Crossroads Capital Q1 2026 Investor Letter
Crossroads Capital reported a 4.2% net gain in Q1 2026, outperforming the S&P 500 amid geopolitical tensions. The firm's significant growth was driven by Merlin Labs, which contributed 40% to the net gains. Additionally, Nebius Group showed remarkable revenue growth, indicating a strong performance in the AI cloud segment.
- ▪Crossroads Capital appreciated by 4.2% net of all fees and expenses in Q1 2026.
- ▪Merlin Labs was the largest contributor, accounting for 40% of the firm's net gains.
- ▪Nebius Group's revenue reached $399M, a 684% increase year-over-year.
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