter.
Amphenol Corp (APH), a High-Quality Company, Strengthens From AI Infrastructure Buildout
Brasada Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter is available to download here.
Mastercard (NYSE:MA): Jim Cramer’s “Tech Company in Bank Clothing”
During the July 21 episode of CNBC’s Mad Money, host Jim Cramer reviewed Mastercard Incorporated (NYSE:MA) using options trader Bob Lang’s analysis of the daily chart of the...
Cavco Industries (CVCO) Maintains Dominance in a Concentrated Industry
Brasada Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter is available to download here.
Fastenal Company (FAST) Gains from Reshoring Trends and AI Infrastructure Buildout
Brasada Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter is available to download here.
Brasada Capital Management’s Q2 2026 Investor Letter
Brasada Capital Management, an investment management company, released its Q2 2026 investor letter.
Jim Cramer Highlights Visa (V) as Consumer Credit Demand Soars
During the Tuesday episode of Mad Money, host Jim Cramer discussed the major credit card networks as he noted that consumer spending remains resilient.
Here’s Why Accenture (ACN) is Struggling
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the “US Equity Strategy”.
What Makes EMCOR (EME) an Investment Choice?
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the “US Equity Strategy”.
Will Costco (COST) be Able to Continue High Dividend Growth?
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the “US Equity Strategy”.
Howmet Aerospace (HWM) Positions to Benefit from Prudent Capital Allocation
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the “US Equity Strategy”.
Bristol Gate US Equity Strategy: W.R. Berkley (WRB) Offers Ballast to the Portfolio
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the “US Equity Strategy”.
Generative AI Disruption Fears Hurt Intuit (INTU)
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the “US Equity Strategy”.
Here’s the Investment Thesis for Celestica (CLS)
Deep Sail Capital Partners, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
W.R. Berkley’s Q2 is Making Analysts Raise Price Targets, But Is The Optimism Justified?
W.R. Berkley’s (NYSE:WRB) fiscal Q2 report appears to be gaining favor among analysts, with several of them raising their price targets on the stock.
Space Exploration Technologies Corp. (SPCX) Stock Just Lost $1 Trillion in a Month. Is the Selloff a Buying Opportunity or a Warning?
Space Exploration Technologies Corp. (NASDAQ:SPCX) stock fell for a seventh straight session on Monday, dropping 3.3% to $119.85. That's below its $135 IPO price from June.
Taiwan Semiconductor Manufacturing Company Limited (TSM) Is Raising Prices Up to 10%. Can Customers Push Back?
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) plans to raise chipmaking prices by up to 10% starting in 2027, according to Nikkei Asia, citing multiple people ...
Alphabet and Tesla Were Punished for Heavy Spending. IBM Already Took Its Hit a Week Earlier.
Three big earnings reports came out this week. Alphabet Inc. (NASDAQ:GOOGL) and Tesla, Inc.
Ryanair Holdings plc (RYAAY)’s Profit Fell by a Third on the Iran War. Is the Selloff a Buying Opportunity?
Ryanair Holdings plc (NASDAQ:RYAAY)'s fiscal first-quarter profit fell 34% to €538 million from €820 million a year earlier.
Big Pharma Is Buying Growth. Novartis (NVS) Is Betting on Its Pipeline
Biotech M&A has hit a record pace in 2026, with deal value reaching $216 billion so far this year, up from $118 billion over the same stretch last year, according to LSEG data...
Dell Technologies (DELL) Climbs 9.3% on Booming Demand for Nvidia-Powered AI Servers
Dell Technologies (NYSE:DELL) surged by 9.32 percent on Wednesday to finish at $441.80 apiece as investors drew encouragement from the surging demand for AI servers using Nvidia...
NovaGold (NG) Jumps 10.3% on $4.2B Donlin Mine Takeover
NovaGold extended its winning streak to a third consecutive day on Wednesday, surging 10.30 percent to close at $6.21 apiece after expanding its gold portfolio with the full acquisition...
Mandela Digital Announces $5 Million Investment From Datavault AI
Datavault AI Inc. has committed and begun deploying $5 million in funding to Mandela Digital.
Mastercard (MA) Moat Looks Unbreakable — Except For One Growing Threat
Mastercard (NYSE:MA) is one of the top non-AI stocks among retail investors right now, based on our search of Reddit investing communities.
Meta Platforms (META): ‘Dead Money’ or Best Cheap AI Stock? – Retail Investors Debate
To gauge where retail sentiment stands on major AI stocks, we scoured Reddit investing communities where retail traders debate stock picks and swap theses in real time.
Here’s Why Retail Investors Are Buying Microsoft (MSFT) on the Dip
Microsoft Corporation (NASDAQ:MSFT) has been a painful holding for retail investors on Reddit. The stock is down about 17% so far this year.
Super Micro (SMCI) Climbs 27% as Orders Surge to $60B; More Hedge Funds Buy In
Super Micro Computer Inc.
Can American Airlines (AAL) Close the Profitability Gap With Delta and United?
American Airlines Group Inc. (NASDAQ:AAL) seeks to close its profitability gap with rivals Delta Air Lines and United Airlines.
Arrowhead (ARWR) Soars to New High as Plozasiran Nears Expanded Commercialization
Arrowhead Pharmaceuticals Inc.
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