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Nagarro SE

1 letter discussing NGRRF. Everything written about it on this site is on its ticker page.

White Falcon Capital Management Q2 2026 Partner Update Letter White Falcon sold roughly three-quarters of AMD after its valuation reflected optimistic AI expectations, while retaining conviction in Nu Holdings, Topicus and EPAM Systems. The portfolio is adding precious-metals exposure on weakness and favors businesses with low expectations, attractive valuations and durable competitive advantages amid concentration in AI-driven market narratives. Q2 2026 AMD $1.1TEPAM $5.6BNU $74B