Grow Funds, an investment Advisor, released its Q1 2026 investor letter for “GROW Small Cap Equity Long/Short Fund”. A copy of the letter can be downloaded here. In Q1 2026, GROW Small Cap Equity Long/Short L.P (Fund) returned 4.18%, outperforming the Russell 2000 Growth Index’s –2.80%, HFRI Equity Hedge Index’s -0.24%, and the HFRI Fundamental Growth Index’s 0.47% returns. Long positions and hedges, and short positions, safeguarded the portfolio amid the volatility driven by the Iran War. In addition, please check the Strategy’s top five holdings to know its best picks in 2026.
In its first-quarter 2026 investor letter, Grow Funds highlighted Tigo Energy, Inc. (NASDAQ:TYGO). Tigo Energy, Inc. (NASDAQ:TYGO) is a US based leading provider of solar and energy storage solutions. On June 18, 2026, Tigo Energy, Inc. (NASDAQ:TYGO) closed at $2.79 per share. One-month return of Tigo Energy, Inc. (NASDAQ:TYGO) was -36.78%, and its shares gained 107.09% over the past 52 weeks. Tigo Energy, Inc. (NASDAQ:TYGO) has a market capitalization of $211.79 million.
Grow Funds stated the following regarding Tigo Energy, Inc. (NASDAQ:TYGO) in its Q1 2026 investor letter:
“Tigo Energy, Inc. (NASDAQ:TYGO) operates as a leading provider of intelligent solar and energy storage solutions, focusing on Module Level Power Electronics (MLPE) to maximize solar array performance. Their business model revolves around developing, manufacturing, and selling hardware (optimizers, inverters) and software (monitoring platforms) to installers and distributors globally. Prior to 2025, the solar industry had experienced multiple down years, especially in residential markets. With the increase in energy prices due to the Iran War, Solar’s value proposition has improved signficantly. We believe TYGO will benefit from this trend and as they remain the low cost provider for solar inverters. TYGO can continue to take share from Enphase Energy (ENPH) and SolarEdge Technologies (SEDG) who are growing slower and have more expensive valuations.”
Tigo Energy, Inc. (NASDAQ:TYGO) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 17 hedge fund portfolios held Tigo Energy, Inc. (NASDAQ:TYGO) at the end of the first quarter, up from 12 in the previous quarter. In Q1 2026, Tigo Energy, Inc. (NASDAQ:TYGO) reported revenue of $25.2 million, marking a 33.7% growth compared to the prior year period. While we acknowledge the risk and potential of Tigo Energy, Inc. (NASDAQ:TYGO) 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 TIGO ENERGY, INC. (NASDAQ:TYGO) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered Tigo Energy, Inc. (NASDAQ:TYGO) and shared the list of hot tech stocks to buy according to analysts. 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.
