
What smart money is saying about Kraken Robotics Inc.
PNG.V
No fund has written a full thesis on Kraken Robotics Inc. in our archive, but 2 fund letters report a position in it — most recently Pender Small Cap Opportunities Fund in August 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Every position in Kraken Robotics Inc. on record in the archive was reported in Q3 2026, across 2 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 1 | 0 | 0 |
Fund activity · 2 positions · 1 move
- August 2026
“Portfolio Activity Action Rationale Kraken Robotics Add Increased position size on share price weakness. Thesis unchanged.”
Kraken Robotics Inc. - July 2026
“July was a challenging month for the Fund, as our holdings in two of our key thematics (space/defense and critical minerals) underperformed. MDA Space Ltd. (MDA), Telesat Corp. (TSAT) and Kraken Robotics Inc. (PNG) were the most notable detractors, weighing on performance.”
Kraken Robotics Inc.
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