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Hedge Fund News, Information and Data

We focus on hedge funds with a bias towards emerging managers, specifically fundamental long-short managers. We are known for a lot of insights and exclusives on hedge fund letters, coverage of industry conferences, and interviews with investors and interesting service providers.

Thematic (Sector/Industry)

<ul><li>San Francisco-based Woodline Partners LP was formed in August 2018.</li><li>Its Form ADV lists Matthew Hooker, Karl Kroeker, and Michael Rockefeller as the firm’s principals.</li><li>As of June 30, 2026, the firm reported $32.35 billion across 1,011 disclosed long positions, according to its latest 13F filing.</li></ul>

San Francisco-based Woodline Partners LP was formed in August 2018.Its Form ADV lists Matthew Hooker, Karl Kroeker, and Michael Rockefeller as the firm’s principals.As of June 30, 2026, the firm reported $32.35 billion across 1,011 disclosed long positions, according to its latest 13F filing.

Woodline Partners Portfolio: Top Holdings (Q2 2026)

Latest News from the World’s Leading Innovators

Granite Bay Capital

An innovation focussed investment company

Granite Bay Capital is an innovation focussed investment company with a deep focus on the companies at the leading edge of innovation across major themes such as AI, ubiquitous computing, sustainability, automation and longevity.

<h2>Headline Development</h2><p>Hertz (HTZZ) just made the largest EV purchase ever, acquiring 100k Teslas (TLSA) for a reported $4.2b - half of which will go to Uber (UBER) drivers.  On top of this, Hertz will also invest significantly in EV charging infrastructure across its global operations.</p>

Headline DevelopmentHertz (HTZZ) just made the largest EV purchase ever, acquiring 100k Teslas (TLSA) for a reported $4.2b - half of which will go to Uber (UBER) drivers.  On top of this, Hertz will also invest significantly in EV charging infrastructure across its global operations.

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

<ul><li>Micron is sampling MRDIMMs for AI and HPC applications, exploring innovative solutions for data processing needs.</li><li>Hyundai Motors plans to add 300 new charging stations to support the expansion of their hydrogen bus fleet, promoting eco-friendly transportation options.</li><li>German electrification struggle worsens with supplier bankruptcy up 60%, hindering the widespread adoption of electric vehicles and renewable energy technologies.</li></ul>

Micron is sampling MRDIMMs for AI and HPC applications, exploring innovative solutions for data processing needs.Hyundai Motors plans to add 300 new charging stations to support the expansion of their hydrogen bus fleet, promoting eco-friendly transportation options.German electrification struggle worsens with supplier bankruptcy up 60%, hindering the widespread adoption of electric vehicles and renewable energy technologies.

Tech Supply Chain Tracker (20-Jul-2024): Micron samples MRDIMMs for AI, HPC.

<ul><li>Samsung chairman kicks off US visit with Verizon, highlighting importance of partnerships for expanding US market presence.</li><li>French tech startups shine at InnoVEX, showcasing innovation and talent in the tech industry at Computex 2024.</li><li>Taiwan chipmakers showcase cutting-edge tech at Computex 2024, while India's EV market shows promise and challenges with Modi's third-term win.</li></ul>

Samsung chairman kicks off US visit with Verizon, highlighting importance of partnerships for expanding US market presence.French tech startups shine at InnoVEX, showcasing innovation and talent in the tech industry at Computex 2024.Taiwan chipmakers showcase cutting-edge tech at Computex 2024, while India's EV market shows promise and challenges with Modi's third-term win.

Tech Supply Chain Tracker (08-Jun-2024): Samsung chairman visits Verizon in US.

Value Investing

Vladimir Dimitrov, CFA

Verizon Communications / Equity Bottom-Up

<ul>
<li>Verizon's share price continues to fall amid speculations and low interest in slow-growth businesses.</li>
<li>The business is stabilizing and on-track to deliver much needed top and bottom line growth, according to the company.</li>
<li>No matter how you look at it, being bullish on Verizon Communications Inc. (<span class="ticker-hover-wrapper">NYSE:VZ</span>) takes a real contrarian view with ability to endure pain and keep a long-term focus.</li>
</ul>


Verizon's share price continues to fall amid speculations and low interest in slow-growth businesses.
The business is stabilizing and on-track to deliver much needed top and bottom line growth, according to the company.
No matter how you look at it, being bullish on Verizon Communications Inc. (NYSE:VZ) takes a real contrarian view with ability to endure pain and keep a long-term focus.


Verizon: Legacy Businesses Are Still Out Of Fashion

United States

Verizon Communications Inc. is an integrated telecommunications company that provides wire line voice and data services, wireless services, Internet services, and published directory information. The Company also provides network services for the federal government including business phone lines, data services, telecommunications equipment and payphones.

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Verizon Communications (VZ US)

Woodline Partners Portfolio: Top Holdings (Q2 2026)

San Francisco-based Woodline Partners LP was formed in August 2018.Its Form ADV lists Matthew Hooker, Karl Kroeker, and Michael Rockefeller as the...

Hedge Fund Alpha

Weekly Innovation Review (WIRE) #55

Hertz (HTZZ) just made the largest EV purchase ever, acquiring 100k Teslas (TLSA) for a reported $4.2b - half of which will go...

Granite Bay Capital

Tech Supply Chain Tracker (20-Jul-2024): Micron samples MRDIMMs for AI, HPC.

Micron samples MRDIMMs for AI/HPC, Hyundai adds 300 charging stations for hydrogen buses, German electrification woes, India's semiconductor...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (08-Jun-2024): Samsung chairman visits Verizon in US.

Samsung chairman visits Verizon to strengthen partnerships in US market; French tech startups shine at InnoVEX, Taiwan chipmakers impress at...

Tech Supply Chain Tracker

Verizon: Legacy Businesses Are Still Out Of Fashion

No matter how you look at it, being bullish on Verizon Communications Inc. (NYSE:VZ) takes a real contrarian view with ability to endure pain and...

Vladimir Dimitrov, CFA

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52-week Range

Market Cap (USDm)

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