Alpha Wealth Fund

Mar 2025 → Jul 2026 · Publishes quarterly · 2 funds

Our archive holds 4 letters from Alpha Wealth Fund, behind 17 investment theses and positions in 9 companies. Every quote below is copied verbatim from the letter it came from.

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Letters

Companies

Moves

Theses

What they bought and sold · 1 move

TrimmedAlphabet
July 2026
“Until Alphabet gets that message or the market is proved wrong by insatiable demand for compute, we prefer to keep a smaller position.”
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Companies held · 9

Every company Alpha Wealth Fund has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 17

Insulet Corporation
July 2026
Insulet combines a recurring revenue diabetes platform with expanding drug-delivery applications in oncology and biologics.
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Intel
July 2026
Intel is positioned as a strategic U.S. semiconductor fabrication asset tied to reshoring and domestic chip manufacturing.
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Cencora
July 2026
Cencora is a high-quality pharmaceutical distributor with near-monopoly scale, strong cash generation, and long-term compounding potential.
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DexCom, Inc.
March 2026
DexCom is a leading CGM company targeting large Type 2 diabetes expansion and Medicare coverage for significant long-term growth.
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Rockwell Automation, Inc.
March 2026
Rockwell Automation is a leading industrial automation vendor benefiting from secular reshoring and physical AI tailwinds with sticky, high-margin software and hardware.
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Energy Transfer LP
March 2026
Energy Transfer is a midstream pipeline operator offering inflation-protected cash flows and ~7% yield with upside from AI-driven power demand.
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Alphabet Inc.
March 2026
Alphabet is a dominant technology conglomerate with multiple moats and optionality from AI, health moonshots, Waymo, quantum, and SpaceX investments.
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Abbott Laboratories
March 2026
Abbott Laboratories is a diversified healthcare 'Dividend King' with insider-supported value and upside from Exact Sciences’ MCED integration.
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The Boeing Company
March 2026
Boeing is a diversified aerospace and defense company with undervalued defense exposure and potential catalysts from war resolution and a rumored massive Air China order.
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Applied Materials, Inc.
March 2026
Applied Materials is a dominant semiconductor equipment provider poised to benefit from the AI capex 'giga-cycle' and advanced packaging demand.
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Insulet Corporation
March 2026
Insulet is a diabetes device maker leveraging a razor-and-blade model and expanding into Type 2 markets with next-gen Omnipod despite patent expirations and competitive risks.
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CME Group Inc.
March 2026
CME Group is a near-monopoly derivatives exchange offering a structural hedge on market volatility.
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Letter archive · 4

2026

2025

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