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ALC · Healthcare · Medical - Specialties · Market cap $36.21B

2 funds in our archive have pitched Alcon — most recently Troy Asset Management Global Equity Strategy in July 2026.

Company profile

Alcon Inc. researches, develops, manufactures, distributes, and sells eye care products worldwide. The company operates through two segments, Surgical and Vision Care. It offers equipment, instrumentation and diagnostics, intraocular lenses (IOLs), and other implantables; and consumables, including viscoelastics, surgical solutions, incisional instruments, surgical custom packs, and other products for surgical procedures. The company’s cataract products include Unity CS, LenSx laser system, Verion reference unit and Verion digital marker, ARGOS biometer, SMARTCATARACT health platform, NGENUITY 3D visualization system, LuxOR surgical ophthalmic microscope, and ORA system for intra-operative measurements; ADI cloud-based platform; and implantable products, including monofocal, Toric, and Presbyopia-Correcting IOLs, as well as delivery systems, such as AutonoMe and UltraSert. In addition, it provides Custom Pak surgical procedure packs vitreoretinal products comprising constellation vision systems, procedure packs, lasers and hand-held microsurgical instruments, Grieshaber, MIVS instruments; scissors, forceps and micro-instruments, medical grade vitreous tamponades, and Hypervit probes; and refractive surgery products, including WaveLight and Contoura Vision used for LASIK refractive procedure. Further, the company offers daily disposable, reusable, and color-enhancing contact lenses; ocular health products, such as dry eye, ocular allergies, glaucoma, and contact lens care, as well as ocular vitamins and redness relievers. The company was formerly known as Alcon Universal S.A. and changed its name to Alcon Inc. in December 2001. Alcon Inc. was founded in 1945 and is headquartered in Geneva, Switzerland.

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2
Reported positions
1
Bought
0
Sold
2
Letters

Position history

Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Alcon1 opened or added to the position.

Fund letters reporting a position in Alcon, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261001
Q2 20261101

Fund activity · 2 positions · 1 move

Fund coverage · 2 theses

  • Troy Asset Management Global Equity Strategy
    July 2026

    Alcon is presented as a leading ophthalmology franchise with strong assets, a defensible oligopoly position, a deep pipeline, and long-term growth drivers despite recent execution disappointments.

    Read the full thesis
  • Alcon has a dominant ophthalmology franchise, attractive recurring revenue, margin expansion potential, and upside from AURN001.

    Read the full thesis

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