Brasada Capital Management released its Q2 2025 investor letter, noting high market volatility with the S&P 500 up 6.20% YTD despite a 22% drop on April 2nd. This turbulence affected all asset classes, including bonds and the U.S. dollar. Check the fund’s top 5 holdings for 2025 picks.

In Q2 2025, Brasada Capital Management highlighted Uber Technologies, Inc. (UBER), with a 1-month return of 12.07% and a 31.95% gain over the last 52 weeks. On July 11, 2025, UBER closed at $95.39 per share, with a market cap of $199.48 billion.

Brasada Capital Management praised Uber Technologies, Inc. (UBER) in its Q2 2025 investor letter, citing it as a great business sold off by the market due to short-term fears, alongside West Pharmaceutical Services.

Jim Cramer believes Uber Technologies, Inc. (UBER) is a winner, as highlighted in Brasada Capital Management’s Q2 2025 investor letter.

Read more at Yahoo Finance: What Makes Uber Technologies (UBER) a Great Business to Invest in?