Longriver
Longriver Partners Fund
Mega-cap
Jun 2025 → Jul 2026
Our archive holds 4 letters from this strategy, behind 6 investment theses and positions in 20 companies. Every quote below is copied verbatim from the letter it came from.
4 letters in 2 years — follow all of Longriver for every strategy.
What it bought and sold
I invested in semiconductor equipment supplier KLA Corp earlier this year and reinvested in Amazon, too.
I invested in semiconductor equipment supplier KLA Corp earlier this year and reinvested in Amazon, too.
Also held
Its investment theses
- AmazonJul 2026Amazon is becoming a neutral AI platform with Bedrock and Trainium, while benefiting from large profit pools and underappreciated earnings durability.
- Meta PlatformsJul 2026Meta Platforms is using AI to improve a highly productive advertising system and monetizes its own products without depending on external model providers.
- NvidiaJul 2026Nvidia sells integrated working computing systems with difficult-to-replace software, scale and supply-chain execution, and inference broadens demand beyond training.
- Plover BaySep 2025Plover Bay is a technology company specializing in robust connectivity solutions through its Peplink-branded routers and software, enabling seamless failover and high-performance networking across multiple links, while maintaining strong revenue growth and high returns on equity.
- MetaJun 2025Meta has built world-class AI infrastructure and automation for its ad platform, but without a compelling consumer-facing product, it risks powering the future of AI from behind the scenes while rivals like OpenAI capture the end-user and the upside.
- TSMCJun 2025TSMC is the indispensable core of the AI compute stack, excelling in manufacturing, advanced packaging, and innovation, with unmatched reliability and performance.