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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Sands Capital – Sands Capital Management

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
71
Portfolio value:
$26,928,188,000
Filed:
Aug 13, 2026
Style:
Concentrated Large-Cap Growth
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 13, 2613 new13 added32 reduced9 exited
≡BE – BLOOM ENERGY CORPAdd 64.50%1,147,5202.34
≡MU – MICRON TECHNOLOGY INCBuy526,8102.26
≡NFLX – NETFLIX INC.Reduce 43.32%−4,078,054−2.14
≡NVDA – NVIDIA CORPORATIONReduce 22.26%−4,026,288−1.93
≡STX – SEAGATE TECHNOLOGY HLDNGS PLAdd 35.51%188,8491.77
≡AMD – ADVANCED MICRO DEVICES INCBuy672,5551.45
≡SPCX – SPACE EXPLORATION TECHN CORPBuy2,276,7441.44
≡NU – NU HLDGS LTDReduce 63.67%−21,866,415−1.32
≡SNDK – SANDISK CORPBuy153,0931.29
≡LRCX – LAM RESEARCH CORPAdd 50.15%378,7431.19
≡AMZN – AMAZON COM INCReduce 27.65%−1,857,832−1.19
≡SHOP – SHOPIFY INCReduce 18.95%−1,693,587−1.09
≡SPHR – SPHERE ENTERTAINMENT COBuy1,358,3210.87
≡ICE – INTERCONTINENTAL EXCHANGE INReduce 7.49%−328,527−0.85
≡ARM – ARM HOLDINGS PLCBuy642,8290.85
≡META – META PLATFORMS INCReduce 24.18%−309,242−0.84
≡MELI – MERCADOLIBRE INCReduce 20.45%−97,247−0.84
≡TSM – TAIWAN SEMICONDUCTOR MANUFACReduce 33.04%−1,937,245−0.81
≡FLUT – FLUTTER ENTMT PLCSell−1,988,830−0.80
≡TTEK – TETRA TECH INC NEWSell−6,658,823−0.79
≡DASH – DOORDASH INCReduce 41.22%−1,631,265−0.74
≡PWR – QUANTA SVCS INCAdd 19.82%124,1310.66
≡ASML – ASML HLDG NVReduce 16.59%−106,1400.63
≡RBLX – ROBLOX CORPSell−2,726,701−0.61
≡IOT – SAMSARA INCReduce 27.52%−4,309,012−0.58
≡CVNA – CARVANA COAdd 299.71%6,345,697−0.54
≡ISRG – INTUITIVE SURGICAL INCReduce 5.21%−68,850−0.54
≡AXON – AXON ENTERPRISE INCReduce 5.35%−83,6870.48
≡SE – SEA LTDReduce 36.59%−1,730,213−0.47
≡MSFT – MICROSOFT CORPReduce 14.44%−220,894−0.41
≡DDOG – DATADOG INCReduce 28.91%−406,5670.32
≡V – VISA INCReduce 14.20%−393,332−0.26
≡WWD – WOODWARD INCBuy153,6600.24
≡CPNG – COUPANG INCReduce 17.59%−1,613,055−0.19
≡BSX – BOSTON SCIENTIFIC CORPSell−736,109−0.18
≡MCK – MCKESSON CORPReduce 8.82%−17,748−0.17
≡ONON – ON HLDG AGAdd 18.33%1,159,4960.14
≡CSL – CARLISLE COS INCReduce 13.02%−119,742−0.13
≡AVGO – BROADCOM INCReduce 19.67%−275,923−0.12
≡APH – AMPHENOL CORPReduce 5.17%−41,6510.10
≡GRAB – GRAB HOLDINGS LIMITEDAdd 79.62%7,263,1460.10
