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.
Immersion Investment Partners returned 39.1% in Q2 2026 as the market reversed its irrational Q1 selloff of non-AI holdings. The concentrated micro- and small-cap fund added capital near Q1 lows in companies like Red Violet and Mama's Creations, where temporary factors created gaps between price and value. New position Strata Critical Medical offers compelling growth in organ transplant logistics with significant consolidation opportunities ahead.
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Immersion Investment Partners returned 39.1% in Q2 2026 as the market reversed its irrational Q1 selloff of non-AI holdings. The concentrated micro- and small-cap fund added capital near Q1 lows in companies like Red Violet and Mama's Creations, where temporary factors created gaps between price and value. New position Strata Critical Medical offers compelling growth in organ transplant logistics with significant consolidation opportunities ahead.
