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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Baron Durable Advantage Fund gained 13.6% in Q2 2026, trailing the S&P 500's 15.2% return, but delivered 3.4% year-to-date versus the index's 10.2%. The quarter saw...
— Alex Umansky
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Other investors who've written on Lam Research Corp
Information Technology exposure contributed positively, and the weighting was increased substantially over the quarter. New positions in...
Lam Research has consistently exceeded expectations, delivering record revenue for the fourth consecutive quarter and achieving the highest gross margin in 20 years....