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Rothschild & Co

Mar 2025 → Jun 2026 · 5 funds

Our archive holds 5 letters from Rothschild & Co, behind 9 investment theses and positions in 29 companies. Every quote below is copied verbatim from the letter it came from.

Writes about

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5
Letters
29
Companies
8
Moves
9
Theses

4 strategies

Rothschild & Co publishes a letter per strategy. Each one has its own page with what it holds, what it bought and what it wrote.

Returns as reported in each strategy’s latest letter, extracted automatically and not verified by us; one share class, in its own currency. Not investment advice. Past performance does not predict future returns.

Also filed under Rothschild & Co.

What they bought and sold · 8 moves

  • New positionNvidia
    June 2026
    “We added two new positions during the quarter: Amphenol, the investment case of which is outlined later in this report, and Nvidia.”
    Read the letter
  • New positionAmphenol
    June 2026
    “We added two new positions during the quarter: Amphenol, the investment case of which is outlined later in this report, and Nvidia.”
    Read the letter
  • AddedAlstom
    March 2025
    “During the month, we strengthened our position in Alstom.”
    Read the letter
  • TrimmedTechnip Energies
    March 2025
    “This strengthening was partly financed by profit- taking on Technip Energies, another of our strong convictions.”
    Read the letter
  • New positionGeneral Electric Aerospace
    March 2025
    “In the first quarter we made two new investments, building positions in semiconductor design software provider Cadence Design Systems and leading aerospace company General Electric Aerospace.”
    Read the letter
  • AddedMSCI
    March 2025
    “In this section, we would like to dive deeper into one of our recent purchases, MSCI, whose business it is to ‘help clients build better portfolios’.”
    Read the letter
  • ExitedCarrefour
    March 2025
    “Finally, we decided to sell our position in Carrefour, whose business continues to face intense competition.”
    Read the letter
  • New positionCadence Design Systems
    March 2025
    “In the first quarter we made two new investments, building positions in semiconductor design software provider Cadence Design Systems and leading aerospace company General Electric Aerospace.”
    Read the letter

Companies held · 29

Every company Rothschild & Co has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 9

  • Amphenol
    June 2026

    Amphenol sells mission-critical interconnect products, benefits from a durable designed-in moat and entrepreneurial culture, and should compound through AI-driven and secular growth.

    Read the full thesis
  • Nvidia
    June 2026

    Nvidia has a stable installed base, high switching costs through CUDA, and superior power-efficient architecture, making it a stronger go-to platform.

    Read the full thesis
  • Amazon
    September 2025

    Amazon is an undervalued quality company with untapped potential in generative AI and attractive growth prospects in retail driven by logistics investments and an expanding Prime membership.

    Read the full thesis
  • Cadence Design Systems
    September 2025

    Cadence Design Systems is a market leader in Electronic Design Automation software, essential for designing complex semiconductor chips that power modern technology, with strong growth prospects driven by AI adoption and increasing chip complexity.

    Read the full thesis
  • Synopsys
    September 2025

    Synopsys is a leading chip design company with a strong foundation for long-term growth, despite near-term challenges in its Intellectual Property business.

    Read the full thesis
  • Cadence Design Systems
    March 2025

    Cadence is a leading provider of EDA software for semiconductor design, positioned for double-digit growth and strong revenue visibility through recurring subscriptions.

    Read the full thesis
  • General Electric
    March 2025

    General Electric (GE) is well-positioned for highly profitable growth in its commercial aircraft engines segment, which dominates the market and offers strong pricing power due to significant barriers to entry and a lucrative aftermarket.

    Read the full thesis
  • Inficon
    March 2025

    Inficon is a strategically focused, asset-light company in the semiconductor industry that prioritizes growth through internal cash flow, maintaining a strong balance sheet while leveraging its core technologies and selective acquisitions to drive future profitability and market share.

    Read the full thesis
  • MSCI
    March 2025

    With unmatched profitability, consistent 10% organic growth, and masterful capital allocation under a visionary owner-operator, MSCI stands out as a rare compounding machine poised for durable, high-return expansion.

    Read the full thesis

Letter archive · 5

2026

2025

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