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Top Picks: Taking Home Gains and Rotating into Conviction

2026-08-12 16:52:00

Today we are making five changes to Top Picks. We take home gains in one of our largest holdings, exit two positions where the risk/reward no longer earns its place, initiate a new high-conviction position in a high-quality compounder, and add to a recent winner. Taken together, the moves lift the average quality of the portfolio while rebuilding our dry powder to around 4%.

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About Redeye Nordic Growth AB

This is a press release from Redeye Nordic Growth AB, a equity research firm specializing in Nordic growth companies within Tech and Life Science. Redeye Nordic Growth is a part of the Redeye group, which also offers services within corporate finance advisory and fund management. https://services.redeye.se/

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Top Picks: Taking Home Gains and Rotating into Conviction

Källa MFN
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