≡BLDR – BUILDERS FIRSTSOURCE INCReduce 12.89%−337,849−0.09
≡LLY – ELI LILLY & COAdd 37.84%12,4450.08
≡APP – APPLOVIN CORPReduce 14.40%−139,8640.07
≡PANW – PALO ALTO NETWORKS INCReduce 80.56%−129,766−0.06
≡ARGX – ARGENX SEReduce 12.25%−41,6860.05
≡AAPL – APPLE INCAdd 1316.53%42,3790.05
≡KVYO – KLAVIYO INCReduce 66.60%−396,354−0.03
≡YMM – FULL TRUCK ALLIANCE CO LTDReduce 13.60%−675,893−0.03
≡CRWD – CROWDSTRIKE HLDGS INCBuy10,0200.03
≡INTC – INTEL CORPBuy39,1320.02
≡HOOD – ROBINHOOD MKTS INCAdd 1315.70%49,2860.02
≡TTMI – TTM TECHNOLOGIES INCBuy23,6250.02
≡FIG – FIGMA INCSell−187,577−0.02
≡NET – CLOUDFLARE INCReduce 11.53%−422,245−0.01
≡NOW – SERVICENOW INCSell−31,521−0.01
≡AVAV – AEROVIRONMENT INCAdd 1315.28%17,6510.01
≡IWF – ISHARES TRBuy22,2000.01
≡CBRS – CEREBRAS SYSTEMS INCBuy11,4190.01
≡LITE – LUMENTUM HLDGS INCAdd 849.04%2,6490.01
≡STVN – STEVANATO GROUP S P AAdd 5.46%27,1710.01
≡PLTR – PALANTIR TECHNOLOGIES INCReduce 21.71%−4,975−0.01
≡TEAM – ATLASSIAN CORPORATIONSell−14,281−0.00
≡SNOW – SNOWFLAKE INCSell−4,178−0.00
≡BABA – ALIBABA GROUP HLDG LTDReduce 10.82%−843−0.00
≡ANET – ARISTA NETWORKS INCSell−2,698−0.00
≡TBBB – BBB FOODS INCBuy6,2810.00
Q1 2026filed May 8, 269 new5 added36 reduced8 exited
≡NOW – SERVICENOW INCReduce 99.18%−3,811,393−1.78
≡APP – APPLOVIN CORPReduce 33.61%−491,790−1.48
≡TSM – TAIWAN SEMICONDUCTOR MANUFACReduce 14.11%−963,4901.46
≡MSFT – MICROSOFT CORPReduce 38.07%−940,645
Q4 2025filed Feb 13, 266 new18 added28 reduced4 exited
≡SHOP – SHOPIFY INCAdd 37.03%2,568,7651.81
≡CVNA – CARVANA COAdd 44.40%751,0191.38
≡NOW – SERVICENOW INCAdd 208.35%2,596,637−1.37
≡XYZ – BLOCK INCReduce 48.89%−5,673,174
Q3 2025filed Nov 13, 254 new24 added14 reduced6 exited
≡GOOGL – ALPHABET INCAdd 54.61%1,685,2181.64
≡DXCM – DEXCOM INCReduce 50.40%−5,013,755−1.58
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 8.18%699,6111.57
≡APP – APPLOVIN CORPAdd 24.42%199,613
Q2 2025filed Aug 13, 253 new17 added19 reduced12 exited
≡NVDA – NVIDIA CORPORATIONAdd 8.19%1,631,0252.43
≡SHOP – SHOPIFY INCReduce 38.31%−4,653,206−1.46
≡AMZN – AMAZON COM INCReduce 16.81%−1,864,520−1.37
≡TEAM – ATLASSIAN CORPORATIONReduce 33.94%−1,329,865
Q1 2025filed May 14, 259 new11 added36 reduced5 exited
≡ASML – ASML HOLDING N VReduce 68.79%−1,228,348−2.41
≡ENTG – ENTEGRIS INCReduce 99.85%−7,202,901−2.11
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 82.40%3,626,3961.96
