Sands Capital Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-06-30
Reported value
$26.93B
Q ending 2026-06-30
Prior quarter
$25.49B
Q ending 2026-03-31
Change
+5.7% QoQ · -22.7% YoY
Positions
71
reported holdings
Largest positions
All 71 reported positions, Q ending 2026-06-30. 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 | $2.81B | 14.1M |
| Taiwan Semiconductor Manufac | TSM | Shares | $1.87B | 3.9M |
| Alphabet Inc | GOOGL | Shares | $1.75B | 4.9M |
| Amazon Com Inc | AMZN | Shares | $1.16B | 4.9M |
| Asml Hldg Nv | Shares | $1.06B | 534K | |
| Bloom Energy Corp | BE | Shares | $885.9M | 2.9M |
| Axon Enterprise Inc | AXON | Shares | $830.2M | 1.5M |
| Shopify Inc | SHOP | Shares | $826.9M | 7.2M |
| Visa Inc | V | Shares | $815.6M | 2.4M |
| Spotify Technology S A | Shares | $808.6M | 1.8M | |
| Cloudflare Inc | NET | Shares | $794.6M | 3.2M |
| Seagate Technology Hldngs Pl | Shares | $695.5M | 721K | |
| Mercadolibre Inc | MELI | Shares | $642.0M | 378K |
| Micron Technology Inc | MU | Shares | $608.1M | 527K |
| Carvana Co | CVNA | Shares | $557.0M | 8.5M |
| Meta Platforms Inc | META | Shares | $546.3M | 970K |
| Quanta Svcs Inc | PWR | Shares | $540.4M | 750K |
| Intercontinental Exchange In | ICE | Shares | $499.3M | 4.1M |
| Intuitive Surgical Inc | ISRG | Shares | $498.1M | 1.3M |
| Lam Research Corp | LRCX | Shares | $491.4M | 1.1M |
| Microsoft Corp | MSFT | Shares | $488.4M | 1.3M |
| Carpenter Technology Corp | CRS | Shares | $484.9M | 786K |
| Doordash Inc | DASH | Shares | $429.2M | 2.3M |
| Applovin Corp | APP | Shares | $428.5M | 832K |
| Block Inc | XYZ | Shares | $428.1M | 5.6M |
| Broadcom Inc | AVGO | Shares | $425.7M | 1.1M |
| Advanced Micro Devices Inc | AMD | Shares | $390.7M | 673K |
| Space Exploration Techn Corp | SPCX | Shares | $389.0M | 2.3M |
| Netflix Inc. | NFLX | Shares | $381.0M | 5.3M |
| Samsara Inc | IOT | Shares | $368.0M | 11.3M |
| Sandisk Corp | SNDK | Shares | $348.1M | 153K |
| Carlisle Cos Inc | CSL | Shares | $290.2M | 800K |
| Sea Ltd | SE | Shares | $287.3M | 3.0M |
| Argenx Se | ARGX | Shares | $277.0M | 299K |
| On Hldg Ag | Shares | $265.1M | 7.5M | |
| Datadog Inc | DDOG | Shares | $260.3M | 1000K |
| Sphere Entertainment Co | SPHR | Shares | $235.0M | 1.4M |
| Arm Holdings Plc | ARM | Shares | $227.9M | 643K |
| Builders Firstsource Inc | BLDR | Shares | $204.3M | 2.3M |
| Nu Hldgs Ltd | Shares | $166.7M | 12.5M | |
| Liberty Media Corp Del | FWONK | Shares | $143.6M | 1.5M |
| Mckesson Corp | MCK | Shares | $138.7M | 184K |
| Amphenol Corp | APH | Shares | $134.7M | 764K |
| Kaspi Kz Jsc | KSPI | Shares | $132.6M | 1.5M |
| Coupang Inc | CPNG | Shares | $131.3M | 7.6M |
| Transdigm Group Inc | TDG | Shares | $119.4M | 90K |
| Ultragenyx Pharmaceutical In | RARE | Shares | $105.5M | 3.2M |
| Ferrari N V | Shares | $104.3M | 280K | |
| Waste Connections Inc | WCN | Shares | $101.6M | 610K |
| Woodward Inc | WWD | Shares | $65.4M | 154K |
| Grab Holdings Limited | Shares | $61.8M | 16.4M | |
| Eli Lilly & Co | LLY | Shares | $54.4M | 45K |
| Full Truck Alliance Co Ltd | YMM | Shares | $34.9M | 4.3M |
| Linde Plc | Shares | $28.4M | 55K | |
| Hdfc Bank Ltd | HDB | Shares | $22.4M | 866K |
| Apple Inc | AAPL | Shares | $13.2M | 46K |
| Palo Alto Networks Inc | PANW | Shares | $10.7M | 31K |
| Stevanato Group S P A | Shares | $9.5M | 524K | |
| Crowdstrike Hldgs Inc | CRWD | Shares | $7.6M | 10K |
| Intel Corp | INTC | Shares | $5.5M | 39K |
| Robinhood Mkts Inc | HOOD | Shares | $5.3M | 53K |
| Ttm Technologies Inc | TTMI | Shares | $4.4M | 24K |
| Gitlab Inc | GTLB | Shares | $3.9M | 127K |
| Aerovironment Inc | AVAV | Shares | $3.1M | 19K |
| Klaviyo Inc | KVYO | Shares | $3.0M | 199K |
| Ishares Tr | IWF | Shares | $2.8M | 22K |
| Lumentum Hldgs Inc | LITE | Shares | $2.5M | 3K |
| Cerebras Systems Inc | CBRS | Shares | $2.5M | 11K |
| Palantir Technologies Inc | PLTR | Shares | $2.1M | 18K |
| Alibaba Group Hldg Ltd | BABA | Shares | $667K | 7K |
| Bbb Foods Inc | Shares | $262K | 6K |
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.