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.
Vision Capital Fund posted a strong +15.6% YTD net return with zero portfolio turnover, using market pullbacks to increase exposure to top compounders like Palantir and establish a new position in Cloudflare.
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Vision Capital Fund posted a strong +15.6% YTD net return with zero portfolio turnover, using market pullbacks to increase exposure to top compounders like Palantir and establish a new position in Cloudflare.