nostr:nprofile1qy3hwumn8ghj7un9d3shjtt5v4ehgmn9wshxkwrn9ekxz7t9wgejumn9waesqgr8g2hyzql5lt4cxfjdj40hgtu6vydvsqvsesqy8canygcce3lwvyyapkyy
✍️  Sands Capital Technology Innovators Fund released its Q2 2025 investor letter, highlighting its top holdings and discussing its decision to sell Alphabet Inc. (NASDAQ:GOOG) due to concerns about the future of its internet search business.
👉 Sands Capital Technology Innovators Fund returned 26.0% (net) in Q2 2025
👉 The fund outperformed the benchmark MSCI ACWI Info Tech and Communication Services Index
👉 Alphabet Inc. (NASDAQ:GOOG) was sold due to concerns about the future of its internet search business
👉 The fund believes that certain AI stocks offer greater upside potential and carry less downside risk

#technology
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