LongADSKJun 2026
Autodesk
Autodesk is the industry standard in computer-aided design for architecture, engineering and construction and benefits from a highly recurring subscription model. Aristotle sees…
ADSK
1 published idea on Autodesk across 1 fund — 1 long and 0 short.
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 Autodesk: 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.
Autodesk is the industry standard in computer-aided design for architecture, engineering and construction and benefits from a highly recurring subscription model. Aristotle sees…