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Data sourced from SEC EDGAR 13F filings

© 2026 Super Investor · Not financial advice

Sands Capital Management LLC

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
67
Portfolio value:
$25,486,826,000
Filed:
May 8, 2026
CIK:
1020066
HistStockActivityShare change% change to portfolio
Q1 2026filed May 8, 269 new5 added36 reduced8 exited
≡NOW – SERVICENOW INCReduce 99.00%−3,811,393−1.78
≡APP – APPLOVIN CORPReduce 34.00%−491,790−1.48
≡TSM – TAIWAN SEMICONDUCTOR MANUFACReduce 14.00%−963,4901.46
≡MSFT – MICROSOFT CORPReduce 38.00%−940,645−1.41
≡NVDA – NVIDIA CORPORATIONReduce 10.00%−1,957,8291.00
≡BE – BLOOM ENERGY CORPBuy1,779,0380.95
≡IRTC – IRHYTHM TECHNOLOGIES INCSell−1,699,645−0.92
≡STX – SEAGATE TECHNOLOGY HLDNGS PLBuy531,8920.82
≡SPOT – SPOTIFY TECHNOLOGY S AAdd 22.00%324,3780.82
≡DASH – DOORDASH INCReduce 12.00%−539,547−0.77
≡NFLX – NETFLIX INC.Reduce 6.00%−608,4200.69
≡CRS – CARPENTER TECHNOLOGY CORPAdd 32.00%201,5930.68
≡LRCX – LAM RESEARCH CORPBuy755,2220.63
≡PWR – QUANTA SVCS INCAdd 9.00%49,4520.61
≡SE – SEA LTDReduce 14.00%−772,463−0.60
≡HDB – HDFC BANK LTDReduce 85.00%−5,209,710−0.59
≡CVNA – CARVANA COReduce 13.00%−325,286−0.52
≡AVGO – BROADCOM INCReduce 34.00%−711,686−0.52
≡SHOP – SHOPIFY INCReduce 6.00%−570,370−0.50
≡ROP – ROPER TECHNOLOGIES INCSell−287,318−0.39
≡NU – NU HLDGS LTDReduce 23.00%−10,081,674−0.33
≡SAP – SAP SESell−394,117−0.29
≡AMZN – AMAZON COM INCReduce 10.00%−720,9570.27
≡MCK – MCKESSON CORPAdd 16.00%27,0150.25
≡CDNS – CADENCE DESIGN SYSTEM INCSell−252,008−0.24
≡AJG – GALLAGHER ARTHUR J & COSell−244,255−0.19
≡RBLX – ROBLOX CORPReduce 14.00%−456,698−0.18
≡GLOB – GLOBANT S ASell−770,560−0.15
≡XYZ – BLOCK INCReduce 7.00%−419,0480.13
≡LLY – ELI LILLY & COBuy32,8870.12
≡IOT – SAMSARA INCReduce 18.00%−3,465,574−0.12
≡WCN – WASTE CONNECTIONS INCReduce 34.00%−330,977−0.11
≡FWONK – LIBERTY MEDIA CORP DELReduce 25.00%−522,753−0.10
≡MELI – MERCADOLIBRE INCReduce 7.00%−34,1900.10
≡TEAM – ATLASSIAN CORPORATIONReduce 90.00%−122,253−0.06
≡CPNG – COUPANG INCReduce 11.00%−1,147,478−0.06
≡BSX – BOSTON SCIENTIFIC CORPReduce 9.00%−69,055−0.05
≡KVYO – KLAVIYO INCReduce 36.00%−333,595−0.05
≡GRAB – GRAB HOLDINGS LIMITEDReduce 19.00%−2,121,623−0.04
≡APH – AMPHENOL CORPReduce 8.00%−73,4020.04
≡YMM – FULL TRUCK ALLIANCE CO LTDReduce 19.00%−1,152,989−0.04
≡RACE – FERRARI N VReduce 7.00%−22,2740.03
≡LIN – LINDE PLCReduce 8.00%−4,6210.03
≡DDOG – DATADOG INCReduce 7.00%−107,4340.03
≡DUOL – DUOLINGO INCSell−39,975−0.02
≡RARE – ULTRAGENYX PHARMACEUTICAL INReduce 8.00%−271,1910.02
