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 15.3% shares
Sold 15.3% in Q4 2023
Q4 2023
Increased shares by 10.2%
Added 10.2% in Q4 2023
Q4 2023
Sold 13.1% shares
Sold 13.1% in Q4 2023
Q4 2023
Increased shares by 8.1%
Added 8.1% in Q4 2023
Q4 2023
Sold 5.6% shares
Sold 5.6% in Q4 2023
Q4 2023
Increased shares by 0.6%
Added 0.6% in Q4 2023
Q4 2023
Sold 1.6% shares
Sold 1.6% in Q4 2023
Q4 2023
Sold 3.8% shares
Sold 3.8% in Q4 2023
Q4 2023
Increased shares by 3.7%
Added 3.7% in Q4 2023
Q4 2023
Increased shares by 34.6%
Added 34.6% in Q4 2023
Q4 2023
Sold 33.9% shares
Sold 33.9% in Q4 2023
Q4 2023
Sold 4.7% shares
Sold 4.7% in Q4 2023
Q4 2023
Sold 6.6% shares
Sold 6.6% in Q4 2023
Q4 2023
Sold 4.8% shares
Sold 4.8% in Q4 2023
Q4 2023
Sold 4.8% shares
Sold 4.8% in Q4 2023
Q4 2023
Increased shares by 7.6%
Added 7.6% in Q4 2023
Q4 2023
Increased shares by 59.8%
Added 59.8% in Q4 2023
Q4 2023
Increased shares by 5.8%
Added 5.8% in Q4 2023
Q4 2023
Increased shares by 5.6%
Added 5.6% in Q4 2023
Q4 2023
Increased shares by 151.1%
Added 151.1% in Q4 2023
Q4 2023
Increased shares by 5.6%
Added 5.6% in Q4 2023
Q4 2023
Increased shares by 5.6%
Added 5.6% in Q4 2023
Q4 2023
Increased shares by 31.7%
Added 31.7% in Q4 2023
Q4 2023
Sold 99.8% shares
Sold 99.8% in Q4 2023
Q3 2023
New holding
New holding in Q3 2023
Q3 2023
New holding
New holding in Q3 2023
Q3 2021
Sold -380 Thousand shares
Sold 100% in Q3 2021
Q3 2021
Sold -326 Thousand shares
Sold 100% in Q3 2021
Q3 2021
Sold -787 Thousand shares
Sold 100% in Q3 2021
Q3 2018
Sold -10.8 Thousand shares
Sold 100% in Q3 2018
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