The Capital That Moves Markets
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NVDANVIDIA CORPORATION10.45%-1.93%$2.81BTrim-22.26%
TSMTaiwan Semiconductor Manufacturing6.96%-0.81%$1.87BTrim-33.04%
GOOGLALPHABET INC6.49%+0.71%$1.75BTrim-4.51%
AMZNAMAZON COM INC4.30%-1.19%$1.16BTrim-27.65%
ASMLASML HLDG NV3.94%+0.63%$1.06BTrim-16.59%
BEBLOOM ENERGY CORP3.29%+2.34%$885.87MAdd+64.50%
AXONAXON ENTERPRISE INC3.08%+0.48%$830.16MTrim-5.35%
SHOPSHOPIFY INC3.07%-1.09%$826.90MTrim-18.95%
VVISA INC3.03%-0.26%$815.56MTrim-14.20%
SPOTSPOTIFY TECHNOLOGY S A3.00%-0.41%$808.62MTrim-1.84%
NETCLOUDFLARE INC2.95%-0.01%$794.59MTrim-11.53%
STXSEAGATE TECHNOLOGY HLDNGS PL2.58%+1.77%$695.52MAdd+35.51%
MELIMERCADOLIBRE INC2.38%-0.84%$641.97MTrim-20.45%
MUMICRON TECHNOLOGY INC2.26%$608.09MNew
CVNACARVANA CO2.07%-0.54%$557.03MAdd+299.71%
METAMETA PLATFORMS INC2.03%-0.84%$546.32MTrim-24.18%
PWRQUANTA SVCS INC2.01%+0.66%$540.37MAdd+19.82%
ICEINTERCONTINENTAL EXCHANGE IN1.85%-0.85%$499.31MTrim-7.49%
ISRGINTUITIVE SURGICAL INC1.85%-0.54%$498.06MTrim-5.21%
LRCXLAM RESEARCH CORP1.82%+1.19%$491.38MAdd+50.15%
MSFTMICROSOFT CORP1.81%-0.41%$488.37MTrim-14.44%
CRSCARPENTER TECHNOLOGY CORP1.80%+0.53%$484.93MTrim-4.51%
DASHDOORDASH INC1.59%-0.74%$429.18MTrim-41.22%
APPAPPLOVIN CORP1.59%+0.07%$428.52MTrim-14.40%
XYZBLOCK INC1.59%+0.29%$428.07MAdd+2.21%
AVGOBROADCOM INC1.58%-0.12%$425.69MTrim-19.67%
AMDADVANCED MICRO DEVICES INC1.45%$390.69MNew
SPCXSPACE EXPLORATION TECHN CORP1.44%$389.00MNew
NFLXNETFLIX INC.1.42%-2.14%$381.03MTrim-43.32%
IOTSAMSARA INC1.37%-0.58%$368.04MTrim-27.52%
SNDKSANDISK CORP1.29%$348.09MNew
CSLCARLISLE COS INC1.08%-0.13%$290.15MTrim-13.02%
SESEA LTD1.07%-0.47%$287.33MTrim-36.59%
ARGXARGENX SE1.03%+0.05%$277.03MTrim-12.25%
FLUTFLUTTER ENTMT PLC0.80%$202.76MExit
TTEKTETRA TECH INC NEW0.79%$200.56MExit
RBLXROBLOX CORP0.61%$154.22MExit
BSXBOSTON SCIENTIFIC CORP0.18%$46.19MExit
FIGFIGMA INC0.02%$3.97MExit
NOWSERVICENOW INC0.01%$3.30MExit
TEAMATLASSIAN CORPORATION0.00%$974.7KExit
SNOWSNOWFLAKE INC0.00%$630.1KExit
ANETARISTA NETWORKS INC0.00%$331.3KExit
Sands Capital Management
Frank Sands · CIK 0001020066 · filed 2026-08-13
Equity positions
NameWeightValueChange
NVDANVIDIA CORPORATION10.45%-1.93%$2.81BTrim-22.26%TSMTaiwan Semiconductor Manufacturing6.96%-0.81%$1.87BTrim-33.04%GOOGLALPHABET INC6.49%+0.71%$1.75BTrim-4.51%AMZNAMAZON COM INC4.30%-1.19%$1.16BTrim-27.65%ASMLASML HLDG NV3.94%+0.63%$1.06BTrim-16.59%BEBLOOM ENERGY CORP3.29%+2.34%$885.87MAdd+64.50%AXONAXON ENTERPRISE INC3.08%+0.48%$830.16MTrim-5.35%SHOPSHOPIFY INC3.07%-1.09%$826.90MTrim-18.95%VVISA INC3.03%-0.26%$815.56MTrim-14.20%SPOTSPOTIFY TECHNOLOGY S A3.00%-0.41%$808.62MTrim-1.84%NETCLOUDFLARE INC2.95%-0.01%$794.59MTrim-11.53%STXSEAGATE TECHNOLOGY HLDNGS PL2.58%+1.77%$695.52MAdd+35.51%MELIMERCADOLIBRE INC2.38%-0.84%$641.97MTrim-20.45%MUMICRON TECHNOLOGY INC2.26%$608.09MNewCVNACARVANA CO2.07%-0.54%$557.03MAdd+299.71%METAMETA PLATFORMS INC2.03%-0.84%$546.32MTrim-24.18%PWRQUANTA SVCS INC2.01%+0.66%$540.37MAdd+19.82%ICEINTERCONTINENTAL