≡IWF – ISHARES TRSell−8,215−0.01
≡TDG – TRANSDIGM GROUP INCReduce 9.00%−8,8380.01
≡V – VISA INCReduce 10.00%−319,698−0.01
≡SNOW – SNOWFLAKE INCReduce 65.00%−7,782−0.01
≡ICE – INTERCONTINENTAL EXCHANGE INReduce 20.00%−1,118,598−0.01
≡AAPL – APPLE INCBuy3,2190.00
≡PLTR – PALANTIR TECHNOLOGIES INCAdd 16.00%3,0790.00
≡KSPI – KASPI KZ JSCReduce 19.00%−362,427−0.00
≡ANET – ARISTA NETWORKS INCBuy2,6980.00
≡HOOD – ROBINHOOD MKTS INCBuy3,7460.00
≡AVAV – AEROVIRONMENT INCBuy1,3420.00
≡LITE – LUMENTUM HLDGS INCBuy3120.00
Q4 2025filed Feb 13, 266 new18 added27 reduced4 exited
≡SHOP – SHOPIFY INCAdd 37.00%2,568,7651.81
≡CVNA – CARVANA COAdd 44.00%751,0191.38
≡NOW – SERVICENOW INCAdd 208.00%2,596,637−1.37
≡XYZ – BLOCK INCReduce 49.00%−5,673,174
Q3 2025filed Nov 13, 254 new23 added14 reduced6 exited
≡GOOGL – ALPHABET INCAdd 55.00%1,685,2181.64
≡DXCM – DEXCOM INCReduce 50.00%−5,013,755−1.58
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 8.00%699,6111.57
≡APP – APPLOVIN CORPAdd 24.00%199,613
Q2 2025filed Aug 13, 253 new17 added18 reduced12 exited
≡NVDA – NVIDIA CORPORATIONAdd 8.00%1,631,0252.43
≡SHOP – SHOPIFY INCReduce 38.00%−4,653,206−1.46
≡AMZN – AMAZON COM INCReduce 17.00%−1,864,520−1.37
≡TEAM – ATLASSIAN CORPORATIONReduce 34.00%−1,329,865
Q1 2025filed May 14, 259 new10 added30 reduced5 exited
≡ASML – ASML HOLDING N VReduce 69.00%−1,228,348−2.41
≡ENTG – ENTEGRIS INCReduce 100.00%−7,202,901−2.11
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 82.00%3,626,3961.96
≡AAPL – APPLE INCReduce 87.00%−2,359,405
−1.14
≡TEAM – ATLASSIAN CORPORATIONReduce 95.00%−2,505,196−1.10
≡APP – APPLOVIN CORPAdd 44.00%446,3920.98
≡DXCM – DEXCOM INCSell−4,934,189−0.92
≡ARGX – ARGENX SEAdd 2047.00%340,2450.88
≡NFLX – NETFLIX INCAdd 794.00%8,902,430−0.85
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 26.00%−2,425,714−0.82
≡ASML – ASML HOLDING N VAdd 27.00%140,8210.77
≡AJG – GALLAGHER ARTHUR J & COReduce 78.00%−849,815−0.74
≡PWR – QUANTA SVCS INCBuy576,8960.74
≡ORCL – ORACLE CORPSell−936,043−0.73
≡CRS – CARPENTER TECHNOLOGY CORPBuy621,6840.60
≡RBLX – ROBLOX CORPReduce 8.00%−293,089−0.54
≡V – VISA INCReduce 23.00%−936,904−0.50
≡MSFT – MICROSOFT CORPReduce 14.00%−394,869−0.46
≡VG – VENTURE GLOBAL INCSell−7,484,070−0.29
≡META – META PLATFORMS INCReduce 10.00%−133,193−0.29
≡SE – SEA LTDAdd 13.00%617,846−0.27
≡CPNG – COUPANG INCReduce 6.00%−704,512−0.24
≡BSX – BOSTON SCIENTIFIC CORPBuy805,1640.23
≡CSL – CARLISLE COS INCAdd 14.00%118,1390.17
≡IRTC – IRHYTHM TECHNOLOGIES INCReduce 24.00%−536,465−0.14
≡AMZN – AMAZON COM INCReduce 12.00%−973,9870.13
