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Insider Monkey Blog

Macquarie Large Cap Growth Fund’s Views on Meta Platforms (META)

Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” investor letter for the third quarter of 2025.

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October 15 - Hedge Fund Investor Letters, News

Intuit (INTU) Declined on Investors’ Concerns

Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” investor letter for the third quarter of 2025.

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October 15 - Hedge Fund Investor Letters, News

Here’s Why Macquarie Large Cap Growth Fund Sold Equinix (EQIX) in Q3

Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” investor letter for the third quarter of 2025.

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October 15 - Hedge Fund Investor Letters, News

Intercontinental Exchange (ICE) Declined Due to Slower Trading Volume

Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” investor letter for the third quarter of 2025.

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October 15 - Hedge Fund Investor Letters, News

Here’s How Not Owning Tesla (TSLA) Impacted Macquarie Large Cap Growth Fund’s Performance

Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” investor letter for the third quarter of 2025.

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October 15 - Hedge Fund Investor Letters, News

Macquarie Large Cap Growth Fund’s Q3 2025 Investor Letter

Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” investor letter for the third quarter of 2025.

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October 15 - Hedge Fund Investor Letters, News

Should You Hold Spotify Technology S.A. (SPOT)?

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 15 - Hedge Fund Investor Letters, News

8 Large Cap Stocks With More Than 50% Upside

On October 8, Tom Kennedy, JPMorgan's head of research and investment strategy, appeared on CNBC’s 'Closing Bell' to talk about where the equity markets are heading and whether...

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October 15 - Hedge Funds, News

Here’s What Led Artisan Mid Cap Fund to Exit Atlassian Corporation (TEAM)

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 15 - Hedge Fund Investor Letters, News

13 Stocks to Buy According to Billionaire Ray Dalio’s Bridgewater Associates

“Expect deeper structural problems”.

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October 15 - Hedge Funds, News

Should You Invest in Woodward (WWD)?

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 15 - Hedge Fund Investor Letters, News

What Makes Teledyne Technologies Incorporated (TDY) an Investment Choice?

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 15 - Hedge Fund Investor Letters, News

Jim Cramer Talked About These 8 Stocks & The Quantum Computing Dip

In his appearance on CNBC's Squawk on the Street yesterday, Jim Cramer discussed the recent selloff in quantum computing, crypto, and other stocks.

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October 15 - News

Artisan Mid Cap Fund Acquired ServiceTitan (TTAN) Amid Multiple Growth Opportunities

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 15 - Hedge Fund Investor Letters, News

What Makes RBC Bearings (RBC) a Good Investment?

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 15 - Hedge Fund Investor Letters, News

Artisan Mid Cap Fund Added Reddit (RDDT) Due to Varied Growth Drivers

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 15 - Hedge Fund Investor Letters, News

Wingstop (WING) Slid Along with Broader Restaurant Industry

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 15 - Hedge Fund Investor Letters, News

Should You Be Confident in Argenx SE’ (ARGX) Long-Term Profit Cycle?

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 15 - Hedge Fund Investor Letters, News

Here’s What Positions Lattice Semiconductor Corporation (LSCC) for Strong Growth

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 15 - Hedge Fund Investor Letters, News

Does Insmed Incorporated (INSM) Have a Promising Pipeline?

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 15 - Hedge Fund Investor Letters, News

Artisan Partners Mid Cap Fund’s Q3 2025 Investor Letter

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third-quarter 2025 investor letter.

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October 15 - Hedge Fund Investor Letters, News

Here’s Why Robinhood Markets (HOOD) Stands Out as a Good Investment?

Ashva Capital Management, an investment management company, released its Q3 2025 investor letter. A copy of the letter can be downloaded here.

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October 15 - Hedge Fund Investor Letters, News

Domino’s Pizza, Inc. (NASDAQ:DPZ) Q3 2025 Earnings Call Transcript

Domino's Pizza, Inc. (NASDAQ:DPZ) Q3 2025 Earnings Call Transcript October 14, 2025Domino's Pizza, Inc. beats earnings expectations.

