Dino Polska S.A./ADR

• Rowan Street Capital Rowan Street Q2 2025 Letter ↗ Rowan Street Capital argues that Meta Platforms and Spotify rewarded conviction through severe drawdowns, reinforcing its policy of holding durable businesses rather than reacting to sentiment. The portfolio also includes Netflix, The Trade Desk, Topicus, Shopify, Adyen and Dino Polska, while the firm plans to grow through aligned long-term partners. first half of 2025 ADYEY $31BDNOPF $8.3BMETA $1.8T +5

All coverage of DNOPF →