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.

Writes about

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Letters

Companies

Moves

Theses

Performance

as of Jun 30, 2026 · net of fees · USD

YTD
+0.8%
index +10.0%
1Y
+21.8%

Index: S&P 500

	YTD	1Y
Alpha Wealth Fund The Insiders Fund	+0.8%	+21.8%
S&P 500	+10.0%	—

Disclaimer

These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.

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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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