What smart money is saying about Hamilton Lane Incorporated
No fund has written a full thesis on Hamilton Lane Incorporated in our archive, but 6 fund letters report a position in it, most recently Alger Weatherbie Specialized Growth Fund in September 2026.
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Fund signal · last 12 months
5 lettersToo few moves on Hamilton Lane Incorporated yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q1 2025 and Q3 2026, 6 fund letters reported a position in Hamilton Lane Incorporated, with 2 buys (opened or added) and 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 3 | 0 | 2 | 0 |
| Q1 2026 | 1 | 1 | 0 | 0 |
| Q1 2025 | 1 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 6 positions · 4 moves
- September 2026
Listed in Alger Weatherbie Specialized Growth Fund’s reported holdings.
Hamilton Lane Incorporated - 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.”
Hamilton Lane Incorporated - June 2026
“In the Financials sector, we tend to avoid banks experiencing credit deterioration or rising deposit costs, preferring asset managers, specialized insurance companies, or financial technology providers. Financials detracted from relative performance, largely on stock selection. 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.”
Hamilton Lane Incorporated - June 2026
“Largest detractors: ● Hamilton Lane (-21%) – Concerns around private market valuations and in particular private credit outflows and illiquidity weighed on the company, a leading provider of data and co-investment capacity to the private equity sector.”
Hamilton Lane Incorporated - March 2026
“Hamilton Lane reported a strong fourth quarter, including a beat driven by higher management fees and growing fee‑paying AUM. However, the shares declined 26% following the publication of a Financial Times article that we believe relied on selective interpretation and omitted key contextual factors. We used this weakness to add to our position.”
Hamilton Lane Incorporated - March 2025
“Hamilton Lane Inc. is an alternative asset management firm. Earnings exceeded estimates stemming from solid expense discipline and higher incentive fees. Fundraising came in slightly below expectations. While its shares edged forward by 1% over the quarter, we opportunistically added to the position.”
Hamilton Lane Incorporated
Also mentioned · 1
These funds discuss Hamilton Lane Incorporated as a competitor, benchmark or comparable, without disclosing a position in it.
- March 2026
“Hamilton Lane engaged in the provision of private markets investment solutions.”
Hamilton Lane Incorporated
Read the letters behind these Hamilton Lane Incorporated positions
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