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Meituan

Sector Consumer Discretionary

13 letters mention Meituan, from 3 managers.

• Q2 2026 Hayden Capital · Q2 2026 letter ↗ Fred Liu · mentioned once
• Q1 2025 Hayden Capital · Q1 2025 letter ↗ Fred Liu · mentioned once
• Q4 2024 Greenhaven Road Capital · Q4 2024 letter ↗ Scott Miller · mentioned once
• Q2 2024 Hayden Capital · Q2 2024 letter ↗ Fred Liu · mentioned once
• Q4 2023 Hayden Capital · Q4 2023 letter ↗ Fred Liu · mentioned once
• Q1 2023 Hayden Capital · Q1 2023 letter ↗ Fred Liu · mentioned 5 times
• Q4 2022 Horos Asset Management · Q4 2022 letter ↗ Javier Ruiz · mentioned 2 times
• Q3 2021 Horos Asset Management · Q3 2021 letter ↗ Javier Ruiz · mentioned once
• Q2 2021 Hayden Capital · Q2 2021 letter ↗ Fred Liu · mentioned once
• Q2 2021 Horos Asset Management · Q2 2021 letter ↗ Javier Ruiz · mentioned once
• Q1 2021 Hayden Capital · Q1 2021 letter ↗ Fred Liu · mentioned 3 times
• Q4 2019 Horos Asset Management · Q4 2019 letter ↗ Javier Ruiz · mentioned 8 times
• Q4 2018 Hayden Capital · Q4 2018 letter ↗ Fred Liu · mentioned 8 times

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.