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Fast Retailing was a top contributor during the quarter, driven by strong execution across its global operations. Alibaba was a detractor during the quarter after the company reported mixed fiscal Q2 results. New positions were established in Sea Limited and Grab Holdings, while the portfolio's position in Atlassian was liquidated.

The gigantic push towards Artificial Intelligence to turbocharge computer functions and other tasks will greatly benefit society.

Atlassian Corp (NASDAQ: TEAM) shares are trending upward on Thursday.

The Touchstone Sands Capital Select Growth Fund (Class A Shares, Load Waived) underperformed its benchmark, the Russell 1000® Growth Index, for the quarter ended December 31, 2025. Security selection weighed on relative performance across all seven sectors in the Fund, with the largest impact from Health Care, Information Technology, and Communication Services. The Fund's results stood in contrast to the broader market, which saw a sharp reversal in high-momentum segments.

Atlassian is aggressively restructuring, cutting 10% of staff to drive margin expansion and shift focus toward AI and enterprise sales. TEAM's revenue remains strong—$1.59 billion last quarter, with 24% subscription growth and over 350,000 customers—yet profitability lags due to persistently high R&D spend. Management targets >20% annual revenue growth through FY27, but sustainable upside hinges on converting growth into operating leverage and delivering on cost discipline.

Australian productivity software company Atlassian held layoffs as the company looks to funnel more money into AI.

Atlassian (NASDAQ:TEAM) has announced plans to cut roughly 10% of its workforce, or about 1,600 jobs, as part of a restructuring aimed at increasing investment in artificial intelligence. The Australian-American software firm behind Trello and Jira said more than 900 of the affected positions are in software research and development.