LongALABJun 2026
Astera Labs
Astera Labs is owned as part of the Compute Infrastructure theme. The fund believes the scale of the AI infrastructure opportunity has evolved far beyond its original…
ALAB
Which hedge funds are long ALAB?
4 published ideas on Astera Labs across 3 funds — 4 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 Astera Labs: the full 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
LongALABJun 2026
Astera Labs, Inc.
Astera Labs is included in Artisan's Compute Infrastructure holdings. The fund argues that the AI buildout has expanded the opportunity beyond basic networking into the broader…
LongALABJun 2026
Astera Labs, Inc.
Astera Labs is included in Artisan's Compute Infrastructure theme and was a meaningful Q2 contributor. The fund believes the scale of AI infrastructure spending has moved well…
LongALABSep 2026
Astera Labs
Astera Labs is owned within the Compute Infrastructure theme. The fund believes AI has produced a capital investment cycle substantially larger than the digital infrastructure…