Portfolio Updates

Portfolio Update

Making 1 change to the portfolio

Jul 23 • Rebound Capital

July 2026 Portfolio Update

Portfolio changes, thesis updates, and broader market commentary

Jul 1 • Rebound Capital

June 2026 Portfolio Update

Reviewing our Portfolio companies and Broader Market Commentary

Jun 1 • Rebound Capital

Buying a Mispriced Compounding Machine

Capitalizing on temporary headwinds to buy a decadal compounder

May 19 • Rebound Capital

RC Portfolio Update

Adding a new company & tweaking exposure across Semis/Healthcare

May 8 • Rebound Capital

May 2026 Portfolio Update

And Big-Tech Earnings Review

May 1 • Rebound Capital

April 2026 Portfolio Update

Positioning to buy the dip

Apr 4 • Rebound Capital

March 2026 Portfolio Update

Positioning for the Rebound

Mar 3 • Rebound Capital

February 2026 Portfolio Update

Test of Conviction

Feb 8 • Rebound Capital

Rebound Portfolio Update | Jan 2026

Jan 11 • Rebound Capital

Rebound Portfolio Update | Dec 2025

Plus two interesting ideas

Dec 3, 2025 • Rebound Capital

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts