Rowan Street Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The first half of 2025 was strong for Rowan Street, with its fund up +20.1% (net) YTD, marking a remarkable three-year run. Since mid-2022, the fund has compounded capital at about 51.7% (net) annually, with a +249% total return. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.
In its second quarter 2025 investor letter, Rowan Street Capital highlighted stocks such as Meta Platforms, Inc. (NASDAQ:
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