VNV reported a Q2 NAV per share of SEK 35, up 2% q/q in SEK terms. We see only limited changes in NAV at the company level, particularly among the largest holdings. VNV notes that the larger portfolio companies continue to perform well, with BlaBlaCar tracking well ahead of budget on both revenue and EBITDA. In Q2, VNV's share price declined c. 8%, resulting in the discount to NAV per share widening slightly to c. 52% at end-Q2/26 from c. 47% at end-Q1/26.
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