Alger
Alger.com Focus Equity Fund
US Large-cap
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 4 investment theses and positions in 6 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Alger for every strategy.
Also held
Its investment theses
- Western Digital CorporationJun 2026Western Digital benefits from consolidated HDD supply, cloud-driven demand, and disciplined industry capital allocation that supports profitability.
- Nebius Group N.V.Jun 2026Nebius Group provides GPU-accelerated AI cloud infrastructure with vertically integrated advantages and strong demand tailwinds.
- Astera Labs, Inc.Jun 2026Astera Labs supplies semiconductor connectivity products that remove AI data-movement bottlenecks and are benefiting from hyperscale AI infrastructure growth.
- QXO, Inc.Jun 2026QXO is consolidating a fragmented building-products distribution market through acquisitions under a proven operator.