LongADBEAug 2026
Adobe Inc.
Harding Loevner maintained exposure to software and services despite the industry's sell-off because it believed fears of AI-related disruption were underestimating the…
ADBE
Which hedge funds are long ADBE?
5 published ideas on Adobe Inc. across 5 funds — 5 long and 0 short.
Adobe hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Adobe: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongADBEAug 2026
Adobe Inc.
The portfolio maintained a small exposure to software and services because the fund believed the sell-off over AI disruption concerns underestimated the competitive advantages…
LongADBEJun 2026
Adobe Inc.
Adobe is presented as a highly profitable digital-content franchise spanning design, document signing and marketing software, with the fund expecting it to use LLMs across these…
LongADBEJun 2026
Adobe Inc.
Polaris added Adobe after the shares fell well below their 2021 peak. The fund highlights the stickiness of Adobe's professional user base and the positive reception of Firefly…
LongADBEJun 2026
Adobe Inc.
Polaris added Adobe after its share price had fallen well below its 2021 peak. The manager sees substantial value in Adobe's deeply embedded professional user base, which makes…