Sands Capital Management
Long Only- Manager
- Sands Capital Management
- Quarter
- Q2 2026
- Filed
- 2026-08-13
- 13F value
- $26.93B
- Positions
- 71
- CIK
- 0001020066
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Nvidia CorporationNVDAHISTORY | 10.45% | (22.3%) | $2.81B | 14,059,454 | (4,026,288) | 0.06% | 13F |
| 2 | Taiwan Semiconductor ManufacTSMHISTORY | 6.96% | (33.0%) | $1.87B | 3,925,440 | (1,937,245) | 0.02% | 13F |
| 3 | Alphabet IncGOOGLHISTORY | 6.49% | (4.5%) | $1.75B | 4,893,397 | (231,097) | 0.04% | 13F |
| 4 | Amazon Com IncAMZNHISTORY | 4.30% | (27.7%) | $1.16B | 4,861,223 | (1,857,832) | 0.05% | 13F |
| 5 | ASML Hldg NVASMLHISTORY | 3.94% | (16.6%) | $1.06B | 533,693 | (106,140) | 0.14% | 13F |
| 6 | Bloom Energy CorpBEHISTORY | 3.29% | +64.5% | $0.89B | 2,926,558 | +1,147,520 | — | 13F |
| 7 | Axon Enterprise IncAXONHISTORY | 3.08% | (5.3%) | $0.83B | 1,480,817 | (83,687) | 1.82% | 13F |
| 8 | Shopify IncSHOPHISTORY | 3.07% | (19.0%) | $0.83B | 7,242,079 | (1,693,587) | 0.56% | 13F |
| 9 | Visa IncVHISTORY | 3.03% | (14.2%) | $0.82B | 2,377,099 | (393,332) | 0.51% | 13F |
| 10 | Spotify Technology S ASPOTHISTORY | 3.00% | (1.8%) | $0.81B | 1,761,206 | (33,020) | 0.86% | 13F |
| 11 | Cloudflare IncNETHISTORY | 2.95% | (11.5%) | $0.79B | 3,239,504 | (422,245) | 0.92% | 13F |
| 12 | Seagate Technology Hldngs PLSTXHISTORY | 2.58% | +35.5% | $0.70B | 720,741 | +188,849 | 0.32% | 13F |
| 13 | Mercadolibre IncMELIHISTORY | 2.38% | (20.5%) | $0.64B | 378,208 | (97,247) | 0.75% | 13F |
| 14 | Micron Technology IncMUHISTORY | 2.26% | NEW | $0.61B | 526,810 | +526,810 | 0.05% | 13F |
| 15 | Carvana CoCVNAHISTORY | 2.07% | +299.7% | $0.56B | 8,462,945 | +6,345,697 | 1.18% | 13F |
| 16 | Meta Platforms IncMETAHISTORY | 2.03% | (24.2%) | $0.55B | 969,879 | (309,242) | 0.04% | 13F |
| 17 | Quanta Svcs IncPWRHISTORY | 2.01% | +19.8% | $0.54B | 750,479 | +124,131 | 0.50% | 13F |
| 18 | Intercontinental Exchange InICEHISTORY | 1.85% | (7.5%) | $0.50B | 4,055,771 | (328,527) | 0.72% | 13F |
| 19 | Intuitive Surgical IncISRGHISTORY | 1.85% | (5.2%) | $0.50B | 1,252,424 | (68,850) | 0.35% | 13F |
| 20 | Lam Research CorpLRCXHISTORY | 1.82% | +50.1% | $0.49B | 1,133,965 | +378,743 | 0.09% | 13F |
| 21 | Microsoft CorpMSFTHISTORY | 1.81% | (14.4%) | $0.49B | 1,309,230 | (220,894) | 0.02% | 13F |
| 22 | Carpenter Technology CorpCRSHISTORY | 1.80% | (4.5%) | $0.48B | 786,150 | (37,127) | 1.59% | 13F |
