Sands Capital Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$25.49B
Q ending 2026-03-31
Prior quarter
$32.88B
Q ending 2025-12-31
Change
-22.5% QoQ · -13.3% YoY
Positions
67
reported holdings
Largest positions
All 67 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $3.15B | 18.1M |
| Taiwan Semiconductor Manufac | TSM | Shares | $1.98B | 5.9M |
| Alphabet Inc | GOOGL | Shares | $1.47B | 5.1M |
| Amazon Com Inc | AMZN | Shares | $1.40B | 6.7M |
| Shopify Inc | SHOP | Shares | $1.06B | 8.9M |
| Netflix Inc. | NFLX | Shares | $905.2M | 9.4M |
| Spotify Technology S A | Shares | $870.0M | 1.8M | |
| Asml Hldg Nv | Shares | $845.1M | 640K | |
| Visa Inc | V | Shares | $837.3M | 2.8M |
| Mercadolibre Inc | MELI | Shares | $822.1M | 475K |
| Cloudflare Inc | NET | Shares | $755.6M | 3.7M |
| Meta Platforms Inc | META | Shares | $731.8M | 1.3M |
| Intercontinental Exchange In | ICE | Shares | $689.6M | 4.4M |
| Carvana Co | CVNA | Shares | $665.6M | 2.1M |
| Axon Enterprise Inc | AXON | Shares | $664.4M | 1.6M |
| Intuitive Surgical Inc | ISRG | Shares | $609.1M | 1.3M |
| Doordash Inc | DASH | Shares | $594.2M | 4.0M |
| Microsoft Corp | MSFT | Shares | $566.4M | 1.5M |
| Samsara Inc | IOT | Shares | $496.2M | 15.7M |
| Nu Hldgs Ltd | Shares | $493.5M | 34.3M | |
| Broadcom Inc | AVGO | Shares | $434.2M | 1.4M |
| Sea Ltd | SE | Shares | $391.6M | 4.7M |
| Applovin Corp | APP | Shares | $386.7M | 972K |
| Quanta Svcs Inc | PWR | Shares | $343.9M | 626K |
| Block Inc | XYZ | Shares | $331.6M | 5.5M |
| Carpenter Technology Corp | CRS | Shares | $324.5M | 823K |
| Carlisle Cos Inc | CSL | Shares | $306.8M | 920K |
| Argenx Se | ARGX | Shares | $248.5M | 340K |
| Bloom Energy Corp | BE | Shares | $241.0M | 1.8M |
| Builders Firstsource Inc | BLDR | Shares | $215.8M | 2.6M |
| On Hldg Ag | Shares | $215.2M | 6.3M | |
| Seagate Technology Hldngs Pl | Shares | $208.4M | 532K | |
| Flutter Entmt Plc | Shares | $202.8M | 2.0M | |
| Tetra Tech Inc New | TTEK | Shares | $200.6M | 6.7M |
| Mckesson Corp | MCK | Shares | $174.2M | 201K |
| Coupang Inc | CPNG | Shares | $173.2M | 9.2M |
| Datadog Inc | DDOG | Shares | $166.0M | 1.4M |
| Lam Research Corp | LRCX | Shares | $161.4M | 755K |
| Roblox Corp | RBLX | Shares | $154.2M | 2.7M |
| Liberty Media Corp Del | FWONK | Shares | $132.6M | 1.6M |
| Kaspi Kz Jsc | KSPI | Shares | $117.5M | 1.6M |
| Transdigm Group Inc | TDG | Shares | $109.3M | 94K |
| Waste Connections Inc | WCN | Shares | $103.1M | 635K |
| Amphenol Corp | APH | Shares | $101.8M | 806K |
| Ferrari N V | Shares | $97.4M | 288K | |
| Ultragenyx Pharmaceutical In | RARE | Shares | $67.3M | 3.2M |
| Boston Scientific Corp | BSX | Shares | $46.2M | 736K |
| Full Truck Alliance Co Ltd | YMM | Shares | $41.3M | 5.0M |
| Grab Holdings Limited | Shares | $33.4M | 9.1M | |
| Eli Lilly & Co | LLY | Shares | $30.2M | 33K |
| Linde Plc | Shares | $27.1M | 55K | |
| Palo Alto Networks Inc | PANW | Shares | $25.8M | 161K |
| Hdfc Bank Ltd | HDB | Shares | $22.6M | 908K |
| Klaviyo Inc | KVYO | Shares | $11.6M | 595K |
| Stevanato Group S P A | Shares | $6.8M | 497K | |
| Figma Inc | FIG | Shares | $4.0M | 188K |
| Palantir Technologies Inc | PLTR | Shares | $3.4M | 23K |
| Servicenow Inc | NOW | Shares | $3.3M | 32K |
| Gitlab Inc | GTLB | Shares | $2.8M | 127K |
| Alibaba Group Hldg Ltd | BABA | Shares | $978K | 8K |
| Atlassian Corporation | TEAM | Shares | $975K | 14K |
| Apple Inc | AAPL | Shares | $817K | 3K |
| Snowflake Inc | SNOW | Shares | $630K | 4K |
| Arista Networks Inc | ANET | Shares | $331K | 3K |
| Robinhood Mkts Inc | HOOD | Shares | $260K | 4K |
| Aerovironment Inc | AVAV | Shares | $246K | 1K |
| Lumentum Hldgs Inc | LITE | Shares | $219K | 312 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.