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Truffle Portfolio Q1 2026 Investor Letter
Pete Tan
April 04, 2026
Dear Investors,
The Truffle Portfolio Q1 2026 Investor Letter is now available.
This quarter I have made a deliberate change to the format. Rather than the usual macro commentary, I wanted to focus specifically on the individual positions we hold in the portfolio. One of you actually suggested this to me, and I thought it was a great idea.
I hope you find it more useful and more relevant to what we are building together.
As always, I welcome any thoughts or questions.
Pete
Invest with Pete
🚨‼️ By the way, I’ll never PM anyone on telegram or any other social media platforms. If you receive any “Pete” messaging you, these are scammers impersonating me. Pls beware!
The information provided in this newsletter is for informational purposes only and does not constitute financial advice. Readers should seek their own independent financial advice before making any investment decisions. Please note that while Pete is a portfolio manager, the opinions expressed in this newsletter are his own and do not represent the views of any organization. Always perform your own research and due diligence before investing.