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

Druckenmiller’s Duquesne Exits Micron and Intel, Adds AMD, Alphabet and Riot

Signaling profit-taking in AI-linked names, quarter‑end 13F data show holdings without revealing exact trade timing.

Platinum’s Brands Fund Posts Small Q2 Gain but Trails After AI-Led Market

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

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