- Q1-2026 Letter Atai Capital trimmed Haivision near estimated fair value, exited Kitwave after its acquisition and retained cash rather than dilute the portfolio with weaker ideas. The firm argues BK Technologies has a credible organic growth path and disciplined capital-allocation plans, while AstroNova’s sale followed a turnaround after its troubled MTEX acquisition. Q1-2026 BKTI $257M
One letter so far. We collect each new one as Atai Capital Management publishes it.
