Letters by company
Tecan Group Ltd
1 letter discussing TCGGY. Everything written about it on this site is on its ticker page.
- Upslope Capital Management 2026-Q3 Update Upslope cut AI-trade exposure, retained a concentrated book of cheap defensive growers and added Intercontinental Exchange as it acquired MarketAxess. The manager exited MarketAxess, Alphabet, Lifco and Korea Defense Industry ETF, while trimming Tecan after its shares rerated; ICE’s exchange franchise and depressed mortgage technology business underpin the new position. 2026-Q3 ICE $89BTCGGY $3.1B