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.

Biggest Wins

PositionReported PriceCurrent PriceEst. P/LReturnEst. Value
Seagate Technology Holdings PLCSTX · Q1 2026$391.76$1,018.80+$334M+160.1%$542M
Bloom Energy Corporation Class A Common StockBE · Q1 2026$135.49$293.80+$282M+116.8%$523M
Datadog IncDDOG · Q1 2026$118.05$231.68+$160M+96.3%$326M
Lam Research Corporation - Common StockLRCX · Q1 2026$213.66$388.92+$132M+82.0%$294M
Palo Alto Networks IncPANW · Q1 2026$160.32$285.26+$20M+77.9%$46M
Snowflake Inc.SNOW · Q1 2026$150.82$225.95+$314k+49.8%$944k
Atlassian Corp PLCTEAM · Q1 2026$68.25$97.89+$423k+43.4%$1.4M
ASML Holding NVASML · Q1 2026$1,320.83$1,749.04+$274M+32.4%$1.1B
Stevanato Group S.p.A.STVN · Q1 2026$13.75$18.07+$2.1M+31.4%$9.0M
Eli Lilly and Company Common StockLLY · Q1 2026$919.77$1,206.51+$9.4M+31.2%$40M
Taiwan Semiconductor Manufacturing Co LtdTSM · Q1 2026$337.95$440.83+$603M+30.4%$2.6B
Arista Networks IncANET · Q1 2026$122.78$157.60+$94k+28.4%$425k
Carpenter Technology Corporation Common StockCRS · Q1 2026$394.15$499.09+$86M+26.6%$411M
Block, Inc.XYZ · Q1 2026$60.18$75.68+$85M+25.8%$417M
APPLOVIN CORPAPP · Q1 2026$398.00$496.77+$96M+24.8%$483M
Robinhood Markets IncHOOD · Q1 2026$69.30$85.04+$59k+22.7%$319k
GITLAB INCGTLB · Q1 2026$21.64$26.52+$622k+22.6%$3.4M
ARGEN-X SEARGX · Q1 2026$730.25$882.41+$52M+20.8%$300M
Lumentum Holdings IncLITE · Q1 2026$702.76$842.53+$44k+19.9%$263k
Broadcom Inc.AVGO · Q1 2026$309.51$365.02+$78M+17.9%$512M
Alphabet IncGOOGL · Q1 2026$287.56$337.39+$255M+17.3%$1.7B
AeroVironment, Inc. - Common StockAVAV · Q1 2026$183.05$214.39+$42k+17.1%$288k
ON HOLDING AGONON · Q1 2026$34.02$39.62+$35M+16.5%$251M
Joint Stock Company Kaspi.kzKSPI · Q1 2026$74.07$85.80+$19M+15.8%$136M
Amphenol CorpAPH · Q1 2026$126.35$143.60+$14M+13.7%$116M
Sea LimitedSE · Q1 2026$82.81$92.75+$47M+12.0%$439M
Apple IncAAPL · Q1 2026$253.79$283.78+$97k+11.8%$913k
Amazon.com IncAMZN · Q1 2026$208.27$232.69+$164M+11.7%$1.6B
Ultragenyx Pharmaceutical IncRARE · Q1 2026$20.95$23.39+$7.8M+11.6%$75M
Visa IncV · Q1 2026$302.24$336.23+$94M+11.2%$932M
NVIDIA CorporationNVDA · Q1 2026$174.40$192.53+$328M+10.4%$3.5B
ServiceNow, Inc. Common StockNOW · Q1 2026$104.55$114.19+$304k+9.22%$3.6M
Cloudflare, Inc.NET · Q1 2026$206.34$223.30+$62M+8.22%$818M
SAMSARA INCIOT · Q1 2026$31.69$34.06+$37M+7.48%$533M
TransDigm Group IncTDG · Q1 2026$1,158.96$1,206.28+$4.5M+4.08%$114M
Ferrari NVRACE · Q1 2026$338.45$351.57+$3.8M+3.88%$101M
Spotify Technology S.A. Ordinary SharesSPOT · Q1 2026$484.91$503.13+$33M+3.76%$903M
Full Truck Alliance Co. Ltd.YMM · Q1 2026$8.30$8.61+$1.5M+3.73%$43M
Meta Platforms IncMETA · Q1 2026$572.13$585.39+$17M+2.32%$749M
DoorDash, Inc.DASH · Q1 2026$150.15$152.49+$9.3M+1.56%$603M
Carlisle Cos IncCSL · Q1 2026$333.62$338.09+$4.1M+1.34%$311M
Linde PLCLIN · Q1 2026$495.76$501.92+$336k+1.24%$27M
Figma, Inc.FIG · Q1 2026$21.14$21.34+$38k+0.95%$4.0M
Microsoft CorpMSFT · Q1 2026$370.17$372.97+$4.3M+0.76%$571M
Sands Capital Biggest Wins | TradingNote