Longriver
Longriver Partners Fund
Mega-cap
Jun 2025 → Jul 2026
Our archive holds 4 letters from this strategy, behind 6 investment theses and positions in 20 companies. Every quote below is copied verbatim from the letter it came from.
4 letters in 2 years · follow all of Longriver for every strategy.
Performance
as of Jun 30, 2026 · net of fees · USD
- YTD0.0%index +11.3%
- Inception · total+60.5%index +95.4%
Index: MSCI AC World USD Net Return Index
| YTD | Since inceptiontotal | |
|---|---|---|
| Longriver Partners Fund | 0.0% | +60.5% |
| MSCI AC World USD Net Return Index | +11.3% | +95.4% |
Calendar years
- 2025+14.8%index +22.3%
- 2024+26.0%index +17.5%
- 2023+10.8%index +22.2%
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.
Read full disclosures →What it bought and sold
I invested in semiconductor equipment supplier KLA Corp earlier this year and reinvested in Amazon, too.
I invested in semiconductor equipment supplier KLA Corp earlier this year and reinvested in Amazon, too.
Also held
Its investment theses
- AmazonJul 2026Amazon is becoming a neutral AI platform with Bedrock and Trainium, while benefiting from large profit pools and underappreciated earnings durability.
- Meta PlatformsJul 2026Meta Platforms is using AI to improve a highly productive advertising system and monetizes its own products without depending on external model providers.
- NvidiaJul 2026Nvidia sells integrated working computing systems with difficult-to-replace software, scale and supply-chain execution, and inference broadens demand beyond training.
- Plover BaySep 2025Plover Bay is a technology company specializing in robust connectivity solutions through its Peplink-branded routers and software, enabling seamless failover and high-performance networking across multiple links, while maintaining strong revenue growth and high returns on equity.
- MetaJun 2025Meta has built world-class AI infrastructure and automation for its ad platform, but without a compelling consumer-facing product, it risks powering the future of AI from behind the scenes while rivals like OpenAI capture the end-user and the upside.
- TSMCJun 2025TSMC is the indispensable core of the AI compute stack, excelling in manufacturing, advanced packaging, and innovation, with unmatched reliability and performance.