Institutions / Sands Capital Management, LLC / Activity
Activity — Sands Capital Management, LLC
9 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | L8681T102 Common stock | $157.29M | +324K +22.07% | 1,794,226 3.41% of portfolio | high |
| Q1 2026 as of | Add | Carpenter Technology Corp Common stock | $79.46M | +202K +32.43% | 823,277 1.27% of portfolio | high |
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $53.33M | +185K +3.75% | 5,124,494 5.78% of portfolio | high |
| Q1 2026 as of | Add | Quanta Services Inc Common stock | $27.15M | +49K +8.57% | 626,348 1.35% of portfolio | medium |
| Q1 2026 as of | Add | McKesson Corp Common stock | $23.38M | +27K +15.50% | 201,283 0.68% of portfolio | medium |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $13.87M | +24K +1.93% | 1,279,121 2.87% of portfolio | medium |
| Q1 2026 as of | Add | Palantir Technologies Inc Common stock | $450.4K | +3K +15.52% | 22,919 0.01% of portfolio | low |
| Q1 2026 as of | Add | Stevanato Group S.p.A. Common stock | $59.2K | +4K +0.87% | 497,310 0.03% of portfolio | low |
| Q1 2026 as of | Add | BABA Alibaba Group Holding Ltd ADR | $35.4K | +282 +3.75% | 7,793 <0.01% of portfolio | low |