For Q2, NAV/share increased by 2% q/q and VNV noted a solid performance across its largest holdings. We believe the two largest holdings, BlaBlaCar and Voi (together 49% of Q2 NAV), are entering an exciting phase; BBC is sharpening its focus on its core carpooling business, where momentum is accelerating, while Voi sees positive valuation support from a key peer going public while the company’s strong growth continues (Q2/26 sales +38% y/y).
LÄS MER
