LongMDAJun 2026
MDA Space
Baird purchased MDA Space because it believes the company is positioned to benefit from a structural expansion in the space economy. Dramatically lower launch costs enabled by…
MDA
Which hedge funds are long MDA?
2 published ideas on MDA Space across 2 funds — 2 long and 0 short.
MDA Space 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 MDA Space: 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
LongMDAJun 2026
MDA Space
Baird purchased MDA Space because it believes the company can benefit from a structural expansion of the space economy. Lower launch costs driven by reusable rockets are opening…