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SANDS CAPITAL MANAGEMENT, LLC

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13F filer, CIK 1020066, ARLINGTON, VA

SANDS CAPITAL MANAGEMENT, LLC reported $25,486,826,915 across 67 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-08. Its ten largest share positions make up 52.37% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001020066-26-000015

Period
2026-03-31
Reported value
$25.5B
Holdings
67
Top 10 weight
52.37%
New
9
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BEnew+1,779,038$241M
STXnew+531,892$208M
LRCXnew+755,222$161M
SPOTadded+324,378$157M
CRSadded+201,593$79.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NOWreduced-3,811,393-$398M
MSFTreduced-940,645-$348M
NVDAreduced-1,957,829-$341M
TSMreduced-963,490-$326M
IRTCexited-1,699,645-$302M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001020066-26-000015, largest first. % of portfolio is the value over $25,486,826,915, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,055,228 shares; 2024Q4: 22,039,413 shares; 2025Q1: 19,926,183 shares; 2025Q2: 21,557,208 shares; 2025Q3: 20,828,827 shares; 2025Q4: 20,043,571 shares; 2026Q1: 18,085,742 shares 18,085,742$3.15B12.38%-1,957,829Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,683,522 shares; 2024Q4: 4,400,922 shares; 2025Q1: 8,027,318 shares; 2025Q2: 8,552,278 shares; 2025Q3: 9,251,889 shares; 2025Q4: 6,826,175 shares; 2026Q1: 5,862,685 shares 5,862,685$1.98B7.77%-963,490Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,753,425 shares; 2024Q4: 3,619,415 shares; 2025Q1: 3,349,727 shares; 2025Q2: 3,085,879 shares; 2025Q3: 4,771,097 shares; 2025Q4: 4,939,049 shares; 2026Q1: 5,124,494 shares 5,124,494$1.47B5.78%+185,445Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,550,445 shares; 2024Q4: 11,807,720 shares; 2025Q1: 11,094,543 shares; 2025Q2: 9,230,023 shares; 2025Q3: 8,413,999 shares; 2025Q4: 7,440,012 shares; 2026Q1: 6,719,055 shares 6,719,055$1.4B5.49%-720,957Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,171,797 shares; 2024Q4: 13,778,939 shares; 2025Q1: 12,145,821 shares; 2025Q2: 7,492,615 shares; 2025Q3: 6,937,271 shares; 2025Q4: 9,506,036 shares; 2026Q1: 8,935,666 shares 8,935,666$1.06B4.16%-570,370Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,559,983 shares; 2024Q4: 1,482,174 shares; 2025Q1: 1,467,474 shares; 2025Q2: 1,131,679 shares; 2025Q3: 1,120,658 shares; 2025Q4: 10,023,088 shares; 2026Q1: 9,414,668 shares 9,414,668$905M3.55%-608,420Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 998,374 shares; 2024Q4: 1,859,330 shares; 2025Q1: 1,788,550 shares; 2025Q2: 1,354,803 shares; 2025Q3: 1,547,640 shares; 2025Q4: 1,469,848 shares; 2026Q1: 1,794,226 shares 1,794,226$870M3.41%+324,378Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,924,736 shares; 2024Q4: 1,785,776 shares; 2025Q1: 557,428 shares; 2025Q2: 530,562 shares; 2025Q3: 529,164 shares; 2025Q4: 669,985 shares; 2026Q1: 639,833 shares 639,833$845M3.32%-30,152Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,968,896 shares; 2024Q4: 4,548,250 shares; 2025Q1: 3,813,042 shares; 2025Q2: 4,030,104 shares; 2025Q3: 4,027,033 shares; 2025Q4: 3,090,129 shares; 2026Q1: 2,770,431 shares 2,770,431$837M3.29%-319,698Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 755,634 shares; 2024Q4: 668,506 shares; 2025Q1: 611,999 shares; 2025Q2: 513,532 shares; 2025Q3: 509,845 shares; 2025Q4: 509,645 shares; 2026Q1: 475,455 shares 475,455$822M3.23%-34,190Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,344,384 shares; 2024Q4: 7,766,054 shares; 2025Q1: 6,427,446 shares; 2025Q2: 4,928,874 shares; 2025Q3: 3,808,319 shares; 2025Q4: 3,731,287 shares; 2026Q1: 3,661,749 shares 3,661,749$756M2.96%-69,538Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,415,480 shares; 2024Q4: 1,331,896 shares; 2025Q1: 1,507,762 shares; 2025Q2: 1,306,041 shares; 2025Q3: 1,388,064 shares; 2025Q4: 1,254,871 shares; 2026Q1: 1,279,121 shares 1,279,121$732M2.87%+24,250Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,204,395 shares; 2024Q4: 2,744,278 shares; 2025Q1: 2,692,729 shares; 2025Q2: 5,313,039 shares; 2025Q3: 5,677,266 shares; 2025Q4: 5,502,896 shares; 2026Q1: 4,384,298 shares 