Sands Capital Management, LLC 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The latest change list shows NVDA unchanged to 16.22%; GOOGL unchanged to 7.58%; AMZN unchanged to 7.19%. Combined with top 5 41.09%, top 10 61.40%, top 20 87.04%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.
The baseline is a direct read-through of the disclosed fund portfolio. It is led by NVDA (NVIDIA Corporation) 16.22%, GOOGL (Alphabet Inc.) 7.58%, and AMZN (Amazon.com, Inc.) 7.19%, with sector exposure of Information Technology 32.25%, Consumer Discretionary 21.84%, and Communication Services 21.14%. The baseline metrics show return 12.82%, alpha -0.99%, beta 1.07, Sharpe 0.66, Sortino 0.87, and max drawdown -42.92%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.
The strongest recent period was 2024-06-30 (15.31% strategy return, 9.83% benchmark, 5.48% excess, 15.19% turnover), while the weakest was 2025-09-30 (-10.76% strategy return, 1.46% benchmark, -12.22% excess, 15.31% turnover). Those periods should be read alongside baseline metrics of return 12.82%, alpha -0.99%, beta 1.07, Sharpe 0.66, Sortino 0.87, and max drawdown -42.92% to judge whether returns came from persistent exposure or a narrow timing window.