LongCINTAug 2026
CI&T Inc.
The fund established a new position in CI&T because it believes IT services will benefit from AI rather than be disrupted by it. Deploying AI applications in real enterprise…
CINT
1 published idea on CI&T Inc. across 1 fund — 1 long and 0 short.
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 Ci&T: 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.
The fund established a new position in CI&T because it believes IT services will benefit from AI rather than be disrupted by it. Deploying AI applications in real enterprise…