Atai Capital Management, an investment management firm, recently released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The portfolio returned 10.7% in the quarter compared to an 8.1% return for the S&P 500, a 12.4% gain for the Russell 2000, and a 17.0% return for the Russell Microcap for the same period. YTD, the portfolio returned 43.3% compared to 14.8%, 10.4% and 15.7% returns for the indexes, respectively. In addition, please check the fund’s top five holdings to know its best picks in 2025.
In its third-quarter 2025 investor letter, Atai Capital Management highlighted stocks such as BK Technologies Corporation (NYSEAMERICAN:BKTI). BK Technologies Corporation (NYSEAMERICAN:BKTI) designs, manufactures, and markets wireless communications products. The one-month return of BK Technologies Corporation (NYSEAMERICAN:BKTI) was -21.58%, and its shares gained 88.28% of their value over the last 52 weeks. On December 02, 2025, BK Technologies Corporation (NYSEAMERICAN:BKTI) stock closed at $63.77 per share, with a market capitalization of $238.09 million.
Atai Capital Management stated the following regarding BK Technologies Corporation (NYSEAMERICAN:BKTI) in its third quarter 2025 investor letter:
“The portfolio’s top contributor for the quarter was BK Technologies Corporation (NYSEAMERICAN:BKTI), which is a position I have not mentioned previously, and we’ll cover in more detail shortly.
BK Technologies Corporation (NYSEAMERICAN:BKTI) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 9 hedge fund portfolios held BK Technologies Corporation (NYSEAMERICAN:BKTI) at the end of the third quarter, which was 4 in the previous quarter. While we acknowledge the potential of BK Technologies Corporation (NYSEAMERICAN:BKTI) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