EXCHANGE IN1.85%-0.85%$499.31MTrim-7.49%ISRGINTUITIVE SURGICAL INC1.85%-0.54%$498.06MTrim-5.21%LRCXLAM RESEARCH CORP1.82%+1.19%$491.38MAdd+50.15%MSFTMICROSOFT CORP1.81%-0.41%$488.37MTrim-14.44%CRSCARPENTER TECHNOLOGY CORP1.80%+0.53%$484.93MTrim-4.51%DASHDOORDASH INC1.59%-0.74%$429.18MTrim-41.22%APPAPPLOVIN CORP1.59%+0.07%$428.52MTrim-14.40%XYZBLOCK INC1.59%+0.29%$428.07MAdd+2.21%AVGOBROADCOM INC1.58%-0.12%$425.69MTrim-19.67%AMDADVANCED MICRO DEVICES INC1.45%$390.69MNewSPCXSPACE EXPLORATION TECHN CORP1.44%$389.00MNewNFLXNETFLIX INC.1.42%-2.14%$381.03MTrim-43.32%IOTSAMSARA INC1.37%-0.58%$368.04MTrim-27.52%SNDKSANDISK CORP1.29%$348.09MNewCSLCARLISLE COS INC1.08%-0.13%$290.15MTrim-13.02%SESEA LTD1.07%-0.47%$287.33MTrim-36.59%ARGXARGENX SE1.03%+0.05%$277.03MTrim-12.25%| Company | Type | Shares | Value ▼ | WeightCurrent portfolio weight this quarter. The signed percent is how that weight changed versus last quarter. Weight can move even if the share count did not. | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
| NVIDIA CORPORATION · NVDA | Equity | 14,059,454 | $2.81B | 10.45%-1.93% | Trim-22.26% | Information Technology |
| Taiwan Semiconductor Manufacturing · TSM | Equity | 3,925,440 | $1.87B | 6.96%-0.81% | Trim-33.04% | Information Technology |
| ALPHABET INC · GOOGL | Equity | 4,893,397 | $1.75B | 6.49%+0.71% | Trim-4.51% | Communication Services |
| AMAZON COM INC · AMZN | Equity | 4,861,223 | $1.16B | 4.30%-1.19% | Trim-27.65% | Consumer Discretionary |
| ASML HLDG NV · ASML | Equity | 533,693 | $1.06B | 3.94%+0.63% | Trim-16.59% | Information Technology |
| BLOOM ENERGY CORP · BE | Equity | 2,926,558 | $885.87M | 3.29%+2.34% | Add+64.50% | Industrials |
| AXON ENTERPRISE INC · AXON | Equity | 1,480,817 | $830.16M | 3.08%+0.48% | Trim-5.35% | Industrials |
| SHOPIFY INC · SHOP | Equity | 7,242,079 | $826.90M | 3.07%-1.09% | Trim-18.95% | Information Technology |
| VISA INC · V | Equity | 2,377,099 | $815.56M | 3.03%-0.26% | Trim-14.20% | Financials |
| SPOTIFY TECHNOLOGY S A · SPOT | Equity | 1,761,206 | $808.62M | 3.00%-0.41% | Trim-1.84% | Communication Services |
| CLOUDFLARE INC · NET | Equity | 3,239,504 | $794.59M | 2.95%-0.01% | Trim-11.53% | Information Technology |
| SEAGATE TECHNOLOGY HLDNGS PL · STX | Equity | 720,741 | $695.52M | 2.58%+1.77% | Add+35.51% | Information Technology |
| MERCADOLIBRE INC · MELI | Equity | 378,208 | $641.97M | 2.38%-0.84% | Trim-20.45% | Consumer Discretionary |
| MICRON TECHNOLOGY INC · MU | Equity | 526,810 | $608.09M | 2.26% | New | Information Technology |
| CARVANA CO · CVNA | Equity | 8,462,945 | $557.03M | 2.07%-0.54% | Add+299.71% | Consumer Discretionary |
| META PLATFORMS INC · META | Equity | 969,879 | $546.32M | 2.03%-0.84% | Trim-24.18% | Communication Services |
| QUANTA SVCS INC · PWR | Equity | 750,479 | $540.37M | 2.01%+0.66% | Add+19.82% | Industrials |
| INTERCONTINENTAL EXCHANGE IN · ICE | Equity | 4,055,771 | $499.31M | 1.85%-0.85% | Trim-7.49% | Financials |
