Alger
Alger Focus Equity Fund
US
Dec 2024 → Sep 2026
Our archive holds 8 letters from this strategy, behind 9 investment theses and positions in 11 companies. Every quote below is copied verbatim from the letter it came from.
8 letters in 3 years · follow all of Alger for every strategy.
Also held
Its investment theses
- NVIDIA CorporationSep 2026NVIDIA is a direct beneficiary of the AI infrastructure buildout thanks to its strong competitive position, product roadmap, and durable demand.
- Meta Platforms IncSep 2026Meta’s scale, data advantages, and AI capabilities support its competitive position and potential to monetize AI beyond advertising.
- 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.
- AppLovinMar 2025AppLovin is an advertising technology company leveraging AI to enhance app marketing and monetization, expanding from mobile gaming into new segments while gaining a competitive advantage through data-driven solutions.
- Heico CorporationMar 2025Heico is a leading manufacturer of FAA-approved aircraft and engine replacement parts, well-positioned to benefit from the aging global aerospace fleet and reduced new plane deliveries.
- SpotifyMar 2025Spotify is a leading global streaming platform leveraging AI to enhance user experiences and positioning itself for sustained growth in the digital audio market.