nostr:nprofile1qy3hwumn8ghj7un9d3shjtt5v4ehgmn9wshxkwrn9ekxz7t9wgejumn9waesqgr8g2hyzql5lt4cxfjdj40hgtu6vydvsqvsesqy8canygcce3lwvyyapkyy
HERE’S WHY JACKSON PEAK CAPITAL ADDED SERVICETITAN (TTAN) TO ITS PORTFOLIO

https://media.zenfs.com/en/insidermonkey.com/7620eeb1cb45bfdf6c93bb703892efc4
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✍️  Jackson Peak Capital released its second-quarter 2025 investor letter, highlighting a 24.0% net return compared to MSCI ACWI's 11.3% return.
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👉 Jackson Peak Capital's second-quarter 2025 investor letter highlighted a 24.0% net return compared to MSCI ACWI's 11.3% return
👉 The fund's performance was driven by its focus on AI winners and European stimulus and defense
👉 ServiceTitan, Inc. (NASDAQ:TTAN) was highlighted as one of the fund's top five holdings
👉 The fund views certain AI stocks as offering greater upside potential and carrying less downside risk

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#business
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