Andvari Associates Q2 2018 Letter

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About: Luxoft Holding Inc (LXFT), CHTR, TTD, APPN, TCEHY, MKTX, GOOG, GOOGL, Includes: CNSWF, GLIBA, LBRDA, MFGP, MLAB, ROP, SIEN, UPLD, V
by: Fund Letters

Summary

Includes detailed analysis of Andvari Associates' positions in LXFT, CHTR, TTD, APPN, TCEHY, MKTX, GOOG, GOOGL.

For the second quarter of 2018 Andvari was up 15.7% while the S&P 500 was up 3.4%.

The second quarter was quite a rebound from the negative first quarter performance.

Originally posted on Reddit

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