4,384,298$690M2.71%-1,118,598Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,131 shares; 2025Q2: 901,227 shares; 2025Q3: 1,691,515 shares; 2025Q4: 2,442,534 shares; 2026Q1: 2,117,248 shares 2,117,248$666M2.61%-325,286Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,110,343 shares; 2024Q4: 1,977,236 shares; 2025Q1: 1,899,822 shares; 2025Q2: 1,611,295 shares; 2025Q3: 1,442,341 shares; 2025Q4: 1,609,436 shares; 2026Q1: 1,564,504 shares 1,564,504$664M2.61%-44,932Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 544,076 shares; 2025Q2: 757,570 shares; 2025Q3: 1,341,109 shares; 2025Q4: 1,376,958 shares; 2026Q1: 1,321,274 shares 1,321,274$609M2.39%-55,684Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,973,843 shares; 2024Q4: 5,891,970 shares; 2025Q1: 5,507,021 shares; 2025Q2: 4,792,181 shares; 2025Q3: 4,023,291 shares; 2025Q4: 4,496,607 shares; 2026Q1: 3,957,060 shares 3,957,060$594M2.33%-539,547Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,043,559 shares; 2024Q4: 2,803,908 shares; 2025Q1: 2,648,248 shares; 2025Q2: 2,954,745 shares; 2025Q3: 2,865,638 shares; 2025Q4: 2,470,769 shares; 2026Q1: 1,530,124 shares 1,530,124$566M2.22%-940,645Timeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,215,737 shares; 2024Q4: 10,369,764 shares; 2025Q1: 16,443,161 shares; 2025Q2: 19,276,210 shares; 2025Q3: 20,518,332 shares; 2025Q4: 19,123,318 shares; 2026Q1: 15,657,744 shares 15,657,744$496M1.95%-3,465,574Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,806,801 shares; 2024Q4: 57,989,285 shares; 2025Q1: 51,443,965 shares; 2025Q2: 54,504,428 shares; 2025Q3: 50,562,162 shares; 2025Q4: 44,423,895 shares; 2026Q1: 34,342,221 shares 34,342,221$493M1.94%-10,081,674Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,420,870 shares; 2025Q2: 1,843,327 shares; 2025Q3: 2,060,624 shares; 2025Q4: 2,114,521 shares; 2026Q1: 1,402,835 shares 1,402,835$434M1.7%-711,686Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,340,858 shares; 2024Q4: 7,391,632 shares; 2025Q1: 6,817,994 shares; 2025Q2: 5,678,005 shares; 2025Q3: 4,883,167 shares; 2025Q4: 5,501,013 shares; 2026Q1: 4,728,550 shares 4,728,550$392M1.54%-772,463Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 826,394 shares; 2025Q1: 2,058,193 shares; 2025Q2: 817,346 shares; 2025Q3: 1,016,959 shares; 2025Q4: 1,463,351 shares; 2026Q1: 971,561 shares 971,561$387M1.52%-491,790Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 576,896 shares; 2026Q1: 626,348 shares 626,348$344M1.35%+49,452Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,227,844 shares; 2024Q4: 10,339,834 shares; 2025Q1: 8,531,831 shares; 2025Q2: 10,340,740 shares; 2025Q3: 11,603,057 shares; 2025Q4: 5,929,883 shares; 2026Q1: 5,510,835 shares 5,510,835$332M1.3%-419,048Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 621,684 shares; 2026Q1: 823,277 shares 823,277$324M1.27%+201,593Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 426,360 shares; 2025Q3: 849,501 shares; 2025Q4: 967,640 shares; 2026Q1: 919,614 shares 919,614$307M1.2%-48,026Timeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,625 shares; 2025Q4: 356,870 shares; 2026Q1: 340,285 shares 340,285$248M0.97%-16,585Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,779,038 shares 1,779,038$241M0.95%newTimeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,051,544 shares; 2025Q2: 1,016,773 shares; 2025Q3: 2,430,902 shares; 2025Q4: 2,757,969 shares; 2026Q1: 2,621,085 shares 2,621,085$216M0.85%-136,884Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,614,347 shares; 2025Q3: 6,769,430 shares; 2025Q4: 6,635,050 shares; 2026Q1: 6,325,547 shares 6,325,547$215M0.84%-309,503Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 531,892 shares 531,892$208M0.82%newTimeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,035,122 shares; 2024Q4: 2,310,697 shares; 2025Q1: 2,195,271 shares; 2025Q2: 2,121,637 shares; 2025Q3: 2,126,306 shares; 2025Q4: 2,087,048 shares; 2026Q1: 1,988,830 shares 1,988,830$203M0.8%-98,218Timeline
