Holdings of SANDS CAPITAL MANAGEMENT, LLC
56 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 58.2 % of the equity sleeve
Sector breakdown
- Technology 38.7 %
- Consumer discretionary 15.7 %
- Communication 14.7 %
- Financials 8.5 %
- Industrials 5.6 %
- Health care 5.0 %
- Consumer staples 1.8 %
- Materials 1.5 %
- Unattributed 8.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 85.5 %
- TW 8.9 %
- NL 4.9 %
- KZ 0.5 %
- IN 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 51 | 19B $ | 85.50 % |
| 2 | TW | 1 | 2B $ | 8.94 % |
| 3 | NL | 2 | 1.1B $ | 4.93 % |
| 4 | KZ | 1 | 117.5M $ | 0.53 % |
| 5 | IN | 1 | 22.6M $ | 0.10 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | NVIDIA Corp | 18,085,742 | 3.2B $ | |
| 2 | Taiwan Semiconductor Manufacturing Co Ltd | 5,862,685 | 2B $ | |
| 3 | Alphabet Inc | 5,124,494 | 1.5B $ | |
| 4 | Amazon.com Inc | 6,719,055 | 1.4B $ | |
| 5 | Netflix Inc | 9,414,668 | 905.2M $ | |
| 6 | ASML Holding NV | 639,833 | 845.1M $ | |
| 7 | Visa Inc | 2,770,431 | 837.3M $ | |
| 8 | MercadoLibre Inc | 475,455 | 822.1M $ | |
| 9 | Cloudflare Inc | 3,661,749 | 755.6M $ | |
| 10 | Meta Platforms Inc | 1,279,121 | 731.8M $ | |
| 11 | Intercontinental Exchange Inc | 4,384,298 | 689.6M $ | |
| 12 | Carvana Co | 2,117,248 | 665.6M $ | |
| 13 | Axon Enterprise Inc | 1,564,504 | 664.4M $ | |
| 14 | Intuitive Surgical Inc | 1,321,274 | 609.1M $ | |
| 15 | DoorDash Inc | 3,957,060 | 594.2M $ | |
| 16 | Microsoft Corp | 1,530,124 | 566.4M $ | |
| 17 | Samsara Inc | 15,657,744 | 496.2M $ | |
| 18 | Broadcom Inc | 1,402,835 | 434.2M $ | |
| 19 | Sea Ltd | 4,728,550 | 391.6M $ | |
| 20 | AppLovin Corp | 971,561 | 386.7M $ | |
| 21 | Quanta Services Inc | 626,348 | 343.9M $ | |
| 22 | Block Inc | 5,510,835 | 331.6M $ | |
| 23 | Carpenter Technology Corp | 823,277 | 324.5M $ | |
| 24 | Carlisle Cos Inc | 919,614 | 306.8M $ | |
| 25 | Argenx SE | 340,285 | 248.5M $ | |
| 26 | Bloom Energy Corp | 1,779,038 | 241M $ | |
| 27 | Builders FirstSource Inc | 2,621,085 | 215.8M $ | |
| 28 | Tetra Tech Inc | 6,658,823 | 200.6M $ | |
| 29 | McKesson Corp | 201,283 | 174.2M $ | |
| 30 | Coupang Inc | 9,172,187 | 173.2M $ | |
| 31 | Datadog Inc | 1,406,366 | 166M $ | |
| 32 | Lam Research Corp | 755,222 | 161.4M $ | |
| 33 | ROBLOX Corp | 2,726,701 | 154.2M $ | |
| 34 | Liberty Media Corp-Liberty Formula One | 1,559,760 | 132.6M $ | |
| 35 | Kaspi.KZ JSC | 1,586,334 | 117.5M $ | |
| 36 | TransDigm Group Inc | 94,341 | 109.3M $ | |
| 37 | Amphenol Corp | 805,602 | 101.8M $ | |
| 38 | Ultragenyx Pharmaceutical Inc | 3,214,533 | 67.3M $ | |
| 39 | Boston Scientific Corp | 736,109 | 46.2M $ | |
| 40 | Full Truck Alliance Co Ltd | 4,970,779 | 41.3M $ | |
| 41 | Eli Lilly & Co | 32,887 | 30.2M $ | |
| 42 | Palo Alto Networks Inc | 161,078 | 25.8M $ | |
| 43 | HDFC Bank Ltd | 907,652 | 22.6M $ | |
| 44 | Klaviyo Inc | 595,160 | 11.6M $ | |
| 45 | Figma Inc | 187,577 | 4M $ | |
| 46 | Palantir Technologies Inc | 22,919 | 3.4M $ | |
| 47 | ServiceNow Inc | 31,521 | 3.3M $ | |
| 48 | Gitlab Inc | 127,475 | 2.8M $ | |
| 49 | Alibaba Group Holding Ltd | 7,793 | 977.7K $ | |
| 50 | Atlassian Corp | 14,281 | 974.7K $ | |
| 51 | Apple Inc | 3,219 | 817K $ | |
| 52 | Snowflake Inc | 4,178 | 630.1K $ | |
| 53 | Arista Networks Inc | 2,698 | 331.3K $ | |
| 54 | Robinhood Markets Inc | 3,746 | 259.6K $ | |
| 55 | AeroVironment Inc | 1,342 | 245.7K $ | |
| 56 | Lumentum Holdings Inc | 312 | 219.3K $ |