≡AAPL – APPLE INCReduce 86.90%−2,359,405
−1.41
≡NVDA – NVIDIA CORPORATIONReduce 9.77%−1,957,8291.00
≡BE – BLOOM ENERGY CORPBuy1,779,0380.95
≡IRTC – IRHYTHM TECHNOLOGIES INCSell−1,699,645−0.92
≡STX – SEAGATE TECHNOLOGY HLDNGS PLBuy531,8920.82
≡SPOT – SPOTIFY TECHNOLOGY S AAdd 22.07%324,3780.82
≡DASH – DOORDASH INCReduce 12.00%−539,547−0.77
≡NFLX – NETFLIX INC.Reduce 6.07%−608,4200.69
≡CRS – CARPENTER TECHNOLOGY CORPAdd 32.43%201,5930.68
≡LRCX – LAM RESEARCH CORPBuy755,2220.63
≡PWR – QUANTA SVCS INCAdd 8.57%49,4520.61
≡SE – SEA LTDReduce 14.04%−772,463−0.60
≡HDB – HDFC BANK LTDReduce 85.16%−5,209,710−0.59
≡CVNA – CARVANA COReduce 13.32%−325,286−0.52
≡AVGO – BROADCOM INCReduce 33.66%−711,686−0.52
≡SHOP – SHOPIFY INCReduce 6.00%−570,370−0.50
≡ROP – ROPER TECHNOLOGIES INCSell−287,318−0.39
≡NU – NU HLDGS LTDReduce 22.69%−10,081,674−0.33
≡SAP – SAP SESell−394,117−0.29
≡AMZN – AMAZON COM INCReduce 9.69%−720,9570.27
≡MCK – MCKESSON CORPAdd 15.50%27,0150.25
≡CDNS – CADENCE DESIGN SYSTEM INCSell−252,008−0.24
≡AJG – GALLAGHER ARTHUR J & COSell−244,255−0.19
≡RBLX – ROBLOX CORPReduce 14.35%−456,698−0.18
≡GLOB – GLOBANT S ASell−770,560−0.15
≡XYZ – BLOCK INCReduce 7.07%−419,0480.13
≡LLY – ELI LILLY & COBuy32,8870.12
≡IOT – SAMSARA INCReduce 18.12%−3,465,574−0.12
≡WCN – WASTE CONNECTIONS INCReduce 34.27%−330,977−0.11
≡FWONK – LIBERTY MEDIA CORP DELReduce 25.10%−522,753−0.10
≡MELI – MERCADOLIBRE INCReduce 6.71%−34,1900.10
≡TEAM – ATLASSIAN CORPORATIONReduce 89.54%−122,253−0.06
≡CPNG – COUPANG INCReduce 11.12%−1,147,478−0.06
≡BSX – BOSTON SCIENTIFIC CORPReduce 8.58%−69,055−0.05
≡KVYO – KLAVIYO INCReduce 35.92%−333,595−0.05
≡GRAB – GRAB HOLDINGS LIMITEDReduce 18.87%−2,121,623−0.04
≡APH – AMPHENOL CORPReduce 8.35%−73,4020.04
≡YMM – FULL TRUCK ALLIANCE CO LTDReduce 18.83%−1,152,989−0.04
≡RACE – FERRARI N VReduce 7.19%−22,2740.03
≡LIN – LINDE PLCReduce 7.80%−4,6210.03
≡DDOG – DATADOG INCReduce 7.10%−107,4340.03
≡DUOL – DUOLINGO INCSell−39,975−0.02
≡RARE – ULTRAGENYX PHARMACEUTICAL INReduce 7.78%−271,1910.02
≡IWF – ISHARES TRSell−8,215−0.01
≡TDG – TRANSDIGM GROUP INCReduce 8.57%−8,8380.01
≡V – VISA INCReduce 10.35%−319,698−0.01
≡SNOW – SNOWFLAKE INCReduce 65.07%−7,782−0.01
≡ICE – INTERCONTINENTAL EXCHANGE INReduce 20.33%−1,118,598−0.01
≡AAPL – APPLE INCBuy3,2190.00
≡PLTR – PALANTIR TECHNOLOGIES INCAdd 15.52%3,0790.00
