NVIDIA CORPORATION · NVDA
Value$2.81B
Weight10.45%
Shares14,059,454
ChangeTrim-1.93%
← Back to managers
Sands Capital Management
Frank Sands · CIK 0001020066 · filed 2026-08-13
Equity positions
Taiwan Semiconductor Manufacturing · TSM
Value$1.87B
Weight6.96%
Shares3,925,440
ChangeTrim-0.81%
ALPHABET INC · GOOGL
Value$1.75B
Weight6.49%
Shares4,893,397
ChangeTrim+0.71%
AMAZON COM INC · AMZN
Value$1.16B
Weight4.30%
Shares4,861,223
ChangeTrim-1.19%
ASML HLDG NV · ASML
Value$1.06B
Weight3.94%
Shares533,693
ChangeTrim+0.63%
BLOOM ENERGY CORP · BE
Value$885.87M
Weight3.29%
Shares2,926,558
ChangeAdd+2.34%
AXON ENTERPRISE INC · AXON
Value$830.16M
Weight3.08%
Shares1,480,817
ChangeTrim+0.48%
SHOPIFY INC · SHOP
Value$826.90M
Weight3.07%
Shares7,242,079
ChangeTrim-1.09%
VISA INC · V
Value$815.56M
Weight3.03%
Shares2,377,099
ChangeTrim-0.26%
SPOTIFY TECHNOLOGY S A · SPOT
Value$808.62M
Weight3.00%
Shares1,761,206
ChangeTrim-0.41%
CLOUDFLARE INC · NET
Value$794.59M
Weight2.95%
Shares3,239,504
ChangeTrim-0.01%
SEAGATE TECHNOLOGY HLDNGS PL
Value$695.52M
Weight2.58%
Shares720,741
ChangeAdd+1.77%
MERCADOLIBRE INC · MELI
Value$641.97M
Weight2.38%
Shares378,208
ChangeTrim-0.84%
MICRON TECHNOLOGY INC · MU
Value$608.09M
Weight2.26%
Shares526,810
ChangeNew+2.26%
CARVANA CO · CVNA
Value$557.03M
Weight2.07%
Shares8,462,945
ChangeAdd-0.54%
META PLATFORMS INC · META
Value$546.32M
Weight2.03%
Shares969,879
ChangeTrim-0.84%
QUANTA SVCS INC · PWR
Value$540.37M
Weight2.01%
Shares750,479
ChangeAdd+0.66%
INTERCONTINENTAL EXCHANGE IN · ICE
Value$499.31M
Weight1.85%
Shares4,055,771
ChangeTrim-0.85%
INTUITIVE SURGICAL INC · ISRG
Value$498.06M
Weight1.85%
Shares1,252,424
ChangeTrim-0.54%
LAM RESEARCH CORP · LRCX
Value$491.38M
Weight1.82%
Shares1,133,965
ChangeAdd+1.19%
MICROSOFT CORP · MSFT
Value$488.37M
Weight1.81%
Shares1,309,230
ChangeTrim-0.41%
CARPENTER TECHNOLOGY CORP · CRS
Value$484.93M
Weight1.80%
Shares786,150
ChangeTrim+0.53%
DOORDASH INC · DASH
Value$429.18M
Weight1.59%
Shares2,325,795
ChangeTrim-0.74%
APPLOVIN CORP · APP
Value$428.52M
Weight1.59%
Shares831,697
ChangeTrim+0.07%
BLOCK INC · XYZ
Value$428.07M
Weight1.59%
Shares5,632,505
ChangeAdd+0.29%
BROADCOM INC · AVGO
Value$425.69M
Weight1.58%
Shares1,126,912
ChangeTrim-0.12%
ADVANCED MICRO DEVICES INC · AMD
Value$390.69M
Weight1.45%
Shares672,555
ChangeNew+1.45%
SPACE EXPLORATION TECHN CORP · SPCX
Value$389.00M
Weight1.44%
Shares2,276,744
ChangeNew+1.44%
NETFLIX INC. · NFLX
Value$381.03M
Weight1.42%
Shares5,336,614
ChangeTrim-2.14%
SAMSARA INC
Value$368.04M
Weight1.37%
Shares11,348,732
ChangeTrim-0.58%
SANDISK CORP · SNDK
Value$348.09M
Weight1.29%
Shares153,093
ChangeNew+1.29%
CARLISLE COS INC · CSL
Value$290.15M
Weight1.08%
Shares799,872
ChangeTrim-0.13%
SEA LTD · SE
Value$287.33M
