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Sands Capital Fund Letter: AI Boom Fuels 26.9% Q2 Tech Gains

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The Story

News Summary

  • Sands Capital's Q2 2026 letter highlights a 26.9% fund return driven by AI infrastructure and semiconductor gains, with Samsara (IOT) seen as undervalued despite strong growth, though not applicable to tracked symbols.
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US100 price history

28966.76 +14.78% over the displayed period

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