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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.
At the stock level, an overweight stake in Nvidia topped the fund's list of relative contributors. Shares of the...
— Zach Turner
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Other investors who've written on NVIDIA Corporation
NVIDIA Corporation is a global leader in accelerated computing designing the semiconductors, software, networking, and systems used to build and deploy AI. Shares rose 14.3%...
NVIDIA Corporation is a global leader in accelerated computing designing the semiconductors, software, networking, and systems used to build and deploy AI. Shares rose 14.3%...
Nvidia remains a core holding at nearly 10% of the portfolio, and we held our position essentially steady during the quarter. Its chips and...
More institutional theses from Fidelity Dividend Growth Fund
An overweight in Meta Platforms also contributed. Early on, shares...
Among individual holdings, a sizable overweight in Western Digital (-29%) - which had been the largest relative contributor in Q2 - topped the list of relative detractors this quarter. In early August,...
Apple shares surged following a record buyback authorization and the announcement of Apple Intelligence device capabilities. The fund remains...