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Anthropic

Sector Information Technology

15 letters mention Anthropic, from 7 managers.

• Q3 2026 1 Main Capital · Q3 2026 letter ↗ Yaron Naymark · mentioned 2 times
• Q2 2026 Horos Asset Management · Q2 2026 letter ↗ Javier Ruiz · mentioned 4 times
• H1 2026 Emeth Value Capital · H1 2026 letter ↗ Andrew Carreon · mentioned 2 times
• Q2 2026 Hayden Capital · Q2 2026 letter ↗ Fred Liu · mentioned once
• Q2 2026 Greenhaven Road Capital · Q2 2026 letter ↗ Scott Miller · mentioned once
• Q2 2026 Hinde Group · Q2 2026 letter ↗ Marc Werres · mentioned once
• H1 2026 Moerus Capital Management · Semi-annual letter ↗ Amit Wadhwaney · mentioned once
• Q1 2026 Horos Asset Management · Q1 2026 letter ↗ Javier Ruiz · mentioned 5 times
• Q1 2026 Hayden Capital · Q1 2026 letter ↗ Fred Liu · mentioned once
• Q1 2026 Hinde Group · Q1 2026 letter ↗ Marc Werres · mentioned once
• Q4 2025 Horos Asset Management · Q4 2025 letter ↗ Javier Ruiz · mentioned 5 times
• Q4 2025 Hayden Capital · Q4 2025 letter ↗ Fred Liu · mentioned 4 times
• Q4 2025 Greenhaven Road Capital · Q4 2025 letter ↗ Scott Miller · mentioned 2 times
• Q3 2025 Horos Asset Management · Q3 2025 letter ↗ Javier Ruiz · mentioned 2 times
• Q1 2025 Horos Asset Management · Q1 2025 letter ↗ Javier Ruiz · mentioned once

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.