≡KSPI – KASPI KZ JSCReduce 18.60%−362,427−0.00
≡ANET – ARISTA NETWORKS INCBuy2,6980.00
≡HOOD – ROBINHOOD MKTS INCBuy3,7460.00
≡AVAV – AEROVIRONMENT INCBuy1,3420.00
≡LITE – LUMENTUM HLDGS INCBuy3120.00
−1.14
≡TEAM – ATLASSIAN CORPORATIONReduce 94.83%−2,505,196−1.10
≡APP – APPLOVIN CORPAdd 43.89%446,3920.98
≡DXCM – DEXCOM INCSell−4,934,189−0.92
≡ARGX – ARGENX SEAdd 2046.59%340,2450.88
≡NFLX – NETFLIX INCAdd 794.39%8,902,430−0.85
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 26.22%−2,425,714−0.82
≡ASML – ASML HOLDING N VAdd 26.61%140,8210.77
≡AJG – GALLAGHER ARTHUR J & COReduce 77.67%−849,815−0.74
≡PWR – QUANTA SVCS INCBuy576,8960.74
≡ORCL – ORACLE CORPSell−936,043−0.73
≡CRS – CARPENTER TECHNOLOGY CORPBuy621,6840.60
≡RBLX – ROBLOX CORPReduce 8.43%−293,089−0.54
≡V – VISA INCReduce 23.27%−936,904−0.50
≡MSFT – MICROSOFT CORPReduce 13.78%−394,869−0.46
≡SPOT – SPOTIFY TECHNOLOGY S AReduce 5.03%−77,792−0.38
≡VG – VENTURE GLOBAL INCSell−7,484,070−0.29
≡META – META PLATFORMS INCReduce 9.60%−133,193−0.29
≡SE – SEA LTDAdd 12.65%617,846−0.27
≡CPNG – COUPANG INCReduce 6.39%−704,512−0.24
≡BSX – BOSTON SCIENTIFIC CORPBuy805,1640.23
≡CSL – CARLISLE COS INCAdd 13.91%118,1390.17
≡IRTC – IRHYTHM TECHNOLOGIES INCReduce 23.99%−536,465−0.14
≡AMZN – AMAZON COM INCReduce 11.58%−973,9870.13
≡DDOG – DATADOG INCReduce 20.10%−380,880−0.12
≡MCK – MCKESSON CORPAdd 10.90%17,1220.10
≡ROP – ROPER TECHNOLOGIES INCReduce 18.32%−64,457−0.09
≡KSPI – KASPI KZ JSCAdd 18.52%304,5210.09
≡APH – AMPHENOL CORP NEWAdd 10.53%83,7700.09
≡CDNS – CADENCE DESIGN SYSTEM INCReduce 24.07%−79,879−0.08
≡DASH – DOORDASH INCAdd 11.76%473,3160.08
≡TDG – TRANSDIGM GROUP INCAdd 10.59%9,8830.08
≡AXON – AXON ENTERPRISE INCAdd 11.58%167,095−0.08
≡RARE – ULTRAGENYX PHARMACEUTICAL INReduce 7.54%−284,129−0.07
≡MNDY – MONDAY COM LTDSell−116,213−0.06
≡WCN – WASTE CONNECTIONS INCReduce 18.37%−217,314−0.06
≡BLDR – BUILDERS FIRSTSOURCE INCAdd 13.45%327,0670.05
≡IOT – SAMSARA INCReduce 6.80%−1,395,014−0.05
≡YMM – FULL TRUCK ALLIANCE CO LTDReduce 9.50%−643,087−0.04
≡GRAB – GRAB HOLDINGS LIMITEDReduce 9.98%−1,246,930−0.04
≡LIN – LINDE PLCReduce 29.81%−25,153−0.03
≡SAP – SAP SEReduce 10.48%−46,153−0.03
≡NU – NU HLDGS LTDReduce 12.14%−6,138,2670.03
≡DUOL – DUOLINGO INCReduce 16.15%−7,697−0.02
≡GLOB – GLOBANT S AReduce 9.16%−77,7020.02
≡PANW – PALO ALTO NETWORKS INCReduce 16.27%−31,656−0.02
