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.

Latest Trades

CompanyValueActionChangePriceCurrent Price
Full Truck Alliance Co. Ltd.YMM$41M5M sharesTrimQ1 2026 13F$24M$8.30$8.61
Grab Holdings LimitedGRAB$33M9.1M sharesTrimQ1 2026 13F$23M$4.24$3.64
Atlassian Corp PLCTEAM$975k14.3k sharesTrimQ1 2026 13F$21M$76.70$97.89
Cloudflare, Inc.NET$756M3.7M sharesAddQ1 2026 13F$20M$194.55$223.30
Klaviyo, Inc.KVYO$12M595.2k sharesTrimQ1 2026 13F$19M$19.46$14.21
Ferrari NVRACE$97M287.7k sharesTrimQ1 2026 13F$17M$350.10$351.57
Amphenol CorpAPH$102M805.6k sharesTrimQ1 2026 13F$17M$137.30$143.60
Spotify Technology S.A. Ordinary SharesSPOT$870M1.8M sharesAddQ1 2026 13F$16M$493.99$503.13
Ultragenyx Pharmaceutical IncRARE$67M3.2M sharesTrimQ1 2026 13F$13M$20.45$23.39
Duolingo, Inc.DUOL$-7.0MExitQ1 2026 13F$7.0M--$107.82
Palo Alto Networks IncPANW$26M161.1k sharesTrimQ1 2026 13F$4.2M$158.93$285.26
iShares Russell 1000 Growth ETFIWF$-3.9MExitQ1 2026 13F$3.9M--$125.71
Figma, Inc.FIG$4.0M187.6k sharesTrimQ1 2026 13F$3.1M$21.14$21.34
Stevanato Group S.p.A.STVN$6.8M497.3k sharesTrimQ1 2026 13F$3.1M$13.75$18.07
Carlisle Cos IncCSL$307M919.6k sharesTrimQ1 2026 13F$2.7M$370.67$338.09
GITLAB INCGTLB$2.8M127.5k sharesTrimQ1 2026 13F$2.0M$21.64$26.52
Snowflake Inc.SNOW$630k4.2k sharesTrimQ1 2026 13F$2.0M$171.22$225.95
Linde PLCLIN$27M54.6k sharesAddQ1 2026 13F$1.8M$487.99$501.92
Apple IncAAPL$817k3.2k sharesOtherQ1 2026 13F$817k$260.25$283.78
Arista Networks IncANET$331k2.7k sharesOtherQ1 2026 13F$331k$133.90$157.60
Robinhood Markets IncHOOD$260k3.7k sharesOtherQ1 2026 13F$260k$87.78$85.04
Sands Capital other Unmapped 13F securityPORTFOLIO$245.7KOtherQ1 2026 13F$246k----
Lumentum Holdings IncLITE$219k312 sharesOtherQ1 2026 13F$219k$664.52$842.53
Palantir Technologies IncPLTR$3.4M22.9k sharesTrimQ1 2026 13F$174k$146.40$136.47
Alibab Group Holding Limited ADR each rep 8 ordinary shares - 25 sharesBABA$978k7.8k sharesTrimQ1 2026 13F$123k$140.51$120.07
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