LongTNETSep 2026
TriNet Group
Curreen added to TriNet because it viewed the company as an excellent business emerging from a difficult operating period at an unusually cheap valuation. Rapid changes in…
TNET
1 published idea on TriNet Group 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 TriNet Group: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Curreen added to TriNet because it viewed the company as an excellent business emerging from a difficult operating period at an unusually cheap valuation. Rapid changes in…