Jackson Peak Capital released its Q4 2025 investor letter, achieving a net return of +14.0% with event-driven strategies and fundamental long positions. Top pick, Confluent, Inc. (NASDAQ:CFLT) closed at $30.70 per share on Feb 20, 2026, with a market cap of $10.987 billion. Jackson Peak Capital’s largest contributor in Q4 was Confluent, Inc. (NASDAQ:CFLT), validated as an acquisition candidate with IBM’s acquisition announcement. Confluent, Inc. (NASDAQ:CFLT) is held by 71 hedge fund portfolios, offering investment potential. Consider other AI stocks for greater upside potential and less downside risk.

Read more at Yahoo Finance: Jackson Peak Capital’s Top Q4 Contributor: Confluent (CFLT)