Holders — by stockHoldings — by fund
SANDS CAPITAL MANAGEMENT, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1020066
$26.93B
disclosed book value
71
positions
10.4%
largest position share
Positions, as of 2026-06-30
top 71 of 71 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 14.1M | $2.81B | 10.4% |
| 2 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 3.9M | $1.87B | 7% |
| 3 | GOOGLALPHABET INC | 4.9M | $1.75B | 6.5% |
| 4 | AMZNAMAZON COM INC | 4.9M | $1.16B | 4.3% |
| 5 | ASML HLDG NV | 533,693 | $1.06B | 3.9% |
| 6 | BEBLOOM ENERGY CORP | 2.9M | $885.9M | 3.3% |
| 7 | AXONAXON ENTERPRISE INC | 1.5M | $830.2M | 3.1% |
| 8 | SHOPSHOPIFY INC | 7.2M | $826.9M | 3.1% |
| 9 | VVISA INC | 2.4M | $815.6M | 3% |
| 10 | SPOTIFY TECHNOLOGY S A | 1.8M | $808.6M | 3% |
| 11 | NETCLOUDFLARE INC | 3.2M | $794.6M | 3% |
| 12 | SEAGATE TECHNOLOGY HLDNGS PL | 720,741 | $695.5M | 2.6% |
| 13 | MELIMERCADOLIBRE INC | 378,208 | $642.0M | 2.4% |
| 14 | MUMICRON TECHNOLOGY INC | 526,810 | $608.1M | 2.3% |
| 15 | CVNACARVANA CO | 8.5M | $557.0M | 2.1% |
| 16 | METAMETA PLATFORMS INC | 969,879 | $546.3M | 2% |
| 17 | PWRQUANTA SVCS INC | 750,479 | $540.4M | 2% |
| 18 | ICEINTERCONTINENTAL EXCHANGE IN | 4.1M | $499.3M | 1.9% |
| 19 | ISRGINTUITIVE SURGICAL INC | 1.3M | $498.1M | 1.8% |
| 20 | LRCXLAM RESEARCH CORP | 1.1M | $491.4M | 1.8% |
| 21 | MSFTMICROSOFT CORP | 1.3M | $488.4M | 1.8% |
| 22 | CRSCARPENTER TECHNOLOGY CORP | 786,150 | $484.9M | 1.8% |
| 23 | DASHDOORDASH INC | 2.3M | $429.2M | 1.6% |
| 24 | APPAPPLOVIN CORP | 831,697 | $428.5M | 1.6% |
| 25 | XYZBLOCK INC | 5.6M | $428.1M | 1.6% |
| 26 | AVGOBROADCOM INC | 1.1M | $425.7M | 1.6% |
| 27 | AMDADVANCED MICRO DEVICES INC | 672,555 | $390.7M | 1.5% |
| 28 | SPCXSPACE EXPLORATION TECHN CORP | 2.3M | $389.0M | 1.4% |
| 29 | NFLXNETFLIX INC. | 5.3M | $381.0M | 1.4% |
| 30 | IOTSAMSARA INC | 11.3M | $368.0M | 1.4% |
| 31 | SNDKSANDISK CORP | 153,093 | $348.1M | 1.3% |
| 32 | CSLCARLISLE COS INC | 799,872 | $290.2M | 1.1% |
| 33 | SESEA LTD | 3.0M | $287.3M | 1.1% |
| 34 | ARGXARGENX SE | 298,599 | $277.0M | 1% |
| 35 | ON HLDG AG | 7.5M | $265.1M | 1% |
| 36 | DDOGDATADOG INC | 999,799 | $260.3M | 1% |
| 37 | SPHRSPHERE ENTERTAINMENT CO | 1.4M | $235.0M | 0.9% |
| 38 | ARMARM HOLDINGS PLC | 642,829 | $227.9M | 0.8% |
| 39 | BLDRBUILDERS FIRSTSOURCE INC | 2.3M | $204.3M | 0.8% |
| 40 | NU HLDGS LTD | 12.5M | $166.7M | 0.6% |
| 41 | FWONKLIBERTY MEDIA CORP DEL | 1.5M | $143.6M | 0.5% |
| 42 | MCKMCKESSON CORP | 183,535 | $138.7M | 0.5% |
| 43 | APHAMPHENOL CORP | 763,951 | $134.7M | 0.5% |
| 44 | KSPIKASPI KZ JSC | 1.5M | $132.6M | 0.5% |
| 45 | CPNGCOUPANG INC | 7.6M | $131.3M | 0.5% |
| 46 | TDGTRANSDIGM GROUP INC | 89,669 | $119.4M | 0.4% |
| 47 | RAREULTRAGENYX PHARMACEUTICAL IN | 3.2M | $105.5M | 0.4% |
| 48 | FERRARI N V | 280,101 | $104.3M | 0.4% |
| 49 | WCNWASTE CONNECTIONS INC | 609,721 | $101.6M | 0.4% |
| 50 | WWDWOODWARD INC | 153,660 | $65.4M | 0.2% |
| 51 | GRAB HOLDINGS LIMITED | 16.4M | $61.8M | 0.2% |
| 52 | LLYELI LILLY & CO | 45,332 | $54.4M | 0.2% |
| 53 | YMMFULL TRUCK ALLIANCE CO LTD | 4.3M | $34.9M | 0.1% |
| 54 | LINDE PLC | 54,778 | $28.4M | 0.1% |
| 55 | HDBHDFC BANK LTD | 865,858 | $22.4M | 0.1% |
| 56 | AAPLAPPLE INC | 45,598 | $13.2M | 0% |
| 57 | PANWPALO ALTO NETWORKS INC | 31,312 | $10.7M | 0% |
| 58 | STEVANATO GROUP S P A | 524,481 | $9.5M | 0% |
| 59 | CRWDCROWDSTRIKE HLDGS INC | 10,020 | $7.6M | 0% |
| 60 | INTCINTEL CORP | 39,132 | $5.5M | 0% |
| 61 | HOODROBINHOOD MKTS INC | 53,032 | $5.3M | 0% |
| 62 | TTMITTM TECHNOLOGIES INC | 23,625 | $4.4M | 0% |
| 63 | GTLBGITLAB INC | 127,475 | $3.9M | 0% |
| 64 | AVAVAEROVIRONMENT INC | 18,993 | $3.1M | 0% |
| 65 | KVYOKLAVIYO INC | 198,806 | $3.0M | 0% |
| 66 | IWFISHARES TR | 22,200 | $2.8M | 0% |
| 67 | LITELUMENTUM HLDGS INC | 2,961 | $2.5M | 0% |
| 68 | CEREBRAS SYSTEMS INC | 11,419 | $2.5M | 0% |
| 69 | PLTRPALANTIR TECHNOLOGIES INC | 17,944 | $2.1M | 0% |
| 70 | BABAALIBABA GROUP HLDG LTD | 6,950 | $667,061 | 0% |
| 71 | BBB FOODS INC | 6,281 | $261,729 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.