Intuitive Surgical and Waystar are among this year’s hottest trades for Qiao Ma. She is holding firm on Nvidia despite the US-China trade war.
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Qiao Ma was scratching her head. The share price of little-known Silicon Valley software company AppLovin had kept lagging all year, even as it repeatedly smashed earnings expectations.
Ma had good reason to be anxious – she had just launched her own small-cap fund at Munro Partners and picked AppLovin as a day-one investment.
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Original URL: https://www.afr.com/markets/equity-markets/the-10-bagger-that-put-munro-s-small-cap-fund-on-the-map-20250407-p5lps8
