Software

Letters With This Theme

Quarter Letter Date Fund Name Letter Theme Tickers Keyword
2025 Q4 Jan 14, 2026 View AI, Quality, E-commerce, Marketplaces, Software ASML, FLTR.L, HUB.AX, REA.AX, SHOP.TO, XRO.AX AI, EGCs, growth, international, long-term, Quality, technology, underperformance