Tapasya Investment Fund I Annual Letter 2026 [Seeking Alpha]
Li Auto Inc. - American Depositary Shares (LI)
Company Research
Source: Seeking Alpha
Concentrated investments in high-quality businesses, disciplined turnover, and dynamic capital efficiency strategies underpin TIFI's sustained outperformance and risk management. Core holdings like Alphabet, Prosus, and Carvana contributed significantly to performance, while BLDR, LULU, and CMG remain conviction long-term positions despite recent headwinds. Fund enhancements include a reduced performance fee, improved liquidity terms, and a clarified global value equity mandate, ensuring stronger investor alignment and operational scalability. Nicolae Popescu/iStock via Getty Images Introduction We marked the three-year anniversary of the fund in August '2025. I am extremely pleased with the progress we have made and the value the fund has delivered to each of its investors. We are fortunate to have such a wonderful group of investors, and I am truly blessed to have these individuals in my sphere, making our interactions both enjoyable and productive. As the fund continue
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LI
News
- MoonFox Data | Li Auto's Performance Plunges, BEV Transition Faces Formidable Headwinds [Yahoo! Finance]Yahoo! Finance
- Li Auto (NASDAQ:LI) had its "neutral" rating reaffirmed by analysts at Piper Sandler.MarketBeat
- How The Narrative Around Hesai Group HSAI Is Shifting With New Targets And Assumptions [Yahoo! Finance]Yahoo! Finance
- Hesai Announces Plan to Double Annual Lidar Production Capacity at CES 2026 [Yahoo! Finance]Yahoo! Finance
- How Investors May Respond To Li Auto (LI) Surging Deliveries And New Overseas Market Entries [Yahoo! Finance]Yahoo! Finance
LI
Earnings
- 11/26/25 - Miss
LI
Sec Filings
- 1/7/26 - Form 6-K
- 1/2/26 - Form 6-K
- 12/15/25 - Form 6-K
- LI's page on the SEC website