From $FICO to $NVDA: Ranking 2026’s Must-Own Compounders

The Q2 ‘26 earnings season continues, with portfolio companies $KLA-Tencor(KLAC)$ and $MasterCard(MA)$ announcing results over the last couple of days.

Massive acceleration is appearing:

• FICO: 16% ➡️ 39% Rev Growth

• Comfort Systems: 121% EPS growth

Here's a full breakdown of the results so far for the Long Equity portfolio.

Which one of these is a "must-own" asset for the rest of 2026?

$NVIDIA(NVDA)$ $Visa(V)$ $MasterCard(MA)$ $Fair Isaac(FICO)$ $Cadence Design(CDNS)$

PS: Having a barrier to entry doesn’t guarantee growth.

Having pricing power doesn’t guarantee growth.

Having switching costs doesn’t guarantee growth.

Having a large total addressable market doesn’t guarantee growth.

Growth only comes when these advantages come together and are properly utilised. Execution turns potential into momentum.

😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.

🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!

Hot Merch Returns · Up to 43% Off

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Execution turns potential into momentum.</p>\n<hr>\n<p style=\"text-align: left;\"><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></p>\n<p style=\"text-align: left;\">🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</p>\n<p style=\"text-align: left;\"><strong><a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a></strong></p>\n<p><img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\"></p>\n<p></p></body></html>","htmlText":"<html><head></head><body><p style=\"text-align: start;\">The Q2 ‘26 earnings season continues, with portfolio companies <a data-mention-id=\"KLAC\" class=\"teditor-mention\" data-mention-name=\"KLA-Tencor\" href=\"https://ttm.financial/S/KLAC\">$KLA-Tencor(KLAC)$</a> and <a data-mention-id=\"MA\" class=\"teditor-mention\" data-mention-name=\"MasterCard\" href=\"https://ttm.financial/S/MA\">$MasterCard(MA)$</a> announcing results over the last couple of days.</p>\n<p>Massive acceleration is appearing:</p>\n<p>• FICO: 16% ➡️ 39% Rev Growth</p>\n<p>• Comfort Systems: 121% EPS growth</p>\n<p>Here's a full breakdown of the results so far for the Long Equity portfolio.</p>\n<p>Which one of these is a \"must-own\" asset for the rest of 2026?</p>\n<p><a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a data-mention-id=\"V\" class=\"teditor-mention\" data-mention-name=\"Visa\" href=\"https://ttm.financial/S/V\">$Visa(V)$</a> <a data-mention-id=\"MA\" class=\"teditor-mention\" data-mention-name=\"MasterCard\" href=\"https://ttm.financial/S/MA\">$MasterCard(MA)$</a> <a data-mention-id=\"FICO\" class=\"teditor-mention\" data-mention-name=\"Fair Isaac\" href=\"https://ttm.financial/S/FICO\">$Fair Isaac(FICO)$</a> <a data-mention-id=\"CDNS\" class=\"teditor-mention\" data-mention-name=\"Cadence Design\" href=\"https://ttm.financial/S/CDNS\">$Cadence Design(CDNS)$</a></p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/cee5d94b6b32d47e10e70ad4503fe98c\" tg-width=\"880\" tg-height=\"249\"><span> </span></p>\n<p>PS: Having a barrier to entry doesn’t guarantee growth.</p>\n<p>Having pricing power doesn’t guarantee growth.</p>\n<p>Having switching costs doesn’t guarantee growth.</p>\n<p>Having a large total addressable market doesn’t guarantee growth.</p>\n<p>Growth only comes when these advantages come together and are properly utilised. Execution turns potential into momentum.</p>\n<hr>\n<p style=\"text-align: left;\"><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></p>\n<p style=\"text-align: left;\">🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</p>\n<p style=\"text-align: left;\"><strong><a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a></strong></p>\n<p><img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\"></p>\n<p></p></body></html>","text":"The Q2 ‘26 earnings season continues, with portfolio companies $KLA-Tencor(KLAC)$ and $MasterCard(MA)$ announcing results over the last couple of days. 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