Weight1.07%
Shares2,998,337
ChangeTrim-0.47%
ARGENX SE · ARGX
Value$277.03M
Weight1.03%
Shares298,599
ChangeTrim+0.05%
| Company | Type | Shares | Value ▼ | Weight | Change | Sector |
|---|---|---|---|---|---|---|
| NVIDIA CORPORATION · NVDA | Equity | 14,059,454 | $2.81B | 10.45% | Trim-1.93% | Information Technology |
| Taiwan Semiconductor Manufacturing · TSM | Equity | 3,925,440 | $1.87B | 6.96% | Trim-0.81% | Information Technology |
| ALPHABET INC · GOOGL | Equity | 4,893,397 | $1.75B | 6.49% | Trim+0.71% | Communication Services |
| AMAZON COM INC · AMZN | Equity | 4,861,223 | $1.16B | 4.30% | Trim-1.19% | Consumer Discretionary |
| ASML HLDG NV · ASML | Equity | 533,693 | $1.06B | 3.94% | Trim+0.63% | Information Technology |
| BLOOM ENERGY CORP · BE | Equity | 2,926,558 | $885.87M | 3.29% | Add+2.34% | Industrials |
| AXON ENTERPRISE INC · AXON | Equity | 1,480,817 | $830.16M | 3.08% | Trim+0.48% | Industrials |
| SHOPIFY INC · SHOP | Equity | 7,242,079 | $826.90M | 3.07% | Trim-1.09% | Information Technology |
| VISA INC · V | Equity | 2,377,099 | $815.56M | 3.03% | Trim-0.26% | Financials |
| SPOTIFY TECHNOLOGY S A · SPOT | Equity | 1,761,206 | $808.62M | 3.00% | Trim-0.41% | Communication Services |
| CLOUDFLARE INC · NET | Equity | 3,239,504 | $794.59M | 2.95% | Trim-0.01% | Information Technology |
| SEAGATE TECHNOLOGY HLDNGS PL | Equity | 720,741 | $695.52M | 2.58% | Add+1.77% | Unknown |
| MERCADOLIBRE INC · MELI | Equity | 378,208 | $641.97M | 2.38% | Trim-0.84% | Consumer Discretionary |
| MICRON TECHNOLOGY INC · MU | Equity | 526,810 | $608.09M | 2.26% | New+2.26% | Information Technology |
| CARVANA CO · CVNA | Equity | 8,462,945 | $557.03M | 2.07% | Add-0.54% | Consumer Discretionary |
| META PLATFORMS INC · META | Equity | 969,879 | $546.32M | 2.03% | Trim-0.84% | Communication Services |
| QUANTA SVCS INC · PWR | Equity | 750,479 | $540.37M | 2.01% | Add+0.66% | Industrials |
| INTERCONTINENTAL EXCHANGE IN · ICE | Equity | 4,055,771 | $499.31M | 1.85% | Trim-0.85% | Financials |
| INTUITIVE SURGICAL INC · ISRG | Equity | 1,252,424 | $498.06M | 1.85% | Trim-0.54% | Health Care |
| LAM RESEARCH CORP · LRCX | Equity | 1,133,965 | $491.38M | 1.82% | Add+1.19% | Information Technology |
| MICROSOFT CORP · MSFT | Equity | 1,309,230 | $488.37M | 1.81% | Trim-0.41% | Information Technology |
| CARPENTER TECHNOLOGY CORP · CRS | Equity | 786,150 | $484.93M | 1.80% | Trim+0.53% | Industrials |
| DOORDASH INC · DASH | Equity | 2,325,795 | $429.18M | 1.59% | Trim-0.74% | Consumer Discretionary |
| APPLOVIN CORP · APP | Equity | 831,697 | $428.52M | 1.59% | Trim+0.07% | Communication Services |
| BLOCK INC · XYZ | Equity | 5,632,505 | $428.07M | 1.59% | Add+0.29% | Information Technology |