| 23 | Doordash IncDASHHISTORY | 1.59% | (41.2%) | $0.43B | 2,325,795 | (1,631,265) | 0.53% | 13F |
| 24 | Applovin CorpAPPHISTORY | 1.59% | (14.4%) | $0.43B | 831,697 | (139,864) | 0.25% | 13F |
| 25 | Block IncXYZHISTORY | 1.59% | +2.2% | $0.43B | 5,632,505 | +121,670 | 0.94% | 13F |
| 26 | Broadcom IncAVGOHISTORY | 1.58% | (19.7%) | $0.43B | 1,126,912 | (275,923) | 0.02% | 13F |
| 27 | Advanced Micro Devices IncAMDHISTORY | 1.45% | NEW | $0.39B | 672,555 | +672,555 | 0.04% | 13F |
| 28 | Space Exploration Techn CorpSPCXHISTORY | 1.44% | NEW | $0.39B | 2,276,744 | +2,276,744 | 0.05% | 13F |
| 29 | Netflix Inc.NFLXHISTORY | 1.42% | (43.3%) | $0.38B | 5,336,614 | (4,078,054) | 0.13% | 13F |
| 30 | Samsara IncIOTHISTORY | 1.37% | (27.5%) | $0.37B | 11,348,732 | (4,309,012) | 4.40% | 13F13G (older) |
| 31 | Sandisk CorpSNDKHISTORY | 1.29% | NEW | $0.35B | 153,093 | +153,093 | 0.10% | 13F |
| 32 | Carlisle Cos IncCSLHISTORY | 1.08% | (13.0%) | $0.29B | 799,872 | (119,742) | 2.01% | 13F |
| 33 | Sea LTDSEHISTORY | 1.07% | (36.6%) | $0.29B | 2,998,337 | (1,730,213) | 0.50% | 13F |
| 34 | Argenx SEARGXHISTORY | 1.03% | (12.3%) | $0.28B | 298,599 | (41,686) | 0.48% | 13F |
| 35 | On Hldg AGONONHISTORY | 0.98% | +18.3% | $0.27B | 7,485,043 | +1,159,496 | — | 13F |
| 36 | Datadog IncDDOGHISTORY | 0.97% | (28.9%) | $0.26B | 999,799 | (406,567) | 0.28% | 13F |
| 37 | Sphere Entertainment CoSPHRHISTORY | 0.87% | NEW | $0.24B | 1,358,321 | +1,358,321 | 3.77% | 13F |
| 38 | Arm Holdings PLCARMHISTORY | 0.85% | NEW | $0.23B | 642,829 | +642,829 | 0.06% | 13F |
| 39 | Builders Firstsource IncBLDRHISTORY | 0.76% | (12.9%) | $0.20B | 2,283,236 | (337,849) | 2.12% | 13F |
| 40 | Nu Hldgs LTDNUHISTORY | 0.62% | (63.7%) | $0.17B | 12,475,806 | (21,866,415) | — | 13F |
| 41 | Liberty Media Corp DelFWONKHISTORY | 0.53% | (3.2%) | $0.14B | 1,509,193 | (50,567) | 0.45% | 13F |
| 42 | Mckesson CorpMCKHISTORY | 0.51% | (8.8%) | $0.14B | 183,535 | (17,748) | 0.16% | 13F |
| 43 | Amphenol CorpAPHHISTORY | 0.50% | (5.2%) | $0.13B | 763,951 | (41,651) | 0.06% | 13F |
| 44 | Kaspi KZ JSCKSPIHISTORY | 0.49% | (3.5%) | $0.13B | 1,531,017 | (55,317) | — | 13F |
| 45 | Coupang IncCPNGHISTORY | 0.49% | (17.6%) | $0.13B | 7,559,132 | (1,613,055) | 0.42% | 13F |
| 46 | Transdigm Group IncTDGHISTORY | 0.44% | (5.0%) | $0.12B | 89,669 | (4,672) | 0.16% | 13F |
| 47 | Ultragenyx Pharmaceutical InRAREHISTORY | 0.39% | (1.7%) | $0.11B | 3,158,368 | (56,165) | 3.20% | 13F |
| 48 | Ferrari N VRACEHISTORY | 0.39% | (2.6%) | $0.10B | 280,101 | (7,608) | 0.15% | 13F |
