Letters by company

Sansan, Inc.

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

Lakehouse Capital Global Growth Fund Lakehouse Global Growth Fund Monthly Letter Lakehouse Global Growth Fund maintained its focus on businesses that own customer relationships and apply AI, rather than AI infrastructure suppliers facing construction, power and regulatory constraints. It defended ServiceNow’s outlook after a guidance-driven sell-off, cited Sansan’s operating leverage and AI uptake, and backed Adyen’s reinvestment behind its recent acquisitions. October 2026 ADYEY $32BNOW $106BSNSNF $1.8B