Sands Capital Management

Sands Capital Management as of Dec. 31, 2025

Portfolio Holdings for Sands Capital Management

Sands Capital Management holds 66 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 11.4 $3.7B 20M 186.50
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 6.3 $2.1B 6.8M 303.89
Amazon (AMZN) 5.2 $1.7B 7.4M 230.82
Alphabet Cap Stk Cl A (GOOGL) 4.7 $1.5B 4.9M 313.00
Shopify Cl A Sub Vtg Shs (SHOP) 4.7 $1.5B 9.5M 160.97
Microsoft Corporation (MSFT) 3.6 $1.2B 2.5M 483.62
Visa Com Cl A (V) 3.3 $1.1B 3.1M 350.71
Carvana Cl A (CVNA) 3.1 $1.0B 2.4M 422.02
MercadoLibre (MELI) 3.1 $1.0B 510k 2014.26
Doordash Cl A (DASH) 3.1 $1.0B 4.5M 226.48
Applovin Corp Com Cl A (APP) 3.0 $986M 1.5M 673.82
Netflix (NFLX) 2.9 $940M 10M 93.76
Axon Enterprise (AXON) 2.8 $914M 1.6M 567.93
Intercontinental Exchange (ICE) 2.7 $891M 5.5M 161.96
Spotify Technology S A SHS (SPOT) 2.6 $854M 1.5M 580.71
Meta Platforms Cl A (META) 2.5 $828M 1.3M 660.09
Intuitive Surgical Com New (ISRG) 2.4 $780M 1.4M 566.36
Nu Hldgs Ord Shs Cl A (NU) 2.3 $744M 44M 16.74
Cloudflare Cl A Com (NET) 2.2 $736M 3.7M 197.15
Broadcom (AVGO) 2.2 $732M 2.1M 346.10
Asml Holding N V N Y Registry Shs (ASML) 2.2 $717M 670k 1069.86
Sea Sponsord Ads (SE) 2.1 $702M 5.5M 127.57
Samsara Com Cl A (IOT) 2.1 $678M 19M 35.45
Servicenow (NOW) 1.8 $589M 3.8M 153.19
Flutter Entmt SHS (FLUT) 1.4 $449M 2.1M 215.04
Block Cl A (XYZ) 1.2 $386M 5.9M 65.09
Carlisle Companies (CSL) 0.9 $310M 968k 319.86
On Hldg Namen Akt A (ONON) 0.9 $308M 6.6M 46.48
Irhythm Technologies (IRTC) 0.9 $302M 1.7M 177.44
Argenx Se Sponsored Adr (ARGX) 0.9 $300M 357k 840.95
Builders FirstSource (BLDR) 0.9 $284M 2.8M 102.89
Roblox Corp Cl A (RBLX) 0.8 $258M 3.2M 81.03
Quanta Services (PWR) 0.7 $244M 577k 422.06
Coupang Cl A (CPNG) 0.7 $243M 10M 23.59
Tetra Tech (TTEK) 0.7 $235M 7.0M 33.54
Hdfc Bank Sponsored Ads (HDB) 0.7 $224M 6.1M 36.54
Datadog Cl A Com (DDOG) 0.6 $206M 1.5M 135.99
Liberty Media Corp Del Com Lbty One S C (FWONK) 0.6 $205M 2.1M 98.51
Carpenter Technology Corporation (CRS) 0.6 $196M 622k 314.84
Waste Connections (WCN) 0.5 $169M 966k 175.36
Kaspi Kz Jsc Sponsored Ads (KSPI) 0.5 $152M 1.9M 78.13
McKesson Corporation (MCK) 0.4 $143M 174k 820.29
TransDigm Group Incorporated (TDG) 0.4 $137M 103k 1329.85
Roper Industries (ROP) 0.4 $128M 287k 445.13
Amphenol Corp Cl A (APH) 0.4 $119M 879k 135.14
Ferrari Nv Ord (RACE) 0.3 $115M 310k 369.56
Sap Se Spon Adr (SAP) 0.3 $96M 394k 242.91
Ultragenyx Pharmaceutical (RARE) 0.2 $80M 3.5M 23.00
Cadence Design Systems (CDNS) 0.2 $79M 252k 312.58
Boston Scientific Corporation (BSX) 0.2 $77M 805k 95.35
Full Truck Alliance Sponsored Ads (YMM) 0.2 $66M 6.1M 10.73
Arthur J. Gallagher & Co. (AJG) 0.2 $63M 244k 258.79
Grab Holdings Class A Ord (GRAB) 0.2 $56M 11M 4.99
Globant S A (GLOB) 0.2 $50M 771k 65.37
Klaviyo Com Ser A (KVYO) 0.1 $30M 929k 32.47
Palo Alto Networks (PANW) 0.1 $30M 163k 184.20
Linde SHS (LIN) 0.1 $25M 59k 426.39
Atlassian Corporation Cl A (TEAM) 0.1 $22M 137k 162.14
Stevanato Group S P A Ord Shs (STVN) 0.0 $9.9M 493k 20.12
Figma Class A Com Stk (FIG) 0.0 $7.1M 190k 37.37
Duolingo Cl A Com (DUOL) 0.0 $7.0M 40k 175.50
Gitlab Class A Com (GTLB) 0.0 $4.8M 128k 37.53
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $3.9M 8.2k 473.30
Palantir Technologies Cl A (PLTR) 0.0 $3.5M 20k 177.75
Snowflake Com Shs (SNOW) 0.0 $2.6M 12k 219.36
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $1.1M 7.5k 146.58