va-Q-tec AG

• GP Gymkhana Partners Q2 2026 Update ↗ Gymkhana exited RPSG Ventures, trimmed several stocks after rallies outpaced fundamentals, and redirected proceeds toward Indegene, Medi Assist Healthcare Services, Finolex Industries, Ultramarine and Pigments, and new position Elgi Equipments. The firm remains fully invested, arguing that Indian portfolio companies combine discounted valuations with faster earnings growth and stand to benefit from India’s reforms and AI adoption. Q2 2026 —

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