Letters by company

Trimble INC.

1 letter discussing TRMB. Everything written about it on this site is on its ticker page.

Meridian Growth Fund Meridian Growth Fund June 30, 2026 Update Meridian Growth Fund attributed its relative shortfall to its lower-beta, lower-momentum style exposures while stock selection helped offset those headwinds. It retained conviction in Trimble, Evolve Vacation Rental Network and Tandem Diabetes Care, while Hinge Health, Definium Therapeutics and GlobalFoundries benefited from earnings, clinical progress and improving semiconductor demand. second quarter of 2026 DFTX $4.9BGFS $23BHNGE $9.2B