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Portfolio Management

Top Holdings Asset Allocation Performance Analysis Hedge Funds Berkshire Hathaway Fund Holdings Stock Selection Risk Assessment Stock Analysis Fund Performance

8 ARTICLES

5d ago

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

The firm says strong underlying earnings and sector rebounds drove returns but a $17 billion QXO–TopBuild deal and Roblox’s age checks changed specific investment cases.

11 ARTICLES

5d ago

Vulcan Value Partners Publishes Q2 Letter and Adds Data, Software and Utility Names

9 ARTICLES

last wk.

Artisan Small Cap Fund Posts Strong Q2 Gain and Rebalances Toward AI Infrastructure and Health Care

6 ARTICLES

2w ago

NZS Capital Says AI‑Driven Semiconductor Bets Powered a Very Strong Q2

8 ARTICLES

2w ago

L1 Capital Q2 Letters Show Gains Fueled by AI Bets, Commodity Split

4 ARTICLES

3w ago

Laughing Water Capital Posts Strong Q2 Returns as Three Near‑Term Catalysts Could Reprice Holdings

3 ARTICLES

3w ago

Cathie Wood Increases Stakes in Meta and CoreWeave After Meta Moves to Sell Excess AI Compute

8 ARTICLES

4w ago

Palm Valley Holds 75% Cash After Modest Q2 Gain While Small Caps Surge

3 ARTICLES

4w ago

Value Fund Sells KLA and Other Chip-Equipment Stocks Over Stretched Valuations

9 ARTICLES

4w ago

Brown Advisory Says AI Sentiment and Stock Catalysts Drove Q1 Drawdown in Its Large‑Cap Growth Fund

7 ARTICLES

last mo.

Welltower CEO Shankh Mitra’s 2025 Pay Valued at $821 Million

5 ARTICLES

last mo.

Saba Launches Board Requisition at Workspace and Proposes Disposal‑and‑Buyback Plan

5 ARTICLES

last mo.

Bill Ackman Says He Bought Four New Stocks but Will Reveal Names in Q2 Filing

7 ARTICLES

last mo.

Baron Real Estate Fund Buys Caesars, Reenters Public Storage and Keeps Conviction in Blackstone

7 ARTICLES

2mo ago

Goldman Sachs Launches Tokenized Real Estate Fund on GS DAP

7 ARTICLES

2mo ago

monday.com Reports Strong Q1 Results While Shares Trade Roughly 75% Below Year‑Ago Levels

8 ARTICLES

2mo ago

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

5 ARTICLES

2mo ago

Matrix Asset Advisors Adds ADP and P&G, Calls Microsoft’s Q1 Slide a Buy

4 ARTICLES

2mo ago

Polen 5Perspectives Small Growth Beats Russell 2000 Growth in a Volatile First Quarter

3 ARTICLES

2mo ago

Weitz Tilts Portfolio Toward Chip Leaders After Q1 Slide

Portfolio Management

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

Vulcan Value Partners Publishes Q2 Letter and Adds Data, Software and Utility Names

Artisan Small Cap Fund Posts Strong Q2 Gain and Rebalances Toward AI Infrastructure and Health Care

NZS Capital Says AI‑Driven Semiconductor Bets Powered a Very Strong Q2

L1 Capital Q2 Letters Show Gains Fueled by AI Bets, Commodity Split

Laughing Water Capital Posts Strong Q2 Returns as Three Near‑Term Catalysts Could Reprice Holdings

Cathie Wood Increases Stakes in Meta and CoreWeave After Meta Moves to Sell Excess AI Compute

Palm Valley Holds 75% Cash After Modest Q2 Gain While Small Caps Surge

Value Fund Sells KLA and Other Chip-Equipment Stocks Over Stretched Valuations

Brown Advisory Says AI Sentiment and Stock Catalysts Drove Q1 Drawdown in Its Large‑Cap Growth Fund

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Portfolio Management

Welltower CEO Shankh Mitra’s 2025 Pay Valued at $821 Million

Saba Launches Board Requisition at Workspace and Proposes Disposal‑and‑Buyback Plan

Bill Ackman Says He Bought Four New Stocks but Will Reveal Names in Q2 Filing

Baron Real Estate Fund Buys Caesars, Reenters Public Storage and Keeps Conviction in Blackstone

Goldman Sachs Launches Tokenized Real Estate Fund on GS DAP

monday.com Reports Strong Q1 Results While Shares Trade Roughly 75% Below Year‑Ago Levels

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

Matrix Asset Advisors Adds ADP and P&G, Calls Microsoft’s Q1 Slide a Buy

Polen 5Perspectives Small Growth Beats Russell 2000 Growth in a Volatile First Quarter

Weitz Tilts Portfolio Toward Chip Leaders After Q1 Slide

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Portfolio Management