TAMIM
Tamim Global Tech and Innovation
Global Growth
Mar 2025 → Mar 2025
Our archive holds 2 letters from this strategy, behind 3 investment theses and positions in 9 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year · follow all of TAMIM for every strategy.
What it bought and sold
Viavi is a new position to the portfolio this year which we have scaled up during the recent overall market weakness.
we recently added it back as a position in April.
EXE is a relatively new addition to the portfolio (late Q1/early Q2) and is one of the key companies enabling the US to lead in the AI Revolution.
Also held
Its investment theses
- Expand Energy CorporationMar 2025Expand Energy Corporation is a pivotal natural gas producer in the US, significantly enhancing its production capacity through a merger with Southwestern Energy, and plays a crucial role in supplying the energy needed for the growing AI and robotics sectors.
- TeslaMar 2025Tesla is a leading innovator in electric vehicles and automation, poised to dominate the next phases of the AI cycle through its vertical integration, advanced manufacturing, and commitment to autonomous driving technology.
- Viavi Solutions Inc.Mar 2025Viavi Solutions Inc. is a key player in network solutions that support the reliable deployment of AI applications across data centers and enterprise networks.