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SANDS CAPITAL MANAGEMENT, LLC
Period ended Jun 30, 2026 · Latest filing Aug 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $26,928,187,141
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORPORATION · COM · 67066G104 · shares: $2,813,156,151
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $1,874,672,381
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $1,748,753,286
- AMAZON COM INC · COM · 023135106 · shares: $1,158,623,890
- ASML HLDG NV · N Y REGISTRY SHS · N07059210 · shares: $1,061,750,202
- BLOOM ENERGY CORP · COM CL A · 093712107 · shares: $885,869,107
- AXON ENTERPRISE INC · COM · 05464C101 · shares: $830,160,818
- SHOPIFY INC · CL A SUB VTG SHS · 82509L107 · shares: $826,900,580
- VISA INC · COM CL A · 92826C839 · shares: $815,558,896
- SPOTIFY TECHNOLOGY S A · SHS · L8681T102 · shares: $808,622,511
Reported holdings
71 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 67066G104 | — | 14,059,454 shares | $2,813,156,151 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 3,925,440 shares | $1,874,672,381 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 4,893,397 shares | $1,748,753,286 |
| AMAZON COM INC | COM | 023135106 | — | 4,861,223 shares | $1,158,623,890 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 533,693 shares | $1,061,750,202 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 2,926,558 shares | $885,869,107 |
| AXON ENTERPRISE INC | COM | 05464C101 | — | 1,480,817 shares | $830,160,818 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 7,242,079 shares | $826,900,580 |
| VISA INC | COM CL A | 92826C839 | — | 2,377,099 shares | $815,558,896 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 1,761,206 shares | $808,622,511 |
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 3,239,504 shares | $794,585,541 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 720,741 shares | $695,515,065 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 378,208 shares | $641,966,477 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 526,810 shares | $608,091,515 |
| CARVANA CO | CL A | 146869102 | — | 8,462,945 shares | $557,031,040 |
| META PLATFORMS INC | CL A | 30303M102 | — | 969,879 shares | $546,323,142 |
| QUANTA SVCS INC | COM | 74762E102 | — | 750,479 shares | $540,374,899 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 4,055,771 shares | $499,305,968 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 1,252,424 shares | $498,063,976 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 1,133,965 shares | $491,381,053 |
| MICROSOFT CORP | COM | 594918104 | — | 1,309,230 shares | $488,368,975 |
| CARPENTER TECHNOLOGY CORP | COM | 144285103 | — | 786,150 shares | $484,928,766 |
| DOORDASH INC | CL A | 25809K105 | — | 2,325,795 shares | $429,178,951 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 831,697 shares | $428,515,245 |
| BLOCK INC | CL A | 852234103 | — | 5,632,505 shares | $428,070,380 |
| BROADCOM INC | COM | 11135F101 | — | 1,126,912 shares | $425,691,008 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 672,555 shares | $390,693,925 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 2,276,744 shares | $389,004,480 |
| NETFLIX INC. | COM | 64110L106 | — | 5,336,614 shares | $381,034,240 |
| SAMSARA INC | COM CL A | 79589L106 | — | 11,348,732 shares | $368,039,379 |
| SANDISK CORP | COM | 80004C200 | — | 153,093 shares | $348,092,147 |
| CARLISLE COS INC | COM | 142339100 | — | 799,872 shares | $290,153,568 |
| SEA LTD | SPONSORD ADS | 81141R100 | — | 2,998,337 shares | $287,330,635 |
| ARGENX SE | SPONSORED ADR | 04016X101 | — | 298,599 shares | $277,031,194 |
| ON HLDG AG | NAMEN AKT A | H5919C104 | — | 7,485,043 shares | $265,120,223 |
| DATADOG INC | CL A COM | 23804L103 | — | 999,799 shares | $260,307,668 |
| SPHERE ENTERTAINMENT CO | CL A | 55826T102 | — | 1,358,321 shares | $235,030,283 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | — | 642,829 shares | $227,927,879 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | — | 2,283,236 shares | $204,303,957 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | — | 12,475,806 shares | $166,676,768 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | — | 1,509,193 shares | $143,584,622 |
| MCKESSON CORP | COM | 58155Q103 | — | 183,535 shares | $138,679,046 |
| AMPHENOL CORP | CL A | 032095101 | — | 763,951 shares | $134,699,840 |
| KASPI KZ JSC | SPONSORED ADS | 48581R205 | — | 1,531,017 shares | $132,647,313 |
| COUPANG INC | CL A | 22266T109 | — | 7,559,132 shares | $131,302,123 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 89,669 shares | $119,442,695 |
| ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 | — | 3,158,368 shares | $105,457,908 |
| FERRARI N V | COM | N3167Y103 | — | 280,101 shares | $104,278,801 |
| WASTE CONNECTIONS INC | COM | 94106B101 | — | 609,721 shares | $101,634,393 |
| WOODWARD INC | COM | 980745103 | — | 153,660 shares | $65,373,110 |
| GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 | — | 16,385,578 shares | $61,773,629 |
| ELI LILLY & CO | COM | 532457108 | — | 45,332 shares | $54,372,561 |
| FULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | 35969L108 | — | 4,294,886 shares | $34,874,474 |
| LINDE PLC | SHS | G54950103 | — | 54,778 shares | $28,426,495 |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | — | 865,858 shares | $22,365,112 |
| APPLE INC | COM | 037833100 | — | 45,598 shares | $13,194,237 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 31,312 shares | $10,678,018 |
| STEVANATO GROUP S P A | ORD SHS | T9224W109 | — | 524,481 shares | $9,477,372 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 10,020 shares | $7,646,663 |
| INTEL CORP | COM | 458140100 | — | 39,132 shares | $5,464,001 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 53,032 shares | $5,318,049 |
| TTM TECHNOLOGIES INC | COM | 87305R109 | — | 23,625 shares | $4,418,347 |
| GITLAB INC | CLASS A COM | 37637K108 | — | 127,475 shares | $3,891,812 |
| AEROVIRONMENT INC | COM | 008073108 | — | 18,993 shares | $3,135,175 |
| KLAVIYO INC | COM SER A | 49845K101 | — | 198,806 shares | $3,001,971 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 22,200 shares | $2,756,574 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 2,961 shares | $2,540,716 |
| CEREBRAS SYSTEMS INC | COM CL A | 15675D103 | — | 11,419 shares | $2,523,599 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 17,944 shares | $2,093,526 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | — | 6,950 shares | $667,061 |
| BBB FOODS INC | CL A COM | G0896C103 | — | 6,281 shares | $261,729 |