SANDS CAPITAL MANAGEMENT, LLC
CIK 1020066
13F filing for Q2 2026・No. 309
- Holdings
- US$26.93B
- Quarter change
- +US$1.44B
- Entries
- 71
- Net bought (estimate)
- −US$2.57B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 9
- Cut 43
- Added 14
- Corporate actions 0
- Unchanged 1
Largest holdings
71 stocks worth US$26.93B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 14,059,454 | US$2.81B | 10.45% |
| TSMTSMC ADRSPONSORED ADS | Cut | 3,925,440 | US$1.87B | 6.96% |
| GOOGLAlphabetCAP STK CL A | Cut | 4,893,397 | US$1.75B | 6.49% |
| AMZNAmazonCOM | Cut | 4,861,223 | US$1.16B | 4.30% |
| ASMLASML HLDG NVN Y REGISTRY SHS | Cut | 533,693 | US$1.06B | 3.94% |
| BEBLOOM ENERGY CORPCOM CL A | Added | 2,926,558 | US$885.87M | 3.29% |
| AXON ENTERPRISE INCCOM | Cut | 1,480,817 | US$830.16M | 3.08% |
| SHOPSHOPIFY INCCL A SUB VTG SHS | Cut | 7,242,079 | US$826.9M | 3.07% |
| VVISA INCCOM CL A | Cut | 2,377,099 | US$815.56M | 3.03% |
| SPOTSPOTIFY TECHNOLOGY S ASHS | Cut | 1,761,206 | US$808.62M | 3.00% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.