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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
≡NFLX – NETFLIX INC.Reduce 43.32%−4,078,054−2.14
≡NVDA – NVIDIA CORPORATIONReduce 22.26%−4,026,288−1.93
≡NU – NU HLDGS LTDReduce 63.67%−21,866,415−1.32
≡AMZN – AMAZON COM INCReduce 27.65%−1,857,832−1.19
≡SHOP – SHOPIFY INCReduce 18.95%−1,693,587−1.09
≡ICE – INTERCONTINENTAL EXCHANGE INReduce 7.49%−328,527−0.85
≡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
≡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
≡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
≡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
≡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
≡BLDR – BUILDERS FIRSTSOURCE INCReduce 12.89%−337,849−0.09
≡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
≡KVYO – KLAVIYO INCReduce 66.60%−396,354−0.03
≡YMM – FULL TRUCK ALLIANCE CO LTDReduce 13.60%−675,893−0.03
≡FIG – FIGMA INCSell−187,577−0.02
≡NET – CLOUDFLARE INCReduce 11.53%−422,245−0.01
≡NOW – SERVICENOW INCSell−31,521−0.01
≡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
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
≡XYZ – BLOCK INCReduce 48.89%−5,673,174−1.14
≡TEAM – ATLASSIAN CORPORATIONReduce 94.83%−2,505,196−1.10
≡DXCM – DEXCOM INCSell−4,934,189−0.92
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 26.22%−2,425,714
Q3 2025filed Nov 13, 254 new24 added14 reduced6 exited
≡DXCM – DEXCOM INCReduce 50.40%−5,013,755−1.58
≡NOW – SERVICENOW INCReduce 11.51%−162,056−0.99
≡AXON – AXON ENTERPRISE INCReduce 10.49%−168,954−0.97
≡AMZN – AMAZON COM INCReduce 8.84%−816,024
Q2 2025filed Aug 13, 253 new17 added19 reduced12 exited
≡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%−1,329,865−1.32
≡APP – APPLOVIN CORPReduce 60.29%−1,240,847
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
≡AAPL – APPLE INCReduce 86.90%−2,359,405−1.74
≡NVDA – NVIDIA CORPORATIONReduce 9.59%−2,113,230
−1.41
≡NVDA – NVIDIA CORPORATIONReduce 9.77%−1,957,8291.00
≡IRTC – IRHYTHM TECHNOLOGIES INCSell−1,699,645−0.92
≡DASH – DOORDASH INCReduce 12.00%−539,547−0.77
≡NFLX – NETFLIX INC.Reduce 6.07%−608,4200.69
≡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
≡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
≡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
≡KSPI – KASPI KZ JSCReduce 18.60%−362,427−0.00
−0.82
≡AJG – GALLAGHER ARTHUR J & COReduce 77.67%−849,815−0.74
≡ORCL – ORACLE CORPSell−936,043−0.73
≡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
≡CPNG – COUPANG INCReduce 6.39%−704,512−0.24
≡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
≡ROP – ROPER TECHNOLOGIES INCReduce 18.32%−64,457−0.09
≡CDNS – CADENCE DESIGN SYSTEM INCReduce 24.07%−79,879−0.08
≡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
≡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
≡FIG – FIGMA INCReduce 16.30%−36,970−0.01
≡KVYO – KLAVIYO INCReduce 15.99%−176,8040.01
−0.72
≡NET – CLOUDFLARE INCReduce 22.73%−1,120,555−0.52
≡RGEN – REPLIGEN CORPSell−1,251,088−0.45
≡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
≡GOOG – ALPHABET INCSell−603,385−0.31
≡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
≡NU – NU HLDGS LTDReduce 7.23%−3,942,2660.09
≡OKTA – OKTA INCSell−300,517−0.09
≡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
≡ICLR – ICON PLCSell−91,550−0.04
≡APH – AMPHENOL CORP NEWReduce 15.41%−144,8870.00
−1.03
≡UBER – UBER TECHNOLOGIES INCSell−3,913,222−0.97
≡NKE – NIKE INCSell−3,754,580−0.81
≡HTHT – H WORLD GROUP LTDSell−3,587,089−0.45
≡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
≡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
≡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
≡RARE – ULTRAGENYX PHARMACEUTICAL INReduce 5.29%−220,076−0.10
≡GLBE – GLOBAL E ONLINE LTDSell−522,035−0.06
≡VG – VENTURE GLOBAL INCReduce 7.95%−678,3690.05
≡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
≡EW – EDWARDS LIFESCIENCES CORPSell−19,244−0.00
≡ENTG – ENTEGRIS INCSell−11,172−0.00
≡PATH – UIPATH INCSell−44,642−0.00
−1.41
≡SNOW – SNOWFLAKE INCReduce 79.56%−2,321,198−1.04
≡XYZ – BLOCK INCReduce 17.49%−1,808,003−1.02
≡SE – SEA LTDReduce 7.76%−573,6380.71
≡MELI – MERCADOLIBRE INCReduce 8.45%−56,5070.70
≡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
≡TEAM – ATLASSIAN CORPORATIONReduce 13.31%−601,587−0.43
≡SHOP – SHOPIFY INCReduce 11.85%−1,633,118−0.39
≡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
≡IRTC – IRHYTHM TECHNOLOGIES INCReduce 5.05%−160,4950.23
≡TXN – TEXAS INSTRS INCSell−391,807−0.22
≡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
≡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
≡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
≡GOOG – ALPHABET INCReduce 5.06%−33,259−0.04
≡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
≡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
≡TXG – 10X GENOMICS INCSell−12,542−0.00