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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Dec 31, 2024 | Touchstone Sands Capital International Growth Equity Fund | -4.1% | 8.4% | APP, EVD GR, G, GRAB, SHOP, SIKA SW, SSFN, STOP, TSM | - | View | ||
| 2024 Q4 | Dec 31, 2024 | Lansdowne Partners European Fund | -1.6% | 7.3% | CAP FP, COMP, EL FP, LDO BIT, LDO IM, LIN, SIKA SW | - | View | ||
| 2025 Q3 | Oct 20, 2025 | Sands Capital Global Growth Fund | -2.0% | 12.2% | AXON, CVNA, DXCM, GALD SW, GOOG, III LN, IMCD NA, ISRG, NFLX, NVDA, RGEN, SHOP, SIKA SW, TEAM, TSM | Artificial Intelligence, E-Commerce, Global Growth, healthcare, semiconductors | The fund emphasizes durable global growth from AI infrastructure, digital platforms, and healthcare innovation. NVIDIA, Alphabet, and TSMC lead performance as AI capital investment accelerates worldwide. Managers added new positions in Galderma and 3i Group to balance cyclical risk while maintaining exposure to long-term technology and consumer adoption trends. | TEAM DEXCOM INTU NFLX AXON GALD SHOP GOOGL NVDA |
View |
| 2024 Q3 | Sep 30, 2024 | Lansdowne Partners European Fund | 1.1% | 9.1% | FER SM, LDO IM, NVO, SGRO LN, SIKA SW, TEL2B SS | - | View | ||
| 2024 Q1 | Mar 31, 2024 | Lansdowne Partners European Fund | 7.0% | 7.0% | ASML NA, EL FP, IBE SM, KBC BB, LDO IM, NESN SW, REL LN, SIKA SW | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 28, 2026 | Fund Letters | Thomas Küpfer | Sika AG | Materials | Construction Chemicals | Bull | Swiss Exchange | Acquisitions, Construction-Chemicals, Pricing power, ROIC, Sustainability | View Pitch |
| Jan 16, 2026 | Fund Letters | Margaret Webb | Sika AG | Materials | Construction Chemicals | Bull | Swiss Exchange | Chemicals, construction, Freecashflow, infrastructure, Pricingpower | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||