Sands Capital Management LLC
- Period:
- Q1 2026
- Portfolio date:
- Mar 31, 2026
- No. of stocks:
- 67
- Portfolio value:
- $25,486,826,000
- Filed:
- May 8, 2026
- CIK:
- 1020066
| Stock | Issuer | % of Portfolio | Recent Activity | Shares | Price | Value ▼ |
|---|---|---|---|---|---|---|
| NVDAhist | NVIDIA CORPORATION | 12.38 | Reduce 10.00% | 18,085,742 | $174.40 | $3.15B |
| TSMhist | TAIWAN SEMICONDUCTOR MANUFAC | 7.77 | Reduce 14.00% | 5,862,685 | $337.95 | $1.98B |
| GOOGLhist | ALPHABET INC | 5.78 | Add 4.00% | 5,124,494 | $287.56 | $1.47B |
| AMZNhist | AMAZON COM INC | 5.49 | Reduce 10.00% | 6,719,055 | $208.27 | $1.40B |
| SHOPhist | SHOPIFY INC | 4.16 | Reduce 6.00% | 8,935,666 | $118.62 | $1.06B |
| NFLXhist | NETFLIX INC. | 3.55 | Reduce 6.00% | 9,414,668 | $96.15 | $905.22M |
| SPOThist | SPOTIFY TECHNOLOGY S A | 3.41 | Add 22.00% | 1,794,226 | $484.91 | $870.04M |
| ASMLhist | ASML HLDG NV | 3.32 | Reduce 5.00% | 639,833 | $1320.83 | $845.11M |
| Vhist | VISA INC | 3.29 | Reduce 10.00% | 2,770,431 | $302.24 | $837.34M |
| MELIhist | MERCADOLIBRE INC | 3.23 | Reduce 7.00% | 475,455 | $1729.02 | $822.07M |
| NEThist | CLOUDFLARE INC | 2.96 | Reduce 2.00% | 3,661,749 | $206.34 | $755.57M |
| METAhist | META PLATFORMS INC | 2.87 | Add 2.00% | 1,279,121 | $572.13 | $731.82M |
| ICEhist | INTERCONTINENTAL EXCHANGE IN | 2.71 | Reduce 20.00% | 4,384,298 | $157.28 | $689.56M |
| CVNAhist | CARVANA CO | 2.61 | Reduce 13.00% | 2,117,248 | $314.38 | $665.62M |
| AXONhist | AXON ENTERPRISE INC | 2.61 | Reduce 3.00% | 1,564,504 | $424.69 | $664.43M |
| ISRGhist | INTUITIVE SURGICAL INC | 2.39 | Reduce 4.00% | 1,321,274 | $460.99 | $609.09M |
| DASHhist | DOORDASH INC | 2.33 | Reduce 12.00% | 3,957,060 | $150.15 | $594.15M |
| MSFThist | MICROSOFT CORP | 2.22 | Reduce 38.00% | 1,530,124 | $370.17 | $566.41M |
| IOThist | SAMSARA INC | 1.95 | Reduce 18.00% | 15,657,744 | $31.69 | $496.19M |
| NUhist | NU HLDGS LTD | 1.94 | Reduce 23.00% | 34,342,221 | $14.37 | $493.50M |
| AVGOhist | BROADCOM INC | 1.70 | Reduce 34.00% | 1,402,835 | $309.51 | $434.19M |
| SEhist | SEA LTD | 1.54 | Reduce 14.00% | 4,728,550 | $82.81 | $391.57M |
| APPhist | APPLOVIN CORP | 1.52 | Reduce 34.00% | 971,561 | $398.00 | $386.68M |
| PWRhist | QUANTA SVCS INC | 1.35 | Add 9.00% | 626,348 | $549.02 | $343.88M |
| XYZhist | BLOCK INC | 1.30 | Reduce 7.00% | 5,510,835 | $60.18 | $331.64M |
| CRShist | CARPENTER TECHNOLOGY CORP | 1.27 | Add 32.00% | 823,277 | $394.15 | $324.50M |
| CSLhist | CARLISLE COS INC | 1.20 | Reduce 5.00% | 919,614 | $333.62 | $306.80M |
| ARGXhist | ARGENX SE | 0.97 | Reduce 5.00% | 340,285 | $730.25 | $248.49M |
| BEhist | BLOOM ENERGY CORP | 0.95 | Buy | 1,779,038 | $135.49 | $241.04M |
| BLDRhist | BUILDERS FIRSTSOURCE INC | 0.85 | Reduce 5.00% | 2,621,085 | $82.33 | $215.79M |
| ONONhist | ON HLDG AG | 0.84 | Reduce 5.00% | 6,325,547 | $34.02 | $215.19M |
| STXhist | SEAGATE TECHNOLOGY HLDNGS PL | 0.82 | Buy | 531,892 | $391.76 | $208.37M |
| FLUThist | FLUTTER ENTMT PLC | 0.80 | Reduce 5.00% | 1,988,830 | $101.95 | $202.76M |
| TTEKhist | TETRA TECH INC NEW | 0.79 | Reduce 5.00% | 6,658,823 | $30.12 | $200.56M |
