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 GitLab, Atlassian, and a Bumble buyout, while aggressively accumulating Intuit as its top position and hedging against AI infrastructure froth.
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Driven by strong gains in GitLab, Atlassian, and a Bumble buyout, while aggressively accumulating Intuit as its top position and hedging against AI infrastructure froth.