111 investment ideas from 70 funds across 61 stocks. Every thesis and quote on this page comes from a fund manager's own investor letter, not a 13F filing, so you can see the reasoning, risks and conviction behind each Media, Telecom & Digital Platforms position.
LongUTIOct 2026
Universal Technical Institute was the fund's largest detractor during the quarter, but Night Watch continues to maintain its long position. Demand for UTI's vocational programs remains strong across areas such as welding
LongDASH
Khrom initiated DoorDash after the shares had fallen roughly 45% from their October 2025 high, believing the market was underestimating the durability of its competitive advantages and the size of its long-term opportuni
LongIBKR
Interactive Brokers is viewed as one of the largest and most efficient global brokerage platforms, with a highly automated model and strong profitability. The fund emphasizes its broad exchange access, strong execution,
LongGOOGL
Auxier views Alphabet as a durable compounder whose underlying economics are not dependent solely on the success of the current AI investment cycle. Google Search and YouTube continue to dominate major areas of internet
LongOPTU
Curreen purchased Optimum as a short-duration tender-offer special situation rather than as a conventional long-term investment. The company offered to repurchase roughly 40% of its shares at $2.50, far above both the pr
Long3661.T
M-up is the dominant Japanese fan-club operator, combining fan clubs with e-ticketing and e-commerce in a two-sided marketplace serving artists and fans. Revenue has compounded at roughly 25% since FY22 while operating i
LongGOOGL
Bronte considers Alphabet exceptionally well managed and credits the company with responding aggressively to the existential threat that AI poses to traditional Google Search through early investments in voice, proprieta
LongAPP
Greenhaven initiated a roughly 1% position in AppLovin as part of a small basket of AI beneficiaries. The fund views AppLovin as one of the strongest examples of AI being deployed at scale to directly improve advertising
LongGRABAug 2026
GCQ initiated a small position in Grab, which it describes as the ‘Uber of Southeast Asia’. The fund sees lower exposure to autonomous-vehicle disruption because Southeast Asia’s low labour costs reduce the economic ince
LongMBGLAug 2026
GCQ received Mobility Global shares following the company’s spin-off from S&P Global and then added to the position during post-spin technical selling. The fund identifies CARFAX as the crown jewel, with about 80% share
LongCMEAug 2026
GCQ added a small position in CME Group after the shares sold off on fears that perpetual futures could threaten its franchise. The fund characterizes CME as the monopoly derivatives exchange for US interest-rate product
LongUBERAug 2026
GCQ owns Uber as a major sharing-economy position and uses it as a key example of the power of network effects. The fund argues that Uber’s ride-hailing network becomes more valuable to riders as more drivers participate
“While this won’t be resolved overnight, we think this is a solvable issue and we are maintaining our long position.”
“This concern accelerated the selloff and, in our view, created our opportunity.”
“I am confident that this company will continue to grow and increase its profits in the future.”
“Products like Google Search and YouTube continue to dominate internet traffic and generate sustainable cash flows.”
“Overall, the tender offer appeared to offer downside protection, with the potential for us to make a profit.”
“M-up’s shares are priced as if growth will completely stop, which I believe is unlikely.”