YahooAugust 28, 2026 at 12:57 PM NY2 Months Ago
Hayden Capital: Deconstructing PDD Holdings (PDD) Investment Thesis and Exit
Hayden Capital, an investment management firm, released its second-quarter 2026 investment letter. The letter can be downloaded here. In the second quarter, the portfolio gained 6.9%, compared to the S&P 500’s 15.2%. Overall, approximately 34% of the portfolio is in Asia, 43% in North America, and the rest spread across other regions. Hayden Capital remains […]
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