Portfolio Update - January 2026
Portfolio update exits The Trade Desk, QXO and Park Hotels, then adds Tencent at a 35% discount, SoftBank for AI exposure and HelloFresh at…
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$3.1B Market cap · 2026-09-02
Portfolio update exits The Trade Desk, QXO and Park Hotels, then adds Tencent at a 35% discount, SoftBank for AI exposure and HelloFresh at…
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