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What smart money is saying about Hamilton LaneUnited States flag

HLNE

No fund has written a full thesis on Hamilton Lane in our archive, but 3 fund letters report a position in it — most recently TimesSquare Global Small Cap Strategy in June 2026.

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3
Reported positions
1
Bought
2
Sold
4
Letters

Position history

Between Q1 2026 and Q2 2026, 3 fund letters reported a position in Hamilton Lane — 1 opened or added to the position, 2 trimmed or exited.

Fund letters reporting a position in Hamilton Lane, by quarter
QuarterLettersBoughtSoldTheses
Q2 20262020
Q1 20261100

Fund activity · 3 positions · 3 moves

  • TrimmedTimesSquare Global Small Cap Strategy
    June 2026
    “Hamilton Lane, a provider of private-markets investment solutions, declined -20% amid concerns around private-credit redemptions and optimistic marks on software investments; our analysis suggests the decline is overdone, and we trimmed the position modestly.”
    Read the letterHamilton Lane
  • TrimmedTimesSquare U.S. Small Cap Growth Strategy
    June 2026
    “Hamilton Lane, a provider of private markets investment solutions, was the sector's largest detractor, falling -21% as the space contended with ongoing concerns around private credit redemptions and optimistic marks on software investments; our granular analysis of the company's exposures continues to suggest the decline is overdone, and we trimmed the position modestly.”
    Read the letterHamilton Lane
  • AddedTimesSquare Global Concentrated Small Cap Strategy
    March 2026
    “We used this weakness to add to our position.”
    Read the letterHamilton Lane

Also mentioned · 1

These funds discuss Hamilton Lane — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedTimesSquare U.S. Small Cap Growth Strategy
    March 2026
    “Hamilton Lane engaged in the provision of private markets investment solutions.”
    Read the letterHamilton Lane

Read the letters behind these Hamilton Lane 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.

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