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Sands Capital Management, LLC

CIK 1020066 · latest 13F filed 13 August 2026 · Read the filing on EDGAR

Sands Capital Management, LLC reported 71 US-listed holdings worth $26.93 billion in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: NVIDIA Corp. (10.4%), Taiwan Semiconductor Manufacturing Company Limited (7.0%) and Alphabet Inc. (6.5%). Against the quarter before, it opened 13 positions, added to 15, trimmed 42 and sold out of 9.

Reported holdings$26.93B+5.7% on Q1 2026
Positions71+4 on Q1 2026
The largest ten47.6%of its reported holdings
Latest 13FQ2 2026filed 13 August 2026
Where the money is
OpenedAdded toTrimmed
NVDA10.4%TSM7.0%GOOGL6.5%AMZN4.3%ASML3.9%BE3.3%AXON3.1%SHOP3.1%V3.0%SPOT3.0%NET3.0%STX2.6%MELI2.4%MU2.3%57 more42.2%

The 14 largest of its 71 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $32.95 billion in 67 positions$32.9BQ3 24Q4 2024: $33.80 billion in 71 positions$33.8BQ4 24Q1 2025: $29.39 billion in 75 positions$29.4BQ1 25Q2 2025: $34.83 billion in 66 positions$34.8BQ2 25Q3 2025: $36.25 billion in 64 positions$36.2BQ3 25Q4 2025: $32.88 billion in 66 positions$32.9BQ4 25Q1 2026: $25.49 billion in 67 positions$25.5BQ1 26Q2 2026: $26.93 billion in 71 positions$26.9BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 13Added 15Held 1Trimmed 42Sold out 9
Opened: 13Added: 15Held: 1Trimmed: 42Sold out: 9

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 13

  1. Micron Technology Inc. MU$608.1 million
  2. Advanced Micro Devices Inc. AMD$390.7 million
  3. Space Exploration Techn Corp. Class A Com STK SPCX$389.0 million
  4. Sandisk Corp. SNDK$348.1 million
  5. Sphere Entertainment Co. SPHR$235.0 million
  6. Arm Holdings plc ARM$227.9 million
  7. Woodward, Inc. WWD$65.4 million
  8. CrowdStrike Holdings, Inc. CRWD$7.6 million

and 5 more in the table below

Added to 15

  1. Carvana Co. CVNA+6.3 million shares · +300%
  2. Bloom Energy Corp. BE+1.1 million shares · +65%
  3. Seagate Technology Holdings plc STX+188,849 shares · +36%
  4. Lam Research Corp. LRCX+378,743 shares · +50%
  5. Quanta Services, Inc. PWR+124,131 shares · +20%
  6. On Holding AG ONON+1.2 million shares · +18%
  7. Grab Holdings Limited GRAB+7.3 million shares · +80%
  8. Eli Lilly & Co. LLY+12,445 shares · +38%

and 7 more in the table below

Trimmed 42

  1. Taiwan Semiconductor Manufacturing Company Limited TSM-1.9 million shares · -33%
  2. NVIDIA Corp. NVDA-4.0 million shares · -22%
  3. Amazon.com Inc. AMZN-1.9 million shares · -28%
  4. DoorDash, Inc. DASH-1.6 million shares · -41%
  5. Nu Holdings Ltd. NU-21.9 million shares · -64%
  6. Netflix Inc. NFLX-4.1 million shares · -43%
  7. ASML Holding N.V. ASML-106,140 shares · -17%
  8. Shopify Inc. SHOP-1.7 million shares · -19%

