Letters by company

Atlassian Corp

2 letters discussing TEAM. Everything written about it on this site is on its ticker page.

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 $2.8TARGNF $64B
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 EDU $9.6BSE $69BAMZN $2.8T