Compounder Fund Performance & Portfolio

Performance (as of 30 November 2024)

Note: The returns shown below for the Class A and Class B shares of Compounder Fund are for the earliest series of each share class.


*Performance calculated from 13 July 2020 to 31 December 2020
**Inception date: 13 July 2020
***S&P 500 returns are in Singapore-dollar terms, with dividends reinvested

 


*Performance calculated from 1 October 2020 to 31 December 2020
**Inception date: 1 October 2020
***S&P 500 returns are in Singapore-dollar terms, with dividends reinvested

Investment Theses

This is a repository of all the investment theses we’ve published and are going to publish in the “Investing Insights” section of Compounder Fund’s website.

  • Netflix – head here (published on 7 August 2020)
  • PayPal – head here (published on 7 August 2020)
  • Medisitm – head here (published on 7 August 2020)
  • Amazon – head here (published on 9 August 2020)
  • MercadoLibre – head here (published on 12 August 2020)
  • Wix – head here (published on 16 August 2020)
  • Tractor Supply Company – head here (published on 19 August 2020)
  • Intuitive Surgical – head here (published on 21 August 2020)
  • Chipotle Mexican Grill – head here (published on 25 August 2020)
  • a2 Milk – head here (published on 30 August 2020)
  • Veeva Systems – head here (published on 1 September 2020)
  • Okta – head here (published on 6 September 2020)
  • Costco – head here (published on 10 September 2020)
  • DocuSign – head here (published on 14 September 2020)
  • Facebook – head here (published on 17 September 2020)
  • Zoom – head here (published on 24 September 2020)
  • Microsoft – head here (published on 30 September 2020)
  • Square – head here (published on 7 October 2020)
  • Shopify – head here (published on 17 October 2020)
  • Adobe – head here (published on 24 October 2020)
  • Meituan – head here (published on 29 October 2020)
  • Twilio – head here (published on 7 November 2020)
  • Trade Desk – head here (published on 13 November 2020)
  • Pushpay – head here (published on 22 November 2020)
  • Apple – head here (published on 29 November 2020)
  • Mastercard – head here (published on 3 December 2020)
  • Alteryx – head here (published on 13 December 2020)
  • Visa – head here (published on 20 December 2020)
  • Haidilao – head here (published on 25 December 2020)
  • Illumina – head here (published on 8 January 2021)
  • Alphabet – head here (published on 18 January 2021)
  • Salesforce – head here (published on 29 January 2021)
  • Paycom Software – head here (published on 6 February 2021)
  • Datadog – head here (published on 16 February 2021)
  • MongoDB – head here (published on 23 February 2021)
  • Starbucks – head here (published on 3 March 2021)
  • Fiverr – head here (published on 10 March 2021)
  • Activision Blizzard – head here (published on 19 March 2021)
  • Afterpay – head here (published on 26 March 2021)
  • Tencent – head here (published on 8 April 2021)
  • Markel – head here (published on 22 April 2021)
  • Etsy – head here (published on 29 April 2021)
  • ASML – head here (published on 7 May 2021)
  • Coupang – head here (published on 14 May 2021)
  • Sea – head here (published on 22 May 2021)
  • Tesla – head here (published on 6 June 2021)
  • Teladoc Health – head here (published on 16 June 2021)
  • Upstart – head here (published on 23 August 2021)
  • Wise – head here (published on 20 October 2021)
  • dLocal – head here (published on 28 October 2021)
  • TSMC – head here (published on 27 April 2022)
  • Adyen – head here (published on 11 May 2022)
  • a2 Milk SELL thesis – head here (published on 23 May 2022)
  • JD.com SELL thesis – head here (published on 16 June 2022)
  • Medpace – head here (published on 31 August 2022)
  • Teladoc SELL thesis – head here (published on 21 November 2022)
  • Twilio SELL thesis – head here (published on 21 November 2022)
  • Hingham Institution of Savings thesis – head here (published on 2 February 2023)
  • Illumina SELL thesis – head here (published on 6 December 2023)
  • Upstart SELL thesis – head here (published on 6 December 2023)
  • Nu Holdings thesis – head here (published on 24 July 2024)
  • Cassava Sciences thesis – head here (published on 20 August 2024)
  • DocuSign SELL thesis – head here (published on 4 September 2024)
  • Etsy SELL thesis – head here (published on 4 September 2024)
  • Cassava Sciences SELL thesis – head here (published on 19 December 2024)

Portfolio

We will update the portfolio table below regularly, but the updates will not happen on a fixed schedule. (Most recent update: Portfolio as of 17 December 2024)

Previous updates, for portfolio as of: