Lekker Capital (@lekker_cap) 's Twitter Profile
Lekker Capital

@lekker_cap

Discretionary macro hedge fund focused on the intersection of global financial markets and digital assets.

ID: 1680584248133054465

linkhttp://www.lekkercapital.com calendar_today16-07-2023 14:24:56

22 Tweet

2,2K Followers

2 Following

Quinn Thompson (@qthomp) 's Twitter Profile Photo

A small update I'm excited about - Lekker Capital is now a 506(c) offering which allows for general solicitation and open discussion of the fund. Going forward I will be publicly sharing recurring updates like monthly investor letters and fund performance. Intellectual honesty is a

Quinn Thompson (@qthomp) 's Twitter Profile Photo

The website is now live lekkercapital.com! Over the next few weeks I will be releasing historical monthly letters and have started with April and May up now on the Insights page. Give them a read and sign up to receive via email.

The website is now live lekkercapital.com! Over the next few weeks I will be releasing historical monthly letters and have started with April and May up now on the Insights page. Give them a read and sign up to receive via email.
Lekker Capital (@lekker_cap) 's Twitter Profile Photo

There is a spam account impersonating Quinn and it appears they have gotten X to wrongly suspend his account. Please help to report the imposter. x.com/qhthomp Support

There is a spam account impersonating Quinn and it appears they have gotten <a href="/X/">X</a> to wrongly suspend his account.

Please help to report the imposter. x.com/qhthomp

<a href="/Support/">Support</a>
Lekker Capital (@lekker_cap) 's Twitter Profile Photo

Lekker's May and June 2024 monthly letters are now live! Go give them a read. Website: lekkercapital.com/insights May: docsend.com/view/2r3uxewj9… June: docsend.com/view/fepivvhr3…

Quinn Thompson (@qthomp) 's Twitter Profile Photo

A LEKKER REAL-TIME UPDATE “Man Politely Asks Bear to Leave Party, Part 2” I haven’t done one of these since May 1st (quoted tweet) due to the fund launch, but I am now able to discuss Lekker publicly so let’s go. First, a quick plug. If you’re an accredited investor who has

A LEKKER REAL-TIME UPDATE
“Man Politely Asks Bear to Leave Party, Part 2”

I haven’t done one of these since May 1st (quoted tweet) due to the fund launch, but I am now able to discuss Lekker publicly so let’s go.

First, a quick plug. If you’re an accredited investor who has
Lekker Capital (@lekker_cap) 's Twitter Profile Photo

Lekker's July and August 2024 monthly letters are now up on the website. Check them out below. September just went out to investors and will be public later this week. Website: lekkercapital.com/insights July: docsend.com/view/pp7rzj6ag… August: docsend.com/view/ddpqt46ea…

Lekker's July and August 2024 monthly letters are now up on the website. Check them out below. September just went out to investors and will be public later this week.

Website: lekkercapital.com/insights
July: docsend.com/view/pp7rzj6ag…
August: docsend.com/view/ddpqt46ea…
Quinn Thompson (@qthomp) 's Twitter Profile Photo

In SF this week speaking at CoinAlts. Reach out if you're in town and want to hear what Lekker Capital is all about. Have a few spots left for investor meetings.

In SF this week speaking at <a href="/coinalts/">CoinAlts</a>. Reach out if you're in town and want to hear what <a href="/lekker_cap/">Lekker Capital</a> is all about. Have a few spots left for investor meetings.
Lekker Capital (@lekker_cap) 's Twitter Profile Photo

We have open-sourced our three-part election analysis that was sent to clients over the past week. Visit the Insights page of our website to read. If interested in receiving updates like this in real-time, please email [email protected] and consider investing.

We have open-sourced our three-part election analysis that was sent to clients over the past week. Visit the Insights page of our website to read. If interested in receiving updates like this in real-time, please email info@lekkercapital.com and consider investing.
Lekker Capital (@lekker_cap) 's Twitter Profile Photo

In light of market conditions and the plethora of other recent long-form communications (election analysis, podcasts, etc.), we will not be publishing a November monthly letter. October performance below. Prepare for some big announcements in December!

In light of market conditions and the plethora of other recent long-form communications (election analysis, podcasts, etc.), we will not be publishing a November monthly letter. October performance below.

Prepare for some big announcements in December!
Lekker Capital (@lekker_cap) 's Twitter Profile Photo

We have publicly released our latest Flash Update sent to investors on December 29th titled "Dry January". Visit the insights page of our website to read. If interested in receiving updates like this in real-time, please email [email protected] and consider investing.

We have publicly released our latest Flash Update sent to investors on December 29th titled "Dry January". Visit the insights page of our website to read. If interested in receiving updates like this in real-time, please email info@lekkercapital.com and consider investing.
Quinn Thompson (@qthomp) 's Twitter Profile Photo

Some huge news I am pumped to finally be able to share! Andrew Stein has joined Lekker Capital as Head of Research. Andrew joins Lekker from FT Partners, where he was helping to build out their equity research practice in Miami, with a particular focus on FinTech. Andrew has

Lekker Capital (@lekker_cap) 's Twitter Profile Photo

New Flash Update is out to Lekker Capital investors. This 20 page report dives into our current market outlook and key dynamics we are watching for further signal. If you're interested in receiving, please reach out to get in touch. Investors must be accredited to participate.

New Flash Update is out to Lekker Capital investors. This 20 page report dives into our current market outlook and key dynamics we are watching for further signal. If you're interested in receiving, please reach out to get in touch. Investors must be accredited to participate.
Lekker Capital (@lekker_cap) 's Twitter Profile Photo

For the month of February ending Friday 2/28, Lekker was +1.8% net, compared to BTC -17.7% and S&P 500 -1.3% over the period. YTD Lekker is +6.2% net, compared to BTC -9.7% and S&P 500 +1.4%. We are pleased to report March has set a new monthly AUM inflow record for the fund.

Quinn Thompson (@qthomp) 's Twitter Profile Photo

Since December Lekker Capital has been repeatedly telling investors to avoid Mag7. The writing has been on the wall for months if you knew where to look. Institutions have been selling at record pace while retail was the last one at the party - another classic late cycle sign.

Since December <a href="/lekker_cap/">Lekker Capital</a> has been repeatedly telling investors to avoid Mag7. The writing has been on the wall for months if you knew where to look. Institutions have been selling at record pace while retail was the last one at the party - another classic late cycle sign.
Lekker Capital (@lekker_cap) 's Twitter Profile Photo

For the month of March ending 3/31, Lekker was -0.6% net, compared to Bitcoin -2.1% and S&P 500 -5.6% over the period. YTD 2025 through 3/31, Lekker is +5.6% net, compared to Bitcoin -11.6% and S&P 500 -4.3%.