Letters by company

Unity Software Inc.

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

Hayden Capital Quarterly Letter 2026 | Vol. 1 Sea Limited is presented as a reinvestment case, with Shopee VIP and logistics spending intended to deepen customer loyalty, raise order density and reinforce its lead over TikTok Shop. Unity is a new and enlarged holding, based on new leadership and Vector’s use of engine-level data to rebuild its advertising business. Hayden Capital favors AI users over infrastructure suppliers. Q1 2026 SE $57BAMZN $2.7TAPP $93B