We will be sharing Q2 2025 hedge fund investor letters in this article. You can also see the hedge fund investor letters for Q1 2025, 2024 Q4, 2024 Q3, 2024 Q2 ,2024 Q1, 2023 Q4, and 2023 Q3 by clicking the links.
Hedge Fund Investor Letters and Updates for 2025 Q2
- Night Watch Investment Management ($MRX, $CWH, $RELY)
- Lakehouse Capital Global Growth Fund May 2025 ($SE, $AMZN, $MELI)
- ClearBridge Investments Large Cap Growth Strategy ($TSM, $MRVL, $LIN, $AVGO, $ICLR, $NFLX, $NOW, $ADBE, $TGT, $UNH, $TMO, $MMC)
- Palm Valley Capital Fund ($HCSG, $CHRD, $RES, $PZZA, $KELYA, $MAN, $CRI)
- LVS Advisory ($CW, $ITOS)
- ClearBridge Investments Dividend Strategy ($LHX, $ORCL, $XOM)
- Artisan Partners Developing World Fund ($LVMUY, $NU, $MELI, $ARM, $PDD, $CRWD, $BEKE, $BZ)
- SVN Capital Fund ($CPRT, $KKR)
- ClearBridge Investments Value Strategy ($VST, $DIS, $TLN, $PEP, $NEM)
- Longriver Partners Fund ($META, $NVDA, $AMD, $TSM, $MSFT, $AMZN)
- Right Tail Capital ($SCHW, $IAC, $NSC, $NSIT)
- Clearbridge Investments Global Infrastructure Income Strategy ($CEG, $OKE, $PBA)
- Mar Vista’s U.S. Quality Premier Strategy ($GE, $MTD, $AVGO, $MSFT, $META, $JNJ, $AAPL)
- Mar Vista U.S. Quality Strategy ($ORCL, $BRK-B)
- Ashva Capital Management ($HOOD, $CRDO, $HWM)
- Mar Vista Global Quality Strategy ($NVDA, $FANUY)
- Alphyn Capital Management ($AMZN, $KKR, $KFS, $KMX, $BN, $FRFHF, $OCSL, $CCOI)
- Brasada Capital Management ($WST, $UBER)
- Heartland Advisors Value Plus Fund ($GTES, $NVST, $SIMO)
- Heartland Advisors Value Fund ($KWR, $PLAB, $XRAY)
- Heartland Advisors Mid Cap Value Fund ($EG, $HUBB, $BDX)
- Black Bear Value Fund ($BLDR, $CNR, $HCC, $FLG, $ABG, $AN)
- Oakmark Global Fund ($MOH, $KDP, $BDX, $ADDYY, $BNPQY)
- Oakmark Equity and Income Fund ($ICLR, $FI, $ZBH, $OC, $TRGP, $ALSN, $COF, $CRL, $CDW, $NKE)
- Headwaters Capital Management ($TECH, $TMDX, $GMED)
- Oakmark Fund ($C, $GPN, $AMZN, $CRM)
- Rowan Street Capital ($META, $SPOT)
- Cooper Investors Global Equities Fund ($CDW, $TKO)
- Oakmark Select Fund ($GOOGL, $IQV)
- L1 Capital International Fund ($UNH, $MMC, $EXP, $HCA, $J)
- Vulcan Value Partners ($IQV, $MSFT, $AMZN, $ARES, $UNH, $GOOG, $LFUS)
- Patient Opportunity Equity Strategy ($UNH, $COST, $YOU, $KOS, $QXO, $COIN, $NVDA, $BABA, $NFE, $NE, $TEM)
- Wedgewood Partners ($META, $TSCO, $AAPL, $UNH, $BKNG, $MSFT, $CPRT, $ZTS)
- Ariel Fund ($LESL, $SJM, $CLB, $NTRS, $SPHR, $ATGE)
