Alger
Alger Spectra Fund
Jun 2025 → Mar 2026
Our archive holds 4 letters from this strategy, behind 2 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
4 letters in 2 years — follow all of Alger for every strategy.
Its investment theses
- AppLovin Corp.Mar 2026AppLovin 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.
- Nebius Group N.V.Dec 2025Nebius Group N.V. is an AI-focused cloud infrastructure provider benefiting from strong GPU demand and long-term contracts despite sector volatility.