Sands Capital

Sands Capital operates as a 13F manager, providing insights through SEC filings that detail its portfolio moves and current holdings. The firm has disclosed a range of position changes from November 13, 2025, to May 8, 2026, with a notable focus on technology, healthcare, and consumer cyclical sectors. Their trading activity includes 200 disclosures, with significant reductions and exits, particularly in top holdings like Microsoft Corp (MSFT) and NVIDIA Corporation (NVDA), demonstrating a strategic shift in their investment approach.