The fund underperformed the S&P 500 while increasing stakes in Palantir and Meta during the quarter.
Vision Capital Fund reported a 5.7% net return for Q2, trailing the S&P 500’s 15.2% gain. Gross returns reached 6.2% for the period, reflecting modest growth amid broader market strength.
The fund adjusted its portfolio by boosting positions in 10 holdings, including Palantir and Meta, while exiting Lululemon and Paycom. Prior quarter performance and consensus expectations were not disclosed in the release.
No immediate market reaction was noted in the source material.