Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SANDS CAPITAL MANAGEMENT, LLC (CIK 1020066) reported $25.49B across 67 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($3.15B, 12.38%), TSM ($1.98B, 7.77%), GOOGL ($1.47B, 5.78%), AMZN ($1.40B, 5.49%), SHOP ($1.06B, 4.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $3.15B | 12.38% | 18.1M | Trimmed |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.98B | 7.77% | 5.9M | Trimmed |
| 3 | GOOGL | ALPHABET INC | $1.47B | 5.78% | 5.1M | Added |
| 4 | AMZN | AMAZON COM INC | $1.40B | 5.49% | 6.7M | Trimmed |
| 5 | SHOP | SHOPIFY INC | $1.06B | 4.16% | 8.9M | Trimmed |
| 6 | NFLX | NETFLIX INC. | $905.2M | 3.55% | 9.4M | Trimmed |
| 7 | SPOT | SPOTIFY TECHNOLOGY S A | $870.0M | 3.41% | 1.8M | Added |
| 8 | ASML | ASML HLDG NV | $845.1M | 3.32% | 639,833 | Trimmed |
| 9 | V | VISA INC | $837.3M | 3.29% | 2.8M | Trimmed |
| 10 | MELI | MERCADOLIBRE INC | $822.1M | 3.23% | 475,455 | Trimmed |
| 11 | NET | CLOUDFLARE INC | $755.6M | 2.96% | 3.7M | Trimmed |
| 12 | META | META PLATFORMS INC | $731.8M | 2.87% | 1.3M | Added |
| 13 | ICE | INTERCONTINENTAL EXCHANGE IN | $689.6M | 2.71% | 4.4M | Trimmed |
| 14 | AXON | AXON ENTERPRISE INC | $664.4M | 2.61% | 1.6M | Trimmed |
| 15 | CVNA | CARVANA CO | $665.6M | 2.61% | 2.1M | Trimmed |
| 16 | ISRG | INTUITIVE SURGICAL INC | $609.1M | 2.39% | 1.3M | Trimmed |
| 17 | DASH | DOORDASH INC | $594.2M | 2.33% | 4.0M | Trimmed |
| 18 | MSFT | MICROSOFT CORP | $566.4M | 2.22% | 1.5M | Trimmed |
| 19 | IOT | SAMSARA INC | $496.2M | 1.95% | 15.7M | Trimmed |
| 20 | NU | NU HLDGS LTD | $493.5M | 1.94% | 34.3M | Trimmed |
| 21 | AVGO | BROADCOM INC | $434.2M | 1.70% | 1.4M | Trimmed |
| 22 | SE | SEA LTD | $391.6M | 1.54% | 4.7M | Trimmed |
| 23 | APP | APPLOVIN CORP | $386.7M | 1.52% | 971,561 | Trimmed |
| 24 | PWR | QUANTA SVCS INC | $343.9M | 1.35% | 626,348 | Added |
| 25 | SQ | BLOCK INC | $331.6M | 1.30% | 5.5M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31