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Sands Capital Fund
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Sands Capital Technology Innovators Fund disclosed in its Q2 2026 letter to investors that it has added Arm Holdings (ARM) to its portfolio.
The fund stated that as AI workloads evolve towards inference and agent workflows, the increasing importance of CPUs in scheduling, memory management, and tool execution is expected to drive CPU deman
-
Sands Capital Technology Innovators Fund disclosed in its Q2 2026 letter to investors that it has added Arm Holdings (ARM) to its portfolio.
The fund stated that as AI workloads evolve towards inference and agent workflows, the increasing importance of CPUs in scheduling, memory management, and tool execution is expected to drive CPU deman
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Sands Capital Fund
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