- Interim Investor Letter – June 2026 Holland Advisors rotated out of lower-conviction holdings and added to established network businesses, including Amazon, Meta, Netflix, Nu Holdings, Wise and Block, following price weakness. The fund also initiated Constellation and AppFolio during the software sell-off, while retaining a heavily owner-manager-led, unlevered portfolio. six month period 2026 AMZN $2.9TMETA $1.6TNFLX $511B
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