Sands Capital, an funding administration firm, launched its “Sands Capital Choose Progress Technique” Q2 2025 investor letter. A replica of the letter might be downloaded right here. U.S. large-cap development equities recovered from a pointy sell-off in early April by delivering sturdy returns within the second quarter. The quarterly efficiency was pushed by muted inflation, sturdy company earnings, and bettering sentiment round synthetic intelligence (AI) and world commerce. The portfolio returned 27.7% within the quarter, outperforming the benchmark Russell 1000 Progress Index’s 17.8% acquire. You may verify the fund’s high 5 holdings to know extra about its greatest picks for 2025.
In its second-quarter 2025 investor letter, Sands Capital Choose Progress Technique highlighted shares corresponding to Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE). Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) is a biopharmaceutical firm that focuses on the therapy of uncommon and ultra-rare genetic ailments. The one-month return of Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) was -2.36%, and its shares misplaced 51.15% of their worth over the past 52 weeks. On September 15, 2025, Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) inventory closed at $29.00 per share, with a market capitalization of $2.795 billion.
Sands Capital Choose Progress Technique said the next concerning Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) in its second quarter 2025 investor letter:
“Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) is a number one developer of therapies for uncommon ailments, with a monitor report of sturdy execution and considerate pipeline funding. Shares have been little modified within the second quarter as buyers awaited an interim evaluation from its Part 3 trial in osteogenesis imperfecta, a uncommon genetic dysfunction. The mixture of Ultragenyx’s increasing business franchise and its underrecognized pipeline presents what we view as a compelling long-term alternative.”
Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) just isn’t on our record of 30 Most Common Shares Amongst Hedge Funds. In keeping with our database, 60 hedge fund portfolios held Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) on the finish of the second quarter, in comparison with 55 within the earlier quarter. Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) generated $166 million in income, representing 13% development over the second quarter of 2024. Whereas we acknowledge the potential of Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) as an funding, we imagine sure AI shares provide better upside potential and carry much less draw back threat. Should you’re searching for a particularly undervalued AI inventory that additionally stands to profit considerably from Trump-era tariffs and the onshoring pattern, see our free report on the greatest short-term AI inventory.