| BROADCOM INC · AVGO | Equity | 1,126,912 | $425.69M | 1.58% | Trim-0.12% | Information Technology |
| ADVANCED MICRO DEVICES INC · AMD | Equity | 672,555 | $390.69M | 1.45% | New+1.45% | Information Technology |
| SPACE EXPLORATION TECHN CORP · SPCX | Equity | 2,276,744 | $389.00M | 1.44% | New+1.44% | Industrials |
| NETFLIX INC. · NFLX | Equity | 5,336,614 | $381.03M | 1.42% | Trim-2.14% | Communication Services |
| SAMSARA INC | Equity | 11,348,732 | $368.04M | 1.37% | Trim-0.58% | Unknown |
| SANDISK CORP · SNDK | Equity | 153,093 | $348.09M | 1.29% | New+1.29% | Information Technology |
| CARLISLE COS INC · CSL | Equity | 799,872 | $290.15M | 1.08% | Trim-0.13% | Industrials |
| SEA LTD · SE | Equity | 2,998,337 | $287.33M | 1.07% | Trim-0.47% | Consumer Discretionary |
| ARGENX SE · ARGX | Equity | 298,599 | $277.03M | 1.03% | Trim+0.05% | Health Care |
Exited this quarter
9 sold out vs Q1 2026FLUTTER ENTMT PLC
Last value$202.76M
Last weight0.80%
Last shares1,988,830
ChangeExit-0.80%
TETRA TECH INC NEW · TTEK
Last value$200.56M
Last weight0.79%
Last shares6,658,823
ChangeExit-0.79%
ROBLOX CORP · RBLX
Last value$154.22M
Last weight0.61%
Last shares2,726,701
ChangeExit-0.61%
BOSTON SCIENTIFIC CORP · BSX
Last value$46.19M
Last weight0.18%
Last shares736,109
ChangeExit-0.18%
FIGMA INC · FIG
Last value$3.97M
Last weight0.02%
Last shares187,577
ChangeExit-0.02%
SERVICENOW INC · NOW
Last value$3.30M
Last weight0.01%
Last shares31,521
ChangeExit-0.01%
ATLASSIAN CORPORATION · TEAM
Last value$974.7K
Last weight0.00%
Last shares14,281
ChangeExit-0.00%
SNOWFLAKE INC · SNOW
Last value$630.1K
Last weight0.00%
Last shares4,178
ChangeExit-0.00%
ARISTA NETWORKS INC · ANET
Last value$331.3K
Last weight0.00%
Last shares2,698
ChangeExit-0.00%
| Company | Type | Last shares | Last value | Last weight | Change | Sector |
|---|---|---|---|---|---|---|
| FLUTTER ENTMT PLC | Equity | 1,988,830 | $202.76M | 0.80% | Exit-0.80% | Unknown |
| TETRA TECH INC NEW · TTEK | Equity | 6,658,823 | $200.56M | 0.79% | Exit-0.79% | Industrials |
| ROBLOX CORP · RBLX | Equity | 2,726,701 | $154.22M | 0.61% | Exit-0.61% | Communication Services |
| BOSTON SCIENTIFIC CORP · BSX | Equity | 736,109 | $46.19M | 0.18% | Exit-0.18% | Health Care |
| FIGMA INC · FIG | Equity | 187,577 | $3.97M | 0.02% | Exit-0.02% | Information Technology |
| SERVICENOW INC · NOW | Equity | 31,521 | $3.30M | 0.01% | Exit-0.01% | Information Technology |
| ATLASSIAN CORPORATION · TEAM | Equity | 14,281 | $974.7K | 0.00% | Exit-0.00% | Information Technology |
| SNOWFLAKE INC · SNOW | Equity | 4,178 | $630.1K | 0.00% | Exit-0.00% | Information Technology |
| ARISTA NETWORKS INC · ANET | Equity | 2,698 | $331.3K | 0.00% | Exit-0.00% | Information Technology |