Funds › Sands Capital Management, LLC
Sands Capital Management, LLC
13F for Q3 2026, filed Nov 13, 2026. 68 positions worth $24.8B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA Corporation | 12.54M | $2.9B | 11.5% | -10.8% | 13F ↗ |
| 2 | GOOGL Alphabet Inc. Class A | 4.86M | $1.7B | 6.7% | -0.7% | 13F ↗ |
| 3 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 3.58M | $1.6B | 6.6% | -8.7% | 13F ↗ |
| 4 | AMZN Amazon.com, Inc. | 4.60M | $1.1B | 4.6% | -5.3% | 13F ↗ |
| 5 | SHOP Shopify Inc. | 6.22M | $921.7M | 3.7% | -14.2% | 13F ↗ |
| 6 | ASML ASML Holding N.V. · Equities | 491,312 | $890.1M | 3.6% | -7.9% | 13F ↗ |
| 7 | V Visa Inc. | 2.46M | $882.3M | 3.6% | +3.3% | 13F ↗ |
| 8 | BE Bloom Energy Corporation | 2.95M | $816.7M | 3.3% | +0.8% | 13F ↗ |
| 9 | NET Cloudflare, Inc. | 2.24M | $777.4M | 3.1% | -30.9% | 13F ↗ |
| 10 | SPOT Spotify Technology S.A. | 1.50M | $731.7M | 3.0% | -14.8% | 13F ↗ |
| 11 | MSFT Microsoft Corporation | 1.42M | $727.9M | 2.9% | +8.4% | 13F ↗ |
| 12 | META Meta Platforms, Inc. | 978,515 | $709.6M | 2.9% | +0.9% | 13F ↗ |
| 13 | MELI MercadoLibre, Inc. | 346,538 | $599.0M | 2.4% | -8.4% | 13F ↗ |
| 14 | ICE Intercontinental Exchange Inc. | 3.72M | $566.2M | 2.3% | -8.2% | 13F ↗ |
| 15 | PLTR Palantir Technologies Inc. | 2.94M | $550.4M | 2.2% | +16300% | 13F ↗ |
| 16 | PWR Quanta Services, Inc. | 812,558 | $522.1M | 2.1% | +8.3% | 13F ↗ |
| 17 | CVNA Carvana Co. | 7.66M | $478.8M | 1.9% | -9.5% | 13F ↗ |
| 18 | AXON Axon Enterprise, Inc. | 1.10M | $465.9M | 1.9% | -25.5% | 13F ↗ |
| 19 | ISRG Intuitive Surgical, Inc. | 1.13M | $460.7M | 1.9% | -9.5% | 13F ↗ |
| 20 | LRCX Lam Research Corporation | 1.30M | $427.3M | 1.7% | +14.7% | 13F ↗ |
| 21 | AMD Advanced Micro Devices, Inc. | 662,307 | $405.2M | 1.6% | -1.5% | 13F ↗ |
| 22 | STX Seagate Technology Holdings PLC | 433,374 | $399.7M | 1.6% | -39.9% | 13F ↗ |
| 23 | DASH DoorDash, Inc. | 2.10M | $385.2M | 1.6% | -9.8% | 13F ↗ |
| 24 | XYZ Block, Inc. | 5.08M | $373.6M | 1.5% | -9.8% | 13F ↗ |
| 25 | AVGO Broadcom Inc. | 1.01M | $354.9M | 1.4% | -10.3% | 13F ↗ |
| 26 | WWD Woodward, Inc. | 1.07M | $353.1M | 1.4% | +599% | 13F ↗ |
| 27 | MU Micron Technology, Inc. | 315,849 | $336.4M | 1.4% | -40.0% | 13F ↗ |
| 28 | SPCX Space Exploration Technologies Corp. | 2.06M | $311.3M | 1.3% | -9.4% | 13F ↗ |
| 29 | IOT Samsara Inc. | 7.93M | $302.2M | 1.2% | -30.2% | 13F ↗ |
| 30 | SNDK Sandisk Corporation | 168,382 | $293.0M | 1.2% | +10.0% | 13F ↗ |
| 31 | SE Sea Limited · ADR | 2.71M | $264.2M | 1.1% | -9.5% | 13F ↗ |
| 32 | ARGX argenx SE · ADR | 270,206 | $259.1M | 1.0% | -9.5% | 13F ↗ |
| 33 | CSL Carlisle Companies Incorporated | 720,711 | $232.2M | 0.9% | -9.9% | 13F ↗ |
| 34 | DDOG Datadog, Inc. | 818,699 | $224.2M | 0.9% | -18.1% | 13F ↗ |
| 35 | CRS Carpenter Technology Corporation | 533,872 | $207.6M | 0.8% | -32.1% | 13F ↗ |
| 36 | ONON On Holding AG · Namen Akt A | 6.77M | $200.4M | 0.8% | -9.6% | 13F ↗ |
| 37 | NFLX Netflix, Inc. | 2.70M | $187.8M | 0.8% | -49.4% | 13F ↗ |
