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Marlin Global Posts Modest Q2 Gains Led by ICON and Semiconductors Amid US Market Rally
6:59am on Monday 20th of July, 2026 AEST
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Investment Management
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Marlin Global Posts Modest Q2 Gains Led by ICON and Semiconductors Amid US Market Rally
6:59am on Monday 20th of July, 2026 AEST
Key Points
Q2 gross portfolio return of +2.0%, adjusted NAV return +1.4%
ICON surged 57% after positive accounting review and CEO-led execution
Semiconductor stocks ASML, TSMC, and Keyence rose 40%+
Zoetis fell 39% amid consumer spending and competitive pressures
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Marlin Global (NZX:MLN)
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