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 impressive 26.0% QTD return, executing high-conviction shifts by liquidating Apple and Alphabet to concentrate capital in top-tier AI and software leaders like Palo Alto Networks and Spotify.
Full Quick Take
Sands Capital Technology Innovators posted an impressive 26.0% QTD return, executing high-conviction shifts by liquidating Apple and Alphabet to concentrate capital in top-tier AI and software leaders like Palo Alto Networks and Spotify.