13F-HR filed by SANDS CAPITAL MANAGEMENT, LLC
SANDS CAPITAL MANAGEMENT, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-13, with 71 holding rows worth $26,928,187,141.
- Accession
- 0001020066-26-000018
- Filer
- CIK 1020066
- Filed
- 2026-08-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 71 entries on the cover page, a total value of $26,928,187,141 stated on the cover page (in dollars after the unit check, H1), rows summing to $26,928,187,141 with VALUE read as dollars as filed, 13F file number 028-05734. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 14,059,454 | $2,813,156,151 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 3,925,440 | $1,874,672,381 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 4,893,397 | $1,748,753,286 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 4,861,223 | $1,158,623,890 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 533,693 | $1,061,750,202 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 2,926,558 | $885,869,107 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 1,480,817 | $830,160,818 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 7,242,079 | $826,900,580 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 2,377,099 | $815,558,896 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 1,761,206 | $808,622,511 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 3,239,504 | $794,585,541 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 720,741 | $695,515,065 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 378,208 | $641,966,477 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 526,810 | $608,091,515 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 8,462,945 | $557,031,040 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 969,879 | $546,323,142 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 750,479 | $540,374,899 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 4,055,771 | $499,305,968 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 1,252,424 | $498,063,976 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 1,133,965 | $491,381,053 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,309,230 | $488,368,975 | dollars as filed | |
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 786,150 | $484,928,766 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 2,325,795 | $429,178,951 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 831,697 | $428,515,245 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 5,632,505 | $428,070,380 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,126,912 | $425,691,008 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 672,555 | $390,693,925 | dollars as filed | |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | 84615Q103 | Stock | 2,276,744 | $389,004,480 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 5,336,614 | $381,034,240 | dollars as filed | |
| SAMSARA INC COM CL A | 79589L106 | Stock | 11,348,732 | $368,039,379 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 153,093 | $348,092,147 | dollars as filed | |
| CARLISLE COS INC COM | 142339100 | Stock | 799,872 | $290,153,568 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 2,998,337 | $287,330,635 | dollars as filed | |
| ARGENX SE SPONSORED ADR | 04016X101 | ADR | 298,599 | $277,031,194 | dollars as filed | |
| ON HLDG AG NAMEN AKT A | H5919C104 | Stock | 7,485,043 | $265,120,223 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 999,799 | $260,307,668 | dollars as filed | |
| SPHERE ENTERTAINMENT CO CL A | 55826T102 | Stock | 1,358,321 | $235,030,283 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 642,829 | $227,927,879 | dollars as filed | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 2,283,236 | $204,303,957 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 12,475,806 | $166,676,768 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 1,509,193 | $143,584,622 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 183,535 | $138,679,046 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 763,951 | $134,699,840 | dollars as filed | |
| KASPI KZ JSC | 48581R205 | SPONSORED ADS | 1,531,017 | $132,647,313 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 7,559,132 | $131,302,123 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 89,669 | $119,442,695 | dollars as filed | |
| ULTRAGENYX PHARMACEUTICAL IN | 90400D108 | COM | 3,158,368 | $105,457,908 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 280,101 | $104,278,801 | dollars as filed | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 609,721 | $101,634,393 | dollars as filed | |
| WOODWARD INC COM | 980745103 | Stock | 153,660 | $65,373,110 | dollars as filed | |
| GRABHLDGSLTDFCLASSCLASSA | G4124C109 | STOK | 16,385,578 | $61,773,629 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 45,332 | $54,372,561 | dollars as filed | |
| FULL TRUCK ALLIANCE CO LTD SPONSORED ADS | 35969L108 | ADR | 4,294,886 | $34,874,474 | dollars as filed | |
| Linde plc | G54950103 | COM | 54,778 | $28,426,495 | dollars as filed | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 865,858 | $22,365,112 | dollars as filed | |
| Apple Inc | 037833100 | COM | 45,598 | $13,194,237 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 31,312 | $10,678,018 | dollars as filed | |
| STEVANATO GROUP S P A ORD SHS | T9224W109 | Stock | 524,481 | $9,477,372 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 10,020 | $7,646,663 | dollars as filed | |
| Intel Corp | 458140100 | COM | 39,132 | $5,464,001 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 53,032 | $5,318,049 | dollars as filed | |
| TTM TECHNOLOGIES INC | 87305R109 | COM | 23,625 | $4,418,347 | dollars as filed | |
| GITLAB INC CLASS A COM | 37637K108 | Stock | 127,475 | $3,891,812 | dollars as filed | |
| AEROVIRONMENT INC COM | 008073108 | Stock | 18,993 | $3,135,175 | dollars as filed | |
| KLAVIYO INC COM SER A | 49845K101 | Stock | 198,806 | $3,001,971 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 22,200 | $2,756,574 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 2,961 | $2,540,716 | dollars as filed | |
| CEREBRAS SYSTEMS INC COM CL A | 15675D103 | Stock | 11,419 | $2,523,599 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 17,944 | $2,093,526 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 6,950 | $667,061 | dollars as filed | |
| BBB Foods Inc | G0896C103 | COM | 6,281 | $261,729 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001020066-26-000018 | this filing | 2026-08-13 | acceptance time not in the bulk data set |