SC
Sands Capital disclosed increased in NVIDIA CORPORATION
Sands Capital filed a 13F change in NVIDIA CORPORATION (67066G104) on 2025-08-13, covering period end 2025-06-30.
Action
Increased
Capital
$3,405,823,292 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
78 changes from Sands Capital, filed 2025-08-13 for period end 2025-06-30.
$34.8B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
67066G104 NVIDIA CORPORATION | Increased | $1.2B | $3.4B | 3.58% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Increased | $604.5M | $1.9B | 1.74% |
45866F104 INTERCONTINENTAL EXCHANGE IN | Increased | $510.3M | $974.8M | 1.47% |
594918104 MICROSOFT CORP | Increased | $475.6M | $1.5B | 1.37% |
05464C101 AXON ENTERPRISE INC | Increased | $334.8M | $1.3B | 0.96% |
49468101 ATLASSIAN CORPORATION | Reduced | -$305.8M | $525.7M | 0.88% |
82509L107 SHOPIFY INC | Reduced | -$295.4M | $864.3M | 0.85% |
146869102 CARVANA CO | Increased | $290.9M | $303.7M | 0.84% |
363576109 GALLAGHER ARTHUR J & CO | Increased | $289.0M | $358.9M | 0.83% |
81762P102 SERVICENOW INC | Increased | $287.1M | $1.4B | 0.82% |
90353T100 UBER TECHNOLOGIES INC | Sold out | -$285.1M | $0 | 0.82% |
11135F101 BROADCOM INC | Increased | $270.2M | $508.1M | 0.78% |
03831W108 APPLOVIN CORP | Reduced | -$259.2M | $286.1M | 0.74% |
18915M107 CLOUDFLARE INC | Increased | $240.9M | $965.2M | 0.69% |
H5919C104 ON HLDG AG | New | $240.2M | $240.2M | 0.69% |
852234103 BLOCK INC | Increased | $238.9M | $702.4M | 0.69% |
654106103 NIKE INC | Sold out | -$238.3M | $0 | 0.68% |
G6683N103 NU HLDGS LTD | Increased | $221.0M | $747.8M | 0.63% |
25809K105 DOORDASH INC | Increased | $174.8M | $1.2B | 0.50% |
142339100 CARLISLE COS INC | New | $159.2M | $159.2M | 0.46% |
252131107 DEXCOM INC | Increased | $157.2M | $868.4M | 0.45% |
58733R102 MERCADOLIBRE INC | Increased | $148.3M | $1.3B | 0.43% |
64110L106 NETFLIX INC | Increased | $147.0M | $1.5B | 0.42% |
771049103 ROBLOX CORP | Increased | $143.8M | $377.3M | 0.41% |
46120E602 INTUITIVE SURGICAL INC | Increased | $142.2M | $411.7M | 0.41% |
79589L106 SAMSARA INC | Increased | $136.5M | $766.8M | 0.39% |
450056106 IRHYTHM TECHNOLOGIES INC | Increased | $133.1M | $448.9M | 0.38% |
44332N106 H WORLD GROUP LTD | Sold out | -$132.8M | $0 | 0.38% |
G3643J108 FLUTTER ENTMT PLC | Increased | $119.9M | $606.3M | 0.34% |
9066101 AIRBNB INC | Sold out | -$113.6M | $0 | 0.33% |
30303M102 META PLATFORMS INC | Increased | $95.0M | $964.0M | 0.27% |
22266T109 COUPANG INC | Increased | $94.6M | $359.5M | 0.27% |
92826C839 VISA INC | Increased | $94.6M | $1.4B | 0.27% |
91324P102 UNITEDHEALTH GROUP INC | Sold out | -$91.5M | $0 | 0.26% |
23135106 AMAZON COM INC | Reduced | -$85.9M | $2.0B | 0.25% |
833445109 SNOWFLAKE INC | Reduced | -$84.5M | $2.7M | 0.24% |
