Montaka Global Investments released its Q2 2025 investor letter, focusing on long-term portfolio growth amidst market volatility. Trump’s tariff policy caused a 10% S&P drop, then rebounded 25%. The top 10 investments represent 76% of the portfolio, with attractive opportunities in market swings. Check the fund’s top five holdings for 2025 picks.

Spotify Technology S.A. (NYSE: SPOT) was highlighted in Montaka’s Q2 2025 investor letter. The Luxembourg-based company offers audio streaming services, with 3.74% one-month return and 87.24% 52-week gain. On Sept 23, 2025, SPOT stock closed at $718.94 per share, with $147.942 billion market cap.

Montaka Global Investments mentioned Spotify Technology S.A. (NYSE: SPOT) in its Q2 2025 letter, noting its position in hedge fund portfolios. While recognizing SPOT’s potential, they believe certain AI stocks offer greater upside with less risk. For an undervalued AI stock benefiting from tariffs, see their free report.

Read more at Yahoo Finance: Here’s How Spotify (SPOT) Can Improve the Service Value