What smart money is saying about Alcon
ALC.SW
No fund has written a full thesis on Alcon in our archive, but 4 fund letters report a position in it — most recently Malborough European Special Situations in September 2026.
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4
Reported positions
1
Bought
1
Sold
4
Letters
Position history
Between Q2 2026 and Q3 2026, 4 fund letters reported a position in Alcon — 1 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 0 |
| Q2 2026 | 3 | 0 | 1 | 0 |
Fund activity · 4 positions · 2 moves
- September 2026
“We added to Swiss eyecare company Alcon and initiated two positions.”
Alcon - June 2026
“New positions in Linde, Equinix, Schneider Electric, Arista Networks, Galderma, and Disco were initiated; positions in Universal Music Group, Alcon, and Intuit were exited.”
Alcon - June 2026
“Alcon (-8.5%) was a detractor during the quarter after its first-quarter update prompted concerns over near-term growth.”
Alcon - June 2026
“Alcon (-8.5%) was a detractor during the quarter after its first-quarter update prompted concerns over near-term growth.”
Alcon
Read the letters behind these Alcon positions
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