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 | New | Bloom Energy Corp Common stock | $241.04M | +1.8M | 1,779,038 0.95% 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 | New | Lam Research Corp Common stock | $161.36M | +755K | 755,222 0.63% of portfolio | high |
| Q1 2026 as of | New | ELI LILLY & Co Common stock | $30.25M | +33K | 32,887 0.12% of portfolio | medium |
| Q1 2026 as of | New | Apple Inc. Common stock | $817.0K | +3K | 3,219 <0.01% of portfolio | low |
| Q1 2026 as of | New | ANET Arista Networks, Inc. Common Stock | $331.3K | +3K | 2,698 <0.01% of portfolio | low |
| Q1 2026 as of | New | Robinhood Markets, Inc. Common stock | $259.6K | +4K | 3,746 <0.01% of portfolio | low |
| Q1 2026 as of | New | AeroVironment Inc Common stock | $245.7K | +1K | 1,342 <0.01% of portfolio | low |
| Q1 2026 as of | New | Lumentum Hldgs Inc Common stock | $219.3K | +312 | 312 <0.01% of portfolio | low |