Sands Capital, an investment management company, has published its letter as an investor “Sands Capital Select Strategy” T2 2025. A copy of the letter can be downloaded here. American growth actions with great capitalization were given of a high sale in early April by providing solid returns in the second quarter. The quarterly performance has been motivated by dull inflation, the solid benefits of businesses and the improvement of feeling around artificial intelligence (AI) and world trade. The portfolio returned 27.7% in the quarter, outclassing the gain of 17.8% of the Benchmark Russell 1000 Benchmark growth index. You can consult the 5 best assets of the Fund to find out more about its best choices for 2025.
In his letter as an investor in the second quarter of 2025, the Sands Capital Select growth strategy highlighted actions such as Carvana Co. (NYSE: CVNA). Based in Temple, Arizona, Carvana Co. (NYSE: CVNA) is a electronic commercial platform to buy and sell used cars. The yield of one month of Carvana Co. (NYSE: CVNA) was 1.62% and its shares gained 138.95% of their value in the last 52 weeks. On September 15, 2025, Carvana Co.’s shares (NYSE: CVNA) closed $ 365.35 per share, with a market capitalization of $ 42.727 billion.
The Sands Capital Select growth strategy indicated the following concerning Carvana Co. (NYSE: CVNA) in its letter as an investor in the second quarter 2025:
“In addition to these portfolio adjustments, select the initiated growth positions in Carvana Co. (NYSE: CVNA) and Arthur J. Gallagher (AJG). Carvana continues to do well, winning sharing on the large and fragmented used cars.
