Frank Sands Significantly Reduces Stake in ASML Holding NV by 68.79%

GuruFocus News

Wed, May 14, 2025, 9:04 AM 4 min read

• Warning! GuruFocus has detected 3 Warning Signs with NVDA.

Frank Sands (Trades, Portfolio) precocious submitted the 13F filing for the archetypal 4th of 2025, providing insights into his concern moves during this period. Frank M. Sands, Jr., CFA is the Chief Executive Officer and Chief Investment Officer of Sands Capital Management, an concern absorption steadfast focused connected investing successful prime maturation businesses passim the world. He spends astir of his clip connected concern probe and determination making, arsenic good arsenic concern strategy. Sands Capital Management was founded by his father, Frank M. Sands, Sr. successful 1992. Frank Sands (Trades, Portfolio), Jr. joined the steadfast successful 2000 aft moving for six years arsenic a probe expert and portfolio manager for Fayez Sarofim & Co., an organization concern absorption steadfast based successful Houston, Texas. Since joining Sands Capital Management, moving alongside his father, the steadfast has continued to nutrient beardown concern results for its clients. Sands Jr. earned a BA from Washington & Lee University, an MS from Johns Hopkins University and an MBA from the Darden School astatine the University of Virginia. Sands Capital believes that implicit time, banal prices bespeak the net maturation of their underlying businesses. Their squad is dedicated to identifying the comparatively tiny fig of genuinely exceptional maturation businesses that they expect to ain for galore years. The steadfast has 2 superior concentrated maturation strategies: Select Growth, emphasizing rapidly increasing innovative businesses, and Global Growth, emphasizing rapidly increasing concern each implicit the world.

Frank Sands (Trades, Portfolio) added a full of 9 stocks, among them:

• The astir important summation was Intuitive Surgical Inc (NASDAQ:ISRG), with 544,076 shares, accounting for 0.92% of the portfolio and a full worth of $269.46 million.

• The 2nd largest summation to the portfolio was Broadcom Inc (NASDAQ:AVGO), consisting of 1,420,870 shares, representing astir 0.81% of the portfolio, with a full worth of $237.90 million.

• The 3rd largest summation was Builders FirstSource Inc (NYSE:BLDR), with 1,051,544 shares, accounting for 0.45% of the portfolio and a full worth of $131.38 million.

Frank Sands (Trades, Portfolio) besides accrued stakes successful a full of 14 stocks, among them:

• The astir notable summation was Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM), with an further 3,626,396 shares, bringing the full to 8,027,318 shares. This accommodation represents a important 82.4% summation successful stock count, a 2.05% interaction connected the existent portfolio, with a full worth of $1,332,534,790.

• The 2nd largest summation was AppLovin Corp (NASDAQ:APP), with an further 1,231,799 shares, bringing the full to 2,058,193. This accommodation represents a important 149.06% summation successful stock count, with a full worth of $545,359,400.