SANDS CAPITAL MANAGEMENT, LLC

CIK
1020066
City
ARLINGTON
State / Country
VA

Top Portfolio Positions

66 positions · $25,354,216,085 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
18,085,742 $3,154,153,404 12.44%
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Technology
5,862,685 $1,981,294,395 7.81%
GOOGL
Alphabet Inc.
Communication Services
5,124,494 $1,473,599,494 5.81%
AMZN
Amazon Com Inc
Consumer Cyclical
6,719,055 $1,399,377,584 5.52%
SHOP
Shopify Inc.
Technology
8,935,666 $1,059,948,700 4.18%
NFLX
Netflix Inc
Communication Services
9,414,668 $905,220,328 3.57%
SPOT
Spotify Technology S.A.
Communication Services
1,794,226 $870,038,129 3.43%
ASML
Asml Holding Nv
Technology
639,833 $845,110,621 3.33%
V
Visa Inc.
Financial Services
2,770,431 $837,335,065 3.30%
MELI
Mercadolibre Inc
Consumer Cyclical
475,455 $822,071,204 3.24%

Portfolio Trend

24 quarters · across all stocks

Holdings in ASML

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2026-03-31 $845,110,621 639,833
2025-12-31 $716,790,152 669,985
2025-09-30 $512,278,376 529,164
2025-06-30 $425,187,081 530,562
2025-03-31 $369,368,515 557,428
2024-12-31 $1,237,685,630 1,785,776
2024-09-30 $1,603,786,272 1,924,736
2024-06-30 $2,018,887,429 1,974,018
2024-03-31 $2,083,470,017 2,146,867
2023-12-31 $1,224,002,464 1,617,083
2023-09-30 $880,185,623 1,495,236
2023-06-30 $1,007,327,850 1,389,897
2023-03-31 $1,038,796,134 1,526,048
2022-12-31 $944,767,672 1,729,077
2022-09-30 $736,407,658 1,772,981
2022-06-30 $924,511,111 1,942,740
2022-03-31 $1,280,332,307 1,916,866
2021-12-31 $1,674,739,404 2,103,574
2021-09-30 $1,692,622,425 2,271,641
2021-06-30 $1,651,728,665 2,390,899
2021-03-31 $1,422,966,645 2,304,922
2020-09-30 $974,670,440 2,639,452
2020-06-30 $1,008,006,199 2,738,924
2020-03-31 $756,645,350 2,891,933