Rebound Tracker

	B	C	D	E	F	G	H	I	J
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2	Rebound Capital Deep Dives
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4						Performance
5	S.No	Date	Company	Ticker	Recommendation	To Date	SPY Benchmark	Comment	Link
6	1	18-Jun-2025	The Trade Desk	TTD	Buy	-43.05%	14.52%		https://reboundcapital.substack.com/p/deep-dive-the-trade-desk-ttd
7	2	28-Jun-2025	ASML Holding	ASML	Buy	38.79%	10.73%		https://reboundcapital.substack.com/p/deep-dive-asml-holding-asml
8	3	10-Jul-2025	Advanced Micro Devices	AMD	Buy	61.55%	7.24%	Exited the position on October 9th	https://reboundcapital.substack.com/p/deep-dive-advanced-micro-devices
9	4	14-Aug-2025	Adobe Inc	ADBE	Buy	-5.64%	6.08%		https://reboundcapital.substack.com/p/deep-dive-adobe-inc-adbe
10	5	11-Sep-2025	Alphabet Inc	GOOG	Buy	31.99%	4.03%		https://reboundcapital.substack.com/p/deep-dive-alphabet-inc-goog
11	6	5-Oct-2025	Constellation Software	CNSWF	Buy	-14.30%	1.87%		https://reboundcapital.substack.com/p/deep-dive-constellation-software
12	7	17-Nov-2025	Amazon.com Inc	AMZN	Buy	-1.87%	2.78%		https://reboundcapital.substack.com/p/deep-dive-amazon-amzn
13					Average	9.64%	6.75%
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17	S.No	Date	Company	Ticker	Recommendation	To Date	SPY Benchmark		Link
18	1	30-Jul-2025	Estée Lauder Companies	EL	Hold	10.01%	7.83%		https://reboundcapital.substack.com/p/deep-dive-estee-lauder-companies
19	2	24-Sep-2025	Fair Issac Corporation	FICO	Hold	15.72%	3.49%		https://reboundcapital.substack.com/p/deep-dive-fair-isaac-corp-fico
20	3	31-Oct-2025	Texas Pacific Land Corp	TPL	Hold	-2.53%	0.31%		https://reboundcapital.substack.com/p/deep-dive-texas-pacific-land-corp
21	4	8-Nov-2025	Porsche	P911	Hold	3.13%	0.40%		https://reboundcapital.substack.com/p/deep-dive-porsche-p911
22	5	23-Nov-2025	Airbnb	ABNB	Hold	5.39%	2.31%		https://reboundcapital.substack.com/p/deep-dive-porsche-p911
23	5	1-Dec-2025	Axon Enterprise	AXON	Hold	3.65%	0.57%
24					Average	6.35%	2.87%
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26	Note -- Recommendations on this tracker are based on the valuation/trends as of the day of the report and may not hold as of today.
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28	Please click here to see our live ratings & portfolio performance
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