SANDS CAPITAL MANAGEMENT, LLC: 13F holdings, Q2 2026
SANDS CAPITAL MANAGEMENT, LLC reported 71 positions worth $26.93B in its Form 13F for Q2 2026 (vs. $25.49B in Q1 2026), filed 2026-08-13.
Top holdings
| Ticker | Company | Value | % of portfolio | Shares | vs. Q1 2026 |
|---|---|---|---|---|---|
| - | NVIDIA CORPORATION | $2.81B | 10.4% | 14,059,454 | -22% |
| - | TAIWAN SEMICONDUCTOR MANUFAC | $1.87B | 7.0% | 3,925,440 | -33% |
| GOOGL | ALPHABET INC-CL A | $1.75B | 6.5% | 4,893,397 | -5% |
| AMZN | AMAZON.COM INC | $1.16B | 4.3% | 4,861,223 | -28% |
| - | ASML HLDG NV | $1.06B | 3.9% | 533,693 | -17% |
| BE | BLOOM ENERGY CORP- A | $885.87M | 3.3% | 2,926,558 | +65% |
| AXON | AXON ENTERPRISE INC | $830.16M | 3.1% | 1,480,817 | -5% |
| SHOP | SHOPIFY INC | $826.90M | 3.1% | 7,242,079 | -19% |
| - | VISA INC | $815.56M | 3.0% | 2,377,099 | -14% |
| - | SPOTIFY TECHNOLOGY S A | $808.62M | 3.0% | 1,761,206 | -2% |
| NET | CLOUDFLARE INC - CLASS A | $794.59M | 3.0% | 3,239,504 | -12% |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $695.52M | 2.6% | 720,741 | +36% |
| - | MERCADOLIBRE INC | $641.97M | 2.4% | 378,208 | -20% |
| - | MICRON TECHNOLOGY INC | $608.09M | 2.3% | 526,810 | new |
| CVNA | CARVANA CO | $557.03M | 2.1% | 8,462,945 | +300% |
| META | META PLATFORMS INC | $546.32M | 2.0% | 969,879 | -24% |
| - | QUANTA SVCS INC | $540.37M | 2.0% | 750,479 | +20% |
| - | INTERCONTINENTAL EXCHANGE IN | $499.31M | 1.9% | 4,055,771 | -7% |
| - | INTUITIVE SURGICAL INC | $498.06M | 1.8% | 1,252,424 | -5% |
| - | LAM RESEARCH CORP | $491.38M | 1.8% | 1,133,965 | +50% |
| - | MICROSOFT CORP | $488.37M | 1.8% | 1,309,230 | -14% |
| CRS | CARPENTER TECHNOLOGY | $484.93M | 1.8% | 786,150 | -5% |
| DASH | DOORDASH INC - A | $429.18M | 1.6% | 2,325,795 | -41% |
| APP | APPLOVIN CORP-CLASS A | $428.52M | 1.6% | 831,697 | -14% |
| XYZ | BLOCK INC | $428.07M | 1.6% | 5,632,505 | +2% |
| AVGO | BROADCOM INC | $425.69M | 1.6% | 1,126,912 | -20% |
| AMD | ADVANCED MICRO DEVICES | $390.69M | 1.5% | 672,555 | new |
| SPCX | Space Exploration Technologies Corp | $389.00M | 1.4% | 2,276,744 | new |
| NFLX | NETFLIX INC. | $381.03M | 1.4% | 5,336,614 | -43% |
| IOT | SAMSARA INC | $368.04M | 1.4% | 11,348,732 | -28% |
Sold out in Q2 2026
| Ticker | Company | Value in Q1 2026 |
|---|---|---|
| FLUT | FLUTTER ENTMT PLC | $202.76M |
| - | TETRA TECH INC NEW | $200.56M |
| - | ROBLOX CORP | $154.22M |
| BSX | BOSTON SCIENTIFIC CORP | $46.19M |
| FIG | FIGMA INC | $3.97M |
| - | SERVICENOW INC | $3.30M |
| TEAM | ATLASSIAN CORP-CL A | $975K |
| SNOW | SNOWFLAKE INC | $630K |
| ANET | ARISTA NETWORKS INC | $331K |
Every fund's full quarter-over-quarter changes are in the institutional holdings dataset. Source: SEC Form 13F. Not investment advice.