≡DDOG – DATADOG INCReduce 20.00%−380,880−0.12
≡MCK – MCKESSON CORPAdd 11.00%17,1220.10
≡ROP – ROPER TECHNOLOGIES INCReduce 18.00%−64,457−0.09
≡KSPI – KASPI KZ JSCAdd 19.00%304,5210.09
≡APH – AMPHENOL CORP NEWAdd 11.00%83,7700.09
≡CDNS – CADENCE DESIGN SYSTEM INCReduce 24.00%−79,879−0.08
≡DASH – DOORDASH INCAdd 12.00%473,3160.08
≡TDG – TRANSDIGM GROUP INCAdd 11.00%9,8830.08
≡AXON – AXON ENTERPRISE INCAdd 12.00%167,095−0.08
≡RARE – ULTRAGENYX PHARMACEUTICAL INReduce 8.00%−284,129−0.07
≡MNDY – MONDAY COM LTDSell−116,213−0.06
≡WCN – WASTE CONNECTIONS INCReduce 18.00%−217,314−0.06
≡BLDR – BUILDERS FIRSTSOURCE INCAdd 13.00%327,0670.05
≡IOT – SAMSARA INCReduce 7.00%−1,395,014−0.05
≡YMM – FULL TRUCK ALLIANCE CO LTDReduce 10.00%−643,087−0.04
≡GRAB – GRAB HOLDINGS LIMITEDReduce 10.00%−1,246,930−0.04
≡LIN – LINDE PLCReduce 30.00%−25,153−0.03
≡SAP – SAP SEReduce 10.00%−46,153−0.03
≡NU – NU HLDGS LTDReduce 12.00%−6,138,2670.03
≡DUOL – DUOLINGO INCReduce 16.00%−7,697−0.02
≡GLOB – GLOBANT S AReduce 9.00%−77,7020.02
≡PANW – PALO ALTO NETWORKS INCReduce 16.00%−31,656−0.02
≡IWF – ISHARES TRBuy8,2150.01
≡RACE – FERRARI N VAdd 23.00%58,2850.01
≡FIG – FIGMA INCReduce 16.00%−36,970−0.01
≡PLTR – PALANTIR TECHNOLOGIES INCBuy19,8400.01
≡KVYO – KLAVIYO INCReduce 16.00%−176,8040.01
≡BABA – ALIBABA GROUP HLDG LTDBuy7,5110.00
≡STVN – STEVANATO GROUP S P AAdd 6.00%28,075−0.00
1.19
≡NOW – SERVICENOW INCReduce 12.00%−162,056−0.99
≡AXON – AXON ENTERPRISE INCReduce 10.00%−168,954−0.97
≡CVNA – CARVANA COAdd 88.00%790,2880.89
≡ORCL – ORACLE CORPBuy936,0430.73
≡AMZN – AMAZON COM INCReduce 9.00%−816,024−0.72
≡NET – CLOUDFLARE INCReduce 23.00%−1,120,555−0.52
≡ISRG – INTUITIVE SURGICAL INCAdd 77.00%583,5390.47
≡BLDR – BUILDERS FIRSTSOURCE INCAdd 139.00%1,414,1290.47
≡RGEN – REPLIGEN CORPSell−1,251,088−0.45
≡AVGO – BROADCOM INCAdd 12.00%217,2970.42
≡DASH – DOORDASH INCReduce 16.00%−768,890−0.37
≡SHOP – SHOPIFY INCReduce 7.00%−555,3440.36
≡DDOG – DATADOG INCReduce 32.00%−877,335−0.32
≡CSL – CARLISLE COS INCAdd 99.00%423,1410.31
≡GOOG – ALPHABET INCSell−603,385−0.31
≡XYZ – BLOCK INCAdd 12.00%1,262,3170.30
≡CHTR – CHARTER COMMUNICATIONS INC NSell−242,432−0.28
≡IRTC – IRHYTHM TECHNOLOGIES INCReduce 23.00%−679,417−0.23
≡SE – SEA LTDReduce 14.00%−794,838−0.20
≡ICE – INTERCONTINENTAL EXCHANGE INAdd 7.00%364,227−0.16
≡TTEK – TETRA TECH INC NEWAdd 38.00%1,978,6970.12
≡ONON – ON HLDG AGAdd 47.00%2,155,0830.10
≡IOT – SAMSARA INCAdd 6.00%1,242,122−0.09
≡NU – NU HLDGS LTDReduce 7.00%−3,942,2660.09
≡OKTA – OKTA INCSell−300,517−0.09
≡SAP – SAP SEAdd 52.00%150,8840.07
