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Hedge Fund Performance

Investor Letters Top Holdings Impinj, Inc. Holdings Hedge Fund Investor Letters CyberArk Software Ltd. Holdings Zscaler Holdings Hedge Fund Holdings Shake Shack Inc. Holdings

Baron Capital’s Q2 Letters Show Split Results as Opportunity Fund Outpaces Discovery

The letters say the firm held to valuation discipline while rebalancing positions during a narrow, AI-driven market rally.

Spyglass Reports 24.6% Q2 Gain While Flagging Valuation Compression and Stock-Sized M&A Risk

iMGP Small Company Fund Pins Q4 2025 Lag on Biotech Rally, Details Key Stock Moves

FPA Queens Road Small Cap Value Fund Outlines Q3 Portfolio Shifts and Results

Alger Weatherbie Trails Benchmark in Q3 as Vertex Cuts Outlook and Artivion Raises Guidance

Heartland Advisors’ Q3 Letters Outline Fund Results and Conviction Calls in AI-Driven Market

Mar Vista’s Q3 Letter Outlines AI-Focused Repositioning After 3.29% Return