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Insider Monkey Blog

ZenaTech Unveils its Proprietary AI Software Suite Designed to Accelerate Land Survey Delivery for Drone as a Service Commercial, Municipal and Infrastructure Clients

Vancouver, British Columbia, October 22nd, 2026, FinanceWire Planned integration of automated LiDAR point cloud classification and feature extraction across ZenaTech’s Drone...

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October 22 - Press Releases

Hedge Fund Investor Letters Q3 2026

In this article, we will share the hedge fund investor letters for the second quarter of 2026.

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October 22 - Hedge Fund Investor Letters, News

AI Disruption Raises New Questions for Rentokil’s (RTO) Growth Strategy

White Falcon’s Q3 2026 letter reports 2.7% quarterly and 4.6% year-to-date net returns. The letter can be downloaded here.

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October 22 - Hedge Fund Investor Letters, News

Intercontinental Exchange (ICE): A High-Quality Compounder with Multiple Growth Drivers

Upslope Capital Management, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.

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October 22 - Hedge Fund Investor Letters, News

Upslope Capital Management’s Q3 2026 Investor Letter

Upslope Capital Management, an investment management company, released its third-quarter 2026 investor letter.

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October 22 - Hedge Fund Investor Letters, News

Innovative Aerosystems (IA): From Avionics Niche to Integrated Aerospace Systems Provider

Deep Sail Capital Partners, an investment management company, released its third-quarter 2026 investor letter.

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October 22 - Hedge Fund Investor Letters, News

Deep Sail Capital Partners’ Q3 2026 Investor Letter

Deep Sail Capital Partners, an investment management company, released its third-quarter 2026 investor letter.

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October 22 - Hedge Fund Investor Letters, News

Praetorian Capital’s Q3 2026 Investor Letter

Praetorian Capital, an investment management company, released its second-quarter 2026 investor letter.

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October 22 - Hedge Fund Investor Letters, News

Rowan Street Capital Exits The Trade Desk (TTD) as Thesis Breaks

Rowan Street Capital, an investment management company, released its Q3 2026 investor letter. The letter can be downloaded here.

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October 22 - Hedge Fund Investor Letters, News

Rowan Street on Meta Platforms (META): 19% CAGR Over 8 Years Amid Extreme Volatility

Rowan Street Capital, an investment management company, released its Q3 2026 investor letter. The letter can be downloaded here.

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October 22 - Hedge Fund Investor Letters, News

NVIDIA Corporation (NVDA) Remains a Key AI Growth Driver Despite Benchmark Headwinds

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 22 - Hedge Fund Investor Letters, News

Should You Buy Jim Cramer and Ken Fisher’s Top AI Stock Pick Ahead of Earnings?

Amazon.com, Inc.

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October 22 - News, Stock Analysis

Polen Focus Growth Strategy Highlights ServiceNow, Inc. (NOW) on AI Revenue Growth

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 22 - Hedge Fund Investor Letters, News

Rowan Street Capital’s Q3 2026 Investor Letter

Rowan Street Capital, an investment management company, released its Q3 2026 investor letter.

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October 22 - Hedge Fund Investor Letters, News

Integrated Quantum Technologies Expands U.S. Government Market Strategy Through Partnership with ARMI Solutions

Vancouver, British Columbia, October 22nd, 2026, FinanceWire Vancouver, British Columbia–(October 22, 2026) – Integrated Quantum Technologies Inc.

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October 22 - Press Releases

Perma-Fix Environmental Services (PESI): Navigating Slipping Government Timelines and Financing Concerns

White Brook Capital’s Q3 2026 investor letter expresses cautious optimism.

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October 22 - Hedge Fund Investor Letters, News

TripAdvisor (TRIP): TheFork Sale Unlocks Value, but Viator’s Slower Execution Weighs on Sentiment

Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Small-Cap Fund”. You can download the letter here.

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October 22 - Hedge Fund Investor Letters, News

Here’s What Lifted Liberty Capital Corporation (GLIBK) in Q3

Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Small-Cap Fund”. You can download the letter here.

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October 22 - Hedge Fund Investor Letters, News

Brown Advisory Exits Fair Isaac Corporation (FICO) Amid Fundamental and Regulatory Concerns

Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 22 - Hedge Fund Investor Letters, News

Brown Advisory Initiates a Position in Valmont Industries, Inc. (VMI)

Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 22 - Hedge Fund Investor Letters, News

Brown Advisory Buys Houlihan Lokey, Inc. (HLI) After a Share-Price Decline

Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 22 - Hedge Fund Investor Letters, News

Brown Advisory Adds Prosperity Bancshares, Inc. (PB) to Its Portfolio

Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 22 - Hedge Fund Investor Letters, News

Andersen Group, Inc. (ANDG) Rallies 45% in the Third Quarter

Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 22 - Hedge Fund Investor Letters, News

Ulta Beauty, Inc. (ULTA) Gains 21% During the Third Quarter

Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 22 - Hedge Fund Investor Letters, News

Brown Advisory Sees Further Growth Potential in Everpure, Inc. (P)

Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 22 - Hedge Fund Investor Letters, News

Brown Advisory Highlights Industrial Growth at Plexus Corp. (PLXS)

Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 22 - Hedge Fund Investor Letters, News

Brown Advisory Sees Long-Term Potential in Rocket Lab Corporation (RKLB)

Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 22 - Hedge Fund Investor Letters, News

Brown Advisory Sees Accelerating Growth at Cloudflare, Inc. (NET)

Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 22 - Hedge Fund Investor Letters, News

Brown Advisory Highlights AI Momentum at Snowflake Inc. (SNOW)

Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 22 - Hedge Fund Investor Letters, News

AAON, Inc. (AAON) Helps Offset Industrial Weakness

Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 22 - Hedge Fund Investor Letters, News

Brown Advisory Reviews Weakness in Vulcan Materials Company (VMC)

Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 22 - Hedge Fund Investor Letters, News

Empire State Realty Trust (ESRT) Declines as Observatory Headwinds Overshadow Solid Office Fundamentals

Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Small-Cap Fund”. You can download the letter here.

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October 22 - Hedge Fund Investor Letters, News

Brown Advisory Notes Accelerating Revenue Growth at Twilio Inc. (TWLO)

Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 22 - Hedge Fund Investor Letters, News

Brown Advisory Sees AI Infrastructure Opportunity in Lumentum Holdings Inc. (LITE)

Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 22 - Hedge Fund Investor Letters, News

Credo Technology Group Holding Ltd. (CRDO) Faces High Expectations Despite Strong Growth

Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 22 - Hedge Fund Investor Letters, News

Broad Industry Sentiment Overshadows Shenandoah Telecommunications’ (SHEN) Core Fiber Execution

Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Small-Cap Fund”. You can download the letter here.

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October 22 - Hedge Fund Investor Letters, News

Clearwater Paper Corporation’s (CLW) Debt Extension Secures Balance Sheet Flexibility Amid Macro Headwinds

Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Small-Cap Fund”. You can download the letter here.

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October 22 - Hedge Fund Investor Letters, News

Lower Rates Could Unlock Rocket Companies’ (RKT) Untapped Growth Potential

White Falcon’s Q3 2026 letter reports 2.7% quarterly and 4.6% year-to-date net returns. The letter can be downloaded here.

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October 22 - Hedge Fund Investor Letters, News

AI Uncertainty Challenges CoStar’s (CSGP) Residential Property Platforms

White Falcon’s Q3 2026 letter reports 2.7% quarterly and 4.6% year-to-date net returns. The letter can be downloaded here.

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October 22 - Hedge Fund Investor Letters, News

White Falcon Capital Management’s Q3 2026 investor Letter

White Falcon’s Q3 2026 letter reports 2.7% quarterly and 4.6% year-to-date net returns.

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October 22 - Hedge Fund Investor Letters, News

Brown Advisory Maintains Interest in Comfort Systems USA, Inc. (FIX)

Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 22 - Hedge Fund Investor Letters, News

Brown Advisory Discusses Challenges Facing FTAI Aviation Ltd. (FTAI)

Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 22 - Hedge Fund Investor Letters, News

Brown Advisory Highlights Aerospace Demand at ATI Inc. (ATI)

Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 22 - Hedge Fund Investor Letters, News

FuboTV’s (FUBO) Strategic Plan to Turn Streaming Distribution into Durable Free Cash Flow

White Brook Capital’s Q3 2026 investor letter expresses cautious optimism.

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October 22 - Hedge Fund Investor Letters, News

Temporary Delays in siRNA Manufacturing Mask Codexis’ (CDXS) High-Option Value

White Brook Capital’s Q3 2026 investor letter expresses cautious optimism.

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October 22 - Hedge Fund Investor Letters, News

Evaluating CareCloud’s (CCLD) Short-Term Integration Friction vs. Long-Term Margin Expansion

White Brook Capital’s Q3 2026 investor letter expresses cautious optimism.

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October 22 - Hedge Fund Investor Letters, News

Trade Desk Integration and Programmatic Capabilities Drive OptimizeRx’s (OPRX) Q4 Catalyst

White Brook Capital’s Q3 2026 investor letter expresses cautious optimism.

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October 22 - Hedge Fund Investor Letters, News

ChatGPT Latest Stock Portfolio: 10 Stock Picks

Remember when everyone said AI could never pick stocks? Some of the early numbers are making that line look old.

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October 22 - Hedge Funds, News, Stock Analysis

Intel’s (INTC) Turnaround Faces Its Test: A Jim Cramer and Billionaire Ken Fisher Pick

Intel Corporation (NASDAQ:INTC) has gained about 143% over the past year, but can the stock keep rising amid AI slowdown fears? It ranks ninth on our list of the top 10 stocks...

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October 22 - News, Stock Analysis

Jim Cramer and Ken Fisher Like This Healthcare Stock

With AI stocks making waves, some prudent investors are looking at healthcare names to diversify amid concerns about an AI data center slowdown. AbbVie Inc.

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October 22 - Hedge Funds, News

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