Sands Capital, an funding administration firm, launched its “Sands Capital Choose Development Technique” Q3 2025 investor letter. A replica of the letter could be downloaded right here. U.S. large-cap progress equities continued to recuperate from a pointy sell-off in early April. Sturdy company earnings, investor enthusiasm round synthetic intelligence (AI), and rising expectations for Federal Reserve coverage easing drove the sturdy positive factors. The portfolio returned 6.3% (web) within the quarter, in comparison with the benchmark’s 10.5% achieve. You possibly can verify the fund’s prime 5 holdings to know extra about its greatest picks for 2025.
In its third-quarter 2025 investor letter, Sands Capital Choose Development Technique highlighted shares reminiscent of Oracle Company (NYSE:ORCL). Oracle Company (NYSE:ORCL) provides services that handle enterprise data know-how environments. The one-month return of Oracle Company (NYSE:ORCL) was -25.55%, and its shares gained 12.18% of their worth over the past 52 weeks. On November 21, 2025, Oracle Company (NYSE:ORCL) inventory closed at $204.96 per share, with a market capitalization of $584.298 billion.
Sands Capital Choose Development Technique said the next relating to Oracle Company (NYSE:ORCL) in its third quarter 2025 investor letter:
“Oracle Company (NYSE:ORCL) is rising as a frontrunner in infrastructure for AI workloads. Oracle Cloud Infrastructure (OCI) is shifting from a second-tier competitor within the CPU-based cloud infrastructure paradigm to the preeminent infrastructure supplier for a number of the most important AI corporations. An inflection in large-scale, multi-year buyer commitments from AI corporations, together with OpenAI, demonstrates this shift. Whereas Oracle additionally has well-established database and enterprise useful resource planning (ERP) software program companies that account for almost all of present revenues and earnings—and themselves have fairly enticing progress prospects—the long-term progress case more and more rests on its cloud infrastructure enterprise.”
Oracle Company (NYSE:ORCL) is just not on our record of 30 Most Standard Shares Amongst Hedge Funds. Based on our database, 124 hedge fund portfolios held Oracle Company (NYSE:ORCL) on the finish of the second quarter, up from 97 within the earlier quarter. Whereas we acknowledge the potential of Oracle Company (NYSE:ORCL) as an funding, we imagine sure AI shares provide higher upside potential and carry much less draw back danger. In case you’re on the lookout for a particularly undervalued AI inventory that additionally stands to profit considerably from Trump-era tariffs and the onshoring development, see our free report on the greatest short-term AI inventory.
