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Letters With This Theme
Quarter
Letter Date
Fund Name
Letter
Theme
Tickers
Keyword
2025 Q4
Jan 14, 2026
Lakehouse Global Growth Fund
Nick Thomson
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Payments
,
E-commerce
,
Software
4443.T
,
ADYEN.AS
,
AMZN
,
CSU.TO
,
KXS.TO
,
MELI
,
PINS
,
TW
,
WIX
,
WK
global, growth, Networks, software, technology