Key Catalysts Behind Salesforce's (CRM) Compelling Outlook
Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter. A copy of the update is available to download here.
Hedge Fund - Montaka Global Pty Ltd
Get Email AlertsAndrew Macken And Mff Capital Bio, Returns, AUM, Net Worth
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Fund Profile
Filing Period:
| Fund Name: | Montaka Global Pty Ltd |
| Manager | Andrew Macken And Mff Capital |
| Portfolio Value | $177,648,592 |
| Change This QTR | +1.06% |
Top 13F Holdings
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Last updated on based on SEC 13F filings Last update:
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | AMZN | 90,850 | $21,653,189 | -8% | 12.19% | ||
| 2. | MSFT | 48,332 | $18,028,803 | -2% | 10.15% | ||
| 3. | META | 26,035 | $14,665,255 | -2% | 8.26% | ||
| 4. | KKR | 152,196 | $13,968,549 | +15% | 7.86% | ||
| 5. | GOOGL | 35,619 | $12,729,162 | -30% | 7.17% |
News, Interviews and Investor Letters
Does Mispricing Offer Opportunity in Mastercard (MA)?
Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter. A copy of the update is available to download here.
Is Visa (V) an Overlooked Opportunity?
Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter. A copy of the update is available to download here.
Montaka Global Investments’ Q2 2026 Investor Letter
Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter.
Is Meta Platforms (META) Trading at an Attractive Price?
Montaka Global Investments, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter is available to download here.
KKR (KKR) is Expected to Grow by More Than 20% P.A.
Montaka Global Investments, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter is available to download here.
Here’s Montaka’s Internal Assessment on Salesforce (CRM)
Montaka Global Investments, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter is available to download here.
Does Taiwan Semiconductor Manufacturing Co (TSM) Hold an Underappreciated Pricing Power?
Montaka Global Investments, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter is available to download here.
What Makes Uber Technologies (UBER) a Lucrative Investment?
Montaka Global Investments, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter is available to download here.
Intercontinental Exchange (ICE) Gains From Market Volatility
Montaka Global Investments, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter is available to download here.
Here’s S&P Global’s (SPGI) Valuation Analysis
Montaka Global Investments, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter is available to download here.
Montaka Global Investments’ Q1 2026 Investor Letter
Montaka Global Investments, an investment management company, released its first-quarter 2026 investor letter.
Is Meta Platforms, Inc. (META) Stock A Good Buy?
Montaka Global Investments, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Amazon.com (AMZN) Underperformed Despite Strong Positioning in AI and Cloud
Montaka Global Investments, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Microsoft Corporation (MSFT) Underperformance Viewed as Short-Term Noise
Montaka Global Investments, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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