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October 15 - News, Transcripts

Telefonaktiebolaget LM Ericsson (publ) (NASDAQ:ERIC) Q3 2025 Earnings Call Transcript

Telefonaktiebolaget LM Ericsson (publ) (NASDAQ:ERIC) Q3 2025 Earnings Call Transcript October 14, 2025Telefonaktiebolaget LM Ericsson (publ) beats earnings expectations.

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October 15 - News, Transcripts

Johnson & Johnson (NYSE:JNJ) Q3 2025 Earnings Call Transcript

Operator: Good morning, and welcome to Johnson & Johnson's Third Quarter 2025 Earnings Conference Call.

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October 15 - News, Transcripts

Wells Fargo & Company (NYSE:WFC) Q3 2025 Earnings Call Transcript

Wells Fargo & Company (NYSE:WFC) Q3 2025 Earnings Call Transcript October 14, 2025Wells Fargo & Company beats earnings expectations.

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October 15 - News, Transcripts

JPMorgan Chase & Co. (NYSE:JPM) Q3 2025 Earnings Call Transcript

JPMorgan Chase & Co. (NYSE:JPM) Q3 2025 Earnings Call Transcript October 14, 2025JPMorgan Chase & Co. beats earnings expectations.

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October 15 - News, Transcripts

Sono-Tek Corporation (NASDAQ:SOTK) Q2 2026 Earnings Call Transcript

Sono-Tek Corporation (NASDAQ:SOTK) Q2 2026 Earnings Call Transcript October 14, 2025Sono-Tek Corporation beats earnings expectations.

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October 15 - News, Transcripts

The Goldman Sachs Group, Inc. (NYSE:GS) Q3 2025 Earnings Call Transcript

The Goldman Sachs Group, Inc. (NYSE:GS) Q3 2025 Earnings Call Transcript October 14, 2025The Goldman Sachs Group, Inc. beats earnings expectations.

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October 15 - News, Transcripts

Albertsons Companies, Inc. (NYSE:ACI) Q2 2025 Earnings Call Transcript

Albertsons Companies, Inc. (NYSE:ACI) Q2 2025 Earnings Call Transcript October 14, 2025Albertsons Companies, Inc. beats earnings expectations.

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October 15 - News, Transcripts

Citigroup Inc. (NYSE:C) Q3 2025 Earnings Call Transcript

Operator: Hello, and welcome to Citigroup Inc.'s Third Quarter 2025 Earnings Call. Today's call will be hosted by Jennifer Landis, Head of Citigroup Inc. Investor Relations.

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October 15 - News, Transcripts

BlackRock, Inc. (NYSE:BLK) Q3 2025 Earnings Call Transcript

Operator: Good morning. My name is Jennifer, and I will be your conference facilitator today. At this time, I'd like to welcome everyone to the BlackRock, Inc.

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October 15 - News, Transcripts

Rocky Mountain Chocolate Factory, Inc. (NASDAQ:RMCF) Q2 2026 Earnings Call Transcript

Operator: Good morning, ladies and gentlemen. Thank you for standing by.

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October 15 - News, Transcripts

Fastenal Company (NASDAQ:FAST) Q3 2025 Earnings Call Transcript

Fastenal Company (NASDAQ:FAST) Q3 2025 Earnings Call Transcript October 13, 2025Fastenal Company misses on earnings expectations.

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October 15 - News, Transcripts

Brand Engagement Network, Inc. (NASDAQ:BNAI) Q2 2025 Earnings Call Transcript

Operator: Good afternoon, and welcome to the Brand Engagement Network Inc.'s Second Quarter 2025 Earnings Conference Call. Today's call is being recorded.

