Letters by company
Seagate Technology Holdings plc
3 letters discussing STX. Everything written about it on this site is on its ticker page.
- Hosking Partners Q2 2026 – Quarterly Report Commentary Hosking Partners took profits in its DRAM memory-semiconductor basket while retaining selective exposure to supply-constrained AI beneficiaries. It added to Sibanye Stillwater, Hikari Tsushin, Japanese value stocks and New York office REITs, arguing that capital discipline and constrained supply favor these holdings over equity-issuing technology companies. Q2 2026 453950 AMAT $314BBESVF $13B
- Sands Capital — Select Growth Fund Fund Manager Commentary The Touchstone Sands Capital Select Growth Fund shifted toward a more balanced allocation between AI infrastructure suppliers and cloud providers as cloud operating results improved and compute demand remained constrained. It initiated Palantir for enterprise AI exposure and exited Axon and Ultragenyx after reassessing their relative opportunities and risks. 3Q/2026 —
- Nomura Asset Management — Large Cap Growth Fund Nomura Large Cap Growth Fund Nomura Large Cap Growth Fund credited stock selection in technology, consumer discretionary and healthcare, with Microsoft and Veeva benefiting from AI monetization and life-sciences software demand. The fund added Palantir, Amphenol and Seagate, exited Ferrari, and retained a quality bias amid higher-for-longer rate risks and a shift toward AI applications. 3Q26 META $1.6TMSFT $3.9TTSLA $1.5T
