Alger
Our archive holds 56 letters from Alger, behind 28 investment theses and positions in 21 companies. Every quote below is copied verbatim from the letter it came from.
Alger’s own letters pageWhat they bought and sold · 1 move
- ExitedHeidelberg Materials AGMarch 2026
“During the quarter, shares detracted from performance after quarterly results came in modestly below expectations on both revenue and earnings.”
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Companies held · 21
Every company Alger has disclosed a position in across our archive, with the letter that last mentioned it.
- Astera Labs, Inc.Jun 2026
- Blue Origin Enterprises, L.P.Jun 2026
- Brookfield Asset Management Ltd. Class AMar 2026
- Cameco CorporationMar 2026
- Casella Waste Systems, Inc.Mar 2026
- Credo Technology Group Holding Ltd.Jun 2026
- DigitalOcean Holdings, Inc.Mar 2026
- EssilorLuxottica SAMar 2026
- FinecoBank SpAMar 2026
- Forte Biosciences Inc.Jun 2026
- GeneDx Holdings Corp.Jun 2026
- GFL Environmental IncJun 2026
- Guardant Health, Inc.Jun 2026
- Karman Holdings Inc.Jun 2026
- Kongsberg Gruppen ASAMar 2026
- Nebius Group N.V.Jun 2026
- Netflix, Inc.Jun 2026
- Planet Fitness, Inc.Mar 2026
- QXO, Inc.Jun 2026
- StepStone Group, Inc.Mar 2026
- Western Digital CorporationJun 2026
Theses · 28
- June 2026
Western Digital benefits from consolidated HDD supply, cloud-driven demand, and disciplined industry capital allocation that supports profitability.
Read the full thesis - June 2026
Nebius Group provides GPU-accelerated AI cloud infrastructure with vertically integrated advantages and strong demand tailwinds.
Read the full thesis - June 2026
Astera Labs supplies semiconductor connectivity products that remove AI data-movement bottlenecks and are benefiting from hyperscale AI infrastructure growth.
Read the full thesis - June 2026
QXO is consolidating a fragmented building-products distribution market through acquisitions under a proven operator.
Read the full thesis - June 2026
Credo Technology supplies high-speed connectivity products for AI data centers, benefiting from rapid growth and expanding product capabilities.
Read the full thesis - March 2026
Kongsberg Gruppen is a Norwegian defense and technology company with a record backlog, strong cash generation, and exposure to rising military modernization spending.
Read the full thesis - March 2026
Cameco is a vertically integrated uranium and nuclear fuel company benefiting from tightening supply, rising nuclear demand, and AI-driven power needs.
Read the full thesis - March 2026
Casella Waste Systems, Inc. is a regional waste consolidator with recurring revenue, high barriers to entry, and a long growth runway.
Read the full thesis - March 2026
Cameco Corporation is a vertically integrated uranium and nuclear fuel company positioned to benefit from tightening supply, growing nuclear power demand including AI-driven electricity needs, and contributions from Westinghouse.
Read the full thesis - March 2026
AppLovin is an adtech platform leveraging AI and scale-driven data advantages to improve app marketing outcomes, supporting long-term growth despite short-term controversies and mixed new initiatives.
Read the full thesis - December 2025
Jiangsu Hengrui Pharmaceuticals is pivoting toward innovative drugs and a global pipeline supported by international trials and partnerships despite timing-related earnings volatility.
Read the full thesis - December 2025
Nebius Group N.V. is an AI-focused cloud infrastructure provider benefiting from strong GPU demand and long-term contracts despite sector volatility.
