Largest Position of Rowan Street Capital: Meta Platforms (META)
Rowan Street Capital, an investment management company, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Hedge Fund Investor Letters
What Makes Spotify (SPOT) a Good Investment?
Rowan Street Capital, an investment management company, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
The Trade Desk (TTD) Rallied Sixfold Since Rowan Street’s Addition
Rowan Street Capital, an investment management company, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Is Shopify (SHOP) an Incredibly Rewarding Investment?
Rowan Street Capital, an investment management company, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Rowan Street Capital’s Q2 2024 Investor Letter
Rowan Street Capital, an investment management company, released its second-quarter 2024 investor letter.
Will the AI Integration Drive the Future Growth of Smartsheet (SMAR)?
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” second quarter 2024 investor letter.
Do you Believe in the Growth Prospects of Appfolio (APPF)?
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” second quarter 2024 investor letter.
Brown Capital Management Small Company Fund Exited Neogen Corporation (NEOG) Due to Fundamental Deterioration
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” second quarter 2024 investor letter.
Should You Hold Cryoport (CYRX)?
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” second quarter 2024 investor letter.
What Makes UFP Technologies (UFPT) a Good Investment?
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” second quarter 2024 investor letter.
Reasons for the Decline of Repligen (RGEN) in Q2
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” second quarter 2024 investor letter.
Here’s Why Glaukos (GKOS) Appreciated in Q2
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” second quarter 2024 investor letter.
Here’s What Dragged Bio-Techne Corporation (TECH)?
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” second quarter 2024 investor letter.
Brown Capital Management Small Company Fund’s Q2 2024 Investor Letter
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” second quarter 2024 investor letter. The Small ...
Parnassus Investments Sold CNH Industrial N.V. (CNH) in Q2
Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Fund” second quarter 2024 investor letter.
Why Should You Add Western Digital Corp. (WDC) to Your Portfolio?
Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Fund” second quarter 2024 investor letter.
Weaker Demand and Higher Cost Dragged J.B. Hunt Transport Services (JBHT)
Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Fund” second quarter 2024 investor letter.
Higher Interest Rate Impacted Pool Corporation (POOL) in Q2
Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Fund” second quarter 2024 investor letter.
Repligen Corporation (RGEN) Fell Due to CEO Transition
Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Fund” second quarter 2024 investor letter.
Partnership with Netflix Lifted The Trade Desk (TTD) in Q2
Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Fund” second quarter 2024 investor letter.
What Makes BILL Holdings (BILL) a Secular Long-Term Opportunity?
Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Fund” second quarter 2024 investor letter.
KLA Corporation (KLAC) Rose on Continued Strength
Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Fund” second quarter 2024 investor letter.
Parnassus Mid Cap Fund Added Workday (WDAY) on Dip
Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Fund” second quarter 2024 investor letter.
Does Guidewire Software (GWRE) Have a Long Runway Ahead?
Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Fund” second quarter 2024 investor letter.
Parnassus Investments Mid Cap Fund’s Q2 2024 Investor Letter
Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Fund” second quarter 2024 investor letter.
What Makes Bowhead Specialty Holdings (BOW) a Good Investment?
Next Century Growth Investors, LLC, an investment Management Company, released its “Micro-Cap Strategy” second-quarter 2024 investor letter.
Does Orion Group Holdings (ORN) Have a Strong Growth Outlook?
Next Century Growth Investors, LLC, an investment Management Company, released its “Micro-Cap Strategy” second-quarter 2024 investor letter.
Should You Invest in Arteris (AIP)?
Next Century Growth Investors, LLC, an investment Management Company, released its “Micro-Cap Strategy” second-quarter 2024 investor letter.
Should You Invest in Universal Stainless & Alloy Products (USAP)?
Next Century Growth Investors, LLC, an investment Management Company, released its “Micro-Cap Strategy” second-quarter 2024 investor letter.
Will Lincoln Educational Services (LINC) Be Able to Capitalize the Demand Growth?
Next Century Growth Investors, LLC, an investment Management Company, released its “Micro-Cap Strategy” second-quarter 2024 investor letter.
Do You Believe in the Accelerated Growth of Mama’s Creations (MAMA)?
Next Century Growth Investors, LLC, an investment Management Company, released its “Micro-Cap Strategy” second-quarter 2024 investor letter.
Next Century Growth Investors Micro Cap Strategy’s Q2 2024 Investor Letter
Next Century Growth Investors, LLC, an investment Management Company, released its “Micro-Cap Strategy” second-quarter 2024 investor letter.
Here’s Why Five9 (FIVN) Fell in Q2
Brown Capital Management, an investment management company, released its “The Brown Capital Management Mid Company Fund” second quarter 2024 investor letter.
Insulet’s (PODD) Sales And Margins Surpassed Expectations
Brown Capital Management, an investment management company, released its “The Brown Capital Management Mid Company Fund” second quarter 2024 investor letter.
Guidewire Software (GWRE) Continued its Momentum in Q2
Brown Capital Management, an investment management company, released its “The Brown Capital Management Mid Company Fund” second quarter 2024 investor letter.
Here’s Why Brown Capital Management Mid Company Fund Exited Teladoc Health (TDOC)
Brown Capital Management, an investment management company, released its “The Brown Capital Management Mid Company Fund” second quarter 2024 investor letter.
What Makes Natera (NTRA) an Investment Bet?
Brown Capital Management, an investment management company, released its “The Brown Capital Management Mid Company Fund” second quarter 2024 investor letter.
Higher Interest Environment Negatively Impacted Charles River Laboratories (CRL)
Brown Capital Management, an investment management company, released its “The Brown Capital Management Mid Company Fund” second quarter 2024 investor letter.
Brown Capital Management Mid Company Fund’s Q2 2024 Investor Letter
Brown Capital Management, an investment management company, released its “The Brown Capital Management Mid Company Fund” second quarter 2024 investor letter.
Workday (WDAY) Slid After Reporting “In-Line” Subscription Revenue
Baron Funds, an investment management company, released its “Baron Technology Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Advanced Micro Devices (AMD) Fell in Q2
Baron Funds, an investment management company, released its “Baron Technology Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Taiwan Semiconductor Manufacturing Company Limited (TSM) Rose Over AI Enthusiasm
Baron Funds, an investment management company, released its “Baron Technology Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here is Why Baron Technology Fund Increased its Holdings in Apple (AAPL)
Baron Funds, an investment management company, released its “Baron Technology Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Baron Technology Fund’s Q2 2024 Investor Letter
Baron Funds, an investment management company, released its “Baron Technology Fund” second quarter 2024 investor letter. After a slow start to the quarter, U.S.
What Brings Significant Value Appreciation For comScore (SCOR)?
180 Degree Capital Corp., an investment management firm, recently released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s How 180 Degree Capital Corp Aided in Solidifying the Strong Foundation of Lantronix (LTRX)
180 Degree Capital Corp., an investment management firm, recently released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s What Led Mama’s Creations (MAMA) to Triple Off the Price
180 Degree Capital Corp., an investment management firm, recently released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s How 180 Degree Capital Corp Helped Synchronoss Technologies (SNCR)
180 Degree Capital Corp., an investment management firm, recently released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
180 Degree Capital Corp.’s Q2 2024 Investor Letter
180 Degree Capital Corp., an investment management firm, recently released its second-quarter 2024 investor letter.
Should You Hold Rentokil Initial Plc (RTO)?
White Falcon Capital Management, an investment fund manager, released its second quarter 2024 investor letter. A copy of the letter can be downloaded here.
