Sands Capital
Active equity managersFiles as SANDS CAPITAL MANAGEMENT, LLC (SEC CIK 1020066). Portfolio from its latest quarterly 13F-HR filing.
- $26.93B
- Tracked value
- 70
- Positions
- Q2 2026
- Portfolio as of
- Aug 13, 2026
- Filed
Holdings
| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORP | 10.4% | ▼ 22.3% | 14,059,454 | $2.81B |
| 2 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 7.0% | ▼ 33.0% | 3,925,440 | $1.87B |
| 3 | GOOGLAlphabet Inc. | 6.5% | ▼ 4.5% | 4,893,397 | $1.75B |
| 4 | AMZNAMAZON COM INC | 4.3% | ▼ 27.7% | 4,861,223 | $1.16B |
| 5 | ASMLASML HOLDING NV | 3.9% | ▼ 16.6% | 533,693 | $1.06B |
| 6 | BEBloom Energy Corp | 3.3% | ▲ 64.5% | 2,926,558 | $885.87M |
| 7 | AXONAXON ENTERPRISE, INC. | 3.1% | ▼ 5.3% | 1,480,817 | $830.16M |
| 8 | SHOPSHOPIFY INC. | 3.1% | ▼ 19.0% | 7,242,079 | $826.9M |
| 9 | VVISA INC. | 3.0% | ▼ 14.2% | 2,377,099 | $815.56M |
| 10 | SPOTSpotify Technology S.A. | 3.0% | ▼ 1.8% | 1,761,206 | $808.62M |
| 11 | NETCloudflare, Inc. | 3.0% | ▼ 11.5% | 3,239,504 | $794.59M |
| 12 | STXSeagate Technology Holdings plc | 2.6% | ▲ 35.5% | 720,741 | $695.52M |
| 13 | MELIMERCADOLIBRE INC | 2.4% | ▼ 20.5% | 378,208 | $641.97M |
| 14 | MUMICRON TECHNOLOGY INC | 2.3% | NEW | 526,810 | $608.09M |
| 15 | CVNACARVANA CO. | 2.1% | ▼ 20.1% | 8,462,945 | $557.03M |
| 16 | METAMeta Platforms, Inc. | 2.0% | ▼ 24.2% | 969,879 | $546.32M |
| 17 | PWRQUANTA SERVICES, INC. | 2.0% | ▲ 19.8% | 750,479 | $540.37M |
| 18 | ICEIntercontinental Exchange, Inc. | 1.9% | ▼ 7.5% | 4,055,771 | $499.31M |
| 19 | ISRGINTUITIVE SURGICAL INC | 1.8% | ▼ 5.2% | 1,252,424 | $498.06M |
| 20 | LRCXLAM RESEARCH CORP | 1.8% | ▲ 50.1% | 1,133,965 | $491.38M |
| 21 | MSFTMICROSOFT CORP | 1.8% | ▼ 14.4% | 1,309,230 | $488.37M |
| 22 | CRSCARPENTER TECHNOLOGY CORP | 1.8% | ▼ 4.5% | 786,150 | $484.93M |
| 23 | DASHDoorDash, Inc. | 1.6% | ▼ 41.2% | 2,325,795 | $429.18M |
| 24 | APPAppLovin Corp | 1.6% | ▼ 14.4% | 831,697 | $428.52M |
| 25 | XYZBlock, Inc. | 1.6% | ▲ 2.2% | 5,632,505 | $428.07M |
| 26 | AVGOBroadcom Inc. | 1.6% | ▼ 19.7% | 1,126,912 | $425.69M |
| 27 | AMDADVANCED MICRO DEVICES INC | 1.5% | NEW | 672,555 | $390.69M |
| 28 | SPCXSPACE EXPLORATION TECHNOLOGIES CORP | 1.4% | NEW | 2,276,744 | $389M |
| 29 | NFLXNETFLIX INC | 1.4% | ▼ 43.3% | 5,336,614 | $381.03M |
| 30 | IOTSamsara Inc. | 1.4% | ▼ 27.5% | 11,348,732 | $368.04M |
| 31 | SNDKSandisk Corp | 1.3% | NEW | 153,093 | $348.09M |
| 32 | CSLCARLISLE COMPANIES INC | 1.1% | ▼ 13.0% | 799,872 | $290.15M |
| 33 | SESea Ltd | 1.1% | ▼ 36.6% | 2,998,337 | $287.33M |
