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 strong earnings from Recruit Holdings and OBIC Business Consultants, while initiating a position in Kioxia and exiting Disco to rebalance AI supply chain exposure.
Full Quick Take
Driven by strong earnings from Recruit Holdings and OBIC Business Consultants, while initiating a position in Kioxia and exiting Disco to rebalance AI supply chain exposure.