SANDS CAPITAL MANAGEMENT, LLC
Top Portfolio Positions
66 positions ·
$25,868,165,487 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
18,085,742 | $3,154,153,404 | 12.19% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
5,862,685 | $1,981,294,395 | 7.66% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,124,494 | $1,473,599,494 | 5.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,719,055 | $1,399,377,584 | 5.41% | |
| SHOP |
Shopify Inc.
Technology
|
8,935,666 | $1,059,948,700 | 4.10% | |
| IOT |
Samsara Inc.
Technology
|
31,875,775 | $1,010,143,309 | 3.90% | |
| NFLX |
Netflix Inc
Communication Services
|
9,414,668 | $905,220,328 | 3.50% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
1,794,226 | $870,038,129 | 3.36% | |
| ASML |
Asml Holding NV
Technology
|
639,833 | $845,110,621 | 3.27% | |
| V |
Visa Inc.
Financial Services
|
2,770,431 | $837,335,065 | 3.24% |
Portfolio Trend
25 quarters · across all stocks
Holdings in IOT
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $496,193,907 | 15,657,744 | Shares | Sole | 2026-05-08 | |
| 2026-03-31 | $513,949,402 | 16,218,031 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $677,921,623 | 19,123,318 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $764,307,867 | 20,518,332 | Shares | Sole | 2025-11-13 | |
| 2025-09-30 | $786,617,413 | 21,117,246 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $784,250,567 | 19,714,695 | Shares | Sole | 2025-07-08 | |
| 2025-06-30 | $766,807,633 | 19,276,210 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $630,266,361 | 16,443,161 | Shares | Sole | 2025-05-14 | |
| 2025-03-31 | $639,980,409 | 16,696,593 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $453,054,989 | 10,369,764 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $395,341,264 | 8,215,737 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $256,531,847 | 7,612,221 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $59,454,251 | 1,573,280 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $52,736,260 | 1,579,876 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $38,084,873 | 1,510,705 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $47,032,737 | 1,697,320 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $33,891,482 | 1,718,635 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $21,596,689 | 1,737,465 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $20,973,495 | 1,737,655 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $19,447,952 | 1,741,088 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $27,860,205 | 1,739,089 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $38,264,034 | 1,361,225 | Shares | Sole | 2022-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||