Reasons Behind Sands Capital Select Growth Strategy’s New Pick Alphabet (GOOG)

3 days ago 7

Soumya Eswaran

Thu, November 27, 2025 astatine 7:17 AM CST 3 min read

Sands Capital, an concern absorption company, released its “Sands Capital Select Growth Strategy” Q3 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. U.S. large-cap maturation equities continued to retrieve from a crisp sell-off successful aboriginal April. Strong firm earnings, capitalist enthusiasm astir artificial quality (AI), and increasing expectations for Federal Reserve argumentation easing drove the robust gains. The portfolio returned 6.3% (net) successful the quarter, compared to the benchmark's 10.5% gain. You tin cheque the fund’s apical 5 holdings to cognize much astir its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Sands Capital Select Growth Strategy highlighted stocks specified arsenic Alphabet Inc. (NASDAQ:GOOG). Alphabet Inc. (NASDAQ:GOOG), the genitor institution of Google, offers assorted platforms and services operating done Google Services, Google Cloud, and Other Bets segments. The one-month instrumentality of Alphabet Inc. (NASDAQ:GOOG) was 16.39%, and its shares gained 87.50% of their worth implicit the past 52 weeks. On November 26, 2025, Alphabet Inc. (NASDAQ:GOOG) banal closed astatine $320.28 per share, with a marketplace capitalization of $3.866 trillion.

Sands Capital Select Growth Strategy stated the pursuing regarding Alphabet Inc. (NASDAQ:GOOG) successful its 3rd 4th 2025 capitalist letter:

"Alphabet Inc. (NASDAQ:GOOG) is simply a planetary net institution whose main businesses are Google and YouTube—two of the astir visited websites successful the world. The institution uses this user scope to merchantability targeted advertising, which benefits from the unsocial worth of hunt intent data. Advertisers tin lucifer user request much precisely, helping thrust beardown returns connected their selling spend. AI is poised to reshape however radical hunt for accusation online, creating an accidental to grow the addressable market. Alphabet appears well-positioned to pb this shift. It tin leverage its Chrome browser, AI level Gemini, and the wide scope of its applications to integrate much intelligent and personalized user experiences. These could germinate into AI assistants susceptible of handling analyzable queries and straight connecting users to products and services. Amid these shifts, Google Cloud is starting to amended its competitory position. Beyond hunt and cloud, we are besides progressively optimistic that Alphabet tin person recognition from the marketplace for its different ascendant and emerging businesses. These see YouTube, arsenic good arsenic technologies specified arsenic Waymo. Although inactive aboriginal successful commercialization, Waymo benefits from Alphabet’s standard and entree to data—both captious for grooming autonomous systems."