≡IWF – ISHARES TRBuy8,2150.01
≡RACE – FERRARI N VAdd 23.16%58,2850.01
≡FIG – FIGMA INCReduce 16.30%−36,970−0.01
≡PLTR – PALANTIR TECHNOLOGIES INCBuy19,8400.01
≡KVYO – KLAVIYO INCReduce 15.99%−176,8040.01
≡BABA – ALIBABA GROUP HLDG LTDBuy7,5110.00
≡STVN – STEVANATO GROUP S P AAdd 6.04%28,075−0.00
1.19
≡NOW – SERVICENOW INCReduce 11.51%−162,056−0.99
≡AXON – AXON ENTERPRISE INCReduce 10.49%−168,954−0.97
≡CVNA – CARVANA COAdd 87.69%790,2880.89
≡ORCL – ORACLE CORPBuy936,0430.73
≡AMZN – AMAZON COM INCReduce 8.84%−816,024−0.72
≡NET – CLOUDFLARE INCReduce 22.73%−1,120,555−0.52
≡ISRG – INTUITIVE SURGICAL INCAdd 77.03%583,5390.47
≡BLDR – BUILDERS FIRSTSOURCE INCAdd 139.08%1,414,1290.47
≡RGEN – REPLIGEN CORPSell−1,251,088−0.45
≡AVGO – BROADCOM INCAdd 11.79%217,2970.42
≡DASH – DOORDASH INCReduce 16.04%−768,890−0.37
≡SHOP – SHOPIFY INCReduce 7.41%−555,3440.36
≡DDOG – DATADOG INCReduce 31.65%−877,335−0.32
≡CSL – CARLISLE COS INCAdd 99.25%423,1410.31
≡GOOG – ALPHABET INCSell−603,385−0.31
≡XYZ – BLOCK INCAdd 12.21%1,262,3170.30
≡CHTR – CHARTER COMMUNICATIONS INC NSell−242,432−0.28
≡IRTC – IRHYTHM TECHNOLOGIES INCReduce 23.30%−679,417−0.23
≡SE – SEA LTDReduce 14.00%−794,838−0.20
≡ICE – INTERCONTINENTAL EXCHANGE INAdd 6.86%364,227−0.16
≡TTEK – TETRA TECH INC NEWAdd 38.05%1,978,6970.12
≡ONON – ON HLDG AGAdd 46.70%2,155,0830.10
≡IOT – SAMSARA INCAdd 6.44%1,242,122−0.09
≡NU – NU HLDGS LTDReduce 7.23%−3,942,2660.09
≡OKTA – OKTA INCSell−300,517−0.09
≡SAP – SAP SEAdd 52.14%150,8840.07
≡CRWD – CROWDSTRIKE HLDGS INCSell−45,021−0.07
≡GRAB – GRAB HOLDINGS LIMITEDReduce 33.41%−6,266,839−0.06
≡CPNG – COUPANG INCReduce 8.13%−975,544−0.05
≡HDB – HDFC BANK LTDAdd 114.71%3,307,453−0.05
≡ROP – ROPER TECHNOLOGIES INCAdd 7.30%23,929−0.05
≡CDNS – CADENCE DESIGN SYSTEM INCAdd 7.69%23,6960.05
≡META – META PLATFORMS INCAdd 6.28%82,0230.04
≡DUOL – DUOLINGO INCBuy47,6720.04
≡TDG – TRANSDIGM GROUP INCAdd 7.36%6,396−0.04
≡ICLR – ICON PLCSell−91,550−0.04
≡ARGX – ARGENX SEBuy16,6250.03
≡FIG – FIGMA INCBuy226,7520.03
≡MCK – MCKESSON CORPAdd 7.73%11,2790.03
≡WCN – WASTE CONNECTIONS INCAdd 5.63%63,112−0.03
≡PANW – PALO ALTO NETWORKS INCAdd 25.67%39,7560.02
≡FWONK – LIBERTY MEDIA CORP DELAdd 5.42%103,5940.01
≡APH – AMPHENOL CORP NEWReduce 15.41%−144,8870.00
≡SPOT – SPOTIFY TECHNOLOGY S AAdd 14.23%192,837−0.00
−1.32
≡ICE – INTERCONTINENTAL EXCHANGE INAdd 97.31%2,620,3101.22
