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 gains in Danaher, Intercontinental Exchange, Microsoft, and Nvidia, while establishing new positions in LPL Financial and Netflix and fully divesting Marsh.
Full Quick Take
Driven by strong gains in Danaher, Intercontinental Exchange, Microsoft, and Nvidia, while establishing new positions in LPL Financial and Netflix and fully divesting Marsh.