Letters by company
Autodesk, Inc.
6 letters discussing ADSK. Everything written about it on this site is on its ticker page.
- Bell Asset Management Wholesale Class Fund Summary — Period Ending 30 September 2026 Bell Global Equities Fund re-established Keysight and maintained its preference for TSMC, citing AI-infrastructure demand, technology leadership and durable barriers to entry. It initiated Lincoln Electric and TJX, exited Aon after its proposed USI acquisition and sold Tractor Supply to redeploy capital into TJX amid a weaker consumer outlook. September 2026 453950 ADSK $54BAON $71B
- Aristotle Funds Aristotle Value Equity Fund Commentary Aristotle Value Equity Fund sold Atmos Energy and Danaher, redeploying proceeds into Autodesk and Edwards Lifesciences, which it views as durable franchises with stronger catalysts and more attractive normalized valuations. The fund maintained its quality discipline amid concentrated AI infrastructure spending, arguing that scarcity earnings in processors and memory will ultimately normalize. Second Quarter 2026 ADSK $54BATO $30BCTVA $8.1B
- Nightview Capital Q2 2026 Investor Letter Nightview Capital added to Salesforce and ServiceNow, initiated Atlassian, and held Autodesk steady on the view that systems of record, switching costs, distribution and AI integration protect strong software franchises. It exited Meta, Intuitive Surgical, Shopify and EchoStar, added gaming and hospitality exposure, and rotated financials toward BlackRock and Charles Schwab. Q2 2026 ADSK $54BCRM $179BLVS $26B
- Nightview Capital Q1 2026 Investor Letter Nightview Fund exited casino, hospitality, China and several legacy technology positions, then rotated into enterprise software and selected infrastructure businesses. The fund argues that AI strengthens deeply embedded platforms such as Axon, ServiceNow, Shopify and Autodesk, while retaining Tesla and NVIDIA as core AI and robotics holdings. Q1 2026 ADSK $54BAXON $26BNOW $107B
- RiverPark Funds RiverPark Long/Short Opportunity Fund First Quarter 2026 Performance Summary RiverPark Long/Short Opportunity Fund retained software longs including Microsoft, ServiceNow and Datadog, arguing that enterprise software coordinates institutional workflows and that AI is creating demand rather than displacing revenue. The fund exited Pinterest amid advertising weakness and increased short exposure while remaining cautious on richly valued semiconductor shares. First Quarter 2026 ADBE $92BADSK $54BAMAT $314B
- Nightview Capital Q3 2026 Investor Letter Nightview Capital retained large positions in Nvidia, AMD, Amazon, Oracle, SpaceX and Tesla to capture AI infrastructure and physical-world adoption, while adding Microsoft for its Azure and enterprise distribution. It sold Autodesk, Las Vegas Sands and Brookfield Renewable, and added Hyatt to broaden hospitality exposure beyond casinos. Q3 2026 AMD $907BAMZN $2.9TH $18B
