HF Best Ideas
AnalysesQuarterly Letters✦Warren AI
AnalysesQuarterly Letters✦Warren AI
Alger

Alger Small Cap Focus Fund

US Small-cap

Dec 2024 → Jun 2026

Our archive holds 6 letters from this strategy, behind 2 investment theses and positions in 8 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.

Also held

  • Guardant Health, Inc.
  • Karman Holdings Inc.
  • Blue Origin Enterprises, L.P.
  • GeneDx Holdings Corp.
  • Boehringer Ingelheim Group
  • Forte Biosciences Inc.
  • Nebius Group N.V.
  • Credo Technology Group Holding Ltd.

Its investment theses

  • Credo Technology Group Holding Ltd.Jun 2026Credo Technology supplies high-speed connectivity products for AI data centers, benefiting from rapid growth and expanding product capabilities.
  • Clearwater AnalyticsJun 2025Clearwater Analytics is a leading cloud-based investment analytics provider that, despite recent share price weakness due to debt concerns from acquisitions, has the potential for transformational growth and strengthened market position.

Every letter

2026

  • June 2026
  • March 2026

2025

  • December 2025
  • June 2025
  • June 2025

2024

  • December 2024

Other Alger strategies

  • Alger International Opportunities Fund7
  • Alger Focus Equity Fund6
  • Alger Mid Cap Growth 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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