SANDS CAPITAL MANAGEMENT, LLC
68 holdingsFiling period: 2026-03-31Current AUM: $28.79Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 18.09M | $3.15B | $3.63B | 12.61% | -1,957,829 | 2026-03-31 |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5.86M | $1.98B | $2.37B | 8.23% | -963,490 | 2026-03-31 |
| 3 | GOOGL | ALPHABET INC | 5.12M | $1.47B | $1.82B | 6.34% | +185.4K | 2026-03-31 |
| 4 | AMZN | AMAZON COM INC | 6.72M | $1.40B | $1.82B | 6.34% | -720,957 | 2026-03-31 |
| 5 | SHOP | SHOPIFY INC | 8.94M | $1.06B | $1.05B | 3.64% | -570,370 | 2026-03-31 |
| 6 | NFLX | NETFLIX INC. | 9.41M | $905.2M | $675.1M | 2.34% | -608,420 | 2026-03-31 |
| 7 | — | SPOTIFY TECHNOLOGY S A | 1.79M | $870.0M | $870.0M | 3.02% | +324.4K | 2026-03-31 |
| 8 | — | ASML HLDG NV | 639.8K | $845.1M | $845.1M | 2.94% | -30,152 | 2026-03-31 |
| 9 | V | VISA INC | 2.77M | $837.3M | $1.01B | 3.52% | -319,698 | 2026-03-31 |
| 10 | MELI | MERCADOLIBRE INC | 475.5K | $822.1M | $892.9M | 3.10% | -34,190 | 2026-03-31 |
| 11 | NET | CLOUDFLARE INC | 3.66M | $755.6M | $1.02B | 3.55% | -69,538 | 2026-03-31 |
| 12 | META | META PLATFORMS INC | 1.28M | $731.8M | $712.1M | 2.47% | +24.3K | 2026-03-31 |
| 13 | ICE | INTERCONTINENTAL EXCHANGE IN | 4.38M | $689.6M | $668.5M | 2.32% | -1,118,598 | 2026-03-31 |
| 14 | CVNA | CARVANA CO | 2.12M | $665.6M | $660.2M | 2.29% | -325,286 | 2026-03-31 |
| 15 | AXON | AXON ENTERPRISE INC | 1.56M | $664.4M | $825.7M | 2.87% | -44,932 | 2026-03-31 |
| 16 | ISRG | INTUITIVE SURGICAL INC | 1.32M | $609.1M | $466.8M | 1.62% | -55,684 | 2026-03-31 |
| 17 | DASH | DOORDASH INC | 3.96M | $594.2M | $776.2M | 2.70% | -539,547 | 2026-03-31 |
| 18 | MSFT | MICROSOFT CORP | 1.53M | $566.4M | $711.1M | 2.47% | -940,645 | 2026-03-31 |
| 19 | IOT | SAMSARA INC | 15.66M | $496.2M | $583.6M | 2.03% | -3,465,574 | 2026-03-31 |
| 20 | — | NU HLDGS LTD | 34.34M | $493.5M | $493.5M | 1.71% | -10,081,674 | 2026-03-31 |
| 21 | AVGO | BROADCOM INC | 1.40M | $434.2M | $546.1M | 1.90% | -711,686 | 2026-03-31 |
| 22 | SE | SEA LTD | 4.73M | $391.6M | $504.7M | 1.75% | -772,463 | 2026-03-31 |
| 23 | APP | APPLOVIN CORP | 971.6K | $386.7M | $384.6M | 1.34% | -491,790 | 2026-03-31 |
| 24 | PWR | QUANTA SVCS INC | 626.3K | $343.9M | $418.0M | 1.45% | +49.5K | 2026-03-31 |
| 25 | XYZ | BLOCK INC | 5.51M | $331.6M | $447.7M | 1.55% | -419,048 | 2026-03-31 |
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