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 TSM
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,981,294,395 | 5,862,685 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,074,406,320 | 6,826,175 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,583,960,078 | 9,251,889 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,937,005,444 | 8,552,278 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,332,534,788 | 8,027,318 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $869,138,085 | 4,400,922 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $813,387,265 | 4,683,522 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $830,681,963 | 4,779,253 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $709,894,478 | 5,217,894 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $581,522,032 | 5,591,558 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $493,845,313 | 5,682,915 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $586,960,206 | 5,816,094 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $542,012,377 | 5,826,837 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $438,820,664 | 5,891,001 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $428,426,366 | 6,248,926 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $738,092,709 | 9,028,657 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $960,329,372 | 9,210,909 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,185,376,412 | 9,852,684 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,131,996,238 | 10,138,793 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,188,259,956 | 9,888,981 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,099,677,783 | 9,297,242 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $790,267,509 | 7,247,501 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $551,632,951 | 6,804,403 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $295,885,126 | 5,211,998 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $240,524,967 | 5,032,956 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||