Redeye updates its estimates and valuation following Collaxio’s Q2 2026 report. The Aggregate Media portfolio acquisition was completed during the quarter, expanding Collaxio’s portfolio to 21 holdings, while several companies showed strong operational progress. NAV increased 13% q/q to SEK 100.5m, although the higher number of shares outstanding diluted NAV growth on a per-share basis. We trim our base case slightly to reflect the lower NAV per share.
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