CDT Capital
CDT
May 2026 → May 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 10 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of CDT Capital for every strategy.
Performance
as of May 31, 2026 · net of fees · USD · VNAV
- YTD+5.1%index +11.3%
- Inception · total+205%index +145%
Index: S&P 500 Total Return
| YTD | Since inceptiontotal | |
|---|---|---|
| CDT | +5.1% | +205% |
| S&P 500 Total Return | +11.3% | +145% |
Since inception: Since Inception (Sep 2020)
Disclaimer
These figures are copied from the manager’s latest letter, as of May 31, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
For Taiwan Semi (TSM), we entered in the low 300s and exited at around $400 per share.
For example, we started a position in Amazon (AMZN) in the low 200s, increased our position in the high $100s and exited around $270 per share.