Meta Platforms (META) Fell Along with Other Market and Macro Sensitive Stocks
Jackson Peak Capital, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Author Archive - Soumya Eswaran
Palantir Technologies (PLTR): Capitalizing on Earnings and Market Positioning
Jackson Peak Capital, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Alibaba (BABA) Surged in Q1
Jackson Peak Capital, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Tesla (TSLA) is on the List of Jackson Peak Capital’s Top Portfolio Contributors. Here’s How
Jackson Peak Capital, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Jackson Peak Capital’s Q1 2025 Investor Letter
Jackson Peak Capital, an investment management firm, released its first-quarter 2025 investor letter.
OKTA (OKTA) Surged as its Financial Performance Exceeded Market Expectations
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” first quarter 2025 investor letter.
Strong Business Performance Lifted RB Global (RBA) in Q1
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” first quarter 2025 investor letter.
Do You Believe in the Long-Term Growth Potential of Tandem Diabetes Care (TNDM)?
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” first quarter 2025 investor letter.
Ziff Davis (ZD) Slid on Earnings Miss and Poor Organic Growth
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” first quarter 2025 investor letter.
CarGurus (CARG) Fell Despite Reporting Strong Earnings
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” first quarter 2025 investor letter.
Meridian Growth Fund Trimmed Halozyme Therapeutics (HALO) for the Valuation Discipline
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” first quarter 2025 investor letter.
Meridian Growth Fund’s Q1 2025 Investor Letter
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” first quarter 2025 investor letter.
Here’s Why Bio-Rad Laboratories (BIO) Traded Lower in Q1
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” first-quarter 2025 investor letter.
What Makes Permian Resources Corporation (PR) an Investment Bet?
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” first-quarter 2025 investor letter.
Polaris (PII) Declined on Weak Demand
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” first-quarter 2025 investor letter.
Does Genpact (G) Have a Long Runway for Growth?
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” first-quarter 2025 investor letter.
Should You Hold nVent Electric (NVT)?
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” first-quarter 2025 investor letter.
Artisan Mid Cap Value Fund Sold Dentsply Sirona (XRAY) due to Weak Dental Market
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” first-quarter 2025 investor letter.
Baxter International (BAX) Rebounded in Q1 After Reporting Strong Earnings
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” first-quarter 2025 investor letter.
Artisan Partners Mid Cap Value Fund’s Q1 2025 Investor Letter
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” first-quarter 2025 investor letter.
Does Lam Research Corporation (LRCX) Have a Promising Future?
Appalaches Capital, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Is AutoZone (AZO) a Tariff Beneficiary?
Appalaches Capital, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
How will CME Group (CME) Benefit from the Tariffs?
Appalaches Capital, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Canadian National Railway Company (CNI) a Long-Term Holding?
Appalaches Capital, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
CSX Corporation (CSX) Showed Resilience Amid Market Uncertainty
Appalaches Capital, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s What Drives ASML Holding N.V.’s (ASML) Continuous Growth
Appalaches Capital, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Lithia Motors (LAD) was Impacted by Tariffs
Appalaches Capital, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Arch Capital Group Ltd. (ACGL) a Lucrative Investment?
Appalaches Capital, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Appalaches Capital’s Q1 2025 Investor Letter
Appalaches Capital, an investment management firm, released its first quarter 2025 investor letter.
Is Aris Water Solutions (ARIS) Driving Sustainable Practices in Oil Production?
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Veracyte (VCYT) Shares Pulled Back Despite Beating Expectations
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Guidewire Software (GWRE) Benefited from the Business Model Transition
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes FTAI Aviation Ltd. (FTAI) a Good Investment?
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
MACOM Technology Solutions Holdings (MTSI) Slid on Negative Sentiment in the Market
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Artisan Small Cap Fund Trimmed its Position in SharkNinja (SN)
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Artisan Small Cap Fund Decided to Exit Dayforce (DAY)
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Should You Invest in Sweetgreen (SG)?
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Artisan Small Cap Fund Added Freshworks (FRSH) as it Reported Thesis-Affirming Earnings
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Artisan Small Cap Fund Sold Dutch Bros (BROS) for Valuation discipline
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Artisan Small Cap Fund Ended Its Investment Campaign in MYR Group (MYRG)
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Is Kratos Defense & Security Solutions (KTOS) Aligned with Current Defense Priorities?
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Halozyme Therapeutics (HALO) Rebounded in Q1
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Artisan Partners Small Cap Fund’s Q1 2025 Investor Letter
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter.
Is Lululemon (LULU) Trading at a Reasonable Price Now?
RGA Investment Advisors, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Should You Invest in Bruker Corp (BRKR)?
RGA Investment Advisors, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Taiwan Semiconductor Manufacturing (TSM) a Lucrative Investment?
RGA Investment Advisors, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
RGA Investment Advisors’ Q1 2025 Investor Letter
RGA Investment Advisors, an investment management company, released its first quarter 2025 investor letter.
Robust Results and Better-Than-Expected Guidance Lifted Intercontinental Exchange (ICE)
Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q1 2025 investor letter. A copy of the letter can be downloaded here.
Sands Capital Select Growth Sold Snowflake (SNOW) to Manage Its Holdings
Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q1 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Sands Capital Select Growth Sold Its Investments in Apple (AAPL)
Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q1 2025 investor letter. A copy of the letter can be downloaded here.
