Dellwood Capital Partners

Dellwood Capital was founded in 2009 as a dedicated public markets equity fund, focused on disruptive technology and high growth opportunities. Consistent alpha generation is our central focus. We have generated over 18% IRR since 2018. With a focus on technology household names, opportunistic trading, and macro opportunities, we employ a comprehensive strategy to maximize returns while carefully managing risk. At Dellwood, we have a long bias and invest in tech household names that dominate their respective markets. Companies like Google, Microsoft, Apple, Amazon, Tesla, Netflix, Shopify, Nvidia, and more are core holdings in our portfolio. We allocate a significant portion of our assets under management (AUM), with typical investments reaching as high as 10%. By targeting market leaders with near-monopolistic control, we aim to capture long-term value and growth potential.