LongADYENSep 2026
Adyen N.V.
Polen initiated a position in Adyen because its payments platform is developing from transaction processing into a broader financial operating system for commerce. A single…
ADYEN
Which hedge funds are long ADYEN?
2 published ideas on Adyen N.V. across 2 funds — 2 long and 0 short.
Adyen N.V. hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Adyen N.V.: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongADYENJun 2026
Adyen N.V.
Adyen's shares weakened after revenue growth slipped below the long-expected 20% level and management continued reinvesting heavily. Lakehouse believes the market is overlooking…