23804L103 DATADOG INC | Increased | $83.1M | $372.4M | 0.24% |
37833100 APPLE INC | Sold out | -$79.0M | $0 | 0.23% |
48553T106 KANZHUN LIMITED | Sold out | -$75.4M | $0 | 0.22% |
88162G103 TETRA TECH INC NEW | Increased | $66.8M | $187.0M | 0.19% |
L8681T102 SPOTIFY TECHNOLOGY S A | Increased | $55.8M | $1.0B | 0.16% |
N07059210 ASML HOLDING N V | Increased | $55.8M | $425.2M | 0.16% |
35969L108 FULL TRUCK ALLIANCE CO LTD | Reduced | -$49.1M | $81.8M | 0.14% |
58155Q103 MCKESSON CORP | Increased | $45.1M | $106.9M | 0.13% |
92333F101 VENTURE GLOBAL INC | Increased | $34.5M | $122.4M | 0.10% |
32095101 AMPHENOL CORP NEW | Increased | $31.9M | $92.8M | 0.09% |
697435105 PALO ALTO NETWORKS INC | New | $31.7M | $31.7M | 0.09% |
803054204 SAP SE | Increased | $28.1M | $88.0M | 0.08% |
40415F101 HDFC BANK LTD | Increased | $27.6M | $221.1M | 0.08% |
L44385109 GLOBANT S A | Reduced | -$27.3M | $79.0M | 0.08% |
531229755 LIBERTY MEDIA CORP DEL | Increased | $27.0M | $199.7M | 0.08% |
02079K305 ALPHABET INC | Increased | $25.8M | $543.8M | 0.07% |
48581R205 KASPI KZ JSC | Increased | $21.0M | $142.8M | 0.06% |
M5216V106 GLOBAL E ONLINE LTD | Sold out | -$18.6M | $0 | 0.05% |
81141R100 SEA LTD | Increased | $18.5M | $908.1M | 0.05% |
127387108 CADENCE DESIGN SYSTEM INC | Increased | $17.5M | $95.0M | 0.05% |
N3167Y103 FERRARI N V | Increased | $14.3M | $119.6M | 0.04% |
893641100 TRANSDIGM GROUP INC | Increased | $13.3M | $132.1M | 0.04% |
12008R107 BUILDERS FIRSTSOURCE INC | Reduced | -$12.7M | $118.6M | 0.04% |
16119P108 CHARTER COMMUNICATIONS INC N | Increased | $10.8M | $99.1M | 0.03% |
464287614 ISHARES TR | Sold out | -$9.6M | $0 | 0.03% |
02079K107 ALPHABET INC | Increased | $9.5M | $107.0M | 0.03% |
759916109 REPLIGEN CORP | Reduced | -$9.1M | $155.6M | 0.03% |
M7S64H106 MONDAY COM LTD | Increased | $8.7M | $36.7M | 0.02% |
49845K101 KLAVIYO INC | Increased | $7.8M | $37.2M | 0.02% |
679295105 OKTA INC | Reduced | -$7.7M | $30.0M | 0.02% |
90400D108 ULTRAGENYX PHARMACEUTICAL IN | Reduced | -$7.4M | $143.4M | 0.02% |
22788C105 CROWDSTRIKE HLDGS INC | Increased | $7.3M | $22.9M | 0.02% |
94106B101 WASTE CONNECTIONS INC | Reduced | -$7.2M | $209.1M | 0.02% |
776696106 ROPER TECHNOLOGIES INC | Reduced | -$6.4M | $185.8M | 0.02% |
G4124C109 GRAB HOLDINGS LIMITED | Increased | $6.1M | $94.4M | 0.02% |
G4705A100 ICON PLC | Reduced | -$3.2M | $13.3M | 0.01% |
T9224W109 STEVANATO GROUP S P A | Increased | $1.4M | $11.4M | 0.00% |
2.8176E+112 EDWARDS LIFESCIENCES CORP | Sold out | -$1.4M | $0 | 0.00% |
29362U104 ENTEGRIS INC | Sold out | -$977,327 | $0 | 0.00% |
G54950103 LINDE PLC | Reduced | -$915,987 | $40.7M | 0.00% |
90364P105 UIPATH INC | Sold out | -$459,813 | $0 | 0.00% |
37637K108 GITLAB INC | Reduced | -$240,928 | $5.8M | 0.00% |