Letters by company
NetApp, Inc.
2 letters discussing NTAP. Everything written about it on this site is on its ticker page.
- Renaissance Investment Management — Large Cap Growth Large Cap Growth Intra-Quarter Commentary—August 2026 Large Cap Growth added NetApp and Eli Lilly, citing enterprise AI-storage demand and the expanding use of GLP-1 therapies. It exited AppLovin amid competitive pressure in gaming advertising and sold Lowe’s as expected revenue growth and margin expansion failed to emerge, while reassessing Tapestry and TJX after weaker outlook signals. Month Ending 8/31/2026 APP $136BDT $13BHALO $11B
- Lyrical Asset Management 2025 Global Impact Value Equity Strategy (GIVES) Review GIVES attributed its year to earnings growth across undervalued holdings, while avoiding mega-cap growth stocks and crowded sustainability names. The strategy pressed Wesco to measure and disclose Scope 3 emissions, and expects valuation gaps between value stocks, smaller companies and mega-caps to narrow over time. 2025 6091 $72MAPTV $7.8B