| INTUITIVE SURGICAL INC · ISRG | Equity | 1,252,424 | $498.06M | 1.85%-0.54% | Trim-5.21% | Health Care |
| LAM RESEARCH CORP · LRCX | Equity | 1,133,965 | $491.38M | 1.82%+1.19% | Add+50.15% | Information Technology |
| MICROSOFT CORP · MSFT | Equity | 1,309,230 | $488.37M | 1.81%-0.41% | Trim-14.44% | Information Technology |
| CARPENTER TECHNOLOGY CORP · CRS | Equity | 786,150 | $484.93M | 1.80%+0.53% | Trim-4.51% | Industrials |
| DOORDASH INC · DASH | Equity | 2,325,795 | $429.18M | 1.59%-0.74% | Trim-41.22% | Consumer Discretionary |
| APPLOVIN CORP · APP | Equity | 831,697 | $428.52M | 1.59%+0.07% | Trim-14.40% | Communication Services |
| BLOCK INC · XYZ | Equity | 5,632,505 | $428.07M | 1.59%+0.29% | Add+2.21% | Information Technology |
| BROADCOM INC · AVGO | Equity | 1,126,912 | $425.69M | 1.58%-0.12% | Trim-19.67% | Information Technology |
| ADVANCED MICRO DEVICES INC · AMD | Equity | 672,555 | $390.69M | 1.45% | New | Information Technology |
| SPACE EXPLORATION TECHN CORP · SPCX | Equity | 2,276,744 | $389.00M | 1.44% | New | Industrials |
| NETFLIX INC. · NFLX | Equity | 5,336,614 | $381.03M | 1.42%-2.14% | Trim-43.32% | Communication Services |
| SAMSARA INC · IOT | Equity | 11,348,732 | $368.04M | 1.37%-0.58% | Trim-27.52% | Information Technology |
| SANDISK CORP · SNDK | Equity | 153,093 | $348.09M | 1.29% | New | Information Technology |
| CARLISLE COS INC · CSL | Equity | 799,872 | $290.15M | 1.08%-0.13% | Trim-13.02% | Industrials |
| SEA LTD · SE | Equity | 2,998,337 | $287.33M | 1.07%-0.47% | Trim-36.59% | Consumer Discretionary |
| ARGENX SE · ARGX | Equity | 298,599 | $277.03M | 1.03%+0.05% | Trim-12.25% | Health Care |
Exited this quarter
9 sold out vs Q1 2026NameLast wtLast valChange
FLUTFLUTTER ENTMT PLC0.80%$202.76MExitTTEKTETRA TECH INC NEW0.79%$200.56MExitRBLXROBLOX CORP0.61%$154.22MExitBSXBOSTON SCIENTIFIC CORP0.18%$46.19MExitFIGFIGMA INC0.02%$3.97MExitNOWSERVICENOW INC0.01%$3.30MExitTEAMATLASSIAN CORPORATION0.00%$974.7KExitSNOWSNOWFLAKE INC0.00%$630.1KExitANETARISTA NETWORKS INC0.00%$331.3KExit| Company | Type | Last shares | Last value | Last weight | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
| FLUTTER ENTMT PLC · FLUT | Equity | 1,988,830 | $202.76M | 0.80% | Exit | Consumer Discretionary |
| TETRA TECH INC NEW · TTEK | Equity | 6,658,823 | $200.56M | 0.79% | Exit | Industrials |
| ROBLOX CORP · RBLX | Equity | 2,726,701 | $154.22M | 0.61% | Exit | Communication Services |
| BOSTON SCIENTIFIC CORP · BSX | Equity | 736,109 | $46.19M | 0.18% | Exit | Health Care |
| FIGMA INC · FIG | Equity | 187,577 | $3.97M | 0.02% | Exit | Information Technology |
| SERVICENOW INC · NOW | Equity | 31,521 | $3.30M | 0.01% | Exit | Information Technology |
| ATLASSIAN CORPORATION · TEAM | Equity | 14,281 | $974.7K | 0.00% | Exit | Information Technology |
| SNOWFLAKE INC · SNOW | Equity | 4,178 | $630.1K | 0.00% | Exit | Information Technology |
| ARISTA NETWORKS INC · ANET | Equity | 2,698 | $331.3K | 0.00% | Exit | Information Technology |