LongSNAug 2026
Smith & Nephew plc
Smith & Nephew disappointed by cutting its full-year 2026 revenue target after previously setting growth targets, and the subsequent CFO departure added to negative sentiment…
SN
Which hedge funds are long SN?
2 published ideas on Smith & Nephew plc across 2 funds — 2 long and 0 short.
Smith & Nephew 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 Smith & Nephew: 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
LongSNJun 2026
SharkNinja, Inc.
SharkNinja is one of Spheria's largest holdings and is built around a high-velocity innovation model across dozens of home-appliance categories. The company has consistently…