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 entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Autodesk: the full 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…