Private Growth
Quarterly Updates
Quarterly Strategy Webcasts
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 2Q 2026 Quarterly Strategy Webcasts for Select Growth, Global Growth, Emerging Markets Growth, and Global Leaders will be available until August 22nd.
The 2Q 2026 Quarterly Strategy Webcasts for Select Growth, Global Growth, Emerging Markets Growth, and Global Leaders will be available until August 22nd.
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 consist of portfolio overviews, commentary, contribution analysis, purchases and sales, carbon metrics, engagement, and voting activity. They are available 15 business days after quarter-end for the previous quarter.
“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
The Stack That China Built
China’s AI future requires more than models. It rests on the companies supplying the equipment, memory, cloud capacity, and data movement needed to make domestic AI work at scale.
Investment Strategy
The New Power Economy
Electricity demand is rising as AI, electrification, and advanced manufacturing make the economy more power intensive, creating opportunities for businesses tied to generation, transmission, grid equipment, and on-site power.
Business Perspectives
Red Sift: Digital Trust as Critical Infrastructure
In this episode, Red Sift CEO Rahul Powar and Sands Capital Global Venture Partner Mark McGovern discuss why digital trust has become foundational infrastructure in the modern economy and how organizations can defend against increasingly sophisticated phishing, impersonation, and AI-driven cyber threats.
Investment Strategy
The AI Supply Shock
AI adoption may be moving from experimentation to deployment faster than infrastructure can expand, creating potential opportunities for companies positioned at key bottlenecks across the AI value chain.
Investment Strategy
Korea in Demand
Korea’s opportunity set has broadened as global demand rises for trusted suppliers across AI infrastructure, semiconductors, power equipment, shipbuilding, nuclear, robotics, and beauty.
Investment Strategy
Beyond GPUs: The Broadening of AI Infrastructure
As AI systems evolve from passive prediction engines into autonomous agents capable of reasoning, planning, and executing complex tasks, the nature of infrastructure demand is beginning to change.
Investment Strategy
From Umami to Automation: How Japan’s Reinvention Is Creating New Investment Frontiers
After many research trips to Japan, we moved to increase some of our exposure to businesses supported by key trends, such as digitalization and advanced computing, industrial innovation, unique consumer preferences, and an aging domestic and global population.
Business Perspectives
Protecting Trust in the Evolving Digital Economy
From a scrappy first meeting to a long-term partnership, Red Sift's Rahul Powar and Mark McGovern, a partner at our Global Venture strategy, share a belief in protecting digital trust at scale. Read about their durable relationship.
Investment Strategy
Space: The Emerging Frontier
A more active space economy is taking shape as cheaper, more reliable launch expands what can be built, deployed, and sustained profitably beyond Earth.
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