Letters by company
Intuit INC.
14 letters discussing INTU. Everything written about it on this site is on its ticker page.
- Jenga Investment Partners Q3 2026 Quarterly Letter Jenga Global Master Fund initiated Adobe, citing its entrenched creative and document software franchises, recurring enterprise value and capacity to fund AI investment and buybacks. The fund added to OMA and ASUR after their drawdowns, exited its remaining Chinese holdings after quarter-end, and argued that most financials exposure carries less balance-sheet risk than conventional banks. Q3 2026 ADBE $93BFDS $12BINTU $92B
- Broyhill Asset Management The Broyhill Letter Broyhill trimmed IQVIA, exited Rentokil after weakening North American signals, added Valvoline, and initiated Alphabet after its post-earnings sell-off. It rotated out of Intuit, Honeywell, Midera and CACI to concentrate on higher-conviction holdings, while favoring Honeywell Aerospace and Microsoft amid concern that higher yields and AI capital spending are tightening capital. third quarter 2026 CACI $13BGOOGL $3.5THONA $50B
- Mar Vista Investment Partners U.S. Quality Premier Portfolio Commentary U.S. Quality Premier initiated ASML, exited Intuit and Ametek, added to Broadcom and GE Vernova, and trimmed several large holdings. The strategy argues that AI beneficiaries must convert infrastructure spending into earnings, while favoring GE Aerospace’s aftermarket cycle, Alphabet’s AI-led growth, TSM’s advanced-chip leadership, and QXO’s TopBuild acquisition. second quarter 2026 ASML $575BGOOGL $3.5TINTU $92B
- 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 $93BADSK $56BAMAT $260B
- Mott Capital Management 3Q 2026 Investor Letter | Mott Capital Thematic Growth Mott Capital reduced Illumina after its rally and used the proceeds to establish a position in Cboe, betting that options activity will continue to expand. The strategy retained Boeing despite its slow progress, citing its duopoly with Airbus and substantial 737 MAX backlog, while backing Grail’s cancer-test opportunity and Microsoft’s results. 3Q 2026 BA $136BCBOE $36BGRAL $6.1B
- Matrix Asset Advisors Capital Markets Commentary and Quarterly Report: 3rd Quarter 2026 Matrix Asset Advisors initiated Uber Technologies after autonomous-vehicle fears lowered its valuation, added to TE Connectivity and Qualcomm, and exited Nike and Intuit for more timely opportunities. The firm extended bond maturities modestly after higher Treasury yields, while warning that AI capital spending, elevated rates and weak housing could constrain growth. 3rd Quarter 2026 NKE $60BUBER $147B
- GCQ Funds Management Investor Letter GCQ Flagship Fund attributes its decline to multiple compression and currency headwinds despite continued earnings growth across its asset-light holdings. The portfolio exited Alphabet and Netflix, reduced Richemont, repurchased FICO, S&P Global and Microsoft, and added Intuit, Verisk Analytics and Swiss Marketplace Group while tightening small-cap position limits after its Hemnet mistake. year to 30 June 2026 HMNTY $670M
- Shelton Capital Management Shelton Equity Income Fund Quarterly Commentary Shelton Equity Income Fund benefited from security selection in Micron Technology, Advanced Micro Devices, Lam Research, Apple and NVIDIA, while Salesforce, Accenture, Intuit, Comcast and Intuitive Surgical detracted. The strategy expects geopolitical and oil-related volatility to persist, while covered calls trade some upside participation for option income and lower volatility. 2Q 2026 —
- Sustainable Growth Advisers U.S. Large Cap Growth Commentary - Q2 2026 The SGA U.S. Large Cap Growth Portfolio added Equinix and Arista Networks while exiting Intuit and Aon following forced attrition. The portfolio lagged momentum-driven market leadership concentrated in AI capital-expenditure beneficiaries, but SGA expects its companies to compound revenue and earnings and sees unusually attractive relative valuation. Q2 2026 —
- Matrix Asset Advisors Capital Markets Commentary and Quarterly Report: 2nd Quarter 2026 Matrix Asset Advisors added Consumer Staples, Healthcare and selected pressured Technology names while trimming holdings that had become oversized or reached target prices. The firm initiated Abbott Laboratories and McDonald’s in its dividend strategy, reduced equity overweighting in balanced accounts, and continued to favor bonds maturing within five years. 2nd Quarter 2026 ABT $197BMCD $197B
- 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
- Artisan Partners Artisan Select Equity Fund Quarterly Commentary Artisan Select Equity Fund argues that AI capital spending is driving exceptional productivity at Alphabet and Meta while creating disruption fears across software and services. The fund trimmed Lam Research, added to IQVIA and Heidelberg on weakness, and exited Everest Group and PayPal after reassessing the investments. Q1 2026 AXP $218BGOOGL $3.5THLBZF $35B
- Artisan Partners Artisan Global Value Fund Quarterly Commentary Artisan Global Value Fund argues that AI investment is driving unusually capital-intensive productivity at Alphabet, Meta, Amazon and Microsoft, while creating both opportunity and disruption fears across software. The fund added to Heidelberg Materials and Elevance Health amid regulatory and energy concerns, while retaining conviction in Samsung Electronics, Shell, TotalEnergies and Novartis. Q1 2026 AMZN $2.9TAXP $218BELV $94B
- White Falcon Capital Management Q1 2026 Partner Update Letter White Falcon increased software exposure during the selloff, arguing that incumbent enterprise platforms retain durable moats despite AI-agent risks. The portfolio added Oracle and Unity, rotated capital from lower-conviction holdings into higher-quality ideas, and monitored inflation risks from energy disruption linked to the Iran war. Q1 2026 ORCL $363BU $23B
