Luca Capital’s Q3 2021 Investor Letter

Luca Capital, an investment management firm, published its third-quarter 2021 investor letter – a copy of which can be downloaded here. A quarterly net gain of 27.7% was delivered by the fund for the third quarter of 2021, and this compares to the overall increase, including dividends, for the Nasdaq 100 and S&P 500 of 13.2% and 8.9%, respectively. You can take a look at the fund’s top 5 holdings to have an idea about their best picks for 2021.