Kathmandu Capital
Our archive holds 6 letters from Kathmandu Capital, behind 4 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
Kathmandu Capital’s own letters pageCompanies held · 2
Every company Kathmandu Capital has disclosed a position in across our archive, with the letter that last mentioned it.
- MurataJun 2026
- Yageo Corp.Jun 2026
Theses · 4
- December 2025
Vicor Corporation is a leading high-performance power module maker positioned to benefit from AI-driven HVDC adoption with significant margin expansion and multi-year customer programs.
Read the full thesis - September 2025
Kaspi is undervalued compared to peers but shows strong growth potential with its expansion in Turkey and upcoming acquisition of Robobank.
Read the full thesis - June 2025
Poised to ride China’s semiconductor self-sufficiency drive, ACM Research offers explosive upside through market share gains, valuation arbitrage, and a protected U.S. listing that unlocks asymmetric growth potential.
Read the full thesis - June 2025
Grupo Aeroportuario Centro Norte, S.A.B. de C.V. (OMAB.NASDAQ) is a leading Mexican airport operator with a strong cash flow model, significant barriers to entry, and potential for favorable terms in its upcoming Master Development Program renewal.
Read the full thesis
Letter archive · 6
Funds · 2
- Kathmandu Capital5
- Kathmandu Partners, LP1
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