Emerald
Emerald Wealth Partners AG
Global Mega-cap
May 2026 → May 2026
Our archive holds 1 letter from this strategy, behind 4 investment theses and positions in 19 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Emerald for every strategy.
What it bought and sold
Initiation/Increase SAP
ServiceNow Increase position
Exit/Reduction Adobe Exit position
Booking Increase position
Zscaler Increase position
Exit/Reduction Adobe Exit position
Exit/Reduction Adobe Exit position
Exit/Reduction Adobe Exit position
Synopsys Increase position
Exit/Reduction Adobe Exit position
Also held
Its investment theses
- ServiceNowMay 2026ServiceNow is positioned as the enterprise AI orchestration layer, with AI-driven productivity savings and a path to doubling subscription revenue by 2030.
- AdvantestMay 2026Advantest is seen as the innovation leader and dominant AI-testing beneficiary with a strong long-term growth outlook.
- SynopsysMay 2026Synopsys is being increased as part of the manager’s focus on long-term AI winners in software.
- FortinetMay 2026Fortinet benefits from AI-intensified threat complexity and is viewed as a continuing winner in cybersecurity.