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October 15 - News, Transcripts

Brand Engagement Network, Inc. (NASDAQ:BNAI) Q2 2025 Earnings Call Transcript

Operator: Good afternoon, and welcome to the Brand Engagement Network Inc.'s Second Quarter 2025 Earnings Conference Call. Today's call is being recorded.

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October 15 - News, Transcripts

Educational Development Corporation (NASDAQ:EDUC) Q2 2026 Earnings Call Transcript

Operator: Good afternoon, everyone, and thank you for participating in today's conference call to discuss Educational Development Corporation's financial and operating results...

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October 15 - News, Transcripts

Oil-Dri Corporation of America (NYSE:ODC) Q4 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the Oil-Dri Corporation of America Fourth Quarter Fiscal 2025 discussion via webcast.

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October 15 - News, Transcripts

Here’s Why You Should Hold The Walt Disney Company (DIS)?

Ashva Capital Management, an investment management company, released its Q3 2025 investor letter. A copy of the letter can be downloaded here.

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October 15 - Hedge Fund Investor Letters, News

Ashva Capital Management’s Q3 2025 Investor Letter

Ashva Capital Management, an investment management company, released its Q3 2025 investor letter.

Keep Reading →

October 15 - Hedge Fund Investor Letters, News

Cybercriminals Allegedly Steal Nearly a Billion Records from Companies That Use Salesforce (CRM)’s Software

RIT Capital Partners holds $34,689,623 worth of Salesforce, Inc. (NYSE:CRM) shares, representing 4.35% of its portfolio.

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October 15 - News

Ultrapar Participações’ (UGP) Expansion Efforts Partially Offset Operational Headwinds

Ultrapar Participações S.A.

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October 15 - News

Analysts at UBS Reiterate Their “Buy” Rating on International Paper Company (IP) with $60 Price Target

RIT Capital Partners holds $20,319,880 worth of International Paper Company (NYSE:IP) shares, representing 2.55% of its portfolio.

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October 15 - News

BMO Capital Reiterates Its “Outperform” Rating on Microsoft Corporation (MSFT) with $650 PT

RIT Capital Partners holds $105,391,560 worth of Microsoft Corporation (NASDAQ:MSFT) shares, representing 13.21% of its portfolio.

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October 15 - News

Goldman Sachs Initiates Coverage of Golar LNG Limited (GLNG) with “Buy” Rating and $54 PT

RIT Capital Partners holds $41,190,000 worth of Golar LNG Limited (NASDAQ:GLNG) shares, representing 5.16% of its portfolio.

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October 15 - News

GoDaddy Inc. (GDDY) Launches Trusted Identity Naming System for AI Agents

RIT Capital Partners holds $32,392,800 worth of GoDaddy Inc. (NYSE:GDDY) shares, representing 4.06% of its portfolio.

Keep Reading →

October 15 - News

Seaport Global Securities Upgrades Smurfit Westrock Plc (SW) from “Neutral” to “Buy,” Sets $52 PT

RIT Capital Partners holds $19,839,800 worth of Smurfit Westrock Plc (NYSE:SW) shares, representing 2.49% of its portfolio.

Keep Reading →

October 15 - News

Wells Fargo Begins Coverage of Atlassian Corporation (TEAM) with “Overweight” Rating and $216 PT

RIT Capital Partners holds $30,403,742 worth of Atlassian Corporation (NASDAQ:TEAM) shares, representing 3.81% of its portfolio.

Keep Reading →

October 15 - News

Transocean Ltd. (RIG) Announces Contract Extensions for Two of Its Ultra-Deepwater Drill Ships Totaling Around $243 Million

On October 1, 2025, to strengthen its backlog in important offshore markets, Transocean Ltd.

Keep Reading →

October 15 - News

Clean Energy Fuels Corp. (CLNE) to Construct Second Hydrogen Fueling Station for Foothill Transportation

Clean Energy Fuels Corp.

Keep Reading →

October 15 - News

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