LongNBISJun 2026
Nebius Group N.V.
Alger sees Nebius as a next-generation AI infrastructure provider purpose-built for machine learning and high-performance computing. Its vertically integrated approach combines…
Alger Focus Equity Fund
Focused portfolio of approximately 50 companies of any market capitalization selected through fundamental research for promising growth potential and long-term capital appreciation.$6.1B AUM6 published ideas
The Alger Focus Equity Fund is a concentrated growth strategy that can invest across market capitalizations. It seeks long-term capital appreciation through roughly 50 holdings and uses the Russell 1000 Growth Index as its benchmark.
Ideas from Alger Focus Equity Fund
LongWDCJun 2026
Western Digital Corporation
Alger views Western Digital as a beneficiary of rising hyperscaler data-center spending and continued growth in data volumes. A consolidated HDD industry, a leading market…
LongALABJun 2026
Astera Labs, Inc.
Alger sees Astera Labs as a key semiconductor-connectivity supplier for AI and cloud data centers. Its PCIe, CXL and Ethernet products address the bottleneck of moving data…
LongQXOJun 2026
QXO, Inc.
Alger views QXO as an attractive way to participate in consolidation of the fragmented building-products distribution industry. Under Brad Jacobs, the company is pursuing a…
LongGFLJun 2026
GFL Environmental Inc.
GFL is a large diversified environmental-services company with solid-waste collection, recycling and related operations across Canada and a broad U.S. footprint…
LongNFLXJun 2026
Netflix, Inc.
Alger views Netflix as a compelling investment because it can sustain strong engagement at scale, exercise pricing power and expand into new revenue streams such as advertising…
Letters covered
- Alger Focus Equity Fund Commentary - 2nd Quarter 2026June 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.