Letters by company

Qfin Holdings, Inc.

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

Pendelhaven Asset Management B.V. Investor’s Letter ARAR Fund retained and expanded SK Hynix, arguing that its booked HBM capacity and technology lead make its earnings more durable than lower-tier memory suppliers. The portfolio also expanded Chinese education and lending positions while monitoring APR-cap risks, Senegal licensing delays for Thor Explorations, and freight-rate support for Imperial Petroleum. Q2 2026 SKHY $729BFINV $694MQFIN $664M