Core Insights - Sands Capital Select Growth Strategy reported a strong recovery in U.S. large-cap growth equities during Q2 2025, with a portfolio return of 27.7%, significantly outperforming the Russell 1000 Growth Index's 17.8% gain [1] Company Performance - Broadcom Inc. (NASDAQ:AVGO) demonstrated a one-month return of 23.46% and a remarkable 124.10% increase in share value over the past 52 weeks, closing at $364.09 per share with a market capitalization of $1.72 trillion on September 15, 2025 [2] - In Q3 2025, Broadcom reported record revenue of $16 billion, reflecting a 22% year-over-year increase [4] AI Market Impact - Broadcom's AI-related revenue surged by 46% year-over-year to $4.4 billion, with management projecting a growth acceleration to 60% year-over-year in Q3 and sustained growth into 2026 [3] - The company is well-positioned to capitalize on the increasing demand for generative AI infrastructure and custom chip design services tailored to specific AI workloads [3]
Increased Customer Confidence Boosted Broadcom (AVGO) in Q2