LongLITEJun 2026
Lumentum Holdings Inc.
The fund initiated a small position in Lumentum, a leader in optical-networking hardware used to move data between AI chips, servers and data centers. The investment case is that…
Ingalls Investment Management, LLC - Stewart Asset Management Team
Concentrated U.S. large-cap growth investing in dominant businesses with strong balance sheets, durable competitive positions and rapidly compounding earnings.$7.8B AUM1 published idea
The Stewart Asset Management Team operates within Ingalls Investment Management and manages concentrated U.S. equity portfolios. Its philosophy emphasizes exceptional businesses rather than short-term stock trading, seeking long-term compounding from dominant franchises, strong balance sheets and sustained earnings growth.
Ideas from Ingalls Investment Management, LLC - Stewart Asset Management Team
Letters covered
- Second Quarter 2026June 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.