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.
ClearBridge All Cap Growth Strategy outperformed its Russell 3000 Growth benchmark in Q3 2026, driven by strong stock selection in rebounding enterprise software and disciplined semiconductor positioning, while expanding AI infrastructure exposure via new positions in AMD.
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ClearBridge All Cap Growth Strategy outperformed its Russell 3000 Growth benchmark in Q3 2026, driven by strong stock selection in rebounding enterprise software and disciplined semiconductor positioning, while expanding AI infrastructure exposure via new positions in AMD.
Driven by strong gains in Danaher, Intercontinental Exchange, Microsoft, and Nvidia, while establishing new positions in LPL Financial and Netflix and fully divesting Marsh.
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Driven by strong gains in Danaher, Intercontinental Exchange, Microsoft, and Nvidia, while establishing new positions in LPL Financial and Netflix and fully divesting Marsh.
ARK Invest remains intensely bullish on disruptive innovation platforms, projecting that accelerating productivity from converging frontier technologies will suppress inflation and drive outsized growth.
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ARK Invest remains intensely bullish on disruptive innovation platforms, projecting that accelerating productivity from converging frontier technologies will suppress inflation and drive outsized growth.