Mercury Systems (MRCY): Is This Defense Stock Entering a New Growth Phase?
Aristotle Capital Boston, LLC, an investment advisor, released its "Small Cap Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here.
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MACOM Technology Solutions (MTSI): Can Data Center and 5G Demand Drive More Upside?
Aristotle Capital Boston, LLC, an investment advisor, released its "Small Cap Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Rationale Behind Baron Focused Growth Fund’s IDEXX Laboratories (IDXX) Holding
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Focused Growth Fund”. A copy of the letter can be downloaded here.
FIGS (FIGS) Slipped Despite Reporting Strong Quarter
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Focused Growth Fund”. A copy of the letter can be downloaded here.
Interactive Brokers Group (IBKR) Delivers Exceptional Growth at Scale
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Focused Growth Fund”. A copy of the letter can be downloaded here.
Strong Sales Power Birkenstock Holding plc’s (BIRK) Q2 Rally
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Focused Growth Fund”. A copy of the letter can be downloaded here.
Red Rock Resorts (RRR) Shares Jump 22.4% in Q2 as Construction Disruptions Subside
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Focused Growth Fund”. A copy of the letter can be downloaded here.
Baron Focused Growth Fund’s Q2 2026 Investor Letter
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Focused Growth Fund”.
FTAI Aviation (FTAI) Gains Edge from Asset Light Shift
Crossroads Capital LLC, an investment management firm, published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Crossroads Capital’s Confidence in Nebius Group (NBIS) Reflected in Scaled Position
Crossroads Capital LLC, an investment management firm, published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Unique Direct to Device Capability Strengthens AST SpaceMobile’s (ASTS) Competitive Edge
Crossroads Capital LLC, an investment management firm, published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Crossroads Capital’s Q2 2026 Investor Letter
Crossroads Capital LLC, an investment management firm, published its second-quarter 2026 investor letter.
Darling Ingredients (DAR) is Well-Positioned for Significant Margin Expansion
Brown Brothers Harriman, an investment management company, released its Q2 2026 investor letter for the “BBH Select Mid Cap ETF”.
How Lower Migration Costs Are Shortening Guidewire Software’s (GWRE) Sales Cycle
Brown Brothers Harriman, an investment management company, released its Q2 2026 investor letter for the “BBH Select Mid Cap ETF”.
Strong Track Record Reinforces Arista Networks’ (ANET) Long Term Delivery
Brown Brothers Harriman, an investment management company, released its Q2 2026 investor letter for the “BBH Select Mid Cap ETF”.
Earnings Beat and Raised Guidance Send Entegris (ENTG) Higher
Brown Brothers Harriman, an investment management company, released its Q2 2026 investor letter for the “BBH Select Mid Cap ETF”.
BBH Select Mid Cap ETF’s Q2 2026 Investor Letter
Brown Brothers Harriman, an investment management company, released its Q2 2026 investor letter for the “BBH Select Mid Cap ETF”.
Keysight Technologies (KEYS) Gains From Equipment Growth Fueled By AI Use Cases
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here...
Search and Cloud Strength Drive Alphabet’s (GOOG) Rally
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here...
Copart’s (CPRT) Financials Show Resilience; Leadership Changes Highlight Stability
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here...
Intercontinental Exchange (ICE) Caught in AI Loser Narrative Despite Strong Results
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here...
Arch Capital’s (ACGL) Valuation Supports Strategic Capital Allocation
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here...
End-Market Strength & Data Center Demand Drive Texas Instruments Incorporated’s (TXN) Growth
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here...
Madison Large Cap Fund’s Q2 2026 Investor Letter
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. In the second quarter, U.S.
Multiple headwinds Weighed on Enovix Corp’s (ENVX) Performance
Massif Capital, an investment management company, released its “Massif Capital Real Assets Strategy” second quarter 2026 investor letter.
Massif Capital’s Q2 2026 Investor Letter
Massif Capital, an investment management company, released its “Massif Capital Real Assets Strategy” second quarter 2026 investor letter.
PrimeXBT Expands Swap-Free Trading to PXTrader 2.0
PrimeXBT, a global multi-asset broker, has expanded its Swap-Free offering to PXTrader 2.0, giving traders access to both Swap-Free and Extended Swap-Free accounts on its proprietary...
