LongGRALOct 2026
GRAIL, Inc.
Mott Capital held Grail as a way to participate in the emerging market for blood-based multi-cancer early detection tests. Shares surged after a favorable FDA advisory-panel…
Mott Capital Management, LLC
Concentrated thematic growth equities across core, growth and aggressive growth companies, primarily through US-dollar stocks, ADRs and ETFs.4 published ideas
Mott Capital Management, LLC is an independent registered investment adviser founded by Michael Kramer. Its Thematic Growth strategy combines large multinational core holdings with mid- and smaller-cap growth opportunities, generally across about 10 to 20 equity positions. The firm also publishes research on macroeconomic conditions, volatility and market positioning.
Ideas from Mott Capital Management, LLC
LongILMNOct 2026
Illumina, Inc.
Mott Capital invested in Illumina ahead of a possible reacceleration in the company’s growth. The share price rose sharply during the quarter as other investors began to…
LongBAOct 2026
The Boeing Company
Mott Capital continues to own Boeing despite its poor relative performance and largely sideways share-price trend since 2022. Michael Kramer sees value in the manufacturer’s…
LongCBOEOct 2026
Cboe Global Markets, Inc.
Mott Capital used proceeds from a reduction in Illumina to buy options-exchange operator Cboe during the quarter. Michael Kramer believes options trading has become an…
Letters covered
- 3Q 2026 Investor Letter | Mott Capital Thematic GrowthOctober 27, 2026
Source PDFs are not republished here; only extracted ideas and quotes.