Filed: 8/13/2026ACC: 0001020066-26-000018
📋 What this filing means
SANDS CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 71 equity positions with a total reported market value of $26.93B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
71
Positions
$26.93B
Total AUM (reported)
165.32M
Total Shares
Allocation by class
COM$10.83B40.2%
COM CL A$2.51B9.3%
CL A$2.47B9.2%
SPONSORED ADS$2.29B8.5%
CAP STK CL A$1.75B6.5%
N Y REGISTRY SHS$1.06B3.9%
CL A COM$1.06B3.9%
Portfolio Concentration
Top 3$6.44B23.9%
4–10$6.39B23.7%
11–25$8.13B30.2%
Rest$5.97B22.2%
Top 3 weight
23.9%
Top 10 weight
47.6%
Voting Authority Distribution
Total shares with voting rights: 165.32M
Sole
Full voting authority
127.08M
shares
% of voting shares76.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
38.24M
shares
% of voting shares23.1%
Investment Discretion (by position count)
Sole71
Shared0
Other0
Dominant voting typeSole · 76.9% of voting shares
Institutional Holdings71
Rows:
NVIDIA CORPORATION
SOLEShares14.06M
TypeSH
Market value$2.81B
10.45%
Sole
10.04M
Shared
0.00
None
4.02M
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares3.93M
TypeSH
Market value$1.87B
6.96%
Sole
2.73M
Shared
0.00
None
1.20M
ALPHABET INC
SOLEShares4.89M
TypeSH
Market value$1.75B
6.49%
Sole
3.52M
Shared
0.00
None
1.37M
AMAZON COM INC
SOLEShares4.86M
TypeSH
Market value$1.16B
4.30%
Sole
3.49M
Shared
0.00
None
1.37M
ASML HLDG NV
SOLEShares533.69K
TypeSH
Market value$1.06B
3.94%
Sole
413.78K
Shared
0.00
None
119.91K
BLOOM ENERGY CORP
SOLEShares2.93M
TypeSH
Market value$885.87M
3.29%
Sole
2.05M
Shared
0.00
None
879.11K
AXON ENTERPRISE INC
SOLEShares1.48M
TypeSH
Market value$830.16M
3.08%
Sole
1.15M
Shared
0.00
None
331.54K
SHOPIFY INC
SOLEShares7.24M
TypeSH
Market value$826.90M
3.07%
Sole
5.38M
Shared
0.00
None
1.86M
VISA INC
SOLEShares2.38M
TypeSH
Market value$815.56M
3.03%
Sole
1.88M
Shared
0.00
None
492.54K
SPOTIFY TECHNOLOGY S A
SOLEShares1.76M
TypeSH
Market value$808.62M
3.00%
Sole
1.22M
Shared
0.00
None
544.30K
CLOUDFLARE INC
SOLEShares3.24M
TypeSH
Market value$794.59M
2.95%
Sole
2.50M
Shared
0.00
None
744.26K
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares720.74K
TypeSH
Market value$695.52M
2.58%
Sole
475.95K
Shared
0.00
None
244.79K
MERCADOLIBRE INC
SOLEShares378.21K
TypeSH
Market value$641.97M
2.38%
Sole
316.22K
Shared
0.00
None
61.99K
MICRON TECHNOLOGY INC
SOLEShares526.81K
TypeSH
Market value$608.09M
2.26%
Sole
344.98K
Shared
0.00
None
181.83K
CARVANA CO
SOLEShares8.46M
TypeSH
Market value$557.03M
2.07%
Sole
5.82M
Shared
0.00
None
2.64M
META PLATFORMS INC
SOLEShares969.88K
TypeSH
Market value$546.32M
2.03%
Sole
647.58K
Shared
0.00
None
322.30K
QUANTA SVCS INC
SOLEShares750.48K
TypeSH
Market value$540.37M
2.01%
Sole
553.49K
Shared
0.00
None
196.99K
INTERCONTINENTAL EXCHANGE IN
SOLEShares4.06M
TypeSH
Market value$499.31M
1.85%
Sole
3.08M
Shared
0.00
None
972.28K
INTUITIVE SURGICAL INC
SOLEShares1.25M
TypeSH
Market value$498.06M
1.85%
Sole
1.02M
