Tapasya Fund on Interactive Brokers Group (IBKR)

14 hours ago 3

Soumya Eswaran

Fri, January 9, 2026 astatine 7:52 AM CST 3 min read

Tapasya Fund, an concern absorption company, released its 4th fourth 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The steadfast celebrated its 3rd day successful August 2025 and is blessed with the fund’s performance. In 2025, the money performed good and achieved beardown implicit returns, outpacing the S&P 500 and respective different marketplace indices. The twelvemonth was marked by notable developments, particularly related to tariffs, which led to important fluctuations successful the market. There was a swift correction successful April, followed by a robust rebound. The taxable Artificial Intelligence (AI) has played a important relation successful supporting the marketplace done times of volatility to scope caller peaks, reaching implicit 38 caller all-time highs this year. Against this backdrop, the money returned 23.5% (net) successful 2025 compared to a 17.9% instrumentality for the S&P 500 Index (with Dividends). The firm's extremity is to debar immoderate sector-specific bubble bursts, reducing the effect connected the portfolio beyond wide marketplace downturns. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Tapasya Fund highlighted stocks specified arsenic Interactive Brokers Group, Inc. (NASDAQ:IBKR). Founded successful 1977, Interactive Brokers Group, Inc. (NASDAQ:IBKR) is an automated physics broker. The one-month instrumentality of Interactive Brokers Group, Inc. (NASDAQ:IBKR) was 9.37%, and its shares gained 51.53% of their worth implicit the past 52 weeks. On January 8, 2026, Interactive Brokers Group, Inc. (NASDAQ:IBKR) banal closed astatine $70.16 per share, with a marketplace capitalization of $119.268 billion.

Tapasya Fund stated the pursuing regarding Interactive Brokers Group, Inc. (NASDAQ:IBKR) successful its 4th fourth 2025 capitalist letter:

"This year, we successfully introduced respective caller positions to our portfolio. We are peculiarly pleased with the summation of Interactive Brokers Group, Inc. (NASDAQ:IBKR). The marketplace scenery changed rather dramatically this twelvemonth with the “Liberation Day” announcement. As mentioned successful my bi-annual letter, we did instrumentality vantage of this volatility buying into IBKR (Interactive Brokers) which has present go a halfway holding for america and amongst the apical 10 positions we hold. It has besides performed exceedingly good since our purchase."

Interactive Brokers (IBKR) Gets 8% Upside from Higher Price Target, Impressive Earnings

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