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 YMM
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,257,465 | 4,970,779 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $65,708,030 | 6,123,768 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $87,766,109 | 6,766,855 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $81,803,098 | 6,926,596 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $130,896,228 | 10,250,292 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $66,629,981 | 6,158,039 | Shares | Sole | 2025-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||