SANDS CAPITAL MANAGEMENT, LLC
72 holdingsFiling period: 2026-06-30Current AUM: $27.32Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 14.06M | $2.81B | $3.17B | 11.62% | -4,026,288 | 2026-06-30 |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.93M | $1.87B | $1.72B | 6.31% | -1,937,245 | 2026-06-30 |
| 3 | GOOGL | ALPHABET INC | 4.89M | $1.75B | $1.66B | 6.06% | -231,097 | 2026-06-30 |
| 4 | AMZN | AMAZON COM INC | 4.86M | $1.16B | $1.25B | 4.57% | -1,857,832 | 2026-06-30 |
| 5 | — | ASML HLDG NV | 533.7K | $1.06B | $1.06B | 3.89% | -106,140 | 2026-06-30 |
| 6 | BE | BLOOM ENERGY CORP | 2.93M | $885.9M | $811.3M | 2.97% | +1.15M | 2026-06-30 |
| 7 | AXON | AXON ENTERPRISE INC | 1.48M | $830.2M | $748.4M | 2.74% | -83,687 | 2026-06-30 |
| 8 | SHOP | SHOPIFY INC | 7.24M | $826.9M | $971.2M | 3.55% | -1,693,587 | 2026-06-30 |
| 9 | V | VISA INC | 2.38M | $815.6M | $876.3M | 3.21% | -393,332 | 2026-06-30 |
| 10 | — | SPOTIFY TECHNOLOGY S A | 1.76M | $808.6M | $808.6M | 2.96% | -33,020 | 2026-06-30 |
| 11 | NET | CLOUDFLARE INC | 3.24M | $794.6M | $921.0M | 3.37% | -422,245 | 2026-06-30 |
| 12 | — | SEAGATE TECHNOLOGY HLDNGS PL | 720.7K | $695.5M | $695.5M | 2.55% | +188.8K | 2026-06-30 |
| 13 | MELI | MERCADOLIBRE INC | 378.2K | $642.0M | $728.5M | 2.67% | -97,247 | 2026-06-30 |
| 14 | MU | MICRON TECHNOLOGY INC | 526.8K | $608.1M | $526.9M | 1.93% | -- | 2026-06-30 |
| 15 | CVNA | CARVANA CO | 8.46M | $557.0M | $632.4M | 2.31% | +6.35M | 2026-06-30 |
| 16 | META | META PLATFORMS INC | 969.9K | $546.3M | $595.0M | 2.18% | -309,242 | 2026-06-30 |
| 17 | PWR | QUANTA SVCS INC | 750.5K | $540.4M | $479.6M | 1.76% | +124.1K | 2026-06-30 |
| 18 | ICE | INTERCONTINENTAL EXCHANGE IN | 4.06M | $499.3M | $639.8M | 2.34% | -328,527 | 2026-06-30 |
| 19 | ISRG | INTUITIVE SURGICAL INC | 1.25M | $498.1M | $438.5M | 1.61% | -68,850 | 2026-06-30 |
| 20 | LRCX | LAM RESEARCH CORP | 1.13M | $491.4M | $363.3M | 1.33% | +378.7K | 2026-06-30 |
| 21 | MSFT | MICROSOFT CORP | 1.31M | $488.4M | $646.7M | 2.37% | -220,894 | 2026-06-30 |
| 22 | CRS | CARPENTER TECHNOLOGY CORP | 786.1K | $484.9M | $360.5M | 1.32% | -37,127 | 2026-06-30 |
| 23 | DASH | DOORDASH INC | 2.33M | $429.2M | $466.2M | 1.71% | -1,631,265 | 2026-06-30 |
| 24 | APP | APPLOVIN CORP | 831.7K | $428.5M | $259.5M | 0.95% | -139,864 | 2026-06-30 |
| 25 | XYZ | BLOCK INC | 5.63M | $428.1M | $451.2M | 1.65% | +121.7K | 2026-06-30 |
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