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Data sourced from SEC EDGAR 13F filings

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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
≡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
≡SNDK – SANDISK CORPBuy153,0931.29
≡LRCX – LAM RESEARCH CORPAdd 50.15%378,7431.19
≡SPHR – SPHERE ENTERTAINMENT COBuy1,358,3210.87
≡ARM – ARM HOLDINGS PLCBuy642,8290.85
≡PWR – QUANTA SVCS INCAdd 19.82%124,1310.66
≡CVNA – CARVANA COAdd 299.71%6,345,697−0.54
≡WWD – WOODWARD INCBuy153,6600.24
≡ONON – ON HLDG AGAdd 18.33%1,159,4960.14
≡GRAB – GRAB HOLDINGS LIMITEDAdd 79.62%7,263,1460.10
≡LLY – ELI LILLY & COAdd 37.84%12,4450.08
≡AAPL – APPLE INCAdd 1316.53%42,3790.05
≡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
≡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
≡TBBB – BBB FOODS INCBuy6,2810.00
Q1 2026filed May 8, 269 new5 added36 reduced8 exited
≡BE – BLOOM ENERGY CORPBuy1,779,0380.95
≡STX – SEAGATE TECHNOLOGY HLDNGS PLBuy531,8920.82
≡SPOT – SPOTIFY TECHNOLOGY S AAdd 22.07%324,3780.82
≡CRS – CARPENTER TECHNOLOGY CORPAdd 32.43%
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
≡APP – APPLOVIN CORPAdd 43.89%446,392
Q3 2025filed Nov 13, 254 new24 added14 reduced6 exited
≡GOOGL – ALPHABET INCAdd 54.61%1,685,2181.64
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 8.18%699,6111.57
≡APP – APPLOVIN CORPAdd 24.42%199,6131.19
≡CVNA – CARVANA COAdd 87.69%790,288
Q2 2025filed Aug 13, 253 new17 added19 reduced12 exited
≡NVDA – NVIDIA CORPORATIONAdd 8.19%1,631,0252.43
≡ICE – INTERCONTINENTAL EXCHANGE INAdd 97.31%2,620,3101.22
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 6.54%524,9601.03
≡MSFT – MICROSOFT CORPAdd 11.57%
Q1 2025filed May 14, 259 new11 added36 reduced5 exited
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 82.40%3,626,3961.96
≡APP – APPLOVIN CORPAdd 149.06%1,231,7991.06
≡ISRG – INTUITIVE SURGICAL INCBuy544,0760.92
≡AVGO – BROADCOM INCBuy
201,593
0.68
≡LRCX – LAM RESEARCH CORPBuy755,2220.63
≡PWR – QUANTA SVCS INCAdd 8.57%49,4520.61
≡MCK – MCKESSON CORPAdd 15.50%27,0150.25
≡LLY – ELI LILLY & COBuy32,8870.12
≡AAPL – APPLE INCBuy3,2190.00
≡PLTR – PALANTIR TECHNOLOGIES INCAdd 15.52%3,0790.00
≡ANET – ARISTA NETWORKS INCBuy2,6980.00
≡HOOD – ROBINHOOD MKTS INCBuy3,7460.00
≡AVAV – AEROVIRONMENT INCBuy1,3420.00
≡LITE – LUMENTUM HLDGS INCBuy3120.00
0.98
≡ARGX – ARGENX SEAdd 2046.59%340,2450.88
≡NFLX – NETFLIX INCAdd 794.39%8,902,430−0.85
≡ASML – ASML HOLDING N VAdd 26.61%140,8210.77
≡PWR – QUANTA SVCS INCBuy576,8960.74
≡CRS – CARPENTER TECHNOLOGY CORPBuy621,6840.60
≡SE – SEA LTDAdd 12.65%617,846−0.27
≡BSX – BOSTON SCIENTIFIC CORPBuy805,1640.23
≡CSL – CARLISLE COS INCAdd 13.91%118,1390.17
≡MCK – MCKESSON CORPAdd 10.90%17,1220.10
≡KSPI – KASPI KZ JSCAdd 18.52%304,5210.09
≡APH – AMPHENOL CORP NEWAdd 10.53%83,7700.09
≡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
≡BLDR – BUILDERS FIRSTSOURCE INCAdd 13.45%327,0670.05
≡IWF – ISHARES TRBuy8,2150.01
≡RACE – FERRARI N VAdd 23.16%58,2850.01
≡PLTR – PALANTIR TECHNOLOGIES INCBuy19,8400.01
≡BABA – ALIBABA GROUP HLDG LTDBuy7,5110.00
≡STVN – STEVANATO GROUP S P AAdd 6.04%28,075−0.00
0.89
≡ORCL – ORACLE CORPBuy936,0430.73
≡ISRG – INTUITIVE SURGICAL INCAdd 77.03%583,5390.47
≡BLDR – BUILDERS FIRSTSOURCE INCAdd 139.08%1,414,1290.47
≡AVGO – BROADCOM INCAdd 11.79%217,2970.42
≡CSL – CARLISLE COS INCAdd 99.25%423,1410.31
≡XYZ – BLOCK INCAdd 12.21%1,262,3170.30
≡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
≡SAP – SAP SEAdd 52.14%150,8840.07
≡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
≡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
≡SPOT – SPOTIFY TECHNOLOGY S AAdd 14.23%192,837−0.00
306,497
0.84
≡CVNA – CARVANA COAdd 1374.26%840,0960.83
≡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
≡XYZ – BLOCK INCAdd 21.20%1,808,9090.44
≡V – VISA INCAdd 5.69%217,062−0.44
≡NU – NU HLDGS LTDAdd 5.95%3,060,4630.35
≡ISRG – INTUITIVE SURGICAL INCAdd 39.24%213,4940.27
≡TTEK – TETRA TECH INC NEWAdd 26.51%1,089,5990.13
≡MCK – MCKESSON CORPAdd 58.98%54,1170.10
≡PANW – PALO ALTO NETWORKS INCBuy154,8630.09
≡IOT – SAMSARA INCAdd 17.23%2,833,0490.06
≡SAP – SAP SEAdd 29.75%66,3540.05
≡KVYO – KLAVIYO INCAdd 14.01%136,3200.01
≡KSPI – KASPI KZ JSCAdd 28.26%370,556−0.00
1,420,870
0.81
≡IOT – SAMSARA INCAdd 58.57%6,073,3970.80
≡META – META PLATFORMS INCAdd 13.20%175,8660.65
≡BLDR – BUILDERS FIRSTSOURCE INCBuy1,051,5440.45
≡WCN – WASTE CONNECTIONS INCAdd 85.70%511,5190.43
≡VG – VENTURE GLOBAL INCBuy8,532,9080.30
≡YMM – FULL TRUCK ALLIANCE CO LTDAdd 66.45%4,092,2530.25
≡AJG – GALLAGHER ARTHUR J & COBuy202,6310.24
≡MCK – MCKESSON CORPBuy91,7500.21
≡APH – AMPHENOL CORP NEWBuy929,1520.21
≡SAP – SAP SEBuy223,0320.20
≡HTHT – H WORLD GROUP LTDAdd 5.48%186,2560.12
≡CDNS – CADENCE DESIGN SYSTEM INCAdd 61.87%116,4750.10
≡CVNA – CARVANA COBuy61,1310.04
≡MNDY – MONDAY COM LTDAdd 31.54%27,5830.03
≡IWF – ISHARES TRAdd 63.08%10,2370.01
≡EW – EDWARDS LIFESCIENCES CORPAdd 6.49%1,1730.00