Sands Capital Management, LLC
- SEC CIK
- 0001020066
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 71
- +4 vs. Q1 2026
- Portfolio value
- $26.9B
- +$1.44B (+5.7%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 14,059,454 | $2.81B | 10.4% | −4,026,288−22.3% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,925,440 | $1.87B | 7.0% | −1,937,245−33.0% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 4,893,397 | $1.75B | 6.5% | −231,097−4.5% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 4,861,223 | $1.16B | 4.3% | −1,857,832−27.7% | Reduced | History |
| ASMLASML Holding NV | ADR | 533,693 | $1.06B | 3.9% | −106,140−16.6% | Reduced | History |
| BEBloom Energy Corp | COM CL A | 2,926,558 | $885.9M | 3.3% | +1,147,520+64.5% | Added | History |
| AXONAxon Enterprise, Inc. | COM | 1,480,817 | $830.2M | 3.1% | −83,687−5.3% | Reduced | History |
| SHOPShopify Inc. | Stock | 7,242,079 | $826.9M | 3.1% | −1,693,587−19.0% | Reduced | History |
| VVisa Inc. | Stock | 2,377,099 | $815.6M | 3.0% | −393,332−14.2% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 1,761,206 | $808.6M | 3.0% | −33,020−1.8% | Reduced | History |
| NETCloudflare, Inc. | CL A COM | 3,239,504 | $794.6M | 3.0% | −422,245−11.5% | Reduced | History |
| STXSeagate Technology Holdings plc | ORD SHS | 720,741 | $695.5M | 2.6% | +188,849+35.5% | Added | History |
| MELIMercadolibre Inc | COM | 378,208 | $642.0M | 2.4% | −97,247−20.5% | Reduced | History |
| MUMicron Technology Inc | Stock | 526,810 | $608.1M | 2.3% | +526,810 | New | History |
| CVNACarvana Co. | CL A | 8,462,945 | $557.0M | 2.1% | −2,123,295−20.1% | ReducedConverted for a 5-for-1 split | History |
| METAMeta Platforms, Inc. | Stock | 969,879 | $546.3M | 2.0% | −309,242−24.2% | Reduced | History |
| PWRQuanta Services, Inc. | COM | 750,479 | $540.4M | 2.0% | +124,131+19.8% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 4,055,771 | $499.3M | 1.9% | −328,527−7.5% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,252,424 | $498.1M | 1.8% | −68,850−5.2% | Reduced | History |
| LRCXLam Research Corp | Stock | 1,133,965 | $491.4M | 1.8% | +378,743+50.1% | Added | History |
| MSFTMicrosoft Corp | Stock | 1,309,230 | $488.4M | 1.8% | −220,894−14.4% | Reduced | History |
| CRSCarpenter Technology Corp | COM | 786,150 | $484.9M | 1.8% | −37,127−4.5% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 2,325,795 | $429.2M | 1.6% | −1,631,265−41.2% | Reduced | History |
| APPAppLovin Corp | COM CL A | 831,697 | $428.5M | 1.6% | −139,864−14.4% | Reduced | History |
| XYZBlock, Inc. | CL A | 5,632,505 | $428.1M | 1.6% | +121,670+2.2% | Added | History |
| AVGOBroadcom Inc. | Stock | 1,126,912 | $425.7M | 1.6% | −275,923−19.7% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 672,555 | $390.7M | 1.5% | +672,555 | New | History |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 2,276,744 | $389.0M | 1.4% | +2,276,744 | New | History |
| NFLXNetflix Inc | Stock | 5,336,614 | $381.0M | 1.4% | −4,078,054−43.3% | Reduced | History |
| IOTSamsara Inc. | Stock | 11,348,732 | $368.0M | 1.4% | −4,309,012−27.5% | Reduced | History |
| SNDKSandisk Corp | COM | 153,093 | $348.1M | 1.3% | +153,093 | New | History |
| CSLCarlisle Companies Inc | COM | 799,872 | $290.2M | 1.1% | −119,742−13.0% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 2,998,337 | $287.3M | 1.1% | −1,730,213−36.6% | Reduced | History |
| ARGXArgenx SE | SPONSORED ADR | 298,599 | $277.0M | 1.0% | −41,686−12.3% | Reduced | History |
| ONONOn Holding AG | Stock | 7,485,043 | $265.1M | 1.0% | +1,159,496+18.3% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 999,799 | $260.3M | 1.0% | −406,567−28.9% | Reduced | History |
| SPHRSphere Entertainment Co. | CL A | 1,358,321 | $235.0M | 0.9% | +1,358,321 | New | History |
| ARMArm Holdings PLC | ADR | 642,829 | $227.9M | 0.8% | +642,829 | New | History |
