The curated database of hedge funds that publish investor letters. Research by geography, strategy, and schools of thought.
| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
|---|---|---|---|---|---|---|
1578 Partners delivered 7.89% net returns in Q2 2026, outperforming the S&P 500's 15.20% quarterly return but bringing year-to-date net returns to 11.57% versus 10.21% for the index. The portfolio benefited from strong performance in Interactive Brokers, Northeast Bank, Amazon, and Alphabet, while Netflix was the only meaningful detractor. The AI investment boom continued to drive markets, with companies positioned at supply bottlenecks experiencing explosive earnings growth—Micron Technology's revenue grew 346% year-over-year and the semiconductor sector gained 87.8% in the quarter. The manager significantly increased the Amazon position in February after a selloff on AI infrastructure concerns, which proved misplaced as AWS revenue growth accelerated to 37% with operating margins expanding to 38.1%. AWS's AI business will remain capacity constrained through 2027 with exceptional demand visible for 2028. The portfolio ended the quarter 90.9% invested with eight long positions and began establishing a new position. The manager remains optimistic about the portfolio's composition and prospects.
The fund maintains a concentrated portfolio of high-quality compounders positioned to benefit from secular growth trends, particularly the AI investment boom and cloud computing expansion, with Amazon Web Services representing a core conviction holding that demonstrates exceptional growth acceleration and margin expansion despite market concerns about AI infrastructure spending.
The manager remains optimistic about the portfolio's prospects in the coming years. The portfolio is off to a strong start in Q3 2026, and the manager feels good about individual positions and overall portfolio composition. The manager continues to seek great new investments to improve the portfolio further, expressing confidence in how the portfolio will perform going forward.
As of Aug 10, 2026
Lead Portfolio Manager
Moderate Conviction Bullish
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