| 38 | SPHR Sphere Entertainment Co. | 1.40M | $187.6M | 0.8% | +2.7% | 13F ↗ |
| 39 | ARM Arm Holdings plc | 586,835 | $170.0M | 0.7% | -8.7% | 13F ↗ |
| 40 | APP AppLovin Corporation | 556,237 | $161.5M | 0.7% | -33.1% | 13F ↗ |
| 41 | MCK McKesson Corporation | 174,386 | $148.9M | 0.6% | -5.0% | 13F ↗ |
| 42 | NU Nu Holdings Ltd. | 10.95M | $138.6M | 0.6% | -12.2% | 13F ↗ |
| 43 | FWONK Liberty Media Corporation Series C | 1.41M | $130.4M | 0.5% | -6.5% | 13F ↗ |
| 44 | KSPI Joint Stock Company Kaspi.kz · ADR | 1.38M | $129.9M | 0.5% | -9.8% | 13F ↗ |
| 45 | APH Amphenol Corporation | 1.41M | $119.2M | 0.5% | -7.4% | 13F ↗ |
| 46 | BLDR Builders FirstSource, Inc. | 2.05M | $117.1M | 0.5% | -10.0% | 13F ↗ |
| 47 | WCN Waste Connections, Inc. | 686,085 | $105.6M | 0.4% | +12.5% | 13F ↗ |
| 48 | RACE Ferrari N.V. | 263,000 | $103.3M | 0.4% | -6.1% | 13F ↗ |
| 49 | TDG Transdigm Group Incorporated | 82,995 | $89.9M | 0.4% | -7.4% | 13F ↗ |
| 50 | CPNG Coupang, Inc. · Common Stocks | 3.57M | $49.6M | 0.2% | -52.7% | 13F ↗ |
Changes since Q2 2026
2 new, 17 added to, 49 trimmed, 5 exited, 0 unchanged. By estimated dollars.
New positions (2)
| TWLO Twilio Inc. | 13,661 | New | $4.0M |
| Columbia ETF Tr II Em Core Ex Etf | 12,400 | New | $637.5K |
Added to (17)
| PLTR Palantir Technologies Inc. | 2.94M | +16300% | $547.1M |
| WWD Woodward, Inc. | 1.07M | +599% | $302.6M |
| MSFT Microsoft Corporation | 1.42M | +8.4% | $56.4M |
| LRCX Lam Research Corporation | 1.30M | +14.7% | $54.8M |
| PWR Quanta Services, Inc. | 812,558 | +8.3% | $39.9M |
| V Visa Inc. | 2.46M | +3.3% | $28.1M |
| SNDK Sandisk Corporation | 168,382 | +10.0% | $26.6M |
| WCN Waste Connections, Inc. | 686,085 | +12.5% | $11.8M |
| LITE Lumentum Holdings Inc. | 14,696 | +396% | $11.4M |
| META Meta Platforms, Inc. | 978,515 | +0.9% | $6.3M |
Trimmed (49)
| NET Cloudflare, Inc. | 2.24M | -30.9% | -$347.7M |
| NVDA NVIDIA Corporation | 12.54M | -10.8% | -$347.6M |
| STX Seagate Technology Holdings PLC | 433,374 | -39.9% | -$265.1M |
| MU Micron Technology, Inc. | 315,849 | -40.0% | -$224.7M |
| NFLX Netflix, Inc. | 2.70M | -49.4% | -$183.5M |
| AXON Axon Enterprise, Inc. | 1.10M | -25.5% | -$159.8M |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 3.58M | -8.7% | -$156.4M |
| SHOP Shopify Inc. | 6.22M | -14.2% | -$152.3M |
| IOT Samsara Inc. | 7.93M | -30.2% | -$130.5M |
| SPOT Spotify Technology S.A. | 1.50M | -14.8% | -$126.7M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 68 | $24.8B | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 71 | $26.9B | Current | SEC ↗ |
| Q1 2026 | May 8, 2026 | 13F-HR | 67 | $25.5B | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 66 | $32.9B | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 64 | $36.2B | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 66 | $34.8B | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 75 | $29.4B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer