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.
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 | $167,298,667 |
| Change This QTR | +0.79% |
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 | 98,114 | $20,434,203 | -12% | 12.21% | ||
| 2. | MSFT | 48,831 | $18,075,771 | -11% | 10.8% | ||
| 3. | META | 26,320 | $15,058,462 | -15% | 9% | ||
| 4. | GOOGL | 50,255 | $14,451,328 | -11% | 8.64% | ||
| 5. | KKR | 133,126 | $12,314,155 | -5% | 7.36% |
News, Interviews and Investor Letters
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’s December 2025 investor letter explains that while global equity markets performed strongly in 2025, driven largely by artificial intelligence (AI) and a small number of high-performing technology...
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.
Alphabet (GOOGL) Gains Strategic Edge from Its AI-Driven Core Businesses
Montaka Global Investments, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here's Why CoreWeave (CRWV) is Targeting the AI Cloud Opportunity
Montaka Global Investments, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Why Floor & Decor Holdings (FND) Could Rebound Sharply with Housing Recovery
Montaka Global Investments, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Albemarle Corporation (ALB) Seen as a High-Upside Bet in the Lithium Market
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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