- Ariel Investments Appreciation Fund ($NVT, $SLB, $KMX, $FI, $GS)
- Ariel Investments Focus Fund ($ORCL, $MOS, $APA, $GNRC, $REZI)
- Madison Large Cap Fund ($ABNB, $CDW, $IT, $BRK-B, $FERG, $BN, $FI, $ACGL, $PGR, $CPRT)
- Dodge and Cox Stock Fund ($UNH)
- Aristotle Atlantic Focus Growth Strategy ($UNH, $ADPT, $NFLX, $V, $HUBS, $EXPE)
- Aristotle Capital Value Equity Strategy ($UBER, $MSFT, $MCHP, $XYL, $AMGN, $ALC)
- Polen Capital Focus Growth Strategy ($ORCL, $UNH, $AAPL, $IDXX)
- Aristotle Capital Small Cap Equity Strategy ($MTSI, $DY, $CHE, $ACIW, $ALIT, $FLS, $GRDN, $IPAR, $VRRM, $BHLB, $JBGS, $SMG, $MNRO, $TROX)
- Aristotle Atlantic Core Equity Strategy ($ORCL, $AVGO, $BDX, $CB, $ZTS)
- Laughing Water Capital ($LFCR, $PAR, $CLAR, $NN, $CTLP, $THRY)
- Longleaf Partners Fund ($DINO, $MGM, $KHC, $FDX, $REGN)
- Alger Mid Cap Focus Fund ($PLTR, $NET, $VRT, $RYAN, $GLOB, $CWAN)
- Sands Capital Technology Innovators Fund ($MSFT, $NFLX, $META, $NVDA, $TEAM, $TSM, $AAPL, $OKTA, $V, $PANW, $GLBE, $GOOG, $SPOT)
- Conestoga Capital Advisors Small Cap Strategy ($DSGX, $AAON, $BFAM, $CWAN, $MMSI, $ESE, $RBC, $AGYS, $ROAD, $FSS, $EXPO, $NEOG, $JBTM)
- Conestoga Capital Advisors SMid Cap Strategy ($AXON, $GWRE, $HEI-A, $WSO, $POOL, $FICO)
- Conestoga Capital Advisors Micro Cap Strategy ($SSTI, $KIDS, $SLP, $TWST, $PL, $WLDN, $OLO, $MEG, $HLMN, $ERII)
- Conestoga Capital Advisors Mid Cap Strategy ($BSY, $IDXX, $NET, $CPRT, $VEEV, $ROP, $MTD, $WCN)
- Curreen Capital ($FTRE)
- Bronte Capital Amalthea Fund ($AMRZ)
- The London Company Small Cap Strategy ($GTES, $ACIW, $MATX, $IPAR, $CABO)
- The London Company SMID Cap Strategy ($NEU, $AWI, $AER, $SAIA, $CNNE, $WTM, $MUSA, $SGI)
- The London Company Mid Cap Strategy ($APH, $DLTR, $ENTG, $CHDN, SWKS)
- Parnassus Value Equity Fund ($AZN, $AVGO, $ORCL, $MSFT, $MU, $TSM, $WMT, $LIN, $REGN, $SPG, $BAX, $GPN, $DHR)
- Hotchkis & Wiley Large Cap Disciplined Value Fund ($FFIV, $APA, $NOV, $KHC, $UNH, $C)
- Hotchkis & Wiley Mid-Cap Value Fund ($FLR, $BPOP, $KOS, $OLN, $ADNT)
- Baron Discovery Fund ($KTOS, $MEG, $CWAN, $KRMN, $INSP, $MAC, $RH, $ASIC, $WYNN, $DT)
- Baron Health Care Fund ($INSM, $ISRG, $ARGX, $TMO, $COO, $EXAS, $LLY, $PEN, $EW, $IDXX, $UNH, $MASI)
- Baron Focused Growth Fund ($FDS, $SPOT, $MTN, $TSLA, $CHH, $IBKR)
- Aristotle Atlantic Large Cap Growth Strategy ($AAPL, $TECH, $AR)
- Aristotle Capital Small/Mid Cap Equity Strategy ($DLB, $FTAI, $PRGO, $CMCO)
