By Soumya Eswaran
Publication Date: 2025-11-27 13:18:00
Sands Capitalan investment management company, has published its investor letter “Sands Capital Select Growth Strategy” for the third quarter of 2025. A copy of the letter can be downloaded here. U.S. large-cap growth stocks continued to recover from a sharp selloff in early April. Strong corporate profits, investor enthusiasm for artificial intelligence (AI) and growing expectations of an easing of the US Federal Reserve’s monetary policy were the drivers of the strong gains. The portfolio delivered a net return of 6.3% for the quarter, while the benchmark returned 10.5%. You can check out the fund’s top 5 holdings to learn about its top picks for 2025.
In its third quarter 2025 investor letter, Sands Capital Select Growth Strategy highlighted stocks like Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) provides products and services for enterprise information technology environments. Oracle Corporation (NYSE:ORCL)’s one-month return was -25.55%, and its shares gained 12.18% of its value over the month…