SANDS CAPITAL MANAGEMENT, LLC
Top Portfolio Positions
62 positions ·
$32,332,483,681 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
20,043,571 | $3,738,125,991 | 11.56% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
6,826,175 | $2,074,406,320 | 6.42% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,440,012 | $1,717,303,569 | 5.31% |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,939,049 | $1,545,922,337 | 4.78% |
| SHOP |
Shopify Inc.
Technology
|
9,506,036 | $1,530,186,614 | 4.73% |
| MSFT |
Microsoft Corp
Technology
|
2,470,769 | $1,194,913,303 | 3.70% |
| V |
Visa Inc.
Financial Services
|
3,090,129 | $1,083,739,141 | 3.35% |
| CVNA |
Carvana Co.
Consumer Cyclical
|
2,442,534 | $1,030,798,198 | 3.19% |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
509,645 | $1,026,557,537 | 3.18% |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
4,496,607 | $1,018,391,553 | 3.15% |
Portfolio Trend
Holdings in APP
Export CSVShares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $986,035,170 | 1,463,351 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $730,725,719 | 1,016,959 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $286,136,487 | 817,346 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $545,359,399 | 2,058,193 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $267,611,169 | 826,394 | Shares | Sole | 2025-02-13 | |
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