LongKVYOOct 2026
Klaviyo
Meditation Capital sees Klaviyo as the dominant retention-marketing platform for Shopify ecommerce merchants, with tracking indicating more than 50% share among Shopify Plus…
Meditation Capital Management LP
Concentrated fundamental long equity investing in high-growth businesses with exceptional products, competitive advantages and low valuations, emphasizing capital preservation.2 published ideas
Meditation Capital Management LP is an investment manager whose October 2026 letter is signed by Tim Liu. The firm seeks businesses with exceptional products, substantial growth potential and attractive valuations, aiming to compound capital while protecting principal. It currently favors recurring-revenue AI beneficiaries over companies heavily dependent on cyclical AI infrastructure spending.
Ideas from Meditation Capital Management LP
LongBRZEOct 2026
Braze
Meditation Capital had been invested in Braze, a customer engagement platform focused on larger, application-centric enterprises, and added to its holding during a September…
Letters covered
- Q3 2026 Investor LetterOctober 25, 2026
Source PDFs are not republished here; only extracted ideas and quotes.