≡APP – APPLOVIN CORPReduce 60.29%−1,240,847−1.03
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 6.54%524,9601.03
≡UBER – UBER TECHNOLOGIES INCSell−3,913,222−0.97
≡MSFT – MICROSOFT CORPAdd 11.57%306,4970.84
≡CVNA – CARVANA COAdd 1374.26%840,0960.83
≡NKE – NIKE INCSell−3,754,580−0.81
≡AJG – GALLAGHER ARTHUR J & COAdd 453.35%918,6180.79
≡ONON – ON HLDG AGBuy4,614,3470.69
≡AVGO – BROADCOM INCAdd 29.73%422,4570.65
≡CSL – CARLISLE COS INCBuy426,3600.46
≡HTHT – H WORLD GROUP LTDSell−3,587,089−0.45
≡XYZ – BLOCK INCAdd 21.20%1,808,9090.44
≡V – VISA INCAdd 5.69%217,062−0.44
≡AXON – AXON ENTERPRISE INCReduce 15.19%−288,5270.43
≡SE – SEA LTDReduce 16.72%−1,139,989−0.42
≡ABNB – AIRBNB INCSell−950,809−0.39
≡SPOT – SPOTIFY TECHNOLOGY S AReduce 24.25%−433,747−0.36
≡NU – NU HLDGS LTDAdd 5.95%3,060,4630.35
≡UNH – UNITEDHEALTH GROUP INCSell−174,787−0.31
≡NET – CLOUDFLARE INCReduce 23.32%−1,498,5720.31
≡NFLX – NETFLIX INCReduce 22.88%−335,795−0.30
≡SNOW – SNOWFLAKE INCReduce 97.99%−584,483−0.29
≡RBLX – ROBLOX CORPReduce 10.48%−419,7870.29
≡AAPL – APPLE INCSell−355,649−0.27
≡ISRG – INTUITIVE SURGICAL INCAdd 39.24%213,4940.27
≡BZ – KANZHUN LIMITEDSell−3,934,331−0.26
≡YMM – FULL TRUCK ALLIANCE CO LTDReduce 32.43%−3,323,696−0.21
≡MELI – MERCADOLIBRE INCReduce 16.09%−98,467−0.21
≡GOOGL – ALPHABET INCReduce 7.88%−263,848−0.20
≡META – META PLATFORMS INCReduce 13.38%−201,721−0.19
≡TTEK – TETRA TECH INC NEWAdd 26.51%1,089,5990.13
≡RARE – ULTRAGENYX PHARMACEUTICAL INReduce 5.29%−220,076−0.10
≡MCK – MCKESSON CORPAdd 58.98%54,1170.10
≡PANW – PALO ALTO NETWORKS INCBuy154,8630.09
≡GLBE – GLOBAL E ONLINE LTDSell−522,035−0.06
≡IOT – SAMSARA INCAdd 17.23%2,833,0490.06
≡VG – VENTURE GLOBAL INCReduce 7.95%−678,3690.05
≡SAP – SAP SEAdd 29.75%66,3540.05
≡OKTA – OKTA INCReduce 16.23%−58,204−0.04
≡DASH – DOORDASH INCReduce 12.98%−714,840−0.03
≡IWF – ISHARES TRSell−26,465−0.03
≡KVYO – KLAVIYO INCAdd 14.01%136,3200.01
≡EW – EDWARDS LIFESCIENCES CORPSell−19,244−0.00
≡KSPI – KASPI KZ JSCAdd 28.26%370,556−0.00
≡ENTG – ENTEGRIS INCSell−11,172−0.00
≡PATH – UIPATH INCSell−44,642−0.00
−1.74
≡NVDA – NVIDIA CORPORATIONReduce 9.59%−2,113,230−1.41
≡APP – APPLOVIN CORPAdd 149.06%1,231,7991.06
≡SNOW – SNOWFLAKE INCReduce 79.56%−2,321,198−1.04
≡XYZ – BLOCK INCReduce 17.49%−1,808,003−1.02
≡ISRG – INTUITIVE SURGICAL INCBuy544,0760.92