and 34 more in the table below

Sold out of 9

  1. Flutter Entertainment plc FLUT$202.8 million last quarter
  2. Tetra Tech Inc. TTEK$200.6 million last quarter
  3. Roblox Corp. RBLX$154.2 million last quarter
  4. Boston Scientific Corp. BSX$46.2 million last quarter
  5. Figma Inc. FIG$4.0 million last quarter
  6. ServiceNow, Inc. NOW$3.3 million last quarter
  7. Atlassian Corporation TEAM$974,678 last quarter
  8. Snowflake Inc. SNOW$630,126 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
NVIDIA Corp. NVDA14,059,454$2.81 billion10.45%-4,026,288
Taiwan Semiconductor Manufacturing Company Limited TSM3,925,440$1.87 billion6.96%-1,937,245
Alphabet Inc. GOOGL4,893,397$1.75 billion6.49%-231,097
Amazon.com Inc. AMZN4,861,223$1.16 billion4.30%-1,857,832
ASML Holding N.V. ASML533,693$1.06 billion3.94%-106,140
Bloom Energy Corp. BE2,926,558$885.9 million3.29%+1,147,520
Axon Enterprise, Inc. AXON1,480,817$830.2 million3.08%-83,687
Shopify Inc. SHOP7,242,079$826.9 million3.07%-1,693,587
Visa Inc. V2,377,099$815.6 million3.03%-393,332
Spotify Technology S.A. SPOT1,761,206$808.6 million3.00%-33,020
Cloudflare Inc. NET3,239,504$794.6 million2.95%-422,245
Seagate Technology Holdings plc STX720,741$695.5 million2.58%+188,849
MercadoLibre, Inc. MELI378,208$642.0 million2.38%-97,247
Micron Technology Inc. MU526,810$608.1 million2.26%new
Carvana Co. CVNA8,462,945$557.0 million2.07%+6,345,697
Meta Platforms, Inc. META969,879$546.3 million2.03%-309,242
Quanta Services, Inc. PWR750,479$540.4 million2.01%+124,131
Intercontinental Exchange, Inc. ICE4,055,771$499.3 million1.85%-328,527
Intuitive Surgical Inc. ISRG1,252,424$498.1 million1.85%-68,850
Lam Research Corp. LRCX1,133,965$491.4 million1.82%+378,743
Microsoft Corp. MSFT1,309,230$488.4 million1.81%-220,894
Carpenter Technology Corp. CRS786,150$484.9 million1.80%-37,127
DoorDash, Inc. DASH2,325,795$429.2 million1.59%-1,631,265
AppLovin Corp. APP831,697$428.5 million1.59%-139,864
Block, Inc. XYZ5,632,505$428.1 million1.59%+121,670
Broadcom Inc. AVGO1,126,912$425.7 million1.58%-275,923
Advanced Micro Devices Inc. AMD672,555$390.7 million1.45%new
Space Exploration Techn Corp. Class A Com STK SPCX2,276,744$389.0 million1.44%new
Netflix Inc. NFLX5,336,614$381.0 million1.42%-4,078,054
Samsara Inc. IOT11,348,732$368.0 million1.37%-4,309,012
Sandisk Corp. SNDK153,093$348.1 million1.29%new
Carlisle Companies Inc. CSL799,872$290.2 million1.08%-119,742
Sea Limited SE2,998,337$287.3 million1.07%-1,730,213
argenx SE ARGX298,599$277.0 million1.03%-41,686
On Holding AG ONON7,485,043$265.1 million0.98%+1,159,496
Datadog, Inc. DDOG999,799$260.3 million0.97%-406,567
Sphere Entertainment Co. SPHR1,358,321$235.0 million0.87%new
Arm Holdings plc ARM642,829$227.9 million0.85%new
Builders Firstsource Inc. BLDR2,283,236$204.3 million0.76%-337,849
Nu Holdings Ltd. NU12,475,806$166.7 million0.62%-21,866,415
Liberty Media Corp. Del FWONK1,509,193$143.6 million0.53%-50,567
McKesson Corp. MCK183,535$138.7 million0.51%-17,748
Amphenol Corp. APH763,951$134.7 million0.50%-41,651
Kaspi KZ JSC KSPI1,531,017$132.6 million0.49%-55,317
Coupang Inc. Class A CPNG7,559,132$131.3 million0.49%-1,613,055
TransDigm Group Inc. TDG89,669$119.4 million0.44%-4,672
Ultragenyx Pharmaceutical in RARE3,158,368$105.5 million0.39%-56,165
Ferrari N.V. RACE280,101$104.3 million0.39%-7,608
Waste Connections Inc. WCN609,721$101.6 million0.38%-25,182
Woodward, Inc. WWD153,660$65.4 million0.24%new
Grab Holdings Limited GRAB16,385,578$61.8 million0.23%+7,263,146
Eli Lilly & Co. LLY45,332$54.4 million0.20%+12,445
Full Truck Alliance Co. Ltd YMM4,294,886$34.9 million0.13%-675,893
Linde plc LIN54,778$28.4 million0.11%+185
HDFC Bank Limited HDB865,858$22.4 million0.08%-41,794
Apple Inc. AAPL45,598$13.2 million0.05%+42,379
Palo Alto Networks Inc. PANW31,312$10.7 million0.04%-129,766
Stevanato Group SpA STVN524,481$9.5 million0.04%+27,171
CrowdStrike Holdings, Inc. CRWD10,020$7.6 million0.03%new
Intel Corp. INTC39,132$5.5 million0.02%new
Robinhood Markets, Inc. HOOD53,032$5.3 million0.02%+49,286
TTM Technologies Inc. TTMI23,625$4.4 million0.02%new
Gitlab Inc. GTLB127,475$3.9 million0.01%no change
AeroVironment Inc. AVAV18,993$3.1 million0.01%+17,651
Klaviyo Inc. KVYO198,806$3.0 million0.01%-396,354
iShares Trust IWF22,200$2.8 million0.01%new
Lumentum Holdings Inc. LITE2,961$2.5 million0.01%+2,649
Cerebras Systems Inc. Com Class A CBRS11,419$2.5 million0.01%new
Palantir Technologies Inc. PLTR17,944$2.1 million0.01%-4,975
Alibaba Group Holding Limited BABA6,950$667,0610.00%-843
BBB Foods Inc. TBBB6,281$261,7290.00%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 9 it sold out of are in the box above.