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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 Partners Fund gained 16.61% in Q2 2026, exceeding the Russell Midcap Growth Index's 14.55% return, driven primarily by SpaceX which appreciated 62.23% after completing the largest IPO in history and announcing landmark AI compute hosting deals. The Fund's Disruptive...
— Ron Baron
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Other investors who've written on Gartner, Inc.
Gartner Inc. was completely sold off and exited from the portfolio during the quarter.
Gartner's stock declined due to fears surrounding potential cuts in US federal spending, which accounts for roughly five percent of the firm's total contract value. However, the manager...