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 aggressively deployed cash reserves from 19% down to 8.1%, initiating positions in custom silicon enablers like Broadcom and insider-bought names while retaining an overweight in healthcare.
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The fund aggressively deployed cash reserves from 19% down to 8.1%, initiating positions in custom silicon enablers like Broadcom and insider-bought names while retaining an overweight in healthcare.