PM Capital
PM Capital Global Opportunities Fund Limited
Aug 2026 → Aug 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 3 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of PM Capital for every strategy.
What it bought and sold
Apart from briefly owning Alphabet (owner of Google) during FY26, which we sold after its valuation quickly reached our target, PGF does not own the ‘Magnificent Seven’ tech companies, SpaceX or other highly valued AI-related businesses.
Apart from briefly owning Alphabet (owner of Google) during FY26, which we sold after its valuation quickly reached our target, PGF does not own the ‘Magnificent Seven’ tech companies, SpaceX or other highly valued AI-related businesses.