Montaka
Montaka Global Investments
Sep 2026 → Sep 2026
Our archive holds 1 letter from this strategy and positions in 10 companies. Every quote below is copied verbatim from the letter it came from.
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What it bought and sold
Other augmentations included an increase of capital to Uber, given its favourable risk/reward profile; and trimmings to our position in Salesforce, following its significant stock price rally; as well as our small outlier position in Moderna, also following its significant stock price rally.
We exited our relatively small investment in TSMC which has been profitable for Montaka.
Other augmentations included an increase of capital to Uber, given its favourable risk/reward profile; and trimmings to our position in Salesforce, following its significant stock price rally; as well as our small outlier position in Moderna, also following its significant stock price rally.
Other augmentations included an increase of capital to Uber, given its favourable risk/reward profile; and trimmings to our position in Salesforce, following its significant stock price rally; as well as our small outlier position in Moderna, also following its significant stock price rally.