≡CRWD – CROWDSTRIKE HLDGS INCSell−45,021−0.07
≡GRAB – GRAB HOLDINGS LIMITEDReduce 33.00%−6,266,839−0.06
≡CPNG – COUPANG INCReduce 8.00%−975,544−0.05
≡HDB – HDFC BANK LTDAdd 115.00%3,307,453−0.05
≡ROP – ROPER TECHNOLOGIES INCAdd 7.00%23,929−0.05
≡CDNS – CADENCE DESIGN SYSTEM INCAdd 8.00%23,6960.05
≡META – META PLATFORMS INCAdd 6.00%82,0230.04
≡DUOL – DUOLINGO INCBuy47,6720.04
≡TDG – TRANSDIGM GROUP INCAdd 7.00%6,396−0.04
≡ICLR – ICON PLCSell−91,550−0.04
≡ARGX – ARGENX SEBuy16,6250.03
≡FIG – FIGMA INCBuy226,7520.03
≡MCK – MCKESSON CORPAdd 8.00%11,2790.03
≡WCN – WASTE CONNECTIONS INCAdd 6.00%63,112−0.03
≡PANW – PALO ALTO NETWORKS INCAdd 26.00%39,7560.02
≡APH – AMPHENOL CORP NEWReduce 15.00%−144,8870.00
≡SPOT – SPOTIFY TECHNOLOGY S AAdd 14.00%192,837−0.00
−1.32
≡ICE – INTERCONTINENTAL EXCHANGE INAdd 97.00%2,620,3101.22
≡APP – APPLOVIN CORPReduce 60.00%−1,240,847−1.03
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 7.00%524,9601.03
≡UBER – UBER TECHNOLOGIES INCSell−3,913,222−0.97
≡MSFT – MICROSOFT CORPAdd 12.00%306,4970.84
≡CVNA – CARVANA COAdd 1374.00%840,0960.83
≡NKE – NIKE INCSell−3,754,580−0.81
≡AJG – GALLAGHER ARTHUR J & COAdd 453.00%918,6180.79
≡ONON – ON HLDG AGBuy4,614,3470.69
≡AVGO – BROADCOM INCAdd 30.00%422,4570.65
≡CSL – CARLISLE COS INCBuy426,3600.46
≡HTHT – H WORLD GROUP LTDSell−3,587,089−0.45
≡XYZ – BLOCK INCAdd 21.00%1,808,9090.44
≡V – VISA INCAdd 6.00%217,062−0.44
≡AXON – AXON ENTERPRISE INCReduce 15.00%−288,5270.43
≡SE – SEA LTDReduce 17.00%−1,139,989−0.42
≡ABNB – AIRBNB INCSell−950,809−0.39
≡SPOT – SPOTIFY TECHNOLOGY S AReduce 24.00%−433,747−0.36
≡NU – NU HLDGS LTDAdd 6.00%3,060,4630.35
≡UNH – UNITEDHEALTH GROUP INCSell−174,787−0.31
≡NET – CLOUDFLARE INCReduce 23.00%−1,498,5720.31
≡NFLX – NETFLIX INCReduce 23.00%−335,795−0.30
≡SNOW – SNOWFLAKE INCReduce 98.00%−584,483−0.29
≡RBLX – ROBLOX CORPReduce 10.00%−419,7870.29
≡AAPL – APPLE INCSell−355,649−0.27
≡ISRG – INTUITIVE SURGICAL INCAdd 39.00%213,4940.27
≡BZ – KANZHUN LIMITEDSell−3,934,331−0.26
≡YMM – FULL TRUCK ALLIANCE CO LTDReduce 32.00%−3,323,696−0.21
≡MELI – MERCADOLIBRE INCReduce 16.00%−98,467−0.21
≡GOOGL – ALPHABET INCReduce 8.00%−263,848−0.20
≡META – META PLATFORMS INCReduce 13.00%−201,721−0.19
≡TTEK – TETRA TECH INC NEWAdd 27.00%1,089,5990.13
≡MCK – MCKESSON CORPAdd 59.00%54,1170.10
≡PANW – PALO ALTO NETWORKS INCBuy154,8630.09
≡GLBE – GLOBAL E ONLINE LTDSell−522,035−0.06
≡IOT – SAMSARA INCAdd 17.00%2,833,0490.06
≡VG – VENTURE GLOBAL INCReduce 8.00%−678,3690.05
≡SAP – SAP SEAdd 30.00%66,3540.05
≡OKTA – OKTA INCReduce 16.00%−58,204−0.04
