Montaka
Montaka Global Investments Global Fund
Sep 2026 → Sep 2026
Our archive holds 1 letter from this strategy and positions in 12 companies. Every quote below is copied verbatim from the letter it came from.
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What it bought and sold
We also exited our relatively small investment in REA Group which has been a fantastic performer for Montaka over the best part of a decade.
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.
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.