Alger
Alger Mid Cap Growth Fund
Mid-cap Growth
Dec 2024 → Mar 2026
Our archive holds 6 letters from this strategy, behind 4 investment theses and positions in 4 companies. Every quote below is copied verbatim from the letter it came from.
6 letters in 3 years — follow all of Alger for every strategy.
Its investment theses
- Axon EnterpriseSep 2025Axon Enterprise is a leading provider of public safety technology with a robust growth model driven by recurring software, expanding cloud subscriptions, and AI-enhanced features for law enforcement agencies.
- AppLovinDec 2024AppLovin is an advertising technology company leveraging AI to enhance app marketing and monetization, expanding beyond mobile gaming while gaining a competitive edge through its data-driven platform.
- Astera LabsDec 2024Astera Labs is a semiconductor company specializing in connectivity solutions for data-centric systems, optimizing performance in high-performance computing environments.
- Monolithic Power SystemsDec 2024Monolithic Power Systems is a high-performance power management solutions provider with a fabless model, vital to Nvidia's AI chips, despite concerns over potential share loss being viewed as overstated.