Robinhood Markets, Inc.

• AP Artisan Partners Artisan Global Opportunities Fund Quarterly Commentary ↗ Artisan Global Opportunities Fund trimmed AMD and Lam Research after valuations approached target ranges, while retaining conviction in AI infrastructure led by TSMC. It initiated GE Aerospace, Corning, STMicroelectronics and Robinhood, and exited Cencora, Lonza and Medline to redeploy capital toward earlier profit cycles. Q2 2026 AMD $1.1TBAESY $72BINSM $22B +12
• FA Fairtree Asset Management Fairtree Global Equity Fund Q2 2026 commentary ↗ Fairtree Global Equity Fund added to Booking Holdings, Meta and TSMC, opened positions in Shibaura Mechatronics, Charles Schwab, Robinhood, LVMH, Sasol and Gold Fields, and exited several lower-conviction holdings. The portfolio favours technology over cyclical shares while retaining valuation discipline amid a momentum-led semiconductor rally. Q2 2026 —
• LS Lansing Street Advisors Q3 2025 Letter – Tumbling Dice ↗ Lansing Street Advisors argues that retail speculation in options, crypto and prediction markets reflects a growing “degenerate economy,” while broad equity ownership remains a durable source of household wealth. It calls for stronger financial education and wider market access, contrasting U.S. entrepreneurship and shareholder capitalism with Europe’s weaker equity participation and business dynamism. Q3 2025 —

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