SC
Sands Capital disclosed new in BLOOM ENERGY CORP
Sands Capital filed a 13F change in BLOOM ENERGY CORP (93712107) on 2026-05-08, covering period end 2026-03-31.
Action
New
Capital
$241,041,859 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
75 changes from Sands Capital, filed 2026-05-08 for period end 2026-03-31.
$25.5B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
594918104 MICROSOFT CORP | Reduced | -$628.5M | $566.4M | 2.47% |
03831W108 APPLOVIN CORP | Reduced | -$599.4M | $386.7M | 2.35% |
81762P102 SERVICENOW INC | Reduced | -$585.4M | $3.3M | 2.30% |
67066G104 NVIDIA CORPORATION | Reduced | -$584.0M | $3.2B | 2.29% |
82509L107 SHOPIFY INC | Reduced | -$470.2M | $1.1B | 1.85% |
25809K105 DOORDASH INC | Reduced | -$424.2M | $594.2M | 1.66% |
146869102 CARVANA CO | Reduced | -$365.2M | $665.6M | 1.43% |
23135106 AMAZON COM INC | Reduced | -$317.9M | $1.4B | 1.25% |
81141R100 SEA LTD | Reduced | -$310.2M | $391.6M | 1.22% |
450056106 IRHYTHM TECHNOLOGIES INC | Sold out | -$301.6M | $0 | 1.18% |
11135F101 BROADCOM INC | Reduced | -$297.6M | $434.2M | 1.17% |
G6683N103 NU HLDGS LTD | Reduced | -$250.2M | $493.5M | 0.98% |
05464C101 AXON ENTERPRISE INC | Reduced | -$249.6M | $664.4M | 0.98% |
92826C839 VISA INC | Reduced | -$246.4M | $837.3M | 0.97% |
G3643J108 FLUTTER ENTMT PLC | Reduced | -$246.0M | $202.8M | 0.97% |
93712107 BLOOM ENERGY CORP | New | $241.0M | $241.0M | 0.95% |
G7997R103 SEAGATE TECHNOLOGY HLDNGS PL | New | $208.4M | $208.4M | 0.82% |
58733R102 MERCADOLIBRE INC | Reduced | -$204.5M | $822.1M | 0.80% |
45866F104 INTERCONTINENTAL EXCHANGE IN | Reduced | -$201.7M | $689.6M | 0.79% |
40415F101 HDFC BANK LTD | Reduced | -$200.9M | $22.6M | 0.79% |
79589L106 SAMSARA INC | Reduced | -$181.7M | $496.2M | 0.71% |
46120E602 INTUITIVE SURGICAL INC | Reduced | -$170.8M | $609.1M | 0.67% |
512807306 LAM RESEARCH CORP | New | $161.4M | $161.4M | 0.63% |
144285103 CARPENTER TECHNOLOGY CORP | Increased | $128.8M | $324.5M | 0.51% |
N07059210 ASML HLDG NV | Increased | $128.3M | $845.1M | 0.50% |
776696106 ROPER TECHNOLOGIES INC | Sold out | -$127.9M | $0 | 0.50% |
771049103 ROBLOX CORP | Reduced | -$103.7M | $154.2M | 0.41% |
7.4762E+106 QUANTA SVCS INC | Increased | $100.4M | $343.9M | 0.39% |
30303M102 META PLATFORMS INC | Reduced | -$96.5M | $731.8M | 0.38% |
803054204 SAP SE | Sold out | -$95.7M | $0 | 0.38% |
H5919C104 ON HLDG AG | Reduced | -$93.2M | $215.2M | 0.37% |
874039100 TAIWAN SEMICONDUCTOR MANUFAC | Reduced | -$93.1M | $2.0B | 0.37% |
127387108 CADENCE DESIGN SYSTEM INC | Sold out | -$78.8M | $0 | 0.31% |
531229755 LIBERTY MEDIA CORP DEL | Reduced | -$72.5M | $132.6M | 0.28% |