Why Capital One (COF) Could See Both Earnings Growth and Multiple Expansion?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Structural Supply Tightening Drives Multi-Year Bull Case for Alcoa Corp. (AA)
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Plug Power’s (PLUG) Turnaround Math Finally Starts Adding Up
On August 10, Plug Power (NASDAQ:PLUG) held its second-quarter earnings call, and the numbers pointed toward a company closing the gap between its long-promised turnaround and...
Could EQT (EQT) Be a Major Winner From LNG and Data Center Power Demand?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
30% Free Cash Flow Yield Positions Charter Communications (CHTR) for De-leveraging and Shareholder Return
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
AECOM’s (ACM) Record Backlog Collides With A Costly Charge
On August 17, AECOM (NYSE:ACM) delivered a third quarter that looked strong and messy at the same time.
ACV Auctions (ACVA) Reports Record Revenue and EBITDA Growth As Market Softens
On August 10, ACV Auctions (NYSE:ACVA) reported second-quarter results that showed a company pulling two directions at once.
Harrow (HROW): Strong Product Momentum Meets A Steep H2 Revenue Target
On August 10, Harrow Inc. (NASDAQ:HROW) walked investors through a first half that fell short and a back half that now has to make up the difference.
Brookdale Senior Living (BKD) Bets Big On Real Estate While Occupancy Lags
On August 10, Brookdale Senior Living (NYSE:BKD) reported second-quarter results that management framed as proof its turnaround is taking hold, even as occupancy growth keeps ...
Is Mercury Systems (MRCY)’s Partnership With Palantir Technologies (PLTR) the Catalyst for a Hardware Turnaround?
On August 3, Mercury Systems, Inc. (NASDAQ:MRCY) and Palantir Technologies Inc.
Helios Technologies (HLIO) Just Posted Record Numbers, Can It Keep Climbing
On August 10, Helios Technologies (NASDAQ:HLIO) reported second-quarter results that pushed its turnaround story into a new chapter.
Archer Aviation (ACHR) Bets Big On Becoming More Than An Air Taxi Company
On August 10, Archer Aviation (NYSE:ACHR) held its second-quarter earnings call and used it to lay out a transformation few investors saw coming.
Babcock & Wilcox (BW): This Legacy Power Company Just Found Its AI Gold Rush
On August 10, Babcock & Wilcox (NYSE:BW) reported second-quarter results that turned a story about power generation into a story about artificial intelligence.
Inside i-80 Gold’s (IAUX) High-Stakes Race To Grow Production
On August 11, i-80 Gold (NYSEAMERICAN:IAUX) walked investors through a second quarter that looked like a company finally standing on solid ground.
Upwork (UPWK) Posts A Profit Beat, But Cuts Its Growth Outlook
On August 10, Upwork (NASDAQ:UPWK) reported second-quarter 2026 results that beat its own targets on profit even as the freelance marketplace confronts a shrinking core business...
OppFi (OPFI) Cuts Guidance but Holds the Line on 2028 Targets
On August 10, OppFi (NYSE:OPFI) held its second-quarter 2026 earnings call, and the numbers pulled in two directions at once.
Rapid7 (RPD) Bets On A Sharper Focus To Reverse Its Slide
On August 10, Rapid7 (NASDAQ:RPD) held its first earnings call under new CEO Wael Mohamed, who used the moment to lay out a leaner, more focused version of the cybersecurity company...
American Public Education (APEI) Proves Its Multi-Year Overhaul Finally Paid Off
On August 10, American Public Education (NASDAQ:APEI) reported second-quarter results that beat the high end of its own guidance on nearly every line, then raised its outlook ...
Compass Diversified (CODI): Branded Consumer Growth Masks Industrial Drag in Q2
On August 10, Compass Diversified (NYSE:CODI) reported second-quarter results that told two very different stories at once.
From Yellowcake to Commercial Scale: Can Ur-Energy (URG) Live Up to Its Uranium Hype?
On August 11, Ur-Energy (NYSEAMERICAN:URG) held its second quarter 2026 earnings call, and the numbers behind it show a uranium producer moving from promise to production.
Pangaea Logistics (PANL): Freight Rate Rally Drives Operational Strength Amid Margin Pressures
On August 11, Pangaea Logistics Solutions (NASDAQ:PANL) reported second-quarter results that showed just how much a freight market can swing in a shipper's favor.
Hedge Fund Resource Center
