Letters by company
Atlassian Corp
4 letters discussing TEAM. Everything written about it on this site is on its ticker page.
- Nightview Capital Q2 2026 Investor Letter Nightview Capital added to Salesforce and ServiceNow, initiated Atlassian, and held Autodesk steady on the view that systems of record, switching costs, distribution and AI integration protect strong software franchises. It exited Meta, Intuitive Surgical, Shopify and EchoStar, added gaming and hospitality exposure, and rotated financials toward BlackRock and Charles Schwab. Q2 2026 ADSK $48BCRM $197BLVS $24B
- Artisan Partners Artisan Global Opportunities Fund Quarterly Commentary Artisan Global Opportunities Fund added Spotify, L3Harris Technologies, Insmed, 3i Group, West Pharmaceutical and Amazon, elevating Amazon to its largest position. It exited Atlassian, Adidas and Vertex Pharmaceuticals, trimmed several software and health care holdings, and shifted technology exposure toward AI infrastructure beneficiaries while retaining conviction in selected health care franchises. Q3 2025 ADDDF $30BAMZN $2.7TARGNF $53B
- Bretton Fund 2026 Q2 Shareholder Letter Bretton Fund added to UnitedHealth after its selloff and initiated SAP and Constellation Software, arguing that mission-critical enterprise and niche vertical software are more insulated from AI disruption than investors assume. The fund avoided the expensive AI data-center and memory boom, citing unsustainable capital spending and inflated semiconductor valuations. 2nd Quarter 2026 CNSWF $49BGOOGL $4.3TSAP $254B
- Hayden Capital Quarterly Letter 2025 | Vol. 4 Hayden Capital sold New Oriental after its turnaround matured and backs Sea Limited, arguing Shopee’s logistics investment is offensive while TikTok Shop growth slows. It sees AI-driven selloffs creating opportunities in software, gaming and ecommerce platforms whose network effects, proprietary data and physical infrastructure remain defensible. 4th Quarter 2025 EDU $9.4BSE $57BAMZN $2.7T
