Montaka
Montaka Global Fund
Global Mega-cap
Jun 2026 → Jun 2026
Our archive holds 2 letters from this strategy, behind 3 investment theses and positions in 21 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year — follow all of Montaka for every strategy.
What it bought and sold
We funded these investments by trimming TSMC and Alphabet, both of which have run up materially in recent months.
We substantially increased our investments in Visa and Mastercard on the basis described above.
We funded these investments by trimming TSMC and Alphabet, both of which have run up materially in recent months.
We also exited Spotify after making good money in this opportunity over many years.
We substantially increased our investments in Visa and Mastercard on the basis described above.
We funded these investments by trimming TSMC and Alphabet, both of which have run up materially in recent months.
Also held
Its investment theses
- SalesforceJun 2026Salesforce is a trusted enterprise platform whose AI agent layer, deployability moat, and accelerating agentic consumption could drive underappreciated long-term earnings power.
- VisaJun 2026Visa is an extraordinarily advantaged payments network with durable double-digit growth and upside from value-added services that the market is underestimating.
- MastercardJun 2026Mastercard is an extraordinarily advantaged payments network with durable double-digit revenue growth and underappreciated long-term growth from value-added services.