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.
Full Quick Take
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.
Choice Equities Fund delivered an exceptional +30.0% return in Q2 2025, driven by strong gains in core high-conviction holdings including Magnite, Genius Sports, and Celsius.
Full Quick Take
Choice Equities Fund delivered an exceptional +30.0% return in Q2 2025, driven by strong gains in core high-conviction holdings including Magnite, Genius Sports, and Celsius.
