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Kathmandu Capital's investment thesis on Vicor Corporation ($VICR) — Q4 2025 | Buyside Digest

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$VICRNASDAQVicor Corporation

BULL

Kathmandu Capital—VICR

Fund Letter

Q4 2025

Published January 11, 2026

View Fund Profile

$223.22USD

+18.4% vs last month

$149.88Pitched

+48.9% since pitch

Market Cap$10.3B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Kathmandu Capital's Q4 2025 letter reports outstanding performance, returning 10.85% net (13.65% gross) for the quarter, and 45.60% net (52.04% gross) for the full year 2025, substantially beating benchmarks. The manager discusses...

— Brent Jackson

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