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Rowan Street Q2 2025 Letter: Record Performance and Disciplined Investment Process
ByAinvest
Sunday, Jul 13, 2025 11:53 am ET1min read
Rowan Street's fund is up +20.1% YTD, capping a three-year run with a 51.7% annual compounding return. The firm has delivered a +249% cumulative return since mid-2022, sticking to its disciplined investment philosophy and focusing on exceptional businesses with world-class entrepreneurs. The portfolio includes core holdings such as Meta Platforms, Spotify, Netflix, and Shopify, each compounding at over 20% annually.
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