- 2025 Q2 Investor Letter Choice Equities Fund added opportunistically to Magnite amid volatility and argues that streaming advertising, customer wins and potential ad-tech remedies can support its outlook. It also backs Genius Sports on renewed sports-data rights and Modine on data-center cooling demand, portfolio reshaping and operational improvements. second quarter GENI $2.1BMGNI $3.6BMOD $9.6B
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