Letters by company
monday.com Ltd.
5 letters discussing MNDY. Everything written about it on this site is on its ticker page.
- Optimist Fund Q1 2026 Quarterly Letter Optimist Fund added to ThredUp, Wayfair, Carvana and First Advantage amid an AI- and geopolitics-driven selloff, while exiting Monday.com after losing confidence in management’s communication. The fund initiated Toast and Zscaler, exited Teledyne Technologies and Ashtead Group, and increased equity exposure using modest leverage. Q1 2026 TOST $20BCVNA $107BFA $3.7B
- Optimist Fund Q1 2026 Quarterly Letter Optimist Fund added to ThredUp, Wayfair, Carvana and First Advantage after sentiment-driven selling, while exiting Monday.com over reduced confidence in management communication. It initiated Toast and Zscaler, exited Teledyne Technologies and Ashtead Group, and increased equity exposure as it judged growth-company valuations compelling. Q1 2026 TOST $20BCVNA $107BFA $3.7B
- Optimist Fund Q4 2025 Quarterly Letter Optimist Fund added to ThredUp amid strengthening buyer growth and reduced Latham Group after its chief executive announced retirement. The fund exited Monday.com and Fiverr on reduced conviction, initiated Root and Affirm, and raised DiscoverIE to a top-ten holding on its expected cyclical recovery. Q4 2025 CVNA $107BDSCV $1BFVRR $289M
- Optimist Fund Q3 2025 Quarterly Letter Medpace anchors the portfolio’s case for underappreciated growth, backed by its founder-led CRO model, biotech niche and disciplined capital allocation. The fund added conviction in Wayfair, ThredUp and Carvana, trimmed Fiverr after weaker visibility, and exited HelloFresh and Revolve to redeploy capital into higher-conviction ideas. Q3 2025 MEDP $18BCVNA $107BFVRR $289M
- ClearBridge Investments Mid Cap Growth Strategy ClearBridge Mid Cap Growth favored cyclical industrials, citing RBC Bearings, Vertiv and XPO as beneficiaries of stabilizing end markets and data-center investment. The strategy initiated Medpace, Tenet Healthcare and Viking Holdings, while exiting ICON, Pinterest, Monday.com, Verisk Analytics and CoStar Group amid AI and growth concerns. First Quarter 2026 MEDP $18BPINS $11BRBC $15B
