Position in XYZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$428,070,380
+$96,428,330 QoQ
Shares Held
5,632,505
+2.2% QoQ
Ownership
0.938%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#16
of 1,079 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SANDS CAPITAL MANAGEMENT, LLC holds $2,236,021,602 across 9 Software - Infrastructure names. XYZ ranks #3 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NET |
Cloudflare, Inc.
|
3,239,504 | $794,585,541 | |
| 2 | MSFT |
Microsoft Corp
|
1,309,230 | $488,368,974 | |
| 3 | XYZ |
Block, Inc.
This page
|
5,632,505 | $428,070,380 | |
| 4 | IOT |
Samsara Inc.
|
11,348,732 | $368,039,378 | |
| 5 | KSPI |
Joint Stock Co Kaspi.kz
|
1,531,017 | $132,647,312 | |
| 6 | PANW |
Palo Alto Networks Inc
|
31,312 | $10,678,018 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
40,080 | $7,646,662 | |
| 8 | GTLB |
Gitlab Inc.
|
127,475 | $3,891,811 |
All Filings in XYZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,070,380 | 5,632,505 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $331,642,050 | 5,510,835 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $385,976,084 | 5,929,883 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $838,552,929 | 11,603,057 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $702,446,468 | 10,340,740 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $463,534,378 | 8,531,831 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $878,782,491 | 10,339,834 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $753,725,167 | 11,227,844 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $742,308,146 | 11,510,438 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,010,546,108 | 11,947,814 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,063,484,685 | 13,748,994 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $621,527,644 | 14,042,649 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $963,507,751 | 14,473,603 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,026,265,188 | 14,949,238 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $990,130,165 | 15,756,368 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $873,128,580 | 15,877,952 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,011,075,387 | 16,450,950 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,070,846,316 | 15,271,728 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,820,252,909 | 11,270,218 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,538,714,314 | 10,585,033 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,774,338,367 | 7,277,844 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,800,098,037 | 7,928,201 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,802,121,009 | 8,280,284 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,428,062,056 | 8,785,371 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $705,978,707 | 6,727,451 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $298,358,051 | 5,696,030 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||