Alpha Wealth Funds, LLC, an investment management company, released its Q1 2025 letter for the “Insiders Fund”. A copy of the letter can be downloaded here. The fund lost 7.14% in the quarter, tied to a 6.75% fall in March due to the War in Iran. This compares to the S&P 500’s -4.33% return for the same period. The losses are mainly unrealized, and the firm is evaluating its long-term thesis and risk-adjusted opportunities. The Fund considers the current situation as unfavorable. In addition, please check the fund’s top five holdings to know its best picks in 2026.
In its first-quarter 2026 investor letter, Alpha Wealth Insiders Fund highlighted stocks like DexCom, Inc. (NASDAQ:DXCM). DexCom, Inc. (NASDAQ:DXCM) is a medical device company that focuses on developing continuous glucose monitoring (CGM) systems for diabetes and metabolic health management. On May 21, 2026, DexCom, Inc. (NASDAQ:DXCM) closed at $71.90 per share. One-month return of DexCom, Inc. (NASDAQ:DXCM) was 16.78%, and its shares lost 14.92% over the past 52 weeks. DexCom, Inc. (NASDAQ:DXCM) has a market capitalization of $27.74 billion.
Alpha Wealth Insiders Fund stated the following regarding DexCom, Inc. (NASDAQ:DXCM) in its Q1 2026 investor letter:
“Business: DexCom, Inc. (NASDAQ:DXCM) is a titan in the medical technology sector, primarily known for its pioneering Continuous Glucose Monitoring (CGM) systems. These devices allow people with diabetes to track their blood sugar levels in real-time via wearable sensors, significantly reducing the need for traditional fingersticks. It is a remarkable product that helps someone become aware of how their diet,sleep, and exercise impacts their glucose levels.
Insider Buying/Selling: CEO Leach bought $1million worth at $55.04 per share last November Recent News: Tn the first quarter of 2026, Dexcom (DXCM) experienced significant volatility driven by leadership changes, earnings performance, and forward-looking guidance.…” (Click here to read the full text)
DexCom, Inc. (NASDAQ:DXCM) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 71 hedge fund portfolios held DexCom, Inc. (NASDAQ:DXCM) at the end of the fourth quarter, the same as in the previous quarter. In Q1 2026, DexCom, Inc. (NASDAQ:DXCM) reported worldwide revenue of $1.19 billion compared to $1.04 billion for Q1 2025. While we acknowledge the risk and potential of DexCom, Inc. (NASDAQ:DXCM) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than DexCom, Inc. (NASDAQ:DXCM) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered DexCom, Inc. (NASDAQ:DXCM) and shared the list of stocks dominating with powerful gains. In addition, please check out our hedge fund investor letters Q1 2026 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.
