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Hedge Fund Holdings

NVIDIA Posts $81.6 Billion Quarter and Announces New $80 Billion Buyback

Record data‑center sales are fueling huge cash flow, prompting investor demand for clearer capital‑return plans, answers on hyperscaler competition.

Parnassus Core Equity Fund Details Q3 Repositioning After Trailing the S&P 500

Aoris Backs SAP on Cloud and AI Thesis as Hedge Fund Interest Ticks Up

The London Company Releases Q3 Investor Letters, Reports Mixed Performance and Key Portfolio Changes

Artisan Select Equity Fund Trails Q2 Benchmark, Adds IQVIA and Reassesses Key Holdings

Alger Spectra Fund Cites Q2 Beat as It Leans Into AI-Centric Tech Leaders