LongDDRAug 2026
Dicker Data Limited
Dicker Data delivered an excellent first-half 2026 result that exceeded market expectations for revenue growth, gross margins and operating costs. The business has begun…
DDR
Which hedge funds are long DDR?
1 published idea on Dicker Data Limited across 1 fund — 1 long and 0 short.
Dicker Data Limited 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 Dicker Data Limited: 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.