What smart money is saying about Ferrari N.V.

Position history

Every position in Ferrari N.V. on record in the archive was reported in Q3 2026, across 1 fund letter, with 1 buy (opened or added).

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 1 position · 1 move

• New positionArtisan Partners Global Opportunities Fund

  September 2026

  “Ferrari is a leading ultra-luxury automotive franchise with strong pricing power, deliberate scarcity and a loyal customer base. We initiated a GardenSM position following a period of softer expectations and multiple compression as stabilizing residual values and conservative assumptions around volumes and average selling prices created a more attractive setup.”

  22 more words on why: read Artisan Partners Global Opportunities Fund’s full comment
  Read the letter→
  Ferrari N.V.

Also mentioned · 2

These funds discuss Ferrari N.V. as a competitor, benchmark or comparable, without disclosing a position in it.

• MentionedHennessy Japan Fund

  October 2026

  “For example, brands like Hermes, Louis Vuitton, and Cartier are known for their designer bags and accessories, while Ferrari is famous for their luxury cars.”

  27 more words on why: read Hennessy Japan Fund’s full comment
  Read the letter→
  Ferrari N.V.
• MentionedVoss Value Fund

  June 2026

  “Its proprietary iHarness soware suite augments the company’s ability and desire to deliberately chase the most complex, high-voltage, unique auto architectures rather than commoditized volume. VGNT now co-designs over 75% of the harnesses it manufactures and extracts nearly double the profit margins of legacy peers.xx Winning Ferrari’s sole supplier Excellence Award in 2026xxi confirms that high-end engineering rather than commoditized pricing characterizes VGNT’s deeply entrenched OEM relationships.”

  Read the letter→
  Ferrari N.V.