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 adverse market breadth and underperformance in non-AI holdings, while actively trimming net exposure to 72.5% by deploying into new short ideas across consumer, housing, and powersports sectors.
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Driven by adverse market breadth and underperformance in non-AI holdings, while actively trimming net exposure to 72.5% by deploying into new short ideas across consumer, housing, and powersports sectors.