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.
The fund capitalized on Q4 software dislocations to buy the dip in Oracle and Fortinet, while funding new positions in newly supported Chinese tech leaders Alibaba and Tencent by trimming overvalued semiconductor equipment positions.
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The fund capitalized on Q4 software dislocations to buy the dip in Oracle and Fortinet, while funding new positions in newly supported Chinese tech leaders Alibaba and Tencent by trimming overvalued semiconductor equipment positions.
