What smart money is saying about GeneDX
WGS
No fund has written a full thesis on GeneDX in our archive, but 4 fund letters report a position in it — most recently Amati Global Innovation Fund (B Share Class) in August 2026.
Get an email when a fund writes about it
4
Reported positions
0
Bought
2
Sold
4
Letters
Position history
Between Q2 2026 and Q3 2026, 4 fund letters reported a position in GeneDX — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 3 | 0 | 2 | 0 |
Fund activity · 4 positions · 2 moves
- HoldsAmati Global Innovation Fund (B Share Class)August 2026
“The third contributor was GeneDX, a US listed genomics diagnostics company. It reported a disappointing set of results in May this year, which we viewed as transitory. We continue to believe in the long term potential of GeneDX to revolutionise diagnostics of rare genetic diseases in children.”
GeneDX - June 2026
“PORTFOLIO UPDATE Class A shares of the Alger Small Cap Focus Fund outperformed the Russell 2000 Growth Index during the second quarter of 2026. Nebius Group, Credo Technology Group, and Guardant Health, Inc. were among the top contributors to performance. • Nebius Group is a specialized AI infrastructure company that provides a full-stack platform, including GPU-accelerated cloud computing, to help enterprises build, train, and deploy large-scale artificial intelligence models. The company has positioned itself as a leading next-generation cloud provider purpose-built for machine learning and high-performance computing workloads. We believe the company’s appeal is anchored by its vertically integrated approach, which combines proprietary data center design with in-house software to deliver superior performance and lower operating costs compared to traditional GPU cloud providers. Shares contributed positively to performance after the company reported better-than-expected revenues, driven by surging demand for AI computing power. Nebius also announced a 1.2 gigawatt data center campus and closed a strategic acquisition that strengthened its model optimization capabilities. Portfolio Management Investment Strategy Invests in a focused portfolio of approximately 50 holdings of primarily small cap companies identified through our fundamental research as demonstrating promising growth potential. Seeks long-term capital appreciation. Amy Zhang, CFA Executive Vice President Portfolio Manager 31 Years Investment Experience Benchmark Russell 2000 Growth Index Ticker Symbols Class A AOFAX Class C AOFCX Class I AOFIX Class Y AOFYX Class Z AGOZX Standardized performance is available on page 3. C APITAL APPRE CIATION 2 /4 SMALL CAP FOCUS 2 / 3 2nd Quarter 2026 • Credo Technology provides high-speed connectivity solutions used to move data across AI data centers and hyperscale networks, including active electrical cables, optical digital signal processors, and PCIe retimers. As AI systems become larger and more complex, the need to move data quickly and efficiently between servers, GPUs, and networking equipment has become increasingly important. We believe Credo benefits from this growing connectivity challenge, with an expanding product portfolio that gives the company multiple opportunities to support next-generation data center architectures. During the quarter, shares contributed positively to performance as investors responded favorably to the company’s rapid revenue growth and rising demand from hyperscale customers. Investor sentiment was further supported by the view that Credo’s expanding product portfolio and recent silicon photonics capabilities could help the company remain well aligned with the evolving connectivity needs of AI data centers. • Guardant Health is a precision oncology company that develops blood-based liquid biopsy tests spanning therapy selection, recurrence monitoring, and early cancer detection, anchored by its Guardant360, Reveal, and Shield platforms. We continue to view the company as one of the more strategically positioned names in molecular diagnostics, with leadership in liquid biopsy supported by a deep clinical evidence base, an expanding set of companion diagnostic labels, and a credible runway toward free cash flow breakeven. Shares contributed positively to performance during the quarter, advancing on first-quarter results that prompted management to raise full-year 2026 revenue guidance, the inclusion of the Shield blood test in updated colorectal cancer screening guidelines, and regulatory approval of Guardant360 CDx as a companion diagnostic for Boehringer Ingelheim's Hernexeos. Karman Holdings Inc., GeneDx Holdings Corp., and Forte Biosciences Inc. were among the top detractors from performance.”
GeneDX - June 2026
“GeneDx is a provider of genomic testing and diagnostics that leverages advanced sequencing technology to support the diagnosis of rare diseases and improve patient outcomes. While we believe the company continues to make progress operationally, shares were volatile during the quarter driven by a material cut to 2026 guidance that caused investors to reassess growth expectations amidst broadly weakening healthcare sentiment. We exited the position during the period as our process led us to redeploy capital into opportunities where we saw a more compelling combination of thematic tailwinds, fundamentals, and technical characteristics.”
GeneDX - June 2026
“GeneDx is a provider of genomic testing and diagnostics that leverages advanced sequencing technology to support the diagnosis of rare diseases and improve patient outcomes. While the company continues to make progress operationally, shares were volatile during the quarter driven by a material cut to 2026 guidance that caused investors to reassess growth expectations amidst broadly weakening healthcare sentiment. We exited the position during the period as our process led us to redeploy capital into opportunities where we saw a more compelling combination of thematic tailwinds, fundamentals, and technical characteristics.”
GeneDX
Read the letters behind these GeneDX 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