Sands Capital Management, LLC
72 holdingsFiling period: 2026-06-30Current AUM: $26.47Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 14.06M | $2.81B | $3.06B | 11.58% | -4,026,288 | 2026-06-30 |
| 2 | TSM | Taiwan Semiconductor Manufac | 3.93M | $1.87B | $1.71B | 6.48% | -1,937,245 | 2026-06-30 |
| 3 | GOOGL | Alphabet Inc | 4.89M | $1.75B | $1.57B | 5.93% | -231,097 | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 4.86M | $1.16B | $1.23B | 4.65% | -1,857,832 | 2026-06-30 |
| 5 | — | Asml Hldg NV | 533.7K | $1.06B | $1.06B | 4.01% | -106,140 | 2026-06-30 |
| 6 | BE | Bloom Energy Corp | 2.93M | $885.9M | $639.5M | 2.42% | +1.15M | 2026-06-30 |
| 7 | AXON | Axon Enterprise Inc | 1.48M | $830.2M | $630.6M | 2.38% | -83,687 | 2026-06-30 |
| 8 | SHOP | Shopify Inc | 7.24M | $826.9M | $1.20B | 4.54% | -1,693,587 | 2026-06-30 |
| 9 | V | Visa Inc | 2.38M | $815.6M | $955.3M | 3.61% | -393,332 | 2026-06-30 |
| 10 | — | Spotify Technology S A | 1.76M | $808.6M | $808.6M | 3.05% | -33,020 | 2026-06-30 |
| 11 | NET | Cloudflare Inc | 3.24M | $794.6M | $1.06B | 4.01% | -422,245 | 2026-06-30 |
| 12 | — | Seagate Technology Hldngs PL | 720.7K | $695.5M | $695.5M | 2.63% | +188.8K | 2026-06-30 |
| 13 | MELI | Mercadolibre Inc | 378.2K | $642.0M | $635.6M | 2.40% | -97,247 | 2026-06-30 |
| 14 | MU | Micron Technology Inc | 526.8K | $608.1M | $489.3M | 1.85% | -- | 2026-06-30 |
| 15 | CVNA | Carvana Co | 8.46M | $557.0M | $501.3M | 1.89% | +6.35M | 2026-06-30 |
| 16 | META | Meta Platforms Inc | 969.9K | $546.3M | $601.5M | 2.27% | -309,242 | 2026-06-30 |
| 17 | PWR | Quanta Svcs Inc | 750.5K | $540.4M | $434.4M | 1.64% | +124.1K | 2026-06-30 |
| 18 | ICE | Intercontinental Exchange in | 4.06M | $499.3M | $630.4M | 2.38% | -328,527 | 2026-06-30 |
| 19 | ISRG | Intuitive Surgical Inc | 1.25M | $498.1M | $558.4M | 2.11% | -68,850 | 2026-06-30 |
| 20 | LRCX | Lam Research Corp | 1.13M | $491.4M | $273.1M | 1.03% | +378.7K | 2026-06-30 |
| 21 | MSFT | Microsoft Corp | 1.31M | $488.4M | $695.6M | 2.63% | -220,894 | 2026-06-30 |
| 22 | CRS | Carpenter Technology Corp | 786.1K | $484.9M | $226.8M | 0.86% | -37,127 | 2026-06-30 |
| 23 | DASH | Doordash Inc | 2.33M | $429.2M | $396.7M | 1.50% | -1,631,265 | 2026-06-30 |
| 24 | APP | Applovin Corp | 831.7K | $428.5M | $218.6M | 0.83% | -139,864 | 2026-06-30 |
| 25 | XYZ | Block Inc | 5.63M | $428.1M | $421.7M | 1.59% | +121.7K | 2026-06-30 |
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