Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Insider Monkey Blog
Accelerating AI Data Center Infrastructure Demand Drives Credo Technology (CRDO)
BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its second-quarter 2026 investor letter for “Buffalo Mid Cap Discovery Fund”.
Strong Commercial Execution and Pipeline Opportunities Propel Corcept Therapeutics (CORT)
BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its second-quarter 2026 investor letter for “Buffalo Mid Cap Discovery Fund”.
Improving Semiconductor Inspection Tool Demand Boosts Onto Innovation (ONTO)
BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its second-quarter 2026 investor letter for “Buffalo Mid Cap Discovery Fund”.
Underweight Position in Cloudflare (NET) Creates Relative Headwind
BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its second-quarter 2026 investor letter for “Buffalo Mid Cap Discovery Fund”.
Defense Sector Moderation Weighs on Kratos Defense & Security Solutions (KTOS)
BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its second-quarter 2026 investor letter for “Buffalo Mid Cap Discovery Fund”.
Investor Rotation Out of Defense Sector Pressures Leonardo DRS (DRS)
BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its second-quarter 2026 investor letter for “Buffalo Mid Cap Discovery Fund”.
Corning Incorporated (GLW) Is Benefitting from Accelerating Data Centre Buildout
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Labor Problems Pressured UFP Technologies (UFPT)
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Here’s What Constrains Pool’s (POOL) Profit Outlook
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Slow Backlog Conversion Dampens Profit Outlook for Mirion Technologies (MIR)
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
Kennametal’s (KMT) Profit Outlook Pause: Tungsten Price Rally Has Likely Played Out
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
How the Pending Corebridge Merger Alters Equitable Holdings’ (EQH) Capital Allocation
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
American Tower Corporation (AMT) Faces Growth Headwinds Amid Elevated Customer Churn
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here.
TTM Technologies’ (TTMI) 91% Rally Fueled by AI Bottleneck Rotation
Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Focused Growth Strategy”.
Is BW LPG’s (BWLP) $300M Bet Worth the Risk?
BW LPG (NYSE:BWLP) continues to solidify its position as a powerhouse in liquefied petroleum gas shipping, backed by multi-year revenue compounding, strong operating cash flow...
Forgent Power Solutions (FPS) Capitalizes on the AI Data Center Power Grid Bottleneck
Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Focused Growth Strategy”.
QXO (QXO) Slides on Fading Rate-Cut Expectations
Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Focused Growth Strategy”.
FTAI Aviation’s (FTAI) Core Fundamentals Remain Intact
Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Focused Growth Strategy”.
Here’s What Lifted Porch Group (PRCH) in Q2
Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Focused Growth Strategy”.
Is MSG Entertainment’s (MSGE) Aggressive Stock Buyback A Playbook For Long-Term Growth?
Madison Square Garden Entertainment Corp.
Kura Sushi (KRUS): Temporary Sell-Off Unlocks Long-Term Unit Compounding Opportunity
Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Focused Growth Strategy”.
Can An Investment Banking Analyst Steer Renasant (RNST) To New Heights?
Renasant Corporation (NYSE:RNST) has long maintained a steady footprint across the Southeastern banking sector, backed by historical multi-year revenue growth, robust operating...
Granahan Investment Management Focused Growth Strategy’s Q2 2026 Investor Letter
Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Focused Growth Strategy”.
Improved Investors’ Confidence Boosted Onto Innovation (ONTO)
Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Core Growth Strategy”.
Granahan Investment Management Small Cap Core Growth Strategy’s Q2 2026 Investor Letter
Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Core Growth Strategy”.
Why Blue Tower Asset Management Sees Enova International (ENVA) as a Transformational Fintech Opportunity
Blue Tower Asset Management, an investment Management Company, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Blue Tower Asset Management’s Q2 2026 Investor Letter
Blue Tower Asset Management, an investment Management Company, released its second-quarter 2026 investor letter.
