SANDS CAPITAL MANAGEMENT, LLC
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% |
Holdings in SPOT
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $870,038,129 | 1,794,226 | Shares | Sole | 2026-05-08 | |
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