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Alger

Dec 2024 → Sep 2026 · Publishes quarterly · 11 funds

Our archive holds 67 letters from Alger, behind 50 investment theses and positions in 60 companies. Every quote below is copied verbatim from the letter it came from.

Writes about

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67
Letters
60
Companies
3
Moves
50
Theses

11 strategies

Alger publishes a letter per strategy. Each one has its own page with what it holds, what it bought and what it wrote.

Returns as reported in each strategy’s latest letter, extracted automatically and not verified by us; one share class, in its own currency. Not investment advice. Past performance does not predict future returns.

What they bought and sold · 3 moves

  • ExitedForte Biosciences Inc.
    September 2026
    “The acquisition, which closed in late August, validated our view that FB102 holds meaningful strategic value as its clinical profile became clearer.”
    Read the letter
  • ExitedHeidelberg Materials AG
    March 2026
    “During the quarter, shares detracted from performance after quarterly results came in modestly below expectations on both revenue and earnings.”
    Read the letter
  • AddedFTAI Aviation Ltd.
    March 2026
    “During the quarter, shares contributed positively to performance fueled by several reinforcing catalysts.”
    Read the letter

Companies held · 60

Every company Alger has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 50

  • Natera, Inc.
    September 2026

    Natera is a diagnostic-testing company whose Signatera blood test is gaining adoption thanks to clinical evidence, reimbursement, guidelines, and international expansion.

    Read the full thesis
  • Forte Biosciences Inc.
    September 2026

    Forte Biosciences is a clinical-stage biotech developing FB102, which is viewed as differentiated and strategically valuable across multiple autoimmune diseases.

    Read the full thesis
  • Twilio, Inc.
    September 2026

    Twilio provides communications infrastructure that should benefit from AI-driven customer engagement and is showing improving growth, profitability, and cash flow.

    Read the full thesis
  • Space Exploration Technologies Corp.
    September 2026

    SpaceX combines reusable rockets, Starlink, and AI infrastructure, with durable cost advantages and recurring revenue supporting a compelling long-term profile.

    Read the full thesis
  • Twist Bioscience Corp.
    September 2026

    Twist Bioscience manufactures custom DNA at scale and is seen as well positioned to benefit from AI-driven drug discovery demand and accelerating orders.

    Read the full thesis
  • Adaptive Biotechnologies Corp.
    September 2026

    Adaptive Biotechnologies develops immune-system diagnostics and is supported by improving results, a path to profitability, and broader clinical adoption of clonoSEQ.

    Read the full thesis
  • Cardinal Infrastructure Group, Inc.
    September 2026

    Cardinal Infrastructure provides site-development services and is viewed as having a durable growth opportunity due to project management, customer relationships, and market expansion.

    Read the full thesis
  • RBC Bearings Incorporated
    September 2026

    RBC Bearings makes engineered bearings and motion-control components and is supported by engineering expertise, pricing power, recurring demand, and long-term aerospace and defense opportunities.

    Read the full thesis
  • VSE Corporation
    September 2026

    VSE Corporation provides aviation services and is viewed as attractive due to aging fleets, outsourcing demand, expanding repair capabilities, and efficiency gains from integration.

    Read the full thesis
  • Cloudflare Inc
    September 2026

    Cloudflare benefits from its global network, expanding product suite, and AI-driven demand across security, networking, and developer services.

    Read the full thesis
  • FTAI Aviation Ltd.
    September 2026

    FTAI Aviation combines an integrated engine-maintenance platform with data-center power opportunities and benefits from constrained repair capacity and strong demand.

    Read the full thesis
  • Western Digital Corporation
    September 2026

    Western Digital is positioned to benefit from data growth and AI storage demand through its scale, profitability, and low-cost hard drive leadership.

    Read the full thesis

Showing the 48 most recent of 50 theses. Browse them by company to see the rest.

Letter archive · 67

2026

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2024

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