| BLDRBuilders FirstSource, Inc. | Stock | 2,283,236 | $204.3M | 0.8% | −337,849−12.9% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 12,475,806 | $166.7M | 0.6% | −21,866,415−63.7% | Reduced | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 1,509,193 | $143.6M | 0.5% | −50,567−3.2% | Reduced | History |
| MCKMcKesson Corp | Stock | 183,535 | $138.7M | 0.5% | −17,748−8.8% | Reduced | History |
| APHAmphenol Corp | CL A | 763,951 | $134.7M | 0.5% | −41,651−5.2% | Reduced | History |
| KSPIJoint Stock Co Kaspi.kz | SPONSORED ADS | 1,531,017 | $132.6M | 0.5% | −55,317−3.5% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 7,559,132 | $131.3M | 0.5% | −1,613,055−17.6% | Reduced | History |
| TDGTransDigm Group INC | COM | 89,669 | $119.4M | 0.4% | −4,672−5.0% | Reduced | History |
| RAREUltragenyx Pharmaceutical Inc. | COM | 3,158,368 | $105.5M | 0.4% | −56,165−1.7% | Reduced | History |
| RACEFerrari N.V. | COM | 280,101 | $104.3M | 0.4% | −7,608−2.6% | Reduced | History |
| WCNWaste Connections, Inc. | COM | 609,721 | $101.6M | 0.4% | −25,182−4.0% | Reduced | History |
| WWDWoodward, Inc. | COM | 153,660 | $65.4M | 0.2% | +153,660 | New | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 16,385,578 | $61.8M | 0.2% | +7,263,146+79.6% | Added | History |
| LLYEli Lilly & Co | Stock | 45,332 | $54.4M | 0.2% | +12,445+37.8% | Added | History |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 4,294,886 | $34.9M | 0.1% | −675,893−13.6% | Reduced | History |
| LINLinde PLC | Stock | 54,778 | $28.4M | 0.1% | +185+0.3% | Added | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 865,858 | $22.4M | 0.1% | −41,794−4.6% | Reduced | History |
| AAPLApple Inc. | Stock | 45,598 | $13.2M | <0.1% | +42,379+1,316.5% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 31,312 | $10.7M | <0.1% | −129,766−80.6% | Reduced | History |
| STVNStevanato Group S.p.A. | ORD SHS | 524,481 | $9.48M | <0.1% | +27,171+5.5% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 10,020 | $7.65M | <0.1% | +10,020 | New | History |
| INTCIntel Corp | Stock | 39,132 | $5.46M | <0.1% | +39,132 | New | History |
| HOODRobinhood Markets, Inc. | Stock | 53,032 | $5.32M | <0.1% | +49,286+1,315.7% | Added | History |
| TTMITTM Technologies Inc | COM | 23,625 | $4.42M | <0.1% | +23,625 | New | History |
| GTLBGitlab Inc. | CLASS A COM | 127,475 | $3.89M | <0.1% | 00.0% | Unchanged | History |
| AVAVAeroVironment Inc | COM | 18,993 | $3.14M | <0.1% | +17,651+1,315.3% | Added | History |
| KVYOKlaviyo, Inc. | COM SER A | 198,806 | $3.00M | <0.1% | −396,354−66.6% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 22,200 | $2.76M | <0.1% | +22,200 | New | – |
| LITELumentum Holdings Inc. | COM | 2,961 | $2.54M | <0.1% | +2,649+849.0% | Added | History |
| CBRSCerebras Systems Inc. | COM CL A | 11,419 | $2.52M | <0.1% | +11,419 | New | History |
| PLTRPalantir Technologies Inc. | Stock | 17,944 | $2.09M | <0.1% | −4,975−21.7% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 6,950 | $667.1K | <0.1% | −843−10.8% | Reduced | History |
| TBBBBBB Foods Inc | CL A COM | 6,281 | $261.7K | <0.1% | +6,281 | New | History |
Sold out since Q1 2026 (9)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| FLUTFlutter Entertainment plc | SHS | 1,988,830 | $202.8M | 0.8% | History |
| TTEKTetra Tech Inc | COM | 6,658,823 | $200.6M | 0.8% | History |
| RBLXRoblox Corp | Stock | 2,726,701 | $154.2M | 0.6% | History |
| BSXBoston Scientific Corp | Stock | 736,109 | $46.2M | 0.2% | History |
| FIGFigma, Inc. | Stock | 187,577 | $3.97M | <0.1% | History |
| NOWServiceNow, Inc. | Stock | 31,521 | $3.30M | <0.1% | History |
| TEAMAtlassian Corp | CL A | 14,281 | $974.7K | <0.1% | History |
| SNOWSnowflake Inc. | Stock | 4,178 | $630.1K | <0.1% | History |
| ANETArista Networks, Inc. | Stock | 2,698 | $331.3K | <0.1% | History |