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AGT Partners

Dec 2025 → Jun 2026 · Publishes quarterly

Our archive holds 4 letters from AGT Partners, behind 11 investment theses and positions in 12 companies. Every quote below is copied verbatim from the letter it came from.

AGT Partners’s own letters page
4
Letters
12
Companies
9
Moves
11
Theses

What they bought and sold · 9 moves

  • AddedCNOOC
    June 2026
    “We continue to own several such great companies in our portfolio (DBS, TSMC, Tencent, CNOOC, Sheng Siong, KKR, Apollo, Microsoft etc.) and have selectively added onto them in the past quarter.”
    Read the letter
  • AddedSK Hynix
    June 2026
    “Throughout this roller-coaster ride in SK Hynix’s share price, we have not done much other than make modest opportunistic additions whenever prices corrected sharply.”
    Read the letter
  • AddedKKR & Co.
    June 2026
    “We continue to own several such great companies in our portfolio (DBS, TSMC, Tencent, CNOOC, Sheng Siong, KKR, Apollo, Microsoft etc.) and have selectively added onto them in the past quarter.”
    Read the letter
  • New positionAlphabet
    June 2026
    “We have also recently purchased a position in Alphabet.”
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  • AddedSheng Siong Group
    June 2026
    “We continue to own several such great companies in our portfolio (DBS, TSMC, Tencent, CNOOC, Sheng Siong, KKR, Apollo, Microsoft etc.) and have selectively added onto them in the past quarter.”
    Read the letter
  • AddedTencent Holdings
    June 2026
    “We continue to own several such great companies in our portfolio (DBS, TSMC, Tencent, CNOOC, Sheng Siong, KKR, Apollo, Microsoft etc.) and have selectively added onto them in the past quarter.”
    Read the letter
  • AddedApollo Global Management
    June 2026
    “We continue to own several such great companies in our portfolio (DBS, TSMC, Tencent, CNOOC, Sheng Siong, KKR, Apollo, Microsoft etc.) and have selectively added onto them in the past quarter.”
    Read the letter
  • AddedMicrosoft
    June 2026
    “We continue to own several such great companies in our portfolio (DBS, TSMC, Tencent, CNOOC, Sheng Siong, KKR, Apollo, Microsoft etc.) and have selectively added onto them in the past quarter.”
    Read the letter
  • AddedDBS Group
    June 2026
    “We continue to own several such great companies in our portfolio (DBS, TSMC, Tencent, CNOOC, Sheng Siong, KKR, Apollo, Microsoft etc.) and have selectively added onto them in the past quarter.”
    Read the letter

Companies held · 12

Every company AGT Partners has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 11

  • SK Hynix
    June 2026

    SK Hynix is owned for its high barriers to entry, AI-driven HBM demand, supply constraints, customer contract stability, capital discipline and attractive valuation.

    Read the full thesis
  • Alphabet
    June 2026

    Alphabet can use AI to extend its moat across Search, YouTube, Cloud and subscriptions while still showing strong operating momentum.

    Read the full thesis
  • SK Hynix
    June 2026

    SK Hynix is owned for its high barriers to entry, AI-driven HBM demand, structurally constrained supply growth, better earnings stability, and attractive valuation.

    Read the full thesis
  • Alphabet
    June 2026

    Alphabet can turn AI into a moat-enhancing growth driver across Search, YouTube, Cloud, and subscriptions, supported by strong Cloud momentum and disciplined long-term investment.

    Read the full thesis
  • Sheng Siong
    March 2026

    Sheng Siong is a grocery retailer with strong margins and a widening moat from operational improvements.

    Read the full thesis
  • Microsoft
    March 2026

    Microsoft is a deeply entrenched software platform with an underappreciated bundling moat and attractive valuation.

    Read the full thesis
  • Marco Polo Marine
    March 2026

    Marco Polo Marine is a turnaround candidate with strategic reset and value-unlocking potential.

    Read the full thesis
  • DBS Group Holdings Ltd
    December 2025

    DBS Group Holdings is building a durable, capital-light, fee-driven franchise with digital operating leverage, high ROE, and attractive shareholder returns aligned with Singapore’s structural strengths.

    Read the full thesis
  • Marco Polo Marine Ltd
    December 2025

    Marco Polo Marine Ltd is evolving from a distressed cyclical yard into a higher-value offshore wind and specialized vessel solutions provider with stronger utilization, customers, and a longer growth runway.

    Read the full thesis
  • Taiwan Semiconductor Manufacturing Company
    December 2025

    Taiwan Semiconductor Manufacturing Company is the dominant leading-edge foundry with technology leadership, manufacturing excellence, and deep customer trust driving strong growth and profitability.

    Read the full thesis
  • Tencent Holdings Ltd
    December 2025

    Tencent Holdings Ltd is a dominant Chinese platform with WeChat, gaming, fintech and cloud businesses, benefiting from strong management execution, expanding margins, and a durable moat.

    Read the full thesis

Letter archive · 4

2026

2025

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