Tag: investor letter
Alphabet (GOOG) Rallied on Strong Positioning in the AI Rally and Resolution of Regulatory Overhang
Alphyn Capital Management, an investment management firm, released its third-quarter 2025 investor letter. A copy of...
Broad-Based Momentum Lifted Alphabet (GOOGL) in Q3
Renaissance Investment Management, an investment management company, released its Q3 2025 “Large Cap Growth Strategy” investor...
Alphabet’s (GOOG) AI Initiatives Driving Strong Growth
Wedgewood Partners, an investment management company, released its third-quarter 2025 investor letter. The letter is available...
Artisan Mid Cap Fund Trimmed Arista Networks (ANET) Post Liberation Day Rally
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third-quarter 2025 investor letter....
Vulcan Value Partners’ Updates on Alphabet (GOOG)
Investment management company Vulcan Value Partners recently released its third-quarter 2025 investor letter. A copy of the letter...
Here’s Why Bristlemoon Global Fund Decided to Establish a Position in ASML Holding N.V. (ASML)
Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” third-quarter 2025 investor letter. A...
What Places Alphabet (GOOGL) At An Enviable Position In AI Capabilities?
Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” third-quarter 2025 investor letter. A...
What Places Alphabet (GOOGL) At An Enviable Position In AI Capabilities?
Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” third-quarter 2025 investor letter. A...
Alphabet (GOOG) Surged Following Favorable Ruling in Antitrust Case and Solid Earnings Results
Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q3 2025 investor letter....
Here’s What Positions Alphabet (GOOG) to Sustain Long Term Relevance
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier...
Here’s What Made Corpay (CPAY) Middle Coast Investing’s Portfolio Holding
Middle Coast Investing, an investment advisor firm, released its third-quarter 2025 investor letter. A copy of...
Palm Valley Capital Fund Sold Seaboard Corporation (SEB) as It Exceeded the Valuation
Palm Valley Capital Management, an investment management firm, has released the “Palm Valley Capital Fund” third-quarter...