Vision Capital Fund, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here. The fund delivered +14.4% net return (unaudited) in Q3 2026, significantly outperforming the S&P 500's +2.3%. The cumulative gross and net returns from inception (1 Oct 2024) were +28.9% and +21.4%, respectively, versus +36.1% for the S&P 500. New quarterly positions were initiated to capture secular growth in cloud observability and custom AI silicon. On an annualized basis, the fund generated a +13.6% gross return and a +10.2% net return, compared to +16.7% for the S&P 500. Also, check the strategy's top five holdings to see its best picks in 2026.
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