| 34 | ARGXARGENX SE | 1.0% | ▼ 12.3% | 298,599 | $277.03M |
| 35 | ONONOn Holding AG | 1.0% | ▲ 18.3% | 7,485,043 | $265.12M |
| 36 | DDOGDatadog, Inc. | 1.0% | ▼ 28.9% | 999,799 | $260.31M |
| 37 | SPHRSphere Entertainment Co. | 0.9% | NEW | 1,358,321 | $235.03M |
| 38 | ARMARM HOLDINGS PLC /UK | 0.8% | NEW | 642,829 | $227.93M |
| 39 | BLDRBuilders FirstSource, Inc. | 0.8% | ▼ 12.9% | 2,283,236 | $204.3M |
| 40 | NUNu Holdings Ltd. | 0.6% | ▼ 63.7% | 12,475,806 | $166.68M |
| 41 | FWONKLiberty Media Corp | 0.5% | ▼ 3.2% | 1,509,193 | $143.58M |
| 42 | MCKMCKESSON CORP | 0.5% | ▼ 8.8% | 183,535 | $138.68M |
| 43 | APHAMPHENOL CORP /DE/ | 0.5% | ▼ 5.2% | 763,951 | $134.7M |
| 44 | KSPIJoint Stock Co Kaspi.kz | 0.5% | ▼ 3.5% | 1,531,017 | $132.65M |
| 45 | CPNGCoupang, Inc. | 0.5% | ▼ 17.6% | 7,559,132 | $131.3M |
| 46 | TDGTransDigm Group INC | 0.4% | ▼ 5.0% | 89,669 | $119.44M |
| 47 | RAREUltragenyx Pharmaceutical Inc. | 0.4% | ▼ 1.7% | 3,158,368 | $105.46M |
| 48 | RACEFerrari N.V. | 0.4% | ▼ 2.6% | 280,101 | $104.28M |
| 49 | WCNWaste Connections, Inc. | 0.4% | ▼ 4.0% | 609,721 | $101.63M |
| 50 | WWDWoodward, Inc. | 0.2% | NEW | 153,660 | $65.37M |
| 51 | GRABGrab Holdings Ltd | 0.2% | ▲ 79.6% | 16,385,578 | $61.77M |
| 52 | LLYELI LILLY & Co | 0.2% | ▲ 37.8% | 45,332 | $54.37M |
| 53 | YMMFull Truck Alliance Co. Ltd. | 0.1% | ▼ 13.6% | 4,294,886 | $34.87M |
| 54 | LINLINDE PLC | 0.1% | ▲ 0.3% | 54,778 | $28.43M |
| 55 | HDBHDFC BANK LTD | 0.1% | ▼ 4.6% | 865,858 | $22.37M |
| 56 | AAPLApple Inc. | 0.0% | ▲ 1,317% | 45,598 | $13.19M |
| 57 | PANWPalo Alto Networks Inc | 0.0% | ▼ 80.6% | 31,312 | $10.68M |
| 58 | STVNStevanato Group S.p.A. | 0.0% | ▲ 5.5% | 524,481 | $9.48M |
| 59 | CRWDCrowdStrike Holdings, Inc. | 0.0% | NEW | 10,020 | $7.65M |
| 60 | INTCINTEL CORP | 0.0% | NEW | 39,132 | $5.46M |
| 61 | HOODRobinhood Markets, Inc. | 0.0% | ▲ 1,316% | 53,032 | $5.32M |
| 62 | TTMITTM TECHNOLOGIES INC | 0.0% | NEW | 23,625 | $4.42M |
| 63 | GTLBGitlab Inc. | 0.0% | unch. | 127,475 | $3.89M |
| 64 | AVAVAeroVironment Inc | 0.0% | ▲ 1,315% | 18,993 | $3.14M |
| 65 | KVYOKlaviyo, Inc. | 0.0% | ▼ 66.6% | 198,806 | $3M |
| 66 | LITELumentum Holdings Inc. | 0.0% | ▲ 849% | 2,961 | $2.54M |
| 67 | CBRSCerebras Systems Inc. | 0.0% | NEW | 11,419 | $2.52M |
| 68 | PLTRPalantir Technologies Inc. | 0.0% | ▼ 21.7% | 17,944 | $2.09M |
| 69 | BABAAlibaba Group Holding Ltd | 0.0% | ▼ 10.8% | 6,950 | $667.1K |
| 70 | TBBBBBB FOODS INC | 0.0% | NEW | 6,281 | $261.7K |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.