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 RACE
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $97,375,111 | 287,709 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $114,557,317 | 309,983 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $122,128,903 | 251,698 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $119,601,680 | 243,717 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $105,288,003 | 246,069 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $105,493,719 | 248,314 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $98,072,937 | 208,617 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $89,233,745 | 218,512 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $96,299,581 | 220,901 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $74,723,651 | 220,795 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $25,990,969 | 87,944 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,517,415 | 50,790 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $13,937,695 | 51,442 | Shares | Sole | 2023-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||