| MCKhist | MCKESSON CORP | 0.68 | Add 16.00% | 201,283 | $865.36 | $174.18M |
| CPNGhist | COUPANG INC | 0.68 | Reduce 11.00% | 9,172,187 | $18.88 | $173.17M |
| DDOGhist | DATADOG INC | 0.65 | Reduce 7.00% | 1,406,366 | $118.05 | $166.02M |
| LRCXhist | LAM RESEARCH CORP | 0.63 | Buy | 755,222 | $213.66 | $161.36M |
| RBLXhist | ROBLOX CORP | 0.61 | Reduce 14.00% | 2,726,701 | $56.56 | $154.22M |
| FWONAhist | LIBERTY MEDIA CORP DEL | 0.52 | Reduce 25.00% | 1,559,760 | $85.02 | $132.61M |
| KSPIhist | KASPI KZ JSC | 0.46 | Reduce 19.00% | 1,586,334 | $74.07 | $117.50M |
| TDGhist | TRANSDIGM GROUP INC | 0.43 | Reduce 9.00% | 94,341 | $1158.96 | $109.34M |
| WCNhist | WASTE CONNECTIONS INC | 0.40 | Reduce 34.00% | 634,903 | $162.44 | $103.13M |
| APHhist | AMPHENOL CORP | 0.40 | Reduce 8.00% | 805,602 | $126.35 | $101.79M |
| RACEhist | FERRARI N V | 0.38 | Reduce 7.00% | 287,709 | $338.45 | $97.38M |
| RAREhist | ULTRAGENYX PHARMACEUTICAL IN | 0.26 | Reduce 8.00% | 3,214,533 | $20.95 | $67.34M |
| BSXhist | BOSTON SCIENTIFIC CORP | 0.18 | Reduce 9.00% | 736,109 | $62.75 | $46.19M |
| YMMhist | FULL TRUCK ALLIANCE CO LTD | 0.16 | Reduce 19.00% | 4,970,779 | $8.30 | $41.26M |
| GRABhist | GRAB HOLDINGS LIMITED | 0.13 | Reduce 19.00% | 9,122,432 | $3.66 | $33.39M |
| LLYhist | ELI LILLY & CO | 0.12 | Buy | 32,887 | $919.76 | $30.25M |
| LINhist | LINDE PLC | 0.11 | Reduce 8.00% | 54,593 | $495.76 | $27.07M |
| PANWhist | PALO ALTO NETWORKS INC | 0.10 | Reduce 1.00% | 161,078 | $160.32 | $25.82M |
| HDBhist | HDFC BANK LTD | 0.09 | Reduce 85.00% | 907,652 | $24.88 | $22.58M |
| KVYOhist | KLAVIYO INC | 0.05 | Reduce 36.00% | 595,160 | $19.46 | $11.58M |
| STVNhist | STEVANATO GROUP S P A | 0.03 | Add 1.00% | 497,310 | $13.75 | $6.84M |
| FIGhist | FIGMA INC | 0.02 | Reduce 1.00% | 187,577 | $21.14 | $3.96M |
| PLTRhist | PALANTIR TECHNOLOGIES INC | 0.01 | Add 16.00% | 22,919 | $146.30 | $3.35M |
| NOWhist | SERVICENOW INC | 0.01 | Reduce 99.00% | 31,521 | $104.57 | $3.30M |
| GTLBhist | GITLAB INC | 0.01 | — | 127,475 | $21.64 | $2.76M |
| BABAhist | ALIBABA GROUP HLDG LTD | 0.00 | Add 4.00% | 7,793 | $125.50 | $978K |
| TEAMhist | ATLASSIAN CORPORATION | 0.00 | Reduce 90.00% | 14,281 | $68.27 | $975K |
| AAPLhist | APPLE INC | 0.00 | Buy | 3,219 | $253.81 | $817K |
| SNOWhist | SNOWFLAKE INC | 0.00 | Reduce 65.00% | 4,178 | $150.79 | $630K |
| ANEThist | ARISTA NETWORKS INC | 0.00 | Buy | 2,698 | $122.68 | $331K |
| HOODhist | ROBINHOOD MKTS INC | 0.00 | Buy | 3,746 | $69.41 | $260K |
| AVAVhist | AEROVIRONMENT INC | 0.00 | Buy | 1,342 | $183.31 | $246K |
| LITEhist | LUMENTUM HLDGS INC | 0.00 | Buy | 312 | $701.92 | $219K |
| IRTChist | IRHYTHM TECHNOLOGIES INC | 0.00 | Sell | 0 | — | $0 |
| ROPhist | ROPER TECHNOLOGIES INC | 0.00 | Sell | 0 | — | $0 |
| SAPhist | SAP SE | 0.00 | Sell | 0 | — | $0 |
| CDNShist | CADENCE DESIGN SYSTEM INC | 0.00 | Sell | 0 | — | $0 |
| AJGhist | GALLAGHER ARTHUR J & CO | 0.00 | Sell | 0 | — | $0 |
| GLOBhist | GLOBANT S A | 0.00 | Sell | 0 | — | $0 |
| DUOLhist | DUOLINGO INC | 0.00 | Sell | 0 | — | $0 |
| ETHBhist | ISHARES TR | 0.00 | Sell | 0 | — | $0 |