Hinde Group
Hinde Group 1578 Partners
Mega-cap
Mar 2026 → Sep 2026
Our archive holds 3 letters from this strategy, behind 3 investment theses and positions in 13 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in a year · follow all of Hinde Group for every strategy.
Performance
as of Sep 30, 2026 · net of fees · USD
- YTD+11.1%index +12.8%
- Inception · /yr+19.9%index +14.2%
Index: S&P 500 Total Return
| YTD | Since inceptionper year | |
|---|---|---|
| Hinde Group 1578 Partners | +11.1% | +19.9% |
| S&P 500 Total Return | +12.8% | +14.2% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Sep 30, 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
During the quarter, we built a new position in Mobility Global Inc. common stock (NYSE: MBGL).
We trimmed our positions in Interactive Brokers Group, Inc. class A common stock (NASDAQ: IBKR) and Northeast Bank voting common stock (NASDAQ: NBN) to fund purchases of MBGL.
We also added to our position in Netflix, Inc. common stock (NASDAQ: NFLX).
We trimmed our positions in Interactive Brokers Group, Inc. class A common stock (NASDAQ: IBKR) and Northeast Bank voting common stock (NASDAQ: NBN) to fund purchases of MBGL.
We significantly increased our position in February at an average price of $203.37 after the shares sold-off sharply due to (misplaced) concerns about the magnitude of — and prospective returns on — Amazon's planned investments in AI infrastructure related to Amazon Web Services.
Additionally, we exited the de minimis, residual position we held in Sleep Number Corporation common stock (NASDAQ: SNBR).
Early in the quarter, we trimmed our position in Interactive Brokers Group, Inc. class A common stock (NASDAQ: IBKR).
Finally, we increased our positions in Amazon.com, Inc. common stock (NASDAQ: AMZN) and Netflix, Inc. common stock (NASDAQ: NFLX).
Finally, we increased our positions in Amazon.com, Inc. common stock (NASDAQ: AMZN) and Netflix, Inc. common stock (NASDAQ: NFLX).
We sold the shares of WAT we received.
Also held
Its investment theses
- Mobility Global Inc.Sep 2026Mobility Global is a spin-off of S&P Global's automotive data businesses, led by CARFAX, whose proprietary vehicle history database, household brand and sticky subscription revenue make it predictable and recession-resilient, and it trades at a depressed valuation that the manager expects to resolve by 2028.
- Amazon.com, Inc.Jun 2026Amazon.com, Inc. is described as a compounder with global e-commerce, Prime, and AWS, supported by accelerating AWS growth, strong margins, AI-driven demand, and long-term undervaluation.
- Becton, Dickinson and CompanyMar 2026Becton Dickinson is a diversified medical supplies and devices company with resilient demand, margin expansion potential, strong free cash flow conversion, and share buybacks supporting intrinsic value growth.