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White Falcon Capital Q2 2025 Partner's Letter

White Falcon Capital Q2 2025 Partner's Letter

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Endava PLC Sponsored ADR (DAVA)

Alphabet Inc. (GOOG)

Alphabet Inc. (GOOGL)

MSCI Inc (MSCI)

Sandstorm Gold Ltd (SAND)

TELUS Corporation (TU)

Wayfair Inc. (W)