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 SHOP
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,059,948,700 | 8,935,666 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,530,186,614 | 9,506,036 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,030,947,843 | 6,937,271 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $864,273,140 | 7,492,615 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,159,682,989 | 12,145,821 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,465,114,583 | 13,778,939 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,215,867,811 | 15,171,797 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $973,337,502 | 14,736,374 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,021,655,173 | 13,239,020 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,153,383,582 | 14,805,951 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $859,843,937 | 15,756,715 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,056,462,198 | 16,353,904 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,133,694,995 | 23,648,206 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $860,902,931 | 24,802,735 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $608,311,854 | 22,580,247 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $736,037,580 | 23,560,742 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $143,815,965 | 2,127,581 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $193,222,197 | 1,402,814 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $182,668,171 | 1,347,329 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $193,909,008 | 1,327,253 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $141,446,108 | 1,278,320 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $100,276,507 | 885,874 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $91,510,497 | 894,557 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $89,463,903 | 942,519 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $52,418,732 | 1,257,255 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||