LongZMJun 2026
Zoom Communications, Inc.
Zoom is viewed as a high-quality product company that has expanded from video conferencing into a broader workplace platform. The fund highlights low debt, annual revenue above…
The Steppe Eagle OEIC Ltd
Long-term value and growth-at-a-reasonable-price investing in environmentally friendly and shariah-compliant businesses across developed markets, with emphasis on clean energy, IT, software and selected consumer companies. P(1) Harry Qelm Baabsman Steppe…$620,680.047 AUM13 published ideas
The Steppe Eagle OEIC Ltd is managed by Harry Qelm Baabsman Ltd, an AIFC-licensed fund manager, and was operating with 44,976,815 units at a unit price of $0.01380 on 30 June 2026, implying net assets of about $620,680. The fund describes itself as a patient, multi-year investor seeking mature, financially resilient businesses with durable advantages, modest debt and attractive discounts to intrinsic value. P(1) Harry Qelm Baabsman Steppe… P(1) Harry Qelm Baabsman Steppe…
Ideas from The Steppe Eagle OEIC Ltd
LongNXTJun 2026
Nextracker Inc.
Nextracker is pitched as a US-focused solar tracking systems manufacturer whose technology can increase solar energy output by allowing panels to follow the sun. The business…
LongLIGHT_NAJun 2026
Signify N.V.
Signify is framed as a turnaround and income idea in lighting, with annual sales of about EUR 6.1 billion and a dividend yield above 5% at the cited share-price range. The fund…
LongCRMJun 2026
Salesforce, Inc.
Salesforce is presented as a mature cloud CRM leader with more than $40 billion of sales, still growing while profitability has improved sharply and the balance sheet remains…
LongUBERJun 2026
Uber Technologies, Inc.
Uber is viewed as a large global transportation platform spanning rides, delivery and freight, with more than $53 billion of annual sales and continued double-digit growth. The…
LongGOOGLJun 2026
Alphabet Inc.
Alphabet is the fund's preferred mega-cap technology holding, with dominant positions in search, YouTube and AI and strong growth in cloud computing. The letter also highlights…
LongSHOPJun 2026
Shopify Inc.
Shopify is described as one of the fund's best positions because it provides a broad merchant ecosystem spanning marketplace, logistics, tax, customer relations, point of sale…
LongADBEJun 2026
Adobe Inc.
Adobe is presented as a highly profitable digital-content franchise spanning design, document signing and marketing software, with the fund expecting it to use LLMs across these…
LongACNJun 2026
Accenture plc
Accenture is held as a financially healthy, global IT consulting business with a long record of growth across major regions. The fund's thesis combines continued growth…
LongS92_GRJun 2026
SMA Solar Technology AG
SMA Solar is described as a long-established German solar inverter company that has survived multiple industry cycles and retained a strong position in Europe. The fund…
LongZAL_GRJun 2026
Zalando SE
Zalando is viewed as a financially healthy European e-commerce leader with more than EUR 12 billion of sales and the potential to deliver stable double-digit growth over time…
LongVWSB_GRJun 2026
Vestas Wind Systems A/S
Vestas is positioned as a long-duration wind-energy holding with global scale, a large project pipeline and a substantial service-contract backlog. The fund highlights improved…
LongSEDGJun 2026
SolarEdge Technologies, Inc.
SolarEdge remains a recovery position in a cyclical solar-inverter business that the fund has followed since 2017. The historic appeal was 25-35% annual revenue growth, rising…
Letters covered
- 2026 Half-year Investment Portfolio ReportJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.