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- Axon EnterpriseSep 2025
- NintendoJun 2025
- SK HynixJun 2025
- Clearwater AnalyticsJun 2025
- AppLovinMar 2025
- Heico CorporationMar 2025
- SpotifyMar 2025
- AppLovinDec 2024
- Astera LabsDec 2024
- Monolithic Power SystemsDec 2024
- MercadoLibreDec 2024
- Taiwan Semiconductor Manufacturing Company (TSMC)Dec 2024
- BroadcomDec 2024
- KLA CorporationDec 2024
- Axon EnterpriseDec 2024
- HeicoDec 2024
Letter archive · 56
2026
- Jun 2026Alger.com Focus Equity Fund
- Jun 2026Alger Small Cap Focus Fund
- Mar 2026Alger Growth & Income Fund
- Mar 2026Alger Spectra Fund
- Mar 2026Alger Capital Appreciation Fund
- Mar 2026Alger Weatherbie Specialized Growth Fund
- Mar 2026Alger Mid Cap Growth Fund
- Mar 2026Alger Mid Cap Focus Fund
- Mar 2026Alger Dynamic Opportunities Fund
- Mar 2026Alger Small Cap Focus Fund
- Mar 2026Alger Focus Equity Fund
- Mar 2026Alger International Opportunities Fund
- Mar 2026Alger Small Cap Growth Fund
- Mar 2026Alger International Opportunities Fund I
- Mar 2026Alger Weatherbie Specialized Growth Fund
2025
- Dec 2025Alger Focus Equity Fund
- Dec 2025Alger Spectra Fund
- Dec 2025Alger Growth & Income Fund
- Dec 2025Alger Mid Cap Focus Fund
- Dec 2025Alger Capital Appreciation Fund
- Dec 2025Alger Mid Cap Growth Fund
- Dec 2025Alger Weatherbie Specialized Growth Fund
- Dec 2025Alger Small Cap Growth Fund
- Dec 2025Alger Small Cap Focus Fund
- Dec 2025Alger Dynamic Opportunities Fund
- Dec 2025Alger International Opportunities Fund
- Sep 2025Alger Mid Cap Growth Fund
- Jun 2025Alger Focus Equity Fund
- Jun 2025Alger Mid Cap Growth Fund
- Jun 2025Alger Spectra Fund
- Jun 2025Alger Mid Cap Focus Fund
- Jun 2025Alger Small Cap Focus Fund
- Jun 2025Alger Capital Appreciation Fund
- Jun 2025Alger Small Cap Growth Fund
- Jun 2025Alger International Opportunities Fund
- Jun 2025Alger Weatherbie Specialized Growth Fund
- Jun 2025Alger Focus Equity Fund
- Jun 2025Alger Mid Cap Growth Fund
- Jun 2025Alger Spectra Fund
- Jun 2025Alger Mid Cap Focus Fund
- Jun 2025Alger Small Cap Focus Fund
- Jun 2025Alger Capital Appreciation Fund
- Jun 2025Alger Small Cap Growth Fund
- Jun 2025Alger International Opportunities Fund
- Jun 2025Alger Weatherbie Specialized Growth Fund
- Mar 2025Alger International Opportunities Fund
- Mar 2025Alger Focus Equity Fund
2024
- Dec 2024Alger Dynamic Opportunities Fund
- Dec 2024Alger International Opportunities Fund
- Dec 2024Alger Mid Cap Growth Fund
- Dec 2024Alger Small Cap Focus Fund
- Dec 2024Alger Small Cap Growth Fund
- Dec 2024Alger Weatherbie Specialized Growth Fund
- Dec 2024Alger Mid Cap Focus Fund
- Dec 2024Alger Focus Equity Fund
- Dec 2024Alger Growth & Income Fund
Funds · 12
- Alger International Opportunities Fund7
- Alger Focus Equity Fund6
- Alger Mid Cap Growth Fund6
- Alger Small Cap Focus Fund6
- Alger Weatherbie Specialized Growth Fund6
- Alger Mid Cap Focus Fund5
- Alger Small Cap Growth Fund5
- Alger Capital Appreciation Fund4
- Alger Spectra Fund4
- Alger Dynamic Opportunities Fund3
- Alger Growth & Income Fund3
- Alger.com Focus Equity Fund1
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