Growth
Sands Capital Management
Sands Capital Management’s reported long US-listed equity holdings as of Q2 2026, from their Form 13F filing with the SEC.
13F value
$26.93B
reported long US equity
Positions
71
US-listed holdings
New this quarter
13
9 exited
Reporting period
Q2 2026
vs Q1 2026
Holdings
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | $2.81B | 10.4% | 14.1M | Reduced |
| 2 | TAIWAN SEMICONDUCTOR MANUFAC | $1.87B | 7.0% | 3.9M | Reduced |
| 3 | ALPHABET INC | $1.75B | 6.5% | 4.9M | Reduced |
| 4 | AMZNAMAZON COM INC | $1.16B | 4.3% | 4.9M | Reduced |
| 5 | ASML HLDG NV | $1.06B | 3.9% | 533.7K | Reduced |
| 6 | BEBLOOM ENERGY CORP | $885.9M | 3.3% | 2.9M | Added |
| 7 | AXONAXON ENTERPRISE INC | $830.2M | 3.1% | 1.5M | Reduced |
| 8 | SHOPSHOPIFY INC | $826.9M | 3.1% | 7.2M | Reduced |
| 9 | VVISA INC | $815.6M | 3.0% | 2.4M | Reduced |
| 10 | SPOTIFY TECHNOLOGY S A | $808.6M | 3.0% | 1.8M | Reduced |
| 11 | NETCLOUDFLARE INC | $794.6M | 3.0% | 3.2M | Reduced |
| 12 | SEAGATE TECHNOLOGY HLDNGS PL | $695.5M | 2.6% | 720.7K | Added |
| 13 | MELIMERCADOLIBRE INC | $642.0M | 2.4% | 378.2K | Reduced |
| 14 | MUMICRON TECHNOLOGY INC | $608.1M | 2.3% | 526.8K | New |
| 15 | CVNACARVANA CO | $557.0M | 2.1% | 8.5M | Added |
| 16 | METAMETA PLATFORMS INC | $546.3M | 2.0% | 969.9K | Reduced |
| 17 | PWRQUANTA SVCS INC | $540.4M | 2.0% | 750.5K | Added |
| 18 | ICEINTERCONTINENTAL EXCHANGE IN | $499.3M | 1.9% | 4.1M | Reduced |
| 19 | ISRGINTUITIVE SURGICAL INC | $498.1M | 1.8% | 1.3M | Reduced |
| 20 | LRCXLAM RESEARCH CORP | $491.4M | 1.8% | 1.1M | Added |
| 21 | MSFTMICROSOFT CORP | $488.4M | 1.8% | 1.3M | Reduced |
| 22 | CRSCARPENTER TECHNOLOGY CORP | $484.9M | 1.8% | 786.1K | Reduced |
| 23 | DASHDOORDASH INC | $429.2M | 1.6% | 2.3M | Reduced |
| 24 | APPAPPLOVIN CORP | $428.5M | 1.6% | 831.7K | Reduced |
| 25 | XYZBLOCK INC | $428.1M | 1.6% | 5.6M | Added |
| 26 | AVGOBROADCOM INC | $425.7M | 1.6% | 1.1M | Reduced |
| 27 | AMDADVANCED MICRO DEVICES INC | $390.7M | 1.5% | 672.6K | New |
| 28 | SPACE EXPLORATION TECHN CORP | $389.0M | 1.4% | 2.3M | New |
| 29 | NFLXNETFLIX INC. | $381.0M | 1.4% | 5.3M | Reduced |
| 30 | IOTSAMSARA INC | $368.0M | 1.4% | 11.3M | Reduced |
| 31 | SNDKSANDISK CORP | $348.1M | 1.3% | 153.1K | New |
| 32 | CSLCARLISLE COS INC | $290.2M | 1.1% | 799.9K | Reduced |
| 33 | SESEA LTD | $287.3M | 1.1% | 3.0M | Reduced |
| 34 | ARGENX SE | $277.0M | 1.0% | 298.6K | Reduced |
| 35 | ON HLDG AG | $265.1M | 1.0% | 7.5M | Added |
| 36 | DDOGDATADOG INC | $260.3M | 1.0% | 999.8K | Reduced |
| 37 | SPHRSPHERE ENTERTAINMENT CO | $235.0M | 0.9% | 1.4M | New |
