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), and NVIDIA Corporation (NVDA). 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, Inc.DDOG · 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$261.19+$461k+73.2%$1.1M
Atlassian Corp PLCTEAM · Q1 2026$68.25$97.89+$423k+43.4%$1.4M
Arista Networks IncANET · Q1 2026$122.78$166.82+$119k+35.9%$450k
ASML Holding NVASML · Q1 2026$1,320.83$1,749.04+$274M+32.4%$1.1B
Eli Lilly and Company Common StockLLY · Q1 2026$919.77$1,210.50+$9.6M+31.6%$40M
Stevanato Group S.p.A.STVN · Q1 2026$13.75$18.07+$2.1M+31.4%$9.0M
Taiwan Semiconductor Manufacturing Co LtdTSM · Q1 2026$337.95$440.83+$603M+30.4%$2.6B
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
Alphabet IncGOOGL · Q1 2026$287.56$359.91+$371M+25.2%$1.8B
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
Apple IncAAPL · Q1 2026$253.79$308.63+$177k+21.6%$993k
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
Visa Inc.V · Q1 2026$302.24$362.13+$166M+19.8%$1.0B
AeroVironment, Inc.AVAV · Q1 2026$183.05$214.39+$42k+17.1%$288k
Amazon.com, Inc. - Common StockAMZN · Q1 2026$208.27$242.67+$231M+16.5%$1.6B
On Holding AGONON · Q1 2026$34.02$39.62+$35M+16.5%$251M
Broadcom Inc.AVGO · Q1 2026$309.51$360.45+$71M+16.5%$506M
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
NVIDIA CorporationNVDA · Q1 2026$174.40$194.83+$369M+11.7%$3.5B
Ultragenyx Pharmaceutical IncRARE · Q1 2026$20.95$23.39+$7.8M+11.6%$75M
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
Microsoft CorpMSFT · Q1 2026$370.17$390.49+$31M+5.49%$597M
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$582.90+$14M+1.88%$746M
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