Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Kathmandu Capital suffered a severe -32.68% net loss in Q1 2026 due to overtrading during Middle East geopolitical escalation, but remains fully invested in Asia-centric AI hardware and advanced semiconductor supply chain enablers, particularly in Taiwan.
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Kathmandu Capital suffered a severe -32.68% net loss in Q1 2026 due to overtrading during Middle East geopolitical escalation, but remains fully invested in Asia-centric AI hardware and advanced semiconductor supply chain enablers, particularly in Taiwan.