| 38 | ARMARM HOLDINGS PLC | $227.9M | 0.8% | 642.8K | New |
| 39 | BLDRBUILDERS FIRSTSOURCE INC | $204.3M | 0.8% | 2.3M | Reduced |
| 40 | NU HLDGS LTD | $166.7M | 0.6% | 12.5M | Reduced |
| 41 | FWONKLIBERTY MEDIA CORP DEL | $143.6M | 0.5% | 1.5M | Reduced |
| 42 | MCKMCKESSON CORP | $138.7M | 0.5% | 183.5K | Reduced |
| 43 | APHAMPHENOL CORP | $134.7M | 0.5% | 764.0K | Reduced |
| 44 | KASPI KZ JSC | $132.6M | 0.5% | 1.5M | Reduced |
| 45 | CPNGCOUPANG INC | $131.3M | 0.5% | 7.6M | Reduced |
| 46 | TDGTRANSDIGM GROUP INC | $119.4M | 0.4% | 89.7K | Reduced |
| 47 | RAREULTRAGENYX PHARMACEUTICAL IN | $105.5M | 0.4% | 3.2M | Reduced |
| 48 | FERRARI N V | $104.3M | 0.4% | 280.1K | Reduced |
| 49 | WCNWASTE CONNECTIONS INC | $101.6M | 0.4% | 609.7K | Reduced |
| 50 | WWDWOODWARD INC | $65.4M | 0.2% | 153.7K | New |
| 51 | GRAB HOLDINGS LIMITED | $61.8M | 0.2% | 16.4M | Added |
| 52 | LLYELI LILLY & CO | $54.4M | 0.2% | 45.3K | Added |
| 53 | YMMFULL TRUCK ALLIANCE CO LTD | $34.9M | 0.1% | 4.3M | Reduced |
| 54 | LINDE PLC | $28.4M | 0.1% | 54.8K | Added |
| 55 | HDBHDFC BANK LTD | $22.4M | 0.1% | 865.9K | Reduced |
| 56 | AAPLAPPLE INC | $13.2M | 0.0% | 45.6K | Added |
| 57 | PANWPALO ALTO NETWORKS INC | $10.7M | 0.0% | 31.3K | Reduced |
| 58 | STEVANATO GROUP S P A | $9.5M | 0.0% | 524.5K | Added |
| 59 | CRWDCROWDSTRIKE HLDGS INC | $7.6M | 0.0% | 10.0K | New |
| 60 | INTCINTEL CORP | $5.5M | 0.0% | 39.1K | New |
| 61 | HOODROBINHOOD MKTS INC | $5.3M | 0.0% | 53.0K | Added |
| 62 | TTMITTM TECHNOLOGIES INC | $4.4M | 0.0% | 23.6K | New |
| 63 | GTLBGITLAB INC | $3.9M | 0.0% | 127.5K | — |
| 64 | AVAVAEROVIRONMENT INC | $3.1M | 0.0% | 19.0K | Added |
| 65 | KVYOKLAVIYO INC | $3.0M | 0.0% | 198.8K | Reduced |
| 66 | ISHARES TR | $2.8M | 0.0% | 22.2K | New |
| 67 | LITELUMENTUM HLDGS INC | $2.5M | 0.0% | 3.0K | Added |
| 68 | CEREBRAS SYSTEMS INC | $2.5M | 0.0% | 11.4K | New |
| 69 | PLTRPALANTIR TECHNOLOGIES INC | $2.1M | 0.0% | 17.9K | Reduced |
| 70 | BABAALIBABA GROUP HLDG LTD | $667,061 | 0.0% | 7.0K | Reduced |
| 71 | BBB FOODS INC | $261,729 | 0.0% | 6.3K | New |
Sold out (Q2 2026)
FLUTTER ENTMT PLC, TTEK, RBLX, BSX, FIG, NOW, TEAM, SNOW, ANET
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From Sands Capital Management’s Form 13F filing with the SEC, which can be up to 45 days after quarter-end. Covers long US-listed securities only: it excludes short positions, options detail, cash, bonds, and non-US holdings, so it is not the manager’s complete portfolio, and share counts and values are as of Q2 2026, not today. Not investment advice.