Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Sands Capital Technology Innovators posted an 8.4% Net return in Q3 2025, lagging its benchmark due to software sector underperformance. The fund selectively rotated out of CrowdStrike and Okta into Figma and Duolingo, remaining constructive on software's long-term integration of AI.
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Sands Capital Technology Innovators posted an 8.4% Net return in Q3 2025, lagging its benchmark due to software sector underperformance. The fund selectively rotated out of CrowdStrike and Okta into Figma and Duolingo, remaining constructive on software's long-term integration of AI.
