Sands Capital Management, LLC
Sands Capital Management, LLC reported 71 holdings worth US$26.9B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Sands Capital Management, LLC reported 71 holdings worth US$26.9B as of Jun 30, 2026. Largest: Nvidia Corporation, Taiwan Semiconductor Manufacturing Co., Ltd. and Alphabet Inc (google) Class C. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 71
- Value as reported
- US$26.9B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 14.1M | US$2.81B | 10.4% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 3.93M | US$1.87B | 7.0% |
| Alphabet Inc (google) Class C | 4.89M | US$1.75B | 6.5% |
| Amazon.com, Inc. | 4.86M | US$1.16B | 4.3% |
| Asml Holding Nv | 534K | US$1.06B | 3.9% |
| Bloom Energy Corporation | 2.93M | US$886M | 3.3% |
| Axon Enterprise, Inc. | 1.48M | US$830M | 3.1% |
| Shopify Inc. | 7.24M | US$827M | 3.1% |
| Visa Inc. | 2.38M | US$816M | 3.0% |
| Cloudflare, Inc. | 3.24M | US$795M | 3.0% |
| Mercadolibre, Inc. | 378K | US$642M | 2.4% |
| Micron Technology, Inc. | 527K | US$608M | 2.3% |
| Carvana Co. | 8.46M | US$557M | 2.1% |
| Meta Platforms, Inc. | 970K | US$546M | 2.0% |
| Quanta Services, Inc. | 750K | US$540M | 2.0% |
| Intercontinental Exchange Inc. | 4.06M | US$499M | 1.9% |
| Intuitive Surgical, Inc. | 1.25M | US$498M | 1.8% |
| Lam Research Corporation | 1.13M | US$491M | 1.8% |
| Microsoft Corp. | 1.31M | US$488M | 1.8% |
| Carpenter Technology Corporation | 786K | US$485M | 1.8% |
| Doordash, Inc. | 2.33M | US$429M | 1.6% |
| Applovin Corporation | 832K | US$429M | 1.6% |
| Block, Inc. | 5.63M | US$428M | 1.6% |
| Broadcom Inc. | 1.13M | US$426M | 1.6% |
| Advanced Micro Devices Inc | 673K | US$391M | 1.5% |
| Space Exploration Technologies Corp | 2.28M | US$389M | 1.4% |
| Netflix, Inc. | 5.34M | US$381M | 1.4% |
| Samsara Inc. | 11.3M | US$368M | 1.4% |
| Sandisk Corporation | 153K | US$348M | 1.3% |
| Carlisle Companies Incorporated | 800K | US$290M | 1.1% |
| Argenx Se | 299K | US$277M | 1.0% |
| Datadog, Inc. | 1000K | US$260M | 0.97% |
| Sphere Entertainment Co. | 1.36M | US$235M | 0.87% |
| Builders Firstsource, Inc. | 2.28M | US$204M | 0.76% |
| Nu Holdings Ltd. | 12.5M | US$167M | 0.62% |
| Liberty Media Corporation - Series A Liberty Formula One | 1.51M | US$144M | 0.53% |
| Mckesson Corporation | 184K | US$139M | 0.51% |
| Amphenol Corporation | 764K | US$135M | 0.50% |
| Coupang, Inc. | 7.56M | US$131M | 0.49% |
| Transdigm Group Inc. | 89,669 | US$119M | 0.44% |
| Ultragenyx Pharmaceutical Inc. | 3.16M | US$105M | 0.39% |
| Waste Connections, Inc. | 610K | US$102M | 0.38% |
| Woodward, Inc. | 154K | US$65.4M | 0.24% |
| Grab Holdings Limited | 16.4M | US$61.8M | 0.23% |
| Eli Lilly And Company | 45,332 | US$54.4M | 0.20% |
| Hdfc Bank Limited | 866K | US$22.4M | 0.08% |
| Apple Inc | 45,598 | US$13.2M | 0.05% |
| Palo Alto Networks, Inc. | 31,312 | US$10.7M | 0.04% |
| Crowdstrike Holdings, Inc. | 10,020 | US$7.65M | 0.03% |
| Intel Corporation | 39,132 | US$5.46M | 0.02% |
| Robinhood Markets, Inc. | 53,032 | US$5.32M | 0.02% |
| Ttm Technologies, Inc. | 23,625 | US$4.42M | 0.02% |
| Gitlab Inc. | 127K | US$3.89M | 0.01% |
| Aerovironment, Inc. | 18,993 | US$3.14M | 0.01% |
| Klaviyo, Inc. Series A | 199K | US$3M | 0.01% |
| Lumentum Holdings Inc. | 2,961 | US$2.54M | <0.01% |
| Cerebras Systems Inc. | 11,419 | US$2.52M | <0.01% |
| Palantir Technologies Inc. | 17,944 | US$2.09M | <0.01% |
| Bbb Foods Inc. | 6,281 | US$262K | <0.01% |
| Figma Inc | 0 | US$0 | 0.00% |
| Roblox Corporation | 0 | US$0 | 0.00% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |
| Snowflake Inc. | 0 | US$0 | 0.00% |
| Tetra Tech, Inc. | 0 | US$0 | 0.00% |
| Arista Networks, Inc. | 0 | US$0 | 0.00% |
| Atlassian Corporation | 0 | US$0 | 0.00% |
| Boston Scientific Corporation | 0 | US$0 | 0.00% |
Source
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