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…
ADYEN
1 published idea on Adyen N.V. across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Adyen N.V.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
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…