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What smart money is saying about MDA SpaceCanada flag

MDA.TO · Industrials · Aerospace & Defense · Market cap $5.03B

1 fund in our archive has pitched MDA Space — most recently Donville Kent Capital Ideas Fund LP in June 2026.

Company profile

MDA Ltd., a global technology firm headquartered in Brampton, Canada, specializes in the design, manufacturing, and maintenance of advanced space robotics, satellite systems and their components, and intelligence platforms. The company's operations extend across Canada, the United States, Europe, Asia, the Middle East, and other international markets, offering a broad spectrum of solutions. Through its geointelligence segment, MDA delivers crucial insights derived from satellite imagery and analytical services, supporting critical domains like national security, climate change monitoring, and maritime surveillance. In the field of robotics and space operations, the company facilitates human exploration by providing autonomous robotics and vision sensors deployed in Earth orbit, on the Moon, and on Mars. Additionally, MDA supplies satellite systems and spacecraft, enabling essential space-based services, including high-speed broadband internet connectivity through low Earth orbit satellite constellations. The company also offers dedicated products and services for defense intelligence systems. Its diverse client base includes government agencies, prime contractors, and various organizations within the space industry. Founded in 1969, the company was formerly known as Neptune Acquisition Holdings Inc. before officially rebranding to MDA Ltd. in March 2021.

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Reported positions
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Bought
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Letters

Fund activity · 2 positions · 1 move

  • ExitedDeep Sail Capital Partners
    June 2026
    The fund closed positions in Micron, Amplitech Group, Vertiv, Ouster, and MDA Space among others.
    Read the letterMDA Space
  • HoldsDonville Kent Capital Ideas Fund LP
    June 2026

    Listed in Donville Kent Capital Ideas Fund LP’s reported holdings.

    Read the letterMDA Space

Fund coverage · 1 thesis

  • Donville Kent Capital Ideas Fund LP
    June 2026

    MDA Space is a satellite and space systems provider with a large pipeline, capacity expansion, and visible organic growth and earnings growth.

    Read the full thesis

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