Tapasya Investment

• Bi-Annual Partner Letter 2026 ↗ Tapasya Investment Fund I built Amazon into its second-largest holding on AWS growth, advertising scale and enterprise satellite prospects, while selling Lululemon, Universal Music Group and Fannie Mae. The portfolio used covered calls and cash-secured puts for income, and retained conviction in AI infrastructure, scalable platforms and discounted long-term holdings. first half of 2026 AMZN $2.9TALAB $41BFNMA $5.2B +2

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