Private Growth
Quarterly Updates
Quarterly Strategy Reviews
In these webcast reviews, the featured portfolio managers discuss perspectives on the market environment, the portfolios' top contributors and detractors, and recent purchases and sales.
The 1Q 2025 Quarterly Strategy Reviews for Select Growth, Global Growth, Global Leaders, and Emerging Markets Growth will be available until May 22, 2025.
The 1Q 2025 Quarterly Strategy Reviews for Select Growth, Global Growth, Global Leaders, and Emerging Markets Growth will be available until May 22, 2025.
Flash Reports
Our quarterly summary reports of recent investment results, top 10 businesses, portfolio characteristics and exposures, and contribution analysis are available to download now.
Flash Reports
Our quarterly summary reports of recent investment results, top 10 businesses, portfolio characteristics and exposures, and contribution analysis are available to download now.
Commentary Reports
These reports consisting of portfolio overviews, commentary, contribution analysis, purchases and sales, carbon metrics, engagement, and voting activity are available to download now.
Quarterly Reports
These reports consisting of portfolio overviews, commentary, contribution analysis, purchases and sales, carbon metrics, engagement, and voting activity are available to download now.
“They know where the market is heading and what it needs. It has been a complete alignment with our vision.”
Ajay KhannaFounder & CEO, Tellius 
“They know where the market is heading and what it needs. It has been a complete alignment with our vision.”
Ajay KhannaFounder & CEO, Tellius 
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Latest Thinking
Investment Strategy
Valuations Don’t Reflect Potential of Gen AI
Valuations have surged, driven by AI enthusiasm. Portfolio Manager Daniel Pilling argues that semiconductors and hyperscalers are fairly priced given yet-to-be-realized revenue opportunities in evolving industries, such as robotics and autonomous vehicles.
Investment Strategy
AI Adoption Becoming a Matter of Survival
AI infrastructure has evolved from optional investment into an existential imperative. Hyperscale compute delivers sub-year paybacks and fortifies resilience against downturns. Portfolio Manager Daniel Pilling argues that organizations underinvesting in AI infrastructure risk falling irretrievably behind in tomorrow’s digital economy.
Investment Strategy
China’s Robotics Renaissance Appears More Than a Cyclical Fad
After recent trips to China, Sands Capital Sr. Research Analyst Massimo Marolo, CFA, finds China’s industrial backbone combined with proactive policies around market entry, R&D incentives and antitrust oversight, create fertile ground for automation to redefine productivity and competitiveness.
Investment Strategy
Exploring AI’s Ever-Evolving Value Chain
AI workloads are skyrocketing as models expand in scale and complexity, pushing compute demand and supply-chain limits to reshape digital infrastructure. Discover how evolving GPU technology, chip manufacturing bottlenecks, and geopolitics drive the next wave of AI innovation.
In The News
Sands Capital Announces Successful Global Ventures Exit Following Brightflag Acquisition
Brightflag, backed since Series A by Sands Capital, was acquired by Wolters Kluwer for €425M.
Business Perspectives
Globant Takes a Design-First Approach to Pure-Play Digital Services
Pure-play businesses have become a staple investment for Sands Capital. Discover the story behind Globant, a growing leader in IT Services, whose more than 1,500 Fortune 500 and Fortune 2000 clients rely on it to deliver cutting edge technologies and customized solutions for even their loftiest technology goals.
In The News
Brightflag, a Sands Capital Global Ventures Portfolio Company, Acquired by Wolters Kluwer
The deal marks a major milestone in legal tech and venture investing, reflecting years of growth, innovation, and partnership.
Business Perspectives
Revolutionizing Public Safety: The Axon Ecosystem
Its mission is simple: protect life, preserve truth, and accelerate justice. As Axon Enterprises innovates to try to achieve that goal, its solutions are rapidly becoming the industry standard. Listen as we discuss the business’ journey from Taser maker to artificial intelligence-powered software developer.
Investment Strategy
Uncovering Europe’s Next Generation of Global Leaders
Innovative firms across Europe are transforming precision automation, sustainable aquaculture, and luxury craftsmanship into engines of global competitiveness. With niche breakthroughs, favorable policy environments, and capital discipline, these companies are converting complexity into long-term value.
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