nostr:nprofile1qy3hwumn8ghj7un9d3shjtt5v4ehgmn9wshxkwrn9ekxz7t9wgejumn9waesqgr8g2hyzql5lt4cxfjdj40hgtu6vydvsqvsesqy8canygcce3lwvyyapkyy
✍️  Kathmandu Capital, an investment management company, released its second-quarter 2025 investor letter, highlighting its returns and top holdings, including Ubiquiti Inc.
👉 Kathmandu Capital's second-quarter 2025 investor letter reported a 17.22% gross return and 16.64% net return.
👉 The portfolio outperformed the S&P 500 and MSCI ACWI benchmarks.
👉 The letter highlighted Ubiquiti Inc., a networking technology developer, as a top holding.
👉 The company's equipment is well-suited for fixed-wireless access deployments and may benefit from the BEAD program.

#business
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