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Baird Chautauqua Global Growth Fund's investment thesis on Recruit Holdings Co., Ltd. ($6098.T) — Q3 2026 | Buyside Digest

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$6098.TRecruit Holdings Co., Ltd.

BULL

Baird Chautauqua Global Growth Fund

Fund Letter

Q3 2026

Published October 8, 2026

View Fund Profile

$18380.00USD

Current Market Price

Market Cap$17.88T

Pitch Price$17755.00

Technical Chart

From the Fund Letter

Recruit reported June quarter results that significantly exceeded consensus expectations, with revenue up 19% y/y and EBITDA up over 55% y/y, led by HR Technology (Indeed). U.S. revenue, which...

— Haicheng Li

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