| 49 | Waste Connections IncWCNHISTORY | 0.38% | (4.0%) | $0.10B | 609,721 | (25,182) | 0.24% | 13F |
| 50 | Woodward IncWWDHISTORY | 0.24% | NEW | $0.07B | 153,660 | +153,660 | 0.26% | 13F |
| 51 | Grab Holdings LimitedGRABHISTORY | 0.23% | +79.6% | $0.06B | 16,385,578 | +7,263,146 | — | 13F |
| 52 | Eli Lilly & CoLLYHISTORY | 0.20% | +37.8% | $0.05B | 45,332 | +12,445 | 0.00% | 13F |
| 53 | Full Truck Alliance Co LTDYMMHISTORY | 0.13% | (13.6%) | $0.03B | 4,294,886 | (675,893) | 0.02% | 13F |
| 54 | Linde PLCLINHISTORY | 0.11% | +0.3% | $0.03B | 54,778 | +185 | 0.01% | 13F |
| 55 | Hdfc Bank LTDHDBHISTORY | 0.08% | (4.6%) | $0.02B | 865,858 | (41,794) | — | 13F |
| 56 | Apple IncAAPLHISTORY | 0.05% | +1,316.5% | $0.01B | 45,598 | +42,379 | 0.00% | 13F |
| 57 | Palo Alto Networks IncPANWHISTORY | 0.04% | (80.6%) | $0.01B | 31,312 | (129,766) | 0.00% | 13F |
| 58 | Stevanato Group S P ASTVNHISTORY | 0.04% | +5.5% | $0.01B | 524,481 | +27,171 | 0.17% | 13F |
| 59 | Crowdstrike Hldgs IncCRWDHISTORY | 0.03% | NEW | $0.01B | 10,020 | +10,020 | 0.00% | 13F |
| 60 | Intel CorpINTCHISTORY | 0.02% | NEW | $0.01B | 39,132 | +39,132 | 0.00% | 13F |
| 61 | Robinhood Mkts IncHOODHISTORY | 0.02% | +1,315.7% | $0.01B | 53,032 | +49,286 | 0.01% | 13F |
| 62 | TTM Technologies IncTTMIHISTORY | 0.02% | NEW | $<0.01B | 23,625 | +23,625 | 0.02% | 13F |
| 63 | Gitlab IncGTLBHISTORY | 0.01% | — | $<0.01B | 127,475 | — | 0.08% | 13F |
| 64 | Aerovironment IncAVAVHISTORY | 0.01% | +1,315.3% | $<0.01B | 18,993 | +17,651 | 0.04% | 13F |
| 65 | Klaviyo IncKVYOHISTORY | 0.01% | (66.6%) | $<0.01B | 198,806 | (396,354) | 0.07% | 13F |
| 66 | iShares TRIWFHISTORY | 0.01% | NEW | $<0.01B | 22,200 | +22,200 | — | 13F |
| 67 | Lumentum Hldgs IncLITEHISTORY | 0.01% | +849.0% | $<0.01B | 2,961 | +2,649 | 0.00% | 13F |
| 68 | Cerebras Systems IncCBRSHISTORY | 0.01% | NEW | $<0.01B | 11,419 | +11,419 | 0.01% | 13F |
| 69 | Palantir Technologies IncPLTRHISTORY | 0.01% | (21.7%) | $<0.01B | 17,944 | (4,975) | 0.00% | 13F |
| 70 | Alibaba Group Hldg LTDBABAHISTORY | <0.01% | (10.8%) | $<0.01B | 6,950 | (843) | 0.00% | 13F |
| 71 | BBB Foods IncTBBBHISTORY | <0.01% | NEW | $<0.01B | 6,281 | +6,281 | — | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Rows marked Off-13F are >5% stakes disclosed on a Schedule 13D/13G dated after the latest 13F; they report shares and percent of class but no dollar value. Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology