Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Driven by relative gains in Twist Bioscience, Twilio, and Embraer, while actively rotating capital from industrial AI suppliers into healthcare and technology AI appliers.
Full Quick Take
Driven by relative gains in Twist Bioscience, Twilio, and Embraer, while actively rotating capital from industrial AI suppliers into healthcare and technology AI appliers.