What smart money is saying about AeroVironment
AVAV
No fund has written a full thesis on AeroVironment in our archive, but 3 fund letters report a position in it — most recently Baillie Gifford Discovery in June 2026.
Get an email when a fund writes about it
3
Reported positions
1
Bought
0
Sold
3
Letters
Position history
Between Q3 2025 and Q2 2026, 3 fund letters reported a position in AeroVironment — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q3 2025 | 1 | 1 | 0 | 0 |
Fund activity · 3 positions · 1 move
- June 2026
“Some of our more mature, higher-quality businesses have been among the largest attractors. Axon, Zillow, AeroVironment have all been weak, despite what we see as robust operational execution.”
AeroVironment - June 2026
“But it's also worth highlighting that not all of the portfolio's holdings currently sit in the market spotlight. Some of our more mature, higher-quality businesses have been among the largest attractors. Axon, Zillow, AeroVironment have all been weak, despite what we see as robust operational execution.”
AeroVironment - September 2025
“o five in industrials: Bloom Energy, Karman Holdings, AAON, AeroVironment, Planet Labs”
AeroVironment
Read the letters behind these AeroVironment positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger