account_balance
Investment manager · 13F filer · SEC CIK 1020066
Sands Capital Management, LLC
Reported value$26.9Bas of Jun 30, 2026
Positions71 13 new, 9 sold out
Top 10 weight47.6%NVDA alone is 10%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corporation
10.4%Trimmed −22%
TSMTaiwan Semiconductor Manufac
7.0%Trimmed −33%
GOOGLAlphabet Inc
6.5%Trimmed −5%
AMZNAmazon Com Inc
4.3%Trimmed −28%
ASMLAsml HLDG NV
3.9%Trimmed −17%
BEBloom Energy Corp
3.3%Added +65%
AXONAxon Enterprise Inc
3.1%Trimmed −5%
SHOPShopify Inc
3.1%Trimmed −19%
VVisa Inc
3.0%Trimmed −14%
SPOTSpotify Technology S A
3.0%
NETCloudflare Inc
3.0%Trimmed −12%
STXSeagate Technology Hldngs Pl
2.6%Added +36%
NVDANvidia Corporation
10.4%Trimmed −22%
TSMTaiwan Semiconductor Manufac
7.0%Trimmed −33%
GOOGLAlphabet Inc
6.5%Trimmed −5%
AMZNAmazon Com Inc
4.3%Trimmed −28%
ASML3.9%BE3.3%AXON3.1%SHOP3.1%V3.0%SPOT3.0%NET3.0%STX2.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corporation 10.4% Trimmed −22%TSM Taiwan Semiconductor Manufac 7.0% Trimmed −33%GOOGL Alphabet Inc 6.5% Trimmed −5%AMZN Amazon Com Inc 4.3% Trimmed −28%ASML Asml HLDG NV 3.9% Trimmed −17%BE Bloom Energy Corp 3.3% Added +65%AXON Axon Enterprise Inc 3.1% Trimmed −5%SHOP Shopify Inc 3.1% Trimmed −19%V Visa Inc 3.0% Trimmed −14%SPOT Spotify Technology S A 3.0% HeldNET Cloudflare Inc 3.0% Trimmed −12%STX Seagate Technology Hldngs Pl 2.6% Added +36%
What changed