- Q3 2026 Commentary Future Trends added Align Technology, exited Novo Nordisk and Xylem, and increased Nextpower, Axon Enterprise and Siemens Energy after weakness. The fund argues that earnings momentum, guidance upgrades and lower valuation multiples support its concentrated growth holdings, while the Novo sale reinforces earlier action when company evidence deteriorates. Q3 2026 ALGN $12BASML $575BGALDY $45B
One letter so far. We collect each new one as Heptagon Capital Future Trends Equity Fund publishes it.
