What smart money is saying about Prada
1913.HK
No fund has written a full thesis on Prada in our archive, but 2 fund letters report a position in it — most recently Lindsell Train Global Equity Fund in August 2026.
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2
Reported positions
0
Bought
0
Sold
3
Letters
Position history
Every position in Prada on record in the archive was reported in Q3 2026, across 2 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
Fund activity · 2 positions
- August 2026
“The top three absolute contributors to the Fund’s performance in August were Nintendo, London Stock Exchange Group and Intuit, and the top three absolute detractors were Alphabet, PayPal and Prada.”
Prada - July 2026
“Thermo Fisher (+12%) and Prada (+7%) both delivered pleasing results, largely outperforming their peers in the Life Sciences and Luxury sectors respectively.”
Prada
Also mentioned · 1
These funds discuss Prada — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedEmeth Value CapitalJune 2026
“In 2025, Shift4 announced the largest acquisition in its history: the $2.5 billion purchase of Global Blue, the world’s dominant tax-free shopping (TFS) provider. Global Blue serves more than 75,000 retailers across 400,000 store locations and maintains longstanding relationships with nearly every major luxury brand, including LVMH, Prada, Chanel, Gucci, Cartier, and Hermès.”
Prada
Read the letters behind these Prada positions
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