SANDS CAPITAL MANAGEMENT, LLC

Name: SANDS CAPITAL MANAGEMENT, LLC: Form 13F holdings for the quarter ended 2026-06-30
Creator: Listed

An institutional investment manager in ARLINGTON, VA. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 13, 2026. SEC CIK 1020066.

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Reported value$26.93bn
Positions71

Holdings: 71 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

SANDS CAPITAL MANAGEMENT, LLC, holdings
Issuer	Class	CUSIP	Reported value$m	Weight	Shares	Change on the quarter before
Nvidia CorporationNVDA	COM	67066G104	2,813	10.4%	14,059,454	Reduced−4,026,288
Taiwan Semiconductor ManufacTSM	SPONSORED ADS	874039100	1,875	7.0%	3,925,440	Reduced−1,937,245
Alphabet IncGOOGL	CAP STK CL A	02079K305	1,749	6.5%	4,893,397	Reduced−231,097
Amazon Com IncAMZN	COM	023135106	1,159	4.3%	4,861,223	Reduced−1,857,832
Asml HLDG NV	N Y REGISTRY SHS	N07059210	1,062	3.9%	533,693	Reduced−106,140
Bloom Energy CorpBE	COM CL A	093712107	886	3.3%	2,926,558	Added+1,147,520
Axon Enterprise IncAXON	COM	05464C101	830	3.1%	1,480,817	Reduced−83,687
Shopify IncSHOP	CL A SUB VTG SHS	82509L107	827	3.1%	7,242,079	Reduced−1,693,587
Visa IncV	COM CL A	92826C839	816	3.0%	2,377,099	Reduced−393,332
Spotify Technology S a	SHS	L8681T102	809	3.0%	1,761,206	Reduced−33,020
Cloudflare IncNET	CL A COM	18915M107	795	3.0%	3,239,504	Reduced−422,245
Seagate Technology HLDNGS PL	ORD SHS	G7997R103	696	2.6%	720,741	Added+188,849
Mercadolibre IncMELI	COM	58733R102	642	2.4%	378,208	Reduced−97,247
Micron Technology IncMU	COM	595112103	608	2.3%	526,810	New+526,810
Carvana CoCVNA	CL A	146869102	557	2.1%	8,462,945	Added+6,345,697
Meta Platforms IncMETA	CL A	30303M102	546	2.0%	969,879	Reduced−309,242
Quanta SVCS IncPWR	COM	74762E102	540	2.0%	750,479	Added+124,131
Intercontinental Exchange inICE	COM	45866F104	499	1.9%	4,055,771	Reduced−328,527
Intuitive Surgical IncISRG	COM NEW	46120E602	498	1.8%	1,252,424	Reduced−68,850
LAM Research CorpLRCX	COM NEW	512807306	491	1.8%	1,133,965	Added+378,743
Microsoft CorpMSFT	COM	594918104	488	1.8%	1,309,230	Reduced−220,894
Carpenter Technology CorpCRS	COM	144285103	485	1.8%	786,150	Reduced−37,127
Doordash IncDASH	CL A	25809K105	429	1.6%	2,325,795	Reduced−1,631,265
Applovin CorpAPP	COM CL A	03831W108	429	1.6%	831,697	Reduced−139,864
Block IncXYZ	CL A	852234103	428	1.6%	5,632,505	Added+121,670
Broadcom IncAVGO	COM	11135F101	426	1.6%	1,126,912	Reduced−275,923
Advanced Micro Devices IncAMD	COM	007903107	391	1.5%	672,555	New+672,555
Space Exploration Techn CorpSPCX	CLASS A COM STK	84615Q103	389	1.4%	2,276,744	New+2,276,744
Netflix Inc.NFLX	COM	64110L106	381	1.4%	5,336,614	Reduced−4,078,054
Samsara IncIOT	COM CL A	79589L106	368	1.4%	11,348,732	Reduced−4,309,012
Sandisk CorpSNDK	COM	80004C200	348	1.3%	153,093	New+153,093
Carlisle Cos IncCSL	COM	142339100	290	1.1%	799,872	Reduced−119,742
Sea LtdSE	SPONSORD ADS	81141R100	287	1.1%	2,998,337	Reduced−1,730,213
Argenx SEARGX	SPONSORED ADR	04016X101	277	1.0%	298,599	Reduced−41,686
On HLDG AG	NAMEN AKT A	H5919C104	265	1.0%	7,485,043	Added+1,159,496
Datadog IncDDOG	CL A COM	23804L103	260	1.0%	999,799	Reduced−406,567
Sphere Entertainment CoSPHR	CL A	55826T102	235	0.9%	1,358,321	New+1,358,321
ARM Holdings plcARM	SPONSORED ADS	042068205	228	0.8%	642,829	New+642,829
Builders Firstsource IncBLDR	COM	12008R107	204	0.8%	2,283,236	Reduced−337,849
NU Holdings Ltd	ORD SHS CL A	G6683N103	167	0.6%	12,475,806	Reduced−21,866,415
Liberty Media Corp DelFWONA	COM LBTY ONE S C	531229755	144	0.5%	1,509,193	Reduced−50,567
McKesson CorpMCK	COM	58155Q103	139	0.5%	183,535	Reduced−17,748
Amphenol CorpAPH	CL A	032095101	135	0.5%	763,951	Reduced−41,651
Kaspi KZ JSCKSPI	SPONSORED ADS	48581R205	133	0.5%	1,531,017	Reduced−55,317
Coupang IncCPNG	CL A	22266T109	131	0.5%	7,559,132	Reduced−1,613,055
Transdigm Group IncTDG	COM	893641100	119	0.4%	89,669	Reduced−4,672
Ultragenyx Pharmaceutical inRARE	COM	90400D108	105	0.4%	3,158,368	Reduced−56,165
Ferrari N V	COM	N3167Y103	104	0.4%	280,101	Reduced−7,608
Waste Connections IncWCN	COM	94106B101	102	0.4%	609,721	Reduced−25,182
Woodward IncWWD	COM	980745103	65.4	0.2%	153,660	New+153,660
Grab Holdings Limited	CLASS A ORD	G4124C109	61.8	0.2%	16,385,578	Added+7,263,146
ELI Lilly & CoLLY	COM	532457108	54.4	0.2%	45,332	Added+12,445
Full Truck Alliance Co LtdYMM	SPONSORED ADS	35969L108	34.9	0.1%	4,294,886	Reduced−675,893
Linde plc	SHS	G54950103	28.4	0.1%	54,778	Added+185
HDFC Bank LtdHDB	SPONSORED ADS	40415F101	22.4	<0.1%	865,858	Reduced−41,794
Apple IncAAPL	COM	037833100	13.2	<0.1%	45,598	Added+42,379
Palo Alto Networks IncPANW	COM	697435105	10.7	<0.1%	31,312	Reduced−129,766
Stevanato Group S P a	ORD SHS	T9224W109	9.5	<0.1%	524,481	Added+27,171
Crowdstrike Holdings IncCRWD	CL A	22788C105	7.6	<0.1%	10,020	New+10,020
Intel CorpINTC	COM	458140100	5.5	<0.1%	39,132	New+39,132
Robinhood MKTS IncHOOD	COM CL A	770700102	5.3	<0.1%	53,032	Added+49,286
TTM Technologies IncTTMI	COM	87305R109	4.4	<0.1%	23,625	New+23,625
Gitlab IncGTLB	CLASS A COM	37637K108	3.9	<0.1%	127,475	Unchanged
Aerovironment IncAVAV	COM	008073108	3.1	<0.1%	18,993	Added+17,651
Klaviyo IncKVYO	COM SER A	49845K101	3.0	<0.1%	198,806	Reduced−396,354
Ishares TR	RUS 1000 GRW ETF	464287614	2.8	<0.1%	22,200	New+22,200
Lumentum Holdings IncLITE	COM	55024U109	2.5	<0.1%	2,961	Added+2,649
Cerebras Systems IncCBRS	COM CL A	15675D103	2.5	<0.1%	11,419	New+11,419
Palantir Technologies IncPLTR	CL A	69608A108	2.1	<0.1%	17,944	Reduced−4,975
Alibaba Group HLDG LtdBABA	SPONSORED ADS	01609W102	0.7	<0.1%	6,950	Reduced−843
BBB Foods Inc	CL A COM	G0896C103	0.3	<0.1%	6,281	New+6,281

Sold out: 9 positions

Held at the end of the quarter before and not reported this quarter.

SANDS CAPITAL MANAGEMENT, LLC, positions sold out
Issuer	Class	CUSIP	Weight	Change on the quarter before
Arista Networks IncANET	COM SHS	040413205	0.0%	Sold out−2,698
Atlassian CorporationTEAM	CL A	049468101	0.0%	Sold out−14,281
Boston Scientific CorpBSX	COM	101137107	0.0%	Sold out−736,109
Figma IncFIG	CLASS A COM STK	316841105	0.0%	Sold out−187,577
Flutter Entmt plc	SHS	G3643J108	0.0%	Sold out−1,988,830
Roblox CorpRBLX	CL A	771049103	0.0%	Sold out−2,726,701
Servicenow IncNOW	COM	81762P102	0.0%	Sold out−31,521
Snowflake IncSNOW	COM SHS	833445109	0.0%	Sold out−4,178
Tetra Tech Inc NewTTEK	COM	88162G103	0.0%	Sold out−6,658,823

Source: SEC EDGAR, Form 13F-HR, accession 0001020066-26-000018 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.