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 massive contributions from ThredUp and Carvana, while capitalizing on tariff-induced market volatility to expand key positions at attractive prices.
Full Quick Take
Driven by massive contributions from ThredUp and Carvana, while capitalizing on tariff-induced market volatility to expand key positions at attractive prices.