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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.
Alphabet was the top relative contributor in 2025, even as other Communication Services stocks languished in the final months. The company’s dominant...
— Harding Loevner LP
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Other investors who've written on Alphabet Inc Class C
Alphabet ($GOOG) constitutes 7.9% of the fund's assets and remains a core holding despite a recent position trimming. The company operates...
The stock reacted positively following a less severe than expected DOJ antitrust remedy decision regarding its Search business. Alphabet is uniquely...
Alphabet (Google) has extensive health-related moonshots and investments, potentially exceeding the company's current value, backed by significant cash and an unparalleled brain trust.
More institutional theses from Harding Loevner Global Equity
Neurocrine Biosciences ($NBIX), representing 0.8% of the fund's portfolio, is a commercial-stage biopharmaceutical enterprise focused on discovering and developing therapies for neurological, neuroendocrine, and neuropsychiatric disorders. The manager initiated...
Lenovo Group Limited ($LNVGY), which represents 2.0% of the portfolio, is the world's largest personal computer manufacturer and third-largest server manufacturer globally. Harding Loevner established...