Sands Capital's investment portfolio showcases a strategic focus on technology and growth sectors, with NVIDIA Corp at the forefront. As a leading manufacturer of graphics processing units (GPUs), NVIDIA is positioned for continued dominance in the expanding gaming market and has growing interests in AI and data center segments. Amazon.com Inc., another top holding, reflects Sands Capital's confidence in e-commerce and cloud computing through its diverse business model that includes retail, AWS, and various tech-driven ventures.
Healthcare also features prominently with Dexcom Inc, a company known for its continuous glucose monitoring systems, pivotal for diabetes management and representing advancement in medical technologies. Visa Inc - Ordinary Shares - Class A indicates Sands Capital's bet on the strength of digital payments and fintech evolution. Visa’s global network facilitates electronic funds transfers and remains crucial as society shifts towards cashless transactions.
Lastly, Lam Research Corp's presence in the top five underscores a keen interest in semiconductor production equipment. In an ever-digitizing world, chips are foundational to electronics, making this investment a play on the overall growth of the technology sector.
Investors reviewing Sands Capital’s stock picks can discern a pattern focusing on innovation leaders and companies well-positioned to benefit from secular trends. The strategy suggests a balanced mix of established giants and forward-looking enterprises poised for long-term growth.
Q4 2023
Sold 16.9% shares
Sold 16.9% in Q4 2023
Q4 2023
Sold 10.1% shares
Sold 10.1% in Q4 2023
Q4 2023
Sold 16.0% shares
Sold 16.0% in Q4 2023
Q4 2023
Sold 18.9% shares
Sold 18.9% in Q4 2023
Q4 2023
Sold 22.9% shares
Sold 22.9% in Q4 2023
Q4 2023
Sold 2.1% shares
Sold 2.1% in Q4 2023
Q4 2023
Sold 0.8% shares
Sold 0.8% in Q4 2023
Q4 2023
Sold 6.0% shares
Sold 6.0% in Q4 2023
Q4 2023
Increased shares by 12.6%
Added 12.6% in Q4 2023
Q4 2023
Increased shares by 42.3%
Added 42.3% in Q4 2023
Q4 2023
Sold 10.9% shares
Sold 10.9% in Q4 2023
Q4 2023
Sold 3.9% shares
Sold 3.9% in Q4 2023
Q4 2023
Sold 29.1% shares
Sold 29.1% in Q4 2023
Q4 2023
Sold 54.4% shares
Sold 54.4% in Q4 2023
Q4 2023
Sold 1.0% shares
Sold 1.0% in Q4 2023
Q4 2023
Sold 11.3% shares
Sold 11.3% in Q4 2023
Q4 2023
Sold 4.8% shares
Sold 4.8% in Q4 2023
Q4 2023
Increased shares by 5.7%
Added 5.7% in Q4 2023
Q4 2023
Increased shares by 15.2%
Added 15.2% in Q4 2023
Q4 2023
Increased shares by 31.7%
Added 31.7% in Q4 2023
Q2 2023
Sold 94.8% shares
Sold 94.8% in Q2 2023
Q3 2023
Sold 95.2% shares
Sold 95.2% in Q3 2023
Q3 2023
New holding
New holding in Q3 2023
Q3 2023
New holding
New holding in Q3 2023
Q4 2021
Sold -230 Thousand shares
Sold 100% in Q4 2021
Q4 2021
Sold -88 Thousand shares
Sold 100% in Q4 2021
Q4 2021
Sold -4.55 Million shares
Sold 100% in Q4 2021
Q3 2015
Sold -1.52 Million shares
Sold 100% in Q3 2015
Q3 2015
Sold -1.52 Million shares
Sold 100% in Q3 2015
Q4 2017
Sold -14.3 Million shares
Sold 100% in Q4 2017
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