SaltLight Capital’s “SaltLight SNN Worldwide Flexible FR Fund” generated a return of +24.52% in Q2 2025, with a cumulative return since inception of 119.28%. The firm had 38% allocated to the US and is finding opportunities in South Africa, China, and Southeast Asia. Check the fund’s top five holdings for 2025.

In Q2 2025, SaltLight Capital highlighted Alphabet Inc. (NASDAQ:GOOGL) in its investor letter. Alphabet Inc. (NASDAQ:GOOGL) is a leading technology company with a one-month return of 15.10% and a 57.43% gain over the last 52 weeks. On September 08, 2025, Alphabet Inc. (NASDAQ:GOOGL) stock closed at $234.04 per share.

SaltLight Capital discussed their recent investment in Alphabet Inc. (NASDAQ:GOOGL) in their Q2 2025 investor letter, highlighting the balance between innovation risks and established strengths. Alphabet Inc. (NASDAQ:GOOGL) is the 4th most popular stock among hedge funds, with 219 portfolios holding it at the end of Q2.

Alphabet Inc. (NASDAQ:GOOGL) was held in 219 hedge fund portfolios at the end of Q2, down from 227 in the previous quarter. While recognizing Alphabet Inc. (NASDAQ:GOOGL) as a strong investment, SaltLight Capital believes other AI stocks offer greater upside potential. Explore their free report on the best short-term AI stock.

Read more at Yahoo Finance: SaltLight Capital Management’s Updates on Its Recent Investment in Alphabet (GOOGL)