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Top Holdings Hedge Fund Holdings Waste Connections, Inc. Stock Selection CrowdStrike Holdings, Inc. Trump-era Policies Hedge Fund Performance Investment Letters Snowflake Inc. Investor Sentiment Investor Letters TCI Fund Reddit, Inc. SharkNinja, Inc. Kornit Digital Ltd. AI Stocks Long Positions

Grow Funds Says Small‑Cap Long/Short Strategy Outperformed in Q1

The firm says a mix of selective long holdings, hedges, short bets, active position changes helped shield performance during Iran‑War volatility.

TCW Growth Fund Falls 11.75% in Q1, Adds McKesson and Palantir

Microsoft’s AI Bet Fuels Growth as $190 Billion Buildout Tests Investors

Reddit Touts AI Data Power as Blowout Quarter Lifts Outlook

Emerald Wealth Partners' Q4 Letter Details Revvity Exit and Alphabet-Driven Gains

Carillon Fund Letter Flags 2026 Upside, Spotlighting AstraZeneca Gains and Home Depot Deal Tailwinds

Meridian’s Q3 Letter Highlights FIGR’s Marketplace Scale and J&J’s Pipeline Progress

Baird Chautauqua Fund Reports Q2 Lag After Tariff Whiplash, Highlights Diverging AI Chip Bets

Alger Weatherbie Fund Outpaces Russell 2500 Growth in Q2, Details Drivers in Investor Letter

Mairs & Power Balanced Fund Trails Benchmark in H1 2025 as Managers Reposition Portfolio

Macquarie Large Cap Growth Fund Rose 11.24% in Q2, Trailing Russell 1000 Growth’s 17.84%

Madison Small Cap Fund Reports 4.42% Q2 Gain, Details Portfolio Shifts