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Rowan Street Capital’s Q1 2024 Investor Letter

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 downloaded here.