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 Select Growth underperformed the benchmark in Q3 2025 with a 6.3% net return, but remains ahead YTD at 22.1%. The fund deployed capital into Oracle and Alphabet to optimize AI infrastructure exposure while maintaining high conviction in oversold software names.
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Sands Capital Select Growth underperformed the benchmark in Q3 2025 with a 6.3% net return, but remains ahead YTD at 22.1%. The fund deployed capital into Oracle and Alphabet to optimize AI infrastructure exposure while maintaining high conviction in oversold software names.
