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 Insulet Corporation (NASDAQ:PODD). Insulet Corporation (NASDAQ:PODD) is an American medical device company known for its Omnipod platform, an insulin delivery system for people with insulin-dependent diabetes. On May 21, 2026, Insulet Corporation (NASDAQ:PODD) closed at $156.89 per share. One-month return of Insulet Corporation (NASDAQ:PODD) was -17.23%, and its shares gained 51.18% over the past 52 weeks. Insulet Corporation (NASDAQ:PODD) has a market capitalization of $10.87 billion.
Alpha Wealth Insiders Fund stated the following regarding Insulet Corporation (NASDAQ:PODD) in its Q1 2026 investor letter:
“Business: Insulet Corporation (NASDAQ:PODD) is a leader in medical technology, primarily known for its Omnipod Insulin Management System. Unlike traditional insulin pumps that require plastic tubing, the Omnipod is a wearable, waterproof “pod” that delivers insulin continuously.
Insider Buying/Selling: No insider buying but no unusually large insider selling.
Recent News:Director Minogue bought 2030 shares at $26.23. President and DEO McEvoy buys 4300 sharesat $246.23 on 2-25-26, and Stonesifer purchase shares 962 shares for $299,984 at |$311,732 per share on 12-5-25…” (Click here to read the full text)
Insulet Corporation (NASDAQ:PODD) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 60 hedge fund portfolios held Insulet Corporation (NASDAQ:PODD) at the end of the fourth quarter, up from 56 in the previous quarter. In Q1 2026, Insulet Corporation (NASDAQ:PODD) generated revenue of $762 million, an increase of 34% on a reported basis and 30% on a constant currency basis. While we acknowledge the risk and potential of Insulet Corporation (NASDAQ:PODD) 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 Insulet Corporation (NASDAQ:PODD) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered Insulet Corporation (NASDAQ:PODD) and shared the list of most oversold large cap stocks to buy. 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.
