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Payments
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 13, 2026 |
Generation IM Global Equity Fund Miguel Nogales
|
View | AI, Energy Transition, Quality, Payments, E-commerce | ADYEY, AMZN, ASML, CRM, CSL, DHR, GOOGL, LEGN.PA, MCO, MELI, MSCI, MSFT, SIK.SW, SNPS, SPOT, SU.PA, TMO, TSM, VWS.CO, WDAY | AI, Energy Transition, global, long-term, Quality, sustainability, technology, valuation |
| 2025 Q4 | Jan 14, 2026 |
Lakehouse Global Growth Fund Nick Thomson
|
View | Payments, E-commerce, Software | 4443.T, ADYEN.AS, AMZN, CSU.TO, KXS.TO, MELI, PINS, TW, WIX, WK | global, growth, Networks, software, technology |
| 2025 Q4 | Jan 27, 2026 |
Buckley Capital Zack Buckley
|
View | Gaming, FinTech, Payments, Technology, Fitness, Space | ALL, BFIT, DAVE, FTAI, GE, HLT, HWM, IHG.L, IWG.L, LNW, LQDA, MAR, PRTH, RR.L, RTX, SAF.PA, UTHR, VRNA, WLFC | aerospace, Europe, Fintech, gaming, Inflection, small caps, turnaround, value |
| 2025 Q4 | Jan 21, 2026 |
Platinum International Fund Ted Alexander
|
View | AI, Semiconductors, Payments, Aircraft Leasing | AER, AMZN, BKNG, CRH, DHR, GOOGL, ICE, INTU, J, MA, MSFT, TSM, UBER, V | AI, Aircraft Leasing, global, growth, large cap, payments, semiconductors, technology |
| 2025 Q4 | Jan 29, 2026 |
Ironvine Capital Partners, LLC Matt Barnes
|
View | AI, Cloud, Semiconductors, Payments, E-commerce, Capital Markets, Space | ADI, AMAT, AMZN, AON, APH, ASML, BRK-A, HEI, MA, MCO, MSFT, SPGI, TSM, V | aerospace, AI, Capital markets, infrastructure, payments, Quality, semiconductors, technology |
| 2025 Q4 | Jan 24, 2026 |
Greystone Capital Adam Wilk
|
View | Payments, E-commerce, Buybacks, Coal | APG, BEL, DR.TO, FC, FOUR, KITS.TO, LMB, LNF.TO, LSPD.TO, NRP, SQ, SYZ, TOST, VYX | Buybacks, Coal, concentrated, E-Commerce, payments, small caps, value |
| 2025 Q4 | Jan 26, 2026 |
Davis Financial Fund Chris Davis
|
View | Valuations, Payments, Banking, Capital Markets, P&C Insurance | AXP, BAER.SW, BK, BRK-A, CB, COF, D05.SI, DIS, FI, FITB, JPM, MKL, PNC, RE, RKT, RNR, USB, WFC | Banking, capital, financials, insurance, regulation, returns, value |
| 2025 Q4 | Jan 6, 2026 |
Vltava Fund Daniel Gladi
|
View | Inflation, Payments, Latin America | CPAY | emerging markets, inflation, Institutional, Latin America, payments, technology, Travel |
| 2025 Q4 | Jan 20, 2026 |
Marram Investment Management Vivian Y. Chen
|
View | Energy, Payments, Biopharma, Regional Banks | AVDX, BILL, FITB, FOUR, OKE, PAA, PAGP, PAY, PSFE, PYPL | Banking, biopharma, cash flow, energy, payments, value |
| 2025 Q4 | Jan 14, 2026 |
Longriver Partners Fund Graham Rhodes
|
View | Semiconductors, Gaming, Payments | 0700.HK, 3639.HK, 9435.T, ALAB.L, AMD, AMZN, CSU.TO, FUTU, GAW.L, META, NVDA, PDD, RELY, STRP, TCOM, TSM, WISE.L | Asia, Concentration, gaming, global, long-term, payments, semiconductors, value |
| 2025 Q3 | Nov 24, 2025 |
Recurve Capital Aaron Chan
|
View | Payments, Luxury, Autos | BC IM, CVNA, PAY | Autos, Carvana, Luxury, payments, tariffs |
| 2025 Q2 | Jul 8, 2025 |
Manole Capital Management Warren Fisher
|
View | Payments | - | Digital, Fintech, Network Effects, payments, Recurring Revenue |