Sands Capital Management

Sands Capital Management as of June 30, 2026

Portfolio Holdings for Sands Capital Management

Sands Capital Management holds 71 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 10.4 $2.8B 14M 200.09
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 7.0 $1.9B 3.9M 477.57
Alphabet Cap Stk Cl A (GOOGL) 6.5 $1.7B 4.9M 357.37
Amazon (AMZN) 4.3 $1.2B 4.9M 238.34
Asml Hldg Nv N Y Registry Shs (ASML) 3.9 $1.1B 534k 1989.44
Bloom Energy Corp Com Cl A (BE) 3.3 $886M 2.9M 302.70
Axon Enterprise (AXON) 3.1 $830M 1.5M 560.61
Shopify Cl A Sub Vtg Shs (SHOP) 3.1 $827M 7.2M 114.18
Visa Com Cl A (V) 3.0 $816M 2.4M 343.09
Spotify Technology S A SHS (SPOT) 3.0 $809M 1.8M 459.13
Cloudflare Cl A Com (NET) 3.0 $795M 3.2M 245.28
Seagate Technology Hldngs Pl Ord Shs (STX) 2.6 $696M 721k 965.00
MercadoLibre (MELI) 2.4 $642M 378k 1697.39
Micron Technology (MU) 2.3 $608M 527k 1154.29
Carvana Cl A (CVNA) 2.1 $557M 8.5M 65.82
Meta Platforms Cl A (META) 2.0 $546M 970k 563.29
Quanta Services (PWR) 2.0 $540M 751k 720.04
Intercontinental Exchange (ICE) 1.9 $499M 4.1M 123.11
Intuitive Surgical Com New (ISRG) 1.8 $498M 1.3M 397.68
Lam Research Corp Com New (LRCX) 1.8 $491M 1.1M 433.33
Microsoft Corporation (MSFT) 1.8 $488M 1.3M 373.02
Carpenter Technology Corporation (CRS) 1.8 $485M 786k 616.84
Doordash Cl A (DASH) 1.6 $429M 2.3M 184.53
Applovin Corp Com Cl A (APP) 1.6 $429M 832k 515.23
Block Cl A (XYZ) 1.6 $428M 5.6M 76.00
Broadcom (AVGO) 1.6 $426M 1.1M 377.75
Advanced Micro Devices (AMD) 1.5 $391M 673k 580.91
Space Exploration Techn Corp Class A Com Stk (SPCX) 1.4 $389M 2.3M 170.86
Netflix (NFLX) 1.4 $381M 5.3M 71.40
Samsara Com Cl A (IOT) 1.4 $368M 11M 32.43
Sandisk Corp (SNDK) 1.3 $348M 153k 2273.73
Carlisle Companies (CSL) 1.1 $290M 800k 362.75
Sea Sponsord Ads (SE) 1.1 $287M 3.0M 95.83
Argenx Se Sponsored Adr (ARGX) 1.0 $277M 299k 927.77
On Hldg Namen Akt A (ONON) 1.0 $265M 7.5M 35.42
Datadog Cl A Com (DDOG) 1.0 $260M 1000k 260.36
Sphere Entertainment Cl A (SPHR) 0.9 $235M 1.4M 173.03
Arm Holdings Sponsored Ads (ARM) 0.8 $228M 643k 354.57
Builders FirstSource (BLDR) 0.8 $204M 2.3M 89.48
Nu Hldgs Ord Shs Cl A (NU) 0.6 $167M 13M 13.36
Liberty Media Corp Del Com Lbty One S C (FWONK) 0.5 $144M 1.5M 95.14
McKesson Corporation (MCK) 0.5 $139M 184k 755.60
Amphenol Corp Cl A (APH) 0.5 $135M 764k 176.32
Kaspi Kz Jsc Sponsored Ads (KSPI) 0.5 $133M 1.5M 86.64
Coupang Cl A (CPNG) 0.5 $131M 7.6M 17.37
TransDigm Group Incorporated (TDG) 0.4 $119M 90k 1332.04
Ultragenyx Pharmaceutical (RARE) 0.4 $106M 3.2M 33.39
Ferrari Nv Ord (RACE) 0.4 $104M 280k 372.29
Waste Connections (WCN) 0.4 $102M 610k 166.69
Woodward Governor Company (WWD) 0.2 $65M 154k 425.44
Grab Holdings Class A Ord (GRAB) 0.2 $62M 16M 3.77
Eli Lilly & Co. (LLY) 0.2 $54M 45k 1199.43
Full Truck Alliance Sponsored Ads (YMM) 0.1 $35M 4.3M 8.12
Linde SHS (LIN) 0.1 $28M 55k 518.94
Hdfc Bank Sponsored Ads (HDB) 0.1 $22M 866k 25.83
Apple (AAPL) 0.0 $13M 46k 289.36
Palo Alto Networks (PANW) 0.0 $11M 31k 341.02
Stevanato Group S P A Ord Shs (STVN) 0.0 $9.5M 525k 18.07
Crowdstrike Hldgs Cl A (CRWD) 0.0 $7.6M 10k 763.14
Intel Corporation (INTC) 0.0 $5.5M 39k 139.63
Robinhood Mkts Com Cl A (HOOD) 0.0 $5.3M 53k 100.28
TTM Technologies (TTMI) 0.0 $4.4M 24k 187.02
Gitlab Class A Com (GTLB) 0.0 $3.9M 128k 30.53
AeroVironment (AVAV) 0.0 $3.1M 19k 165.07
Klaviyo Com Ser A (KVYO) 0.0 $3.0M 199k 15.10
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $2.8M 22k 124.17
Lumentum Hldgs (LITE) 0.0 $2.5M 3.0k 858.06
Cerebras Systems Com Cl A (CBRS) 0.0 $2.5M 11k 221.00
Palantir Technologies Cl A (PLTR) 0.0 $2.1M 18k 116.67
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $667k 7.0k 95.98
Bbb Foods Cl A Com (TBBB) 0.0 $262k 6.3k 41.67