Meditation Capital’s Q3 2026 Investor Letter

In Q3 2026, Meditation Capital reports a favorable period for its software holdings, driven by Salesforce’s acquisition of Braze, a positive rerating for Atlassian, and strong gains across Dynatrace and Workiva. These successes validate the firm’s core investment philosophy: identifying companies with exceptional products, high growth, and low valuations that deliver tangible value to customers and society. Additionally, the discussion contrasts “AI trade” with “AI capex trade,” advocating...