Lorne Steinberg Wealth Management Favors Brookfield (BN) as a Global Asset Management Compounder
Lorne Steinberg Wealth Management, an independent, boutique investment management firm, released its Q2 2026 investor letter. The letter can be downloaded here.
American Express (AXP) Strengthens from Brand Strength, Rewards and Affluent Customers
Lorne Steinberg Wealth Management, an independent, boutique investment management firm, released its Q2 2026 investor letter. The letter can be downloaded here.
Allstate Corp. (ALL) Benefits From Strong Cash Flow, Underwriting Discipline and Capital Allocation
Lorne Steinberg Wealth Management, an independent, boutique investment management firm, released its Q2 2026 investor letter. The letter can be downloaded here.
Lorne Steinberg Wealth Management’s Q2 2026 Investor Letter
Lorne Steinberg Wealth Management, an independent, boutique investment management firm, released its Q2 2026 investor letter.
CrowdStrike (CRWD): Can AI-Driven Cyber Risks Accelerate Demand for Next-Generation Security Platforms?
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Growth Equity Strategy.
Is On Holding (ONON)’s Mbappé Partnership a Game Changer?
On Holding AG (NYSE:ONON) is expanding beyond its traditional running and tennis categories as it seeks to become a global sportswear brand.
Freeport-McMoRan (FCX): Can Copper Tightness Outrun Rising Costs?
Freeport-McMoRan Inc.
Is Almonty Industries (ALM) the Next Big Breakout Stock?
As tungsten supply chains undergo a dramatic geopolitical shift, and as investors debate whether Almonty Industries (NASDAQ:ALM) authorized a $300M buyback before Sangdong fully...
Can Firefly Aerospace (FLY) Launch Investors to New Heights?
As autonomous innovation accelerates across aerospace and defense, much like when Textron unveiled a cargo plane concept that needs no pilot, Firefly Aerospace (NASDAQ:FLY) is...
Is Thor Industries (THO) a Buy After Its Earnings Split?
Can Thor Industries (NYSE:THO) navigate an extended RV industry down cycle while safeguarding long-term shareholder value? While component suppliers like LCI Industries show how...
Should You Buy CleanSpark (CLSK) Stock Before Its AI Pivot Pays Off?
As digital infrastructure assets undergo a monumental shift and bitcoin miners are becoming AI landlords, CleanSpark Inc.
Should You Buy WisdomTree (WT) Stock After Its Latest Crypto Move?
Supported by a 14.5% five-year average annual revenue growth rate, robust annual operating cash flow generation exceeding $90 million, and a capital-light model yielding free ...
DHT Holdings (DHT): Is This High-Yield Tanker Stock a Bargain?
As record profits sweep across the broader tanker sector, exemplified by Hafnia’s record profitability as its CEO era ends, DHT Holdings Inc.
Is H.B. Fuller (FUL) Stock a Bargain After Q3 Earnings?
Even as market watchers debate whether H.B.
Is PVH Corp. (PVH) Stock A Deep Value Bargain Or A Value Trap?
Apparel giant PVH Corp.
Can Legend Biotech (LEGN) Turn Cell Therapy Scale Into Compounding Wealth?
Legend Biotech (NASDAQ:LEGN) presents a compelling equity thesis centered on transforming breakthrough oncology innovation into a high-margin, cash-generative cell therapy franchise...
Jim Cramer Discussed This Stock’s Role In Growing AI Security Debate
Identity management products and services provider Okta, Inc. (NASDAQ:OKTA)'s shares are among the top performers in the market as they are up by more than 120% year-to-date.
A Ferrari Doesn’t Hold Value As Well As An NVIDIA Corporation (NVDA) GPU, According To Jim Cramer
NVIDIA Corporation (NASDAQ:NVDA) continues to be one of Cramer's top stocks due to the key role that the firm is playing in the AI rollout.
Jim Cramer Defended Berkshire Hathaway Inc. (NYSE:BRK.B)’s Succession Plan
Investment giant Berkshire Hathaway Inc.
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