Shared
0.00
None
234.87K
LAM RESEARCH CORP
SOLEShares1.13M
TypeSH
Market value$491.38M
1.82%
Sole
684.03K
Shared
0.00
None
449.93K
MICROSOFT CORP
SOLEShares1.31M
TypeSH
Market value$488.37M
1.81%
Sole
929.68K
Shared
0.00
None
379.55K
CARPENTER TECHNOLOGY CORP
SOLEShares786.15K
TypeSH
Market value$484.93M
1.80%
Sole
505.71K
Shared
0.00
None
280.44K
DOORDASH INC
SOLEShares2.33M
TypeSH
Market value$429.18M
1.59%
Sole
1.80M
Shared
0.00
None
528.02K
APPLOVIN CORP
SOLEShares831.70K
TypeSH
Market value$428.52M
1.59%
Sole
573.50K
Shared
0.00
None
258.20K
BLOCK INC
SOLEShares5.63M
TypeSH
Market value$428.07M
1.59%
Sole
3.68M
Shared
0.00
None
1.95M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 14.06M | SH | $2.81B 10.45% | 10.04M | 0.00 | 4.02M |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 3.93M | SH | $1.87B 6.96% | 2.73M | 0.00 | 1.20M |
ALPHABET INCSOLE | CAP STK CL A | 4.89M | SH | $1.75B 6.49% | 3.52M | 0.00 | 1.37M |
AMAZON COM INCSOLE | COM | 4.86M | SH | $1.16B 4.30% | 3.49M | 0.00 | 1.37M |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 533.69K | SH | $1.06B 3.94% | 413.78K | 0.00 | 119.91K |
BLOOM ENERGY CORPSOLE | COM CL A | 2.93M | SH | $885.87M 3.29% | 2.05M | 0.00 | 879.11K |
AXON ENTERPRISE INCSOLE | COM | 1.48M | SH | $830.16M 3.08% | 1.15M | 0.00 | 331.54K |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 7.24M | SH | $826.90M 3.07% | 5.38M | 0.00 | 1.86M |
VISA INCSOLE | COM CL A | 2.38M | SH | $815.56M 3.03% | 1.88M | 0.00 | 492.54K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 1.76M | SH | $808.62M 3.00% | 1.22M | 0.00 | 544.30K |
CLOUDFLARE INCSOLE | CL A COM | 3.24M | SH | $794.59M 2.95% | 2.50M | 0.00 | 744.26K |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 720.74K | SH | $695.52M 2.58% | 475.95K | 0.00 | 244.79K |
MERCADOLIBRE INCSOLE | COM | 378.21K | SH | $641.97M 2.38% | 316.22K | 0.00 | 61.99K |
MICRON TECHNOLOGY INCSOLE | COM | 526.81K | SH | $608.09M 2.26% | 344.98K | 0.00 | 181.83K |
CARVANA COSOLE | CL A | 8.46M | SH | $557.03M 2.07% | 5.82M | 0.00 | 2.64M |
META PLATFORMS INCSOLE | CL A | 969.88K | SH | $546.32M 2.03% | 647.58K | 0.00 | 322.30K |
QUANTA SVCS INCSOLE | COM | 750.48K | SH | $540.37M 2.01% | 553.49K | 0.00 | 196.99K |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 4.06M | SH | $499.31M 1.85% | 3.08M | 0.00 | 972.28K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 1.25M | SH | $498.06M 1.85% | 1.02M | 0.00 | 234.87K |
LAM RESEARCH CORPSOLE | COM NEW | 1.13M | SH | $491.38M 1.82% | 684.03K | 0.00 | 449.93K |
MICROSOFT CORPSOLE | COM | 1.31M | SH | $488.37M 1.81% | 929.68K | 0.00 | 379.55K |
CARPENTER TECHNOLOGY CORPSOLE | COM | 786.15K | SH | $484.93M 1.80% | 505.71K | 0.00 | 280.44K |
DOORDASH INCSOLE | CL A | 2.33M | SH | $429.18M 1.59% | 1.80M | 0.00 | 528.02K |
APPLOVIN CORPSOLE | COM CL A | 831.70K | SH | $428.52M 1.59% | 573.50K | 0.00 | 258.20K |
BLOCK INCSOLE | CL A | 5.63M | SH | $428.07M 1.59% | 3.68M | 0.00 | 1.95M |
Page 1 of 3