Laughing Water
LRN · Other

Stride

Runs online schools and classes for kids, formerly called K12.
Owns it

What the manager says

In short: Biggest US online K-12 school operator; bought after a botched software rollout crushed the stock.

The numbers

Share of the fund
Not disclosed
Earlier change
Bought for the first time
Oct 2025 – Mar 2026
Named in
Q1 and Q2 2026 letters
Also owned by
No other fund we follow
More about Stride
This fund doesn’t file the government report, so share counts aren’t public.
Read the letter
Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works