Institutional Fund
Sands Capital Management, LLC
Arlington, VACIK 10200665 filings on record
Portfolio Value
$25.49B
Q1 2026
Holdings
67
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-22.5%
from $32.88B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation12.4%
- Taiwan Semiconductor Mfg Ltd7.8%
- Alphabet Inc5.8%
- Amazon Com Inc5.5%
- Shopify Inc4.2%
- Netflix Inc3.6%
- Other60.9%
Portfolio Holdings
67 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 18.09M | $3.15B | 12.4% | −1.96M | Reduced |
| 2 | Taiwan Semiconductor Mfg Ltd | 5.86M | $1.98B | 7.8% | −963.5K | Reduced |
| 3 | Alphabet Inc | 5.12M | $1.47B | 5.8% | +185.4K | Added |
| 4 | Amazon Com Inc | 6.72M | $1.40B | 5.5% | −721.0K | Reduced |
| 5 | Shopify Inc | 8.94M | $1.06B | 4.2% | −570.4K | Reduced |
| 6 | Netflix Inc | 9.41M | $905.22M | 3.6% | −608.4K | Reduced |
| 7 | Spotify Technology S A | 1.79M | $870.04M | 3.4% | +324.4K | Added |
| 8 | Asml Holding N V | 639.8K | $845.11M | 3.3% | −30.2K | Reduced |
| 9 | Visa Inc | 2.77M | $837.34M | 3.3% | −319.7K | Reduced |
| 10 | Mercadolibre Inc | 475.5K | $822.07M | 3.2% | −34.2K | Reduced |
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