Letters by company
Hubspot INC
2 letters discussing HUBS. Everything written about it on this site is on its ticker page.
- Aristotle Funds Aristotle Growth Equity Fund Commentary Aristotle Growth Equity Fund added Coherent, Sandisk, ServiceNow and Western Digital to target optical networking and constrained AI data-storage demand. The fund sold HubSpot over AI-native competitive risks, briefly exited and then repurchased Amphenol after reassessing its role in the optical-interconnect transition. second quarter 2026 APH $195BCOHR $41BHUBS $11B
- Broyhill Asset Management The Broyhill Letter 2026.Q2 Broyhill transfers ownership from Chris Pavese to Patrick Wells and Matt McLean while retaining its investment process and client relationships. The portfolio avoided direct semiconductor exposure, exited Accenture, HubSpot and Intuit, and added or expanded positions including ServiceNow, First Citizens BancShares, Nestlé, Masco, Sotera Health and IQVIA on company-specific catalysts. second quarter 2026 0QR4 ACN $156BFCNCA $26B
