Rowan Street Capital, an investment management company, released its first quarter 2024 investor letter. Rowan Street Capital completed its 9th anniversary in March 2024. The fund generated a +25.6% (net) return in the first quarter and a +70.6% (net) return over the last 12 months driven by its top 4 holdings (META, SPOT, TTD, and SHOP). In addition, you can check the top 5 holdings of the fund to know its best picks in 2024.
A copy of Rowan Street Capital’s Q1 2024 investor letter can be...
