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Buffalo funds

Mar 2026 → Jun 2026 · 14 funds

Our archive holds 14 letters from Buffalo funds, behind 14 investment theses and positions in 105 companies. Every quote below is copied verbatim from the letter it came from.

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Buffalo funds’s own letters page
14
Letters
105
Companies
16
Moves
14
Theses

14 strategies

Buffalo funds publishes a letter per strategy. Each one has its own page — what it holds, what it bought, what it wrote.

What they bought and sold · 16 moves

Companies held · 105

Every company Buffalo funds has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 14

  • SK hynix Inc
    June 2026

    SK hynix Inc is a memory-chip maker benefiting from AI-driven demand, especially its leadership in customized HBM.

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  • Schneider Electric SE
    June 2026

    Schneider Electric SE is an electrification and industrial technology company held for its exposure to secular trends, strong free cash flow, and competitive advantages.

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  • ASML Holding NV
    June 2026

    ASML Holding NV is a semiconductor equipment leader held for its exposure to AI-related secular growth, competitive advantages, and strong cash generation.

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  • AstraZeneca PLC
    June 2026

    AstraZeneca PLC is a pharmaceutical company held for its secular growth profile, strong free cash flow, and management focus on returns above cost of capital.

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  • Lonza Group AG
    June 2026

    Lonza Group AG is a life-sciences manufacturing company held for its secular growth trends, strong free cash flow, and value-creating management.

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  • MercadoLibre Inc
    June 2026

    MercadoLibre Inc is an e-commerce and fintech platform held for secular growth, competitive advantages, and strong free cash flow.

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  • Siemens AG
    June 2026

    Siemens AG is an industrial technology company held for secular growth exposure, competitive advantages, and strong free cash flow.

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  • Disco Corporation
    June 2026

    Disco Corporation is a semiconductor equipment company held for secular growth, competitive advantages, and strong free cash flow.

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  • Progyny Inc.
    June 2026

    Progyny provides fertility benefits management for employers and is supported by best-in-class outcomes, an asset-light model, cash generation, and repurchases.

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  • Palo Alto Networks
    June 2026

    Palo Alto Networks benefits from higher attach rates driven by AI, with incumbents favored over costly AI-native security entrants.

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  • Vertiv Holdings Co.
    March 2026

    Vertiv Holdings provides critical data center infrastructure and is positioned to benefit from accelerating AI-driven capex and structural undersupply in power and cooling.

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  • Veeva Systems
    March 2026

    Veeva Systems sells validated cloud software for life sciences and benefits from mission-critical workflows, switching costs, and potential AI-driven market expansion.

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Letter archive · 14

2026

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