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Prosus N.V.

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

Tapasya Investment Bi-Annual Partner Letter 2026 Tapasya Investment Fund I built Amazon into its second-largest holding on AWS growth, advertising scale and enterprise satellite prospects, while selling Lululemon, Universal Music Group and Fannie Mae. The portfolio used covered calls and cash-secured puts for income, and retained conviction in AI infrastructure, scalable platforms and discounted long-term holdings. first half of 2026 AMZN $2.9TALAB $41BFNMA $5.2B