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 2026 Quarterly Strategy Reviews for Select Growth, Global Growth, Global Leaders, and Emerging Markets Growth will be available until May 22, 2026.
The 1Q 2026 Quarterly Strategy Reviews for Select Growth, Global Growth, Global Leaders, and Emerging Markets Growth will be available until May 22, 2026.
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
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.
Investment Strategy
The Power Behind AI
Artificial intelligence is becoming an energy and infrastructure story. As data center demand surges, power is emerging as a critical constraint and a potential source of long-term opportunity across generation, transmission, and distribution.
Business Perspectives
Building Resilience in an AI-Driven World
In this podcast episode, Michael Grainger, Global Venture Managing Partner, discusses how AI and cybersecurity are reshaping industries, national security, and investment opportunities within the Sands Capital Global Venture strategy.
Investment Strategy
Beyond the Multiple
At Sands Capital, valuation starts with the business, not the multiple. We assess expected return through long-term earnings power, competitive advantage, and portfolio context to pursue attractive opportunities.
Investment Strategy
From Mission to Mandate
Resilience has shifted from a national security concern to a global economic imperative. As AI transforms systems and cyber threats accelerate, institutions must embed intelligence and security at their core to remain effective.
Investment Strategy
The Passion Playbook
How a bit of grit and 600 pairs of shoes can turn a peddler into a powerhouse.
In The News
Sands Capital’s Global Innovation Fund III Close Featured in The Wall Street Journal
Sands Capital announced the successful close of Global Innovation Fund III, which raised $1.1 billion, exceeding its $1 billion target.
Investment Strategy
Quality Is More Than a Factor
For us, true quality is not a factor score, but a company’s ability to adapt, reinvest, and compound value through change.
Investment Strategy
When Growth Becomes Scarce
The Iran war raises the possibility of a prolonged energy shock. Markets and news are moving quickly, and outcomes remain deeply uncertain. Rather than attempt to forecast geopolitical developments, we focus on what we know.
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