Sands Capital

Sands Capital

Sands Capital is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Sands Capital portfolio page tracks Sands Capital holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Sands Capital owns and how disclosed positions change over time. Sands Capital's public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Microsoft Corp (MSFT), APPLOVIN CORP (APP), ServiceNow, Inc. Common Stock (NOW), NVIDIA Corporation (NVDA), and Shopify Inc Class A subordinate voting shares (SHOP). Investors use Sands Capital 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

History Trades

CompanyValueActionChangePriceCurrent Price
ServiceNow, Inc. Common StockNOW$-558.2MTrimQ4 2025 13F$558M$171.54$114.19
Taiwan Semiconductor Manufacturing Co LtdTSM$-509.6MTrimQ4 2025 13F$510M$293.42$440.83
Shopify Inc Class A subordinate voting sharesSHOP$499.2MAddQ4 2025 13F$499M$163.11$110.78
Block, Inc.XYZ$-452.6MTrimQ4 2025 13F$453M--$75.68
Netflix IncNFLX$-403.8MTrimQ4 2025 13F$404M$107.81$82.64
Atlassian Corp PLCTEAM$-399.7MTrimQ4 2025 13F$400M$151.95$97.89
Carvana CoCVNA$392.7MAddQ4 2025 13F$393M--$69.44
Alphabet IncGOOGL$386.1MAddQ4 2025 13F$386M$285.73$337.39
DexCom IncDXCM$-332.0MExitQ4 2025 13F$332M--$76.62
Visa IncV$-291.0MTrimQ4 2025 13F$291M$337.67$336.23
Microsoft CorpMSFT$-289.3MTrimQ4 2025 13F$289M$501.12$372.97
ARGEN-X SEARGX$287.8MAddQ4 2025 13F$288M--$882.41
Arthur J. Gallagher & CoAJG$-275.7MTrimQ4 2025 13F$276M$255.05$212.52
Oracle CorporationORCL$-263.3MExitQ4 2025 13F$263M$237.10$148.68
APPLOVIN CORPAPP$255.3MAddQ4 2025 13F$255M$640.33$496.77
Sands Capital other Unmapped 13F securityPORTFOLIO$243M576.9k sharesOtherQ4 2025 13F$243M$422.06--
Spotify Technology S.A. Ordinary SharesSPOT$-226.7MTrimQ4 2025 13F$227M$611.51$503.13
Roblox CorpRBLX$-223.6MTrimQ4 2025 13F$224M$111.53$42.29
ASML Holding NVASML$204.5MAddQ4 2025 13F$205M$1,038.72$1,749.04
Carpenter Technology Corporation Common StockCRS$195.7MOtherQ4 2025 13F$196M--$499.09
Meta Platforms IncMETA$-191.0MTrimQ4 2025 13F$191M$667.77$585.39
Intuitive Surgical, Inc. - Common StockISRG$180.1MAddQ4 2025 13F$180M$521.04$418.61
Sea LimitedSE$-171.0MTrimQ4 2025 13F$171M$148.11$92.75
MercadoLibre IncMELI$-164.9MTrimQ4 2025 13F$165M$2,042.77$1,611.99
NVIDIA CorporationNVDA$-148.1MTrimQ4 2025 13F$148M$186.14$192.53
Amazon.com IncAMZN$-130.2MTrimQ4 2025 13F$130M$228.79$232.69
Axon Enterprise IncAXON$-121.0MTrimQ4 2025 13F$121M--$391.32
Coupang, Inc. Class A Common StockCPNG$-111.5MTrimQ4 2025 13F$112M--$17.58
Sands Capital exit Unmapped 13F securityPORTFOLIO$-106.2MExitQ4 2025 13F$106M----
Sands Capital trim Unmapped 13F securityPORTFOLIO$449M2.1M sharesTrimQ4 2025 13F$91M$215.04--
SAMSARA INCIOT$-86.4MTrimQ4 2025 13F$86M$38.70$34.06
iRhythm Technologies, Inc.IRTC$-83.0MTrimQ4 2025 13F$83M--$111.39
Cloudflare, Inc.NET$-81.6MTrimQ4 2025 13F$82M$203.07$223.30
Boston Scientific CorpBSX$76.8MOtherQ4 2025 13F$77M$97.31$48.70
DoorDash, Inc.DASH$-75.9MTrimQ4 2025 13F$76M$234.56$152.49
NU HOLDINGS LTDNU$-65.8MTrimQ4 2025 13F$66M--$11.60
Intercontinental Exchange Inc. Common StockICE$-65.3MTrimQ4 2025 13F$65M$154.52$139.05
Datadog IncDDOG$-63.9MTrimQ4 2025 13F$64M--$231.68
Broadcom Inc.AVGO$52.0MAddQ4 2025 13F$52M$354.76$365.02
Roper Technologies IncROP$-47.5MTrimQ4 2025 13F$48M--$316.62
Waste Connections, Inc. Common SharesWCN$-38.6MTrimQ4 2025 13F$39M--$153.71
Cadence Design Systems IncCDNS$-37.8MTrimQ4 2025 13F$38M$351.40$394.24
Ultragenyx Pharmaceutical IncRARE$-33.2MTrimQ4 2025 13F$33M--$23.39
Carlisle Cos IncCSL$30.1MAddQ4 2025 13F$30M--$338.09
monday.com Ltd. - Ordinary Shares (MNDY)MNDY$-22.5MExitQ4 2025 13F$23M--$76.42
Full Truck Alliance Co. Ltd.YMM$-22.1MTrimQ4 2025 13F$22M--$8.61
SAP SESAP$-21.9MTrimQ4 2025 13F$22M$268.19$181.92
ON HOLDING AGONON$21.7MAddQ4 2025 13F$22M--$39.62
McKesson Corporation Common StockMCK$21.5MAddQ4 2025 13F$22M$806.00$766.64
Amphenol CorpAPH$20.4MAddQ4 2025 13F$20M--$143.60
Showing 1-50 of 520