SC
Sands Capital disclosed reduced in SERVICENOW INC
Sands Capital filed a 13F change in SERVICENOW INC (81762P102) on 2026-02-13, covering period end 2025-12-31.
Action
Reduced
Capital
$588,695,996 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
70 changes from Sands Capital, filed 2026-02-13 for period end 2025-12-31.
$32.9B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
81762P102 SERVICENOW INC | Reduced | -$558.2M | $588.7M | 1.70% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Reduced | -$509.6M | $2.1B | 1.55% |
82509L107 SHOPIFY INC | Increased | $499.2M | $1.5B | 1.52% |
852234103 BLOCK INC | Reduced | -$452.6M | $386.0M | 1.38% |
64110L106 NETFLIX INC | Reduced | -$403.8M | $939.8M | 1.23% |
49468101 ATLASSIAN CORPORATION | Reduced | -$399.7M | $22.1M | 1.22% |
146869102 CARVANA CO | Increased | $392.7M | $1.0B | 1.19% |
02079K305 ALPHABET INC | Increased | $386.1M | $1.5B | 1.17% |
252131107 DEXCOM INC | Sold out | -$332.0M | $0 | 1.01% |
92826C839 VISA INC | Reduced | -$291.0M | $1.1B | 0.89% |
594918104 MICROSOFT CORP | Reduced | -$289.3M | $1.2B | 0.88% |
04016X101 ARGENX SE | Increased | $287.8M | $300.1M | 0.88% |
363576109 GALLAGHER ARTHUR J & CO | Reduced | -$275.7M | $63.2M | 0.84% |
68389X105 ORACLE CORP | Sold out | -$263.3M | $0 | 0.80% |
03831W108 APPLOVIN CORP | Increased | $255.3M | $986.0M | 0.78% |
7.4762E+106 QUANTA SVCS INC | New | $243.5M | $243.5M | 0.74% |
L8681T102 SPOTIFY TECHNOLOGY S A | Reduced | -$226.7M | $853.6M | 0.69% |
771049103 ROBLOX CORP | Reduced | -$223.6M | $258.0M | 0.68% |
N07059210 ASML HOLDING N V | Increased | $204.5M | $716.8M | 0.62% |
144285103 CARPENTER TECHNOLOGY CORP | New | $195.7M | $195.7M | 0.60% |
30303M102 META PLATFORMS INC | Reduced | -$191.0M | $828.3M | 0.58% |
46120E602 INTUITIVE SURGICAL INC | Increased | $180.1M | $779.9M | 0.55% |
81141R100 SEA LTD | Reduced | -$171.0M | $701.8M | 0.52% |
58733R102 MERCADOLIBRE INC | Reduced | -$164.9M | $1.0B | 0.50% |
67066G104 NVIDIA CORPORATION | Reduced | -$148.1M | $3.7B | 0.45% |
23135106 AMAZON COM INC | Reduced | -$130.2M | $1.7B | 0.40% |
05464C101 AXON ENTERPRISE INC | Reduced | -$121.0M | $914.0M | 0.37% |
22266T109 COUPANG INC | Reduced | -$111.5M | $243.4M | 0.34% |
92333F101 VENTURE GLOBAL INC | Sold out | -$106.2M | $0 | 0.32% |
G3643J108 FLUTTER ENTMT PLC | Reduced | -$91.3M | $448.8M | 0.28% |
79589L106 SAMSARA INC | Reduced | -$86.4M | $677.9M | 0.26% |
450056106 IRHYTHM TECHNOLOGIES INC | Reduced | -$83.0M | $301.6M | 0.25% |
18915M107 CLOUDFLARE INC | Reduced | -$81.6M | $735.6M | 0.25% |
101137107 BOSTON SCIENTIFIC CORP | New | $76.8M | $76.8M | 0.23% |
25809K105 DOORDASH INC | Reduced | -$75.9M | $1.0B | 0.23% |
G6683N103 NU HLDGS LTD | Reduced | -$65.8M | $743.7M | 0.20% |
45866F104 INTERCONTINENTAL EXCHANGE IN | Reduced | -$65.3M | $891.2M | 0.20% |
23804L103 DATADOG INC | Reduced | -$63.9M | $205.9M | 0.19% |
11135F101 BROADCOM INC | Increased | $52.0M | $731.8M | 0.16% |
776696106 ROPER TECHNOLOGIES INC | Reduced | -$47.5M | $127.9M | 0.14% |
94106B101 WASTE CONNECTIONS INC | Reduced | -$38.6M | $169.4M | 0.12% |
127387108 CADENCE DESIGN SYSTEM INC | Reduced | -$37.8M | $78.8M | 0.11% |
90400D108 ULTRAGENYX PHARMACEUTICAL IN | Reduced | -$33.2M | $80.2M | 0.10% |
142339100 CARLISLE COS INC | Increased | $30.1M | $309.5M | 0.09% |
M7S64H106 MONDAY COM LTD | Sold out | -$22.5M | $0 | 0.07% |
35969L108 FULL TRUCK ALLIANCE CO LTD | Reduced | -$22.1M | $65.7M | 0.07% |
803054204 SAP SE | Reduced | -$21.9M | $95.7M | 0.07% |
H5919C104 ON HLDG AG | Increased | $21.7M | $308.4M | 0.07% |
58155Q103 MCKESSON CORP | Increased | $21.5M | $143.0M | 0.07% |
32095101 AMPHENOL CORP NEW | Increased | $20.4M | $118.8M | 0.06% |
G4124C109 GRAB HOLDINGS LIMITED | Reduced | -$19.1M | $56.1M | 0.06% |
48581R205 KASPI KZ JSC | Increased | $18.0M | $152.3M | 0.05% |
G54950103 LINDE PLC | Reduced | -$14.8M | $25.2M | 0.05% |
893641100 TRANSDIGM GROUP INC | Increased | $14.2M | $137.2M | 0.04% |
40415F101 HDFC BANK LTD | Increased | $12.1M | $223.5M | 0.04% |
12008R107 BUILDERS FIRSTSOURCE INC | Reduced | -$11.0M | $283.8M | 0.03% |
697435105 PALO ALTO NETWORKS INC | Reduced | -$9.6M | $30.0M | 0.03% |
26603R106 DUOLINGO INC | Reduced | -$8.3M | $7.0M | 0.03% |
N3167Y103 FERRARI N V | Reduced | -$7.6M | $114.6M | 0.02% |
531229755 LIBERTY MEDIA CORP DEL | Reduced | -$5.3M | $205.1M | 0.02% |
316841105 FIGMA INC | Reduced | -$4.7M | $7.1M | 0.01% |
88162G103 TETRA TECH INC NEW | Reduced | -$4.6M | $235.0M | 0.01% |
464287614 ISHARES TR | New | $3.9M | $3.9M | 0.01% |
69608A108 PALANTIR TECHNOLOGIES INC | New | $3.5M | $3.5M | 0.01% |
T9224W109 STEVANATO GROUP S P A | Reduced | -$2.1M | $9.9M | 0.01% |
L44385109 GLOBANT S A | Increased | $1.7M | $50.4M | 0.01% |
01609W102 ALIBABA GROUP HLDG LTD | New | $1.1M | $1.1M | 0.00% |
37637K108 GITLAB INC | Reduced | -$962,436 | $4.8M | 0.00% |
49845K101 KLAVIYO INC | Reduced | -$456,254 | $30.2M | 0.00% |
833445109 SNOWFLAKE INC | Reduced | -$74,032 | $2.6M | 0.00% |