Lunar Rock Capital

Investing in leading businesses creating the future

About us

Lunar Rock Capital is a concentrated, long-term investor in leading innovative growth companies — from artificial intelligence and software to the frontiers of healthcare, aerospace, and the global economy.

10+
Years investing through market cycles
20–30
Highest-conviction positions in the portfolio
50+
Companies actively maintained on the watch list
4
Stage process, run continuously

Approach

A repeatable, disciplined process. Built for long-term outcomes.

Every idea moves through the same disciplined cycle. Deep research feeds a concentrated portfolio, held under constant re-evaluation and sized to manage risk.

  1. I

    Fundamental research

    Deep, independent underwriting of the few variables that decide the outcome.

  2. II

    Concentrated portfolio

    20–30 highest-conviction ideas, sized to the strength of the insight.

  3. III

    Ongoing evaluation

    Every holding re-underwritten continuously against real-world evidence.

  4. IV

    Risk management

    Position sizing, business quality and generally low leverage.

Where we invest

The future is
being built now.

We focus on the foundational shifts reshaping industries and creating long-term value.

Intelligence at scale — the models, the systems that serve them, and the businesses whose economics change because of them.

Who we are

Stephen Harris, Founder and Portfolio Manager of Lunar Rock Capital

Founder & Portfolio Manager

Stephen Harris

10+ years of investing and institutional buy-side experience covering innovative growth companies, with prior roles at SAIGroup / Wadhwani Family Office, Capital Group, and MayTech Global Investments.

Lunar Rock was built around the way he already invests: deep work on a small number of businesses, held with patience, and re-underwritten continuously as the evidence arrives.

BA in Economics, Emory University — minors in Mathematics & Computer Science

Advisor: Geoffrey Harris, CFA — 40+ years in finance; founder of c7 Advisors

Philosophy

Four beliefs shape everything we own

Technological change is compounding globally — and markets are slow to price it. Advances in AI and medical science are widening the gap between the companies building the future and everyone else.

The modern economy concentrates value in a small number of category leaders — a dynamic we believe will persist and be amplified by the next great platform shift, artificial intelligence.

Ideas are replacing capital and labor as the scarcest factor of production. We look for scalable platforms customers genuinely love — where embedded optionality creates a better risk / reward than the market perceives.

Our theses play out over multi-year horizons. We let winners run, minimize realized gains, and accept stretches of underperformance as the cost of above-average long-term compounding.

Insights

Letters & commentary

Quarterly fund commentary begins following the fund's launch. Partners also receive monthly NAV reporting from the fund's independent administrator and year-end audited financial statements.

Request letters

Contact

Partner with us
for the long term.

To learn more about how Lunar Rock can help you with your equity investments, please contact us and begin a conversation.

Based in the New York City area