- Baron Asset Fund ($APH, $GWRE, $ACGL, $TECH, $IOT, $LPLA, $IT, $ROP, $VRSK, $CSGP, $PLTR)
- Aristotle Capital Global Equity Strategy ($PYPL, $CCJ, $COF)
- Greystone Capital Management ($NRP, $APG)
- Third Point Management ($RKT, $CASY)
- Baron Real Estate Fund ($BN, $BAM, $CHDN, $PLD, $IRT, $ABNB, $BXP, $EXR, $AMT, $EQIX, $AVB)
- RiverPark Large Growth Fund ($NVDA, $NFLX, $LLY, $META, $UNH, $MSFT, $PEP, $UBER, $SBUX, $AAPL)
- Wasatch Small Cap Growth Strategy ($BRBR, $CWAN, $GSHD, $AGYS, $FN, $NVMI)
- Baron Global Advantage Fund ($NVDA, $DDOG, $ILMN, $LOAR, $NU, $NET, $MELI, $GLOB, $DAVA, $TSM)
- Impax US Sustainable Economy Fund ($ORCL, $AVGO, $NVDA, $LLY, $MRK, $PGR)
- Kovitz Core Equity Strategy ($TMO, $MSFT, $ORCL, $META, $ADI, $MSI, $BDX, $HAS, $FND, $FI)
- Giverny Capital Asset Management ($GOOG, $FI, $PGR, $KNSL, $MTB)
- Artisan Partners Mid Cap Fund ($PLTR, $BKR, $ARGX, $SNOW, $RBLX, $RBC, $BWXT, $DUOL, $IOT, $CMG, $SAIA, $DKS, $TW, $HOOD, $LSCC, $TEAM, $SPOT)
- Third Avenue Management Real Estate Value Fund ($PLD, $WCC, $SKY)
- Diamond Hill Capital Large Cap Fund ($FERG, $RRX, $TXN, $DIS, $ADBE, $AON, $BRK-B, $KMX, $COP, $FANG)
- Third Avenue Management Small-Cap Value Fund ($MYRG, $CTLP, $VC, $SUPN)
- RS Large Cap Value Strategy ($CACI, $CPAY)
- Miller Value Partners Deep Value Strategy ($NBR, $GCI, $TPC, $JELD)
- Baron Small Cap Fund ($VRT, $NEOG, $HNGE, $UTZ, $ICLR, $ASGN)
- Springview Capital Management ($SEG, $MCY, $WS, $HOOD)
- Ace River Capital ($RICK, $VOXR, $HZO)
- O’Keefe Stevens Advisory ($CMP)
- Baron Real Estate Income Fund ($SMA, $BXMT, $IRM, $HST, $WY, $ADC)
- Praetorian Capital ($JOE)
- Matrix Asset Advisors ($AMAT, $UNH, $FI)
- Meridian Growth Fund ($HALO, $ZD, $DKNG, $FSS, $CW, $COO)
- Alluvial Capital Management ($SENEA, $TLN, $NLOP, $PKST, $CBL)
- Kathmandu Capital ($OMAB, $GCT, $UI, $ACMR, $KSPI)
- Jackson Peak Capital ($TTAN, $META)
- Legacy Ridge Capital Partners ($PII)
- JDP Capital Management ($SPOT, $BABA)
- Upslope Capital Management ($FCN,$EVR)
- SouthernSun SMID Cap Strategy (APG, BOOT)
- Diamond Hill Capital Small-Mid Cap Fund ($RRR, $WCC, $COOP, $GTES, $NSP, $CIVI, $ICLR, $ASH, $GNRC, $POST, $FCN, $ALK, $CCS, $TGB, $KNF)
- RGA Investment Advisors ($CRSP, $PTON, $WDAY, $ROKU, $PYPL, $MTN)
- Gator Capital Management ($WEX)
- Atai Capital Management ($CABO, $ALOT)
- FPA Queens Road Small Cap Value Fund ($REVG, $IDCC, $UGI, $SFM)
