Deep Sail Capital Partners’ Q2 2026 Investor Letter

Deep Sail Capital Partners, an investment management company, released its first-quarter 2026 investor letter. In the second quarter, the fund significantly outperformed both of its benchmarks, the Russell 2000 Mid Cap Growth Index and the Russell 2000 Index, returning 41.6% net of fees while averaging 88% net long exposure. YTD, the fund returned 16.5% net of fees. Its long portfolio significantly outperformed both benchmarks, while the short portfolio was mixed in the quarter. The letter states that there was a notable performance push in Q1, which was reflected in Q2, driven by both the Iran War and idiosyncratic impacts on positions in the fund. In addition, please check the Fund’s top five holdings to know its best picks in 2026.

A copy of Deep Sail Capital Partners’ Q2 2026 investor letter can be downloaded here.

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