Insider Monkey Blog
Applied Materials (AMAT) Beat Estimates and Investors Sold Anyway. Lam Research Corporation (LRCX) Didn’t Have That Problem
On August 13, 2026, Applied Materials, Inc.
Workday (WDAY) Just Had its Best Trading Day in a Decade. Here’s Why Silver Lake Wants In
On August 13, 2026, Workday, Inc. (NASDAQ:WDAY) shares jumped nearly 18%, their best single-day performance in 10 years.
Lenovo Group Limited (LNVGY) and Intel Corporation (INTC) are Both Riding the AI Hardware Boom. One Just Posted a Loss Anyway
On August 13, 2026, The Wall Street Journal reported that Lenovo Group Limited (OTC:LNVGY)'s first-quarter revenue jumped 43% year over year to $26.94 billion on AI hardware demand...
Apple Inc. (AAPL) Wants to Pay Publishers to Fix Siri. What’s the Catch?
On August 12, 2026, the Wall Street Journal reported that Apple Inc.
Can Abbott Laboratories (ABT)’s Instinct Sensor Give MiniMed Group (MMED) a Competitive Edge?
Two healthcare innovators, MiniMed Group, Inc. (NASDAQ:MMED) and Abbott Laboratories (NYSE:ABT), hit the spotlight this August with a milestone partnership.
Is AerCap Holdings N.V. (AER) a Better Aviation Investment Than The Boeing Company (BA)?
AerCap Holdings N.V. (NYSE:AER) announced the delivery of its tenth Boeing 787 aircraft on lease to Grupo Aeromexico.
Can Trane Technologies plc (TT) and Eaton Corporation, PLC (ETN) Become Major Winners from the AI Data Center Boom?
Trane Technologies plc (NYSE:TT) and Eaton Corporation, PLC (NYSE:ETN) announced a strategic collaboration on August 17, combining advanced thermal management and electrical system...
Oracle Corporation (ORCL) vs. Amazon.com (AMZN): Which AI Infrastructure Giant Is Better Positioned for Long-Term Growth?
On August 13, Oracle Corporation (NYSE:ORCL) and Amazon.com, Inc. (NASDAQ:AMZN)'s Web Services announced a major expansion of their strategic collaboration.
Are Phillips 66 (PSX) and Marathon Petroleum Corporation (MPC) Still Attractive After the $180 Billion Deal Collapse?
Reports surfaced on August 14that refining giants Phillips 66 (NYSE:PSX) and Marathon Petroleum Corporation (NYSE:MPC) held preliminary talks earlier this year regarding a potential...
Could Emerson Electric (EMR) Stock Win as Investors Look Beyond BP p.l.c. (BP)’s Energy Cash Flow?
Emerson Electric Co. (NYSE:EMR) and BP p.l.c.
Could argenx SE (ARGX)’s Global Scale Give it an Edge Over Zai Lab Limited American Depositary Shares (ZLAB)?
Zai Lab Limited American Depositary Shares (NASDAQ:ZLAB) and argenx SE (NASDAQ:ARGX) announced positive topline results on August 17 from their Phase 3 ALKIVIA study evaluating...
Could L3Harris Technologies (LHX)’a Stability Outweigh Intuitive Machines. (LUNR)’s Explosive Growth?
On August 4, when Intuitive Machines, Inc. (NASDAQ:LUNR) was selected by L3Harris Technologies, Inc.
Does NVIDIA Corporation (NVDA)’s AI Dominance Leave Any Room for International Business (IBM) to Catch Up?
On August 11, International Business Machines Corporation (NYSE:IBM) announced a multi-year $240 million agreement with Together AI to deploy a massive cluster of NVIDIA HGX B300...
Can Merck & Company (MRK)’s Stake in Evaxion A/S (EVAX) Validate the Potential of AI-Driven Vaccine Discovery?
In a regulatory filing on August 10, pharmaceutical titan Merck & Company, Inc.
Warren Buffett’s Empire Just Made a Massive AI Bet Nobody Saw Coming
Berkshire Hathaway disclosed on August 14 that it increased its stake in Alphabet Inc.
AMD Just Split Two of Wall Street’s Biggest Contrarian Investors
ARK Invest sold 25,917 Advanced Micro Devices, Inc. (NASDAQ:AMD) shares across four ETFs on August 17 while simultaneously adding Nvidia across five funds.
Earnings Surprise: 9 Biggest EPS Beats from Yesterday’s Calls
Corporate earnings have emerged as one of the biggest forces driving US markets in 2026, and the second-quarter reporting season is providing a revealing look at whether companies...
Cathie Wood and Stanley Druckenmiller Agree On Amazon (AMZN) and Alphabet (GOOGL)
The latest 13F filings for the second quarter show that both Cathie Wood's ARK Investment Management and Stanley Druckenmiller's Duquesne Family Office hold Amazon (NASDAQ: AMZN...
Analysts Question Tom Lee’s ‘Counterintuitive’ Call on Robinhood (HOOD)
Tom Lee of Fundstrat recently recommended that investors avoid Robinhood (NASDAQ: HOOD) in 2026.
Tom Lee Recommends Arista Networks (ANET) and JPMorgan (JPM), Analysts Weigh In
Tom Lee of Fundstrat added Arista Networks (NYSE: ANET) and JPMorgan (NYSE: JPM) to his core list of stock ideas for 2026.
Gemini AI Stock Portfolio’s New Addition: NextEra Energy (NEE)
Gemini AI just added NextEra Energy (NYSE: NEE) to its AI-run portfolio on Rallies, a platform that gives AI models real money to trade with real-time financial data.
Verra Mobility (VRRM): How a Lost Customer Contract Changed the Investment Case
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.
Byline Bancorp (BY): Has This Bank Stock Reached Its Full Potential?
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.
Americold Realty Trust (COLD): Why Was This Position Liquidated?
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.
UMB Financial (UMBF): Why This Regional Bank Could Be Built for Long-Term Growth
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.
IPG Photonics (IPG): Could a Manufacturing Recovery Spark a Stock Rebound?
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.
Huron Consulting Group (HURN): Is AI Fears Overblown for This Consulting Stock?
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.
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.
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...
Hedge Fund Resource Center
