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.
Mar Vista delivered a solid +6.41% return but lagged benchmarks in Q3 2025, exiting Adobe over long-term AI disruption risks while maintaining structural conviction in core AI-winners like Apple, Alphabet, and NVIDIA.
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Mar Vista delivered a solid +6.41% return but lagged benchmarks in Q3 2025, exiting Adobe over long-term AI disruption risks while maintaining structural conviction in core AI-winners like Apple, Alphabet, and NVIDIA.
