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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Jim Cramer is Bullish on These 10 Stocks
Investors are closely watching the artificial intelligence trade amid mounting concerns over massive spending on AI infrastructure, the sustainability of growth and whether companies...
STGW (STGW) vs. OMC and ACN: Can Stagwell’s Digital-First Strategy Unlock a Higher Valuation?
Is STGW a good stock to buy? We came across a bullish thesis on Stagwell Inc. on One Idea Per Day’s Substack by Paul.
VEON (VEON) vs. AMX and TEO: Can Its Kyivstar Stake Unlock Hidden Value From Emerging Markets?
Is VEON a good stock to buy? We came across a bullish thesis on VEON Ltd. on One Idea Per Day’s Substack by Paul.
Apple (AAPL) vs. MSFT and GOOGL: Is the Post-Earnings Selloff Creating a Long-Term Buying Opportunity?
Is AAPL a good stock to buy? We came across a bullish thesis on Apple Inc. on Research Nuggets’s Substack by Natan Rose.
Surging Pharma Demand and Topline Beat Drive Twist Bioscience Corporation’s (TWST) Growth
Fred Alger Management, an investment management company, released its third-quarter 2026 investor letter for “Alger Small Cap Growth Fund”.
BIO (BIO) vs. TMO and DHR: Can Activist Pressure Close Bio-Rad’s Valuation Discount?
Is BIO a good stock to buy? We came across a bullish thesis on Bio-Rad Laboratories, Inc. on One Idea Per Day’s Substack by Paul.
Dauch (DCH) vs. LKQ and GPC: Can the Dowlais Acquisition Unlock a Hidden Auto Supplier Revaluation?
Is DCH a good stock to buy? We came across a bullish thesis on Dauch Corporation on One Idea Per Day’s Substack by Paul.
MSA (MSA) vs. HON and DOV: Can Detection Growth Unlock the Next Phase of Expansion?
Is MSA a good stock to buy? We came across a bullish thesis on MSA Safety Incorporated on One Idea Per Day’s Substack by Paul.
Nebius Group (NBIS) vs. CRWV and ORCL: Can AI Infrastructure Demand Turn Nebius Into the Next Cloud Powerhouse?
Is NBIS a good stock to buy? We came across a bullish thesis on Nebius Group N.V. on Studio Innovation’s Substack by Studio.
Adaptive Biotechnologies Corp. (ADPT) Rallies on Earnings Beat, Raised Outlook, and Cash-Flow Targets
Fred Alger Management, an investment management company, released its third-quarter 2026 investor letter for “Alger Small Cap Growth Fund”.
Nomad Foods (NOMD) vs. KHC and LW: Can Management’s Heavy Stock Buying Signal a Turnaround Opportunity?
Is NOMD a good stock to buy? We came across a bullish thesis on Nomad Foods Limited on One Idea Per Day’s Substack by Paul.
One-Time Profit Gains and Moderating Guidance Pressure RBC Bearings (RBC) Shares
Fred Alger Management, an investment management company, released its third-quarter 2026 investor letter for “Alger Small Cap Growth Fund”.
Cardinal Infrastructure (CDNL) Detracts Amid Margin Pressures and Outlook Cut
Fred Alger Management, an investment management company, released its third-quarter 2026 investor letter for “Alger Small Cap Growth Fund”.
Alger Small Cap Growth Fund’s Q3 2026 Investor Letter
Fred Alger Management, an investment management company, released its third-quarter 2026 investor letter for “Alger Small Cap Growth Fund”. U.S.
Brookdale Senior Living (BKD) Slips Despite Operational Gains
Antipodes Partners published its third-quarter 2026 investor letter for “Antipodes Global Fund." The letter can be downloaded here.
Agentforce Growth Strengthens Salesforce’s (CRM) Generative AI Narrative
Antipodes Partners published its third-quarter 2026 investor letter for “Antipodes Global Fund." The letter can be downloaded here.
ASML Holding N.V. (ASML) Gains on Strong EUV Demand and Higher Guidance
Antipodes Partners published its third-quarter 2026 investor letter for “Antipodes Global Fund." The letter can be downloaded here.
Meta Platforms (META) Rallies as AI Monetization Gains Momentum
Antipodes Partners published its third-quarter 2026 investor letter for “Antipodes Global Fund." The letter can be downloaded here.
Azure Growth and Enterprise AI Adoption Drive Microsoft Corp. (MSFT) Higher
Antipodes Partners published its third-quarter 2026 investor letter for “Antipodes Global Fund." The letter can be downloaded here.
Alphatec Holdings (ATEC) Offers Market Share Gains and Margin Expansion Potential, Madison Small Cap Fund Says
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Bentley Systems (BSY) Becomes an Attractive Opportunity for Madison Small Cap Fund Amid AI Disruption Fears
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Olin Corporation (OLN) Was Sold by Madison Small Cap Fund as Chlor-Alkali Downcycle Persists
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Antipodes Global Fund’s Q3 2026 Investor Letter
Antipodes Partners published its third-quarter 2026 investor letter for “Antipodes Global Fund." In Q3 2026, markets were volatile but broadly positive, with global equities...
WillScot Holdings Corporation (WSC) Was Sold by Madison Small Cap Fund Amid Weak Commercial Construction Outlook
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
The Baldwin Insurance Group (BWIN) Was Sold by Madison Small Cap Fund Following Takeover Announcement
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
The Scotts Miracle-Gro Company (SMG) Fell in Q3 2026 Despite Improving Fundamentals, Madison Small Cap Fund Says
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Primo Brands (PRMB) Struggles in Q3 2026 Despite Stable or Improving Fundamentals, Madison Small Cap Fund Says
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Charles River Laboratories International (CRL) Contributed to Madison Small Cap Fund’s Healthcare Outperformance
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Encompass Health Corporation (EHC) Helped Drive Madison Small Cap Fund’s Healthcare Outperformance in Q3 2026
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
FormFactor, Inc. (FORM) Was Sold by Madison Small Cap Fund Despite Strong AI-Driven Fundamentals
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
GitLab Inc. (GTLB) Eases AI Disruption Fears After Exceptional Q2 Results, Madison Small Cap Fund Says
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Madison Air Solutions (MAIR): Madison Small Cap Fund Sees Growth Potential in Residential Air Quality Solutions
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
AAON, Inc. (AAON) Faces HVAC Market Headwinds, but Madison Small Cap Fund Sees Margin Expansion Potential
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Hayward Holdings, Inc. (HAYW) Was Down in Q3 2026, but This Fund Remains Confident in Its Investment Thesis
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Bell Global Equities Fund’s Q3 2026 Investor Letter
Bell Global Equities Fund, managed by Bell Asset Management, released its Q3 2026 investor letter.
Janus Global Sustainable Equity Fund’s Q3 2026 Investor Letter
Janus Henderson, an investment management company, released its "Global Sustainable Equity Fund " Q3 2026 investor letter.
Halvio Capital’s Q3 2026 Investor Letter
Halvio Capital, an investment management firm, released its Q3 2026 investor letter.
VSE Corporation (VSEC): Robust Aviation Demand Offset by Integration and Debt Concerns
Fred Alger Management, an investment management company, released its third-quarter 2026 investor letter for “Alger Weatherbie Specialized Growth Fund”.
Space Exploration Technologies Corp. (SPCX) Builds a Broader Deep-Tech Growth Platform
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” third-quarter 2026 investor letter. The letter can be downloaded here.
Meta Platforms’ (META) AI Agent Opens a New Growth Opportunity
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” third-quarter 2026 investor letter. The letter can be downloaded here.
Azure and Copilot Reacceleration Reinforce Microsoft’s (MSFT) AI Leadership
Renaissance Investment Management, an investment management company, released its Q3 2026 investor letter for “Large Cap Growth Strategy.” The letter can be downloaded here...
Impinj (PI) Rallies on Record Revenue, Profitability, and Upbeat Outlook
Fred Alger Management, an investment management company, released its third-quarter 2026 investor letter for “Alger Weatherbie Specialized Growth Fund”.
Microsoft Corp.’s (MSFT) AI Strategy Gains Revenue Momentum
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” third-quarter 2026 investor letter. The letter can be downloaded here.
Alger Weatherbie Specialized Growth Fund’s Q3 2026 Investor Letter
Fred Alger Management, an investment management company, released its third-quarter 2026 investor letter for “Alger Weatherbie Specialized Growth Fund”. U.S.
What’s Driving Strong Q3 Momentum for Meta Platforms (META)
Renaissance Investment Management, an investment management company, released its Q3 2026 investor letter for “Large Cap Growth Strategy.” The letter can be downloaded here...
Rising Flash-Memory Needs Support SanDisk’s (SNDK) Growth Potential
Renaissance Investment Management, an investment management company, released its Q3 2026 investor letter for “Large Cap Growth Strategy.” The letter can be downloaded here...
Surgery Partners (SGRY) Skyrockets Nearly 50%: What to Expect Next
Surgery Partners Inc.
Market Rotation Overshadows KLA Corp’s (KLAC) Solid Results and Guidance
Renaissance Investment Management, an investment management company, released its Q3 2026 investor letter for “Large Cap Growth Strategy.” The letter can be downloaded here...
Semiconductor Equipment Selloff Challenges Applied Materials (AMAT)
Renaissance Investment Management, an investment management company, released its Q3 2026 investor letter for “Large Cap Growth Strategy.” The letter can be downloaded here...
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