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Baron Fifth Avenue Growth Fund reported a 24.6% gain in Q2 2026, though Coupang detracted from returns amid softer margins and a regulatory fine. The fund remains optimistic on Coupang's long-term ma…
TCW's Q2 2026 letter notes fund returned 14.45%, trailing S&P 500's 15.20%, driven by AI capital spending. Highlighted Intuitive Surgical (ISRG) despite healthcare sector headwinds and China/Japan we…
TCW's Q2 2026 letter praises KLA Corp as a new holding, citing strong margins and semiconductor inspection demand. Broader indices, including the S&P 500, hit record highs on AI-driven earnings, thou…
Alger's Q2 2026 letter highlights a strong S&P 500 rebound driven by AI optimism and Iran ceasefire, while flagging Planet Fitness's guidance cuts, CFO departure, and weak membership growth as fund d…