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.
Mott Capital trimmed its Alphabet position and raised cash to 25% due to concerns over massive AI CapEx spending, while selectively buying out-of-favor healthcare plays like Grail.
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Mott Capital trimmed its Alphabet position and raised cash to 25% due to concerns over massive AI CapEx spending, while selectively buying out-of-favor healthcare plays like Grail.
