Institutions / Sands Capital Management, LLC
Sands Capital Management, LLC
CIK 1020066 · Institution · as of Mar 31, 2026
Portfolio value
$25.49B
Positions
67
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$25.49B-22.5%Positions
67+1.5%Top holdings
Mar 31, 2026View all 67 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $3.15B | 12.4% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $1.98B | 7.8% |
| Alphabet Inc. | $1.47B | 5.8% |
| Amazon.com Inc | $1.40B | 5.5% |
| Shopify Inc | $1.06B | 4.2% |
| Netflix Inc | $905.22M | 3.6% |
| Spotify Technology S a | $870.04M | 3.4% |
| Asml Hldg NV | $845.11M | 3.3% |
| Visa Inc | $837.34M | 3.3% |
| MercadoLibre, Inc. | $822.07M | 3.2% |
| Cloudflare, Inc. | $755.57M | 3.0% |
| Meta Platforms Inc | $731.82M | 2.9% |
| Intercontinental Exchange, Inc. | $689.56M | 2.7% |
| Carvana Co. | $665.62M | 2.6% |
| Axon Enterprise Inc | $664.43M | 2.6% |
| Intuitive Surgical Inc | $609.09M | 2.4% |
| DoorDash, Inc. | $594.15M | 2.3% |
| Microsoft Corp | $566.41M | 2.2% |
| Samsara Inc. | $496.19M | 1.9% |
| Nu Hldgs Ltd | $493.50M | 1.9% |
| Broadcom Inc. | $434.19M | 1.7% |
| Sea Ltd | $391.57M | 1.5% |
| AppLovin Corp | $386.68M | 1.5% |
| Quanta Services Inc | $343.88M | 1.3% |
| Block, Inc. | $331.64M | 1.3% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | ServiceNow Inc Common stock | $-398.48M | -3.8M -99.18% | 31,521 0.01% of portfolio | high |
| Q1 2026 as of | Trim | Microsoft Corp Common stock | $-348.20M | -941K -38.07% | 1,530,124 2.22% of portfolio | high |
| Q1 2026 as of | Trim | NVIDIA Corp Common stock | $-341.45M | -2.0M -9.77% | 18,085,742 12.38% of portfolio | high |
| Q1 2026 as of | Trim | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $-325.61M | -963K -14.11% | 5,862,685 7.77% of portfolio | high |
| Q1 2026 as of | Exit | iRhythm Holdings, Inc. Common stock | $-301.59M | -1.7M -100.00% | 0 | high |
| Q1 2026 as of | New | Bloom Energy Corp Common stock | $241.04M | +1.8M | 1,779,038 0.95% of portfolio | high |
| Q1 2026 as of | Trim | Broadcom Inc. Common stock | $-220.27M | -712K -33.66% | 1,402,835 1.70% of portfolio | high |
| Q1 2026 as of | New | Seagate Technology Holdings PLC Common stock | $208.37M | +532K | 531,892 0.82% of portfolio | high |
| Q1 2026 as of | Trim | AppLovin Corp Common stock | $-195.73M | -492K -33.61% | 971,561 1.52% of portfolio | high |
| Q1 2026 as of | Trim | Intercontinental Exchange, Inc. Common stock | $-175.93M | -1.1M -20.33% | 4,384,298 2.71% of portfolio | high |