02079K305 ALPHABET INC | Reduced | -$72.3M | $1.5B | 0.28% |
22266T109 COUPANG INC | Reduced | -$70.3M | $173.2M | 0.28% |
12008R107 BUILDERS FIRSTSOURCE INC | Reduced | -$68.0M | $215.8M | 0.27% |
94106B101 WASTE CONNECTIONS INC | Reduced | -$66.2M | $103.1M | 0.26% |
363576109 GALLAGHER ARTHUR J & CO | Sold out | -$63.2M | $0 | 0.25% |
852234103 BLOCK INC | Reduced | -$54.3M | $331.6M | 0.21% |
04016X101 ARGENX SE | Reduced | -$51.6M | $248.5M | 0.20% |
L44385109 GLOBANT S A | Sold out | -$50.4M | $0 | 0.20% |
23804L103 DATADOG INC | Reduced | -$39.8M | $166.0M | 0.16% |
48581R205 KASPI KZ JSC | Reduced | -$34.8M | $117.5M | 0.14% |
64110L106 NETFLIX INC. | Reduced | -$34.5M | $905.2M | 0.14% |
88162G103 TETRA TECH INC NEW | Reduced | -$34.5M | $200.6M | 0.14% |
58155Q103 MCKESSON CORP | Increased | $31.2M | $174.2M | 0.12% |
101137107 BOSTON SCIENTIFIC CORP | Reduced | -$30.6M | $46.2M | 0.12% |
532457108 ELI LILLY & CO | New | $30.2M | $30.2M | 0.12% |
893641100 TRANSDIGM GROUP INC | Reduced | -$27.9M | $109.3M | 0.11% |
35969L108 FULL TRUCK ALLIANCE CO LTD | Reduced | -$24.5M | $41.3M | 0.10% |
G4124C109 GRAB HOLDINGS LIMITED | Reduced | -$22.7M | $33.4M | 0.09% |
49468101 ATLASSIAN CORPORATION | Reduced | -$21.2M | $974,678 | 0.08% |
18915M107 CLOUDFLARE INC | Increased | $19.9M | $755.6M | 0.08% |
49845K101 KLAVIYO INC | Reduced | -$18.6M | $11.6M | 0.07% |
N3167Y103 FERRARI N V | Reduced | -$17.2M | $97.4M | 0.07% |
32095101 AMPHENOL CORP | Reduced | -$17.0M | $101.8M | 0.07% |
L8681T102 SPOTIFY TECHNOLOGY S A | Increased | $16.5M | $870.0M | 0.06% |
90400D108 ULTRAGENYX PHARMACEUTICAL IN | Reduced | -$12.8M | $67.3M | 0.05% |
26603R106 DUOLINGO INC | Sold out | -$7.0M | $0 | 0.03% |
697435105 PALO ALTO NETWORKS INC | Reduced | -$4.2M | $25.8M | 0.02% |
464287614 ISHARES TR | Sold out | -$3.9M | $0 | 0.02% |
316841105 FIGMA INC | Reduced | -$3.1M | $4.0M | 0.01% |
T9224W109 STEVANATO GROUP S P A | Reduced | -$3.1M | $6.8M | 0.01% |
142339100 CARLISLE COS INC | Reduced | -$2.7M | $306.8M | 0.01% |
37637K108 GITLAB INC | Reduced | -$2.0M | $2.8M | 0.01% |
833445109 SNOWFLAKE INC | Reduced | -$2.0M | $630,126 | 0.01% |
G54950103 LINDE PLC | Increased | $1.8M | $27.1M | 0.01% |
37833100 APPLE INC | New | $816,950 | $816,950 | 0.00% |
40413205 ARISTA NETWORKS INC | New | $331,260 | $331,260 | 0.00% |
770700102 ROBINHOOD MKTS INC | New | $259,598 | $259,598 | 0.00% |
8073108 AEROVIRONMENT INC | New | $245,653 | $245,653 | 0.00% |
55024U109 LUMENTUM HLDGS INC | New | $219,261 | $219,261 | 0.00% |
69608A108 PALANTIR TECHNOLOGIES INC | Reduced | -$173,969 | $3.4M | 0.00% |
01609W102 ALIBABA GROUP HLDG LTD | Reduced | -$123,252 | $977,710 | 0.00% |