LongPYPLAug 2026
PayPal Holdings, Inc.
The original PayPal thesis was that the market was pricing a durable and highly cash-generative payments franchise as though it faced permanent structural decline. The manager…
PYPL
Which hedge funds are long PYPL?
1 published idea on PayPal Holdings, Inc. across 1 fund — 1 long and 0 short.
PayPal Holdings 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 PayPal Holdings: 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.