≡DASH – DOORDASH INCReduce 13.00%−714,840−0.03
≡IWF – ISHARES TRSell−26,465−0.03
≡KVYO – KLAVIYO INCAdd 14.00%136,3200.01
≡EW – EDWARDS LIFESCIENCES CORPSell−19,244−0.00
≡KSPI – KASPI KZ JSCAdd 28.00%370,556−0.00
≡ENTG – ENTEGRIS INCSell−11,172−0.00
≡PATH – UIPATH INCSell−44,642−0.00
−1.74
≡NVDA – NVIDIA CORPORATIONReduce 10.00%−2,113,230−1.41
≡APP – APPLOVIN CORPAdd 149.00%1,231,7991.06
≡SNOW – SNOWFLAKE INCReduce 80.00%−2,321,198−1.04
≡XYZ – BLOCK INCReduce 17.00%−1,808,003−1.02
≡ISRG – INTUITIVE SURGICAL INCBuy544,0760.92
≡AVGO – BROADCOM INCBuy1,420,8700.81
≡IOT – SAMSARA INCAdd 59.00%6,073,3970.80
≡SE – SEA LTDReduce 8.00%−573,6380.71
≡MELI – MERCADOLIBRE INCReduce 8.00%−56,5070.70
≡META – META PLATFORMS INCAdd 13.00%175,8660.65
≡DDOG – DATADOG INCReduce 17.00%−610,948−0.51
≡DASH – DOORDASH INCReduce 7.00%−384,9490.50
≡AMZN – AMAZON COM INCReduce 6.00%−713,177−0.48
≡BLDR – BUILDERS FIRSTSOURCE INCBuy1,051,5440.45
≡WCN – WASTE CONNECTIONS INCAdd 86.00%511,5190.43
≡TEAM – ATLASSIAN CORPORATIONReduce 13.00%−601,587−0.43
≡SHOP – SHOPIFY INCReduce 12.00%−1,633,118−0.39
≡VG – VENTURE GLOBAL INCBuy8,532,9080.30
≡V – VISA INCReduce 16.00%−735,2080.29
≡GLOB – GLOBANT S AReduce 9.00%−88,835−0.27
≡GOOGL – ALPHABET INCReduce 7.00%−269,688−0.27
≡YMM – FULL TRUCK ALLIANCE CO LTDAdd 66.00%4,092,2530.25
≡AJG – GALLAGHER ARTHUR J & COBuy202,6310.24
≡TXN – TEXAS INSTRS INCSell−391,807−0.22
≡MCK – MCKESSON CORPBuy91,7500.21
≡APH – AMPHENOL CORP NEWBuy929,1520.21
≡SAP – SAP SEBuy223,0320.20
≡XP – XP INCSell−4,864,145−0.17
≡SITE – SITEONE LANDSCAPE SUPPLY INCSell−414,943−0.16
≡DXCM – DEXCOM INCReduce 6.00%−695,345−0.14
≡MSFT – MICROSOFT CORPReduce 6.00%−155,660−0.12
≡FWONK – LIBERTY MEDIA CORP DELReduce 23.00%−584,835−0.10
≡CDNS – CADENCE DESIGN SYSTEM INCAdd 62.00%116,4750.10
≡CP – CANADIAN PACIFIC KANSAS CITYSell−411,228−0.09
≡BZ – KANZHUN LIMITEDReduce 9.00%−384,4390.08
≡CPNG – COUPANG INCReduce 7.00%−972,0660.05
≡KVYO – KLAVIYO INCReduce 21.00%−264,791−0.05
≡GLBE – GLOBAL E ONLINE LTDReduce 22.00%−149,329−0.05
≡CVNA – CARVANA COBuy61,1310.04
≡MNDY – MONDAY COM LTDAdd 32.00%27,5830.03
≡CRWD – CROWDSTRIKE HLDGS INCReduce 44.00%−34,541−0.03
≡OKTA – OKTA INCReduce 22.00%−98,9270.02
≡NU – NU HLDGS LTDReduce 11.00%−6,545,3200.01
≡IWF – ISHARES TRAdd 63.00%10,2370.01
≡NET – CLOUDFLARE INCReduce 17.00%−1,338,608−0.01
≡KSPI – KASPI KX JSCReduce 9.00%−130,0290.01
≡GRAB – GRAB HOLDINGS LIMITEDReduce 9.00%−1,900,6340.00
≡PATH – UIPATH INCReduce 39.00%−28,999−0.00
≡EW – EDWARDS LIFESCIENCES CORPAdd 6.00%1,1730.00
≡TXG – 10X GENOMICS INCSell−12,542−0.00