≡AVGO – BROADCOM INCBuy1,420,8700.81
≡IOT – SAMSARA INCAdd 58.57%6,073,3970.80
≡SE – SEA LTDReduce 7.76%−573,6380.71
≡MELI – MERCADOLIBRE INCReduce 8.45%−56,5070.70
≡META – META PLATFORMS INCAdd 13.20%175,8660.65
≡DDOG – DATADOG INCReduce 17.32%−610,948−0.51
≡DASH – DOORDASH INCReduce 6.53%−384,9490.50
≡AMZN – AMAZON COM INCReduce 6.04%−713,177−0.48
≡BLDR – BUILDERS FIRSTSOURCE INCBuy1,051,5440.45
≡WCN – WASTE CONNECTIONS INCAdd 85.70%511,5190.43
≡TEAM – ATLASSIAN CORPORATIONReduce 13.31%−601,587−0.43
≡SHOP – SHOPIFY INCReduce 11.85%−1,633,118−0.39
≡VG – VENTURE GLOBAL INCBuy8,532,9080.30
≡V – VISA INCReduce 16.16%−735,2080.29
≡GLOB – GLOBANT S AReduce 8.96%−88,835−0.27
≡GOOGL – ALPHABET INCReduce 7.45%−269,688−0.27
≡YMM – FULL TRUCK ALLIANCE CO LTDAdd 66.45%4,092,2530.25
≡AJG – GALLAGHER ARTHUR J & COBuy202,6310.24
≡IRTC – IRHYTHM TECHNOLOGIES INCReduce 5.05%−160,4950.23
≡TXN – TEXAS INSTRS INCSell−391,807−0.22
≡MCK – MCKESSON CORPBuy91,7500.21
≡APH – AMPHENOL CORP NEWBuy929,1520.21
≡SAP – SAP SEBuy223,0320.20
≡XP – XP INCSell−4,864,145−0.17
≡SITE – SITEONE LANDSCAPE SUPPLY INCSell−414,943−0.16
≡DXCM – DEXCOM INCReduce 6.26%−695,345−0.14
≡HTHT – H WORLD GROUP LTDAdd 5.48%186,2560.12
≡MSFT – MICROSOFT CORPReduce 5.55%−155,660−0.12
≡TTEK – TETRA TECH INC NEWReduce 5.24%−227,467−0.10
≡FWONK – LIBERTY MEDIA CORP DELReduce 23.36%−584,835−0.10
≡CDNS – CADENCE DESIGN SYSTEM INCAdd 61.87%116,4750.10
≡CP – CANADIAN PACIFIC KANSAS CITYSell−411,228−0.09
≡BZ – KANZHUN LIMITEDReduce 8.90%−384,4390.08
≡NKE – NIKE INCReduce 5.12%−202,432−0.08
≡CPNG – COUPANG INCReduce 7.45%−972,0660.05
≡KVYO – KLAVIYO INCReduce 21.40%−264,791−0.05
≡GLBE – GLOBAL E ONLINE LTDReduce 22.24%−149,329−0.05
≡CVNA – CARVANA COBuy61,1310.04
≡GOOG – ALPHABET INCReduce 5.06%−33,259−0.04
≡MNDY – MONDAY COM LTDAdd 31.54%27,5830.03
≡CRWD – CROWDSTRIKE HLDGS INCReduce 43.75%−34,541−0.03
≡OKTA – OKTA INCReduce 21.62%−98,9270.02
≡RGEN – REPLIGEN CORPReduce 5.14%−70,062−0.02
≡NU – NU HLDGS LTDReduce 11.29%−6,545,3200.01
≡IWF – ISHARES TRAdd 63.08%10,2370.01
≡NET – CLOUDFLARE INCReduce 17.24%−1,338,608−0.01
≡KSPI – KASPI KX JSCReduce 9.02%−130,0290.01
≡ABNB – AIRBNB INCReduce 5.14%−51,513−0.00
≡GRAB – GRAB HOLDINGS LIMITEDReduce 8.89%−1,900,6340.00
≡PATH – UIPATH INCReduce 39.38%−28,999−0.00
≡EW – EDWARDS LIFESCIENCES CORPAdd 6.49%1,1730.00
≡TXG – 10X GENOMICS INCSell−12,542−0.00