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 a rebound in core enterprise software holdings like ServiceNow and Shopify, while initiating new positions in infrastructure and storage leaders Quanta Services and Seagate Technology.
Full Quick Take
Driven by a rebound in core enterprise software holdings like ServiceNow and Shopify, while initiating new positions in infrastructure and storage leaders Quanta Services and Seagate Technology.
ClearBridge Growth Strategy outperformed its benchmark in Q3 2026 through superior stock selection in software, healthcare, and industrials, utilizing market volatility to strategically build positions in critical AI networking and connectivity infrastructure.
Full Quick Take
ClearBridge Growth Strategy outperformed its benchmark in Q3 2026 through superior stock selection in software, healthcare, and industrials, utilizing market volatility to strategically build positions in critical AI networking and connectivity infrastructure.