Buffalo funds
Buffalo funds Mid Cap Growth Fund
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 10 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Buffalo funds for every strategy.
What it bought and sold
This incremental regulatory risk caused us to moderate the investment position size, but we retained exposure to the company.
We eliminated the investment in the quarter as the stock exceeded our view of fair value and believe better risk-reward opportunities exist within Semiconductors.
We chose to close our position in the quarter and continued the process of repositioning software weight to the most durable competitive positions and clearest AI beneficiaries we can identify.