👉 Jackson Peak Capital's second-quarter 2025 investor letter highlights its top five holdings, including ServiceTitan, Inc. (NASDAQ:TTAN).
👉 The fund returned +24.0% net in the quarter, outperforming the MSCI ACWI and HFRX Equity Hedge Index.
👉 The letter discusses the fund's focus on AI winners and European stimulus and defense.
👉 ServiceTitan, Inc. (NASDAQ:TTAN) is a cloud-based software platform for the trades, with strong SaaS metrics and a large market opportunity.