LongALABJun 2026
Astera Labs, Inc.
Alger views Astera Labs as a critical connectivity provider for AI and cloud data centers, with products that solve data-movement and signal-integrity bottlenecks between GPUs…
Alger Mid Cap Focus Fund
Focused portfolio of approximately 50 primarily mid-cap growth companies selected through fundamental research for long-term capital appreciation.$318M AUM6 published ideas
The Alger Mid Cap Focus Fund is a concentrated growth strategy focused primarily on mid-cap companies that Alger believes have promising growth potential. It seeks long-term capital appreciation and uses the Russell Midcap Growth Index as its benchmark.
Ideas from Alger Mid Cap Focus Fund
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 model combines…
LongWDCJun 2026
Western Digital Corporation
Alger views Western Digital as a beneficiary of rising hyperscaler data-center investment and continued growth in data volumes. The HDD industry is highly consolidated, Western…
LongINSMJun 2026
Insmed Incorporated
Alger sees Insmed's opportunity as a combination of expanding adoption of its commercial respiratory and rare-disease products and advancing a pipeline in areas of meaningful…
LongGFLJun 2026
GFL Environmental Inc.
GFL Environmental is one of the largest diversified environmental-services companies in North America, with solid-waste collection, recycling and related operations across Canada…
LongKRMNJun 2026
Karman Holdings Inc.
Alger views Karman as a differentiated supplier of structural and propulsion components used across launch vehicles, missiles, spacecraft, hypersonics and unmanned aircraft. The…
Letters covered
- Alger Mid Cap Focus Fund Commentary - 2nd Quarter 2026June 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.