Equity Research Database

Institutional Investment Pitches

Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.

Home Letters Funds Account

White Falcon Capital Management's investment thesis on Unity Software ($U) — Q1 2026 | Buyside Digest

All Pitches

View Letter Analysis

$UNYSEUnity Software

BULL

White Falcon Capital Management—U

Fund Letter

Q1 2026

Published April 20, 2026

View Fund Profile

$41.25USD

-1.0% vs last month

$26.01Pitched

+58.6% since pitch

Market Cap$18.0B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Unity Software runs two tightly linked businesses: Create Solutions, its real-time 3D engine used to build games and interactive experiences where it has a leading share in mobile game creation; and G

— Balkar Sivia, CFA

BSD Research Exclusive

Unlock Full Institutional Investment Theses

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

SUBSCRIBE TO BSD RESEARCH ($55/MO)Compare All Plans

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

What other investors think about $U, and what else White Falcon Capital Management is buying.

Other pitches on $U

Other investors who've written on Unity Software

Heptagon Kettle Hill US L/S Equity FundBULL

Pitched Dec 31, 2025

Unity Software performed well due to its Vector ad platform gaining traction. Although the manager...

View all $U pitches →