TTEKTETRA TECH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,338,203 shares; 2025Q1: 4,110,736 shares; 2025Q2: 5,200,335 shares; 2025Q3: 7,179,032 shares; 2025Q4: 7,007,004 shares; 2026Q1: 6,658,823 shares 6,658,823$201M0.79%-348,181Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91,750 shares; 2025Q2: 145,867 shares; 2025Q3: 157,146 shares; 2025Q4: 174,268 shares; 2026Q1: 201,283 shares 201,283$174M0.68%+27,015Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,085,536 shares; 2024Q4: 13,052,550 shares; 2025Q1: 12,080,484 shares; 2025Q2: 11,999,721 shares; 2025Q3: 11,024,177 shares; 2025Q4: 10,319,665 shares; 2026Q1: 9,172,187 shares 9,172,187$173M0.68%-1,147,478Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,270,951 shares; 2024Q4: 3,526,424 shares; 2025Q1: 2,915,476 shares; 2025Q2: 2,772,015 shares; 2025Q3: 1,894,680 shares; 2025Q4: 1,513,800 shares; 2026Q1: 1,406,366 shares 1,406,366$166M0.65%-107,434Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 755,222 shares 755,222$161M0.63%newTimeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,416,618 shares; 2024Q4: 4,215,531 shares; 2025Q1: 4,006,330 shares; 2025Q2: 3,586,543 shares; 2025Q3: 3,476,488 shares; 2025Q4: 3,183,399 shares; 2026Q1: 2,726,701 shares 2,726,701$154M0.61%-456,698Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,536,806 shares; 2024Q4: 2,504,064 shares; 2025Q1: 1,919,229 shares; 2025Q2: 1,911,033 shares; 2025Q3: 2,014,627 shares; 2025Q4: 2,082,513 shares; 2026Q1: 1,559,760 shares 1,559,760$133M0.52%-522,753Timeline
KSPIKASPI KZ JSCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,478,214 shares; 2024Q4: 1,441,486 shares; 2025Q1: 1,311,457 shares; 2025Q2: 1,682,013 shares; 2025Q3: 1,644,240 shares; 2025Q4: 1,948,761 shares; 2026Q1: 1,586,334 shares 1,586,334$117M0.46%-362,427Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,136 shares; 2024Q4: 86,405 shares; 2025Q1: 85,886 shares; 2025Q2: 86,900 shares; 2025Q3: 93,296 shares; 2025Q4: 103,179 shares; 2026Q1: 94,341 shares 94,341$109M0.43%-8,838Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444,710 shares; 2024Q4: 596,885 shares; 2025Q1: 1,108,404 shares; 2025Q2: 1,120,082 shares; 2025Q3: 1,183,194 shares; 2025Q4: 965,880 shares; 2026Q1: 634,903 shares 634,903$103M0.4%-330,977Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 929,152 shares; 2025Q2: 940,121 shares; 2025Q3: 795,234 shares; 2025Q4: 879,004 shares; 2026Q1: 805,602 shares 805,602$102M0.4%-73,402Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,617 shares; 2024Q4: 248,314 shares; 2025Q1: 246,069 shares; 2025Q2: 243,717 shares; 2025Q3: 251,698 shares; 2025Q4: 309,983 shares; 2026Q1: 287,709 shares 287,709$97.4M0.38%-22,274Timeline
RAREULTRAGENYX PHARMACEUTICAL INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,118,255 shares; 2024Q4: 4,298,003 shares; 2025Q1: 4,163,561 shares; 2025Q2: 3,943,485 shares; 2025Q3: 3,769,853 shares; 2025Q4: 3,485,724 shares; 2026Q1: 3,214,533 shares 3,214,533$67.3M0.26%-271,191Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 805,164 shares; 2026Q1: 736,109 shares 736,109$46.2M0.18%-69,055Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,158,039 shares; 2025Q1: 10,250,292 shares; 2025Q2: 6,926,596 shares; 2025Q3: 6,766,855 shares; 2025Q4: 6,123,768 shares; 2026Q1: 4,970,779 shares 4,970,779$41.3M0.16%-1,152,989Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,974,504 shares; 2024Q4: 21,377,711 shares; 2025Q1: 19,477,077 shares; 2025Q2: 18,757,824 shares; 2025Q3: 12,490,985 shares; 2025Q4: 11,244,055 shares; 2026Q1: 9,122,432 shares 9,122,432$33.4M0.13%-2,121,623Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,887 shares 32,887$30.2M0.12%newTimeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89,643 shares; 2025Q1: 89,288 shares; 2025Q2: 86,662 shares; 2025Q3: 84,367 shares; 2025Q4: 59,214 shares; 2026Q1: 54,593 shares 54,593$27.1M0.11%-4,621Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 154,863 shares; 2025Q3: 194,619 shares; 2025Q4: 162,963 shares; 2026Q1: 161,078 shares 161,078$25.8M0.1%-1,885Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,891,413 shares; 2024Q4: 2,876,252 shares; 2025Q1: 2,911,190 shares; 2025Q2: 2,883,335 shares; 2025Q3: 6,190,788 shares; 2025Q4: 6,117,362 shares; 2026Q1: 907,652 shares 907,652$22.6M0.09%-5,209,710Timeline
KVYOKLAVIYO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,428,170 shares; 2024Q4: 1,237,540 shares; 2025Q1: 972,749 shares; 2025Q2: 1,109,069 shares; 2025Q3: 1,105,559 shares; 2025Q4: 928,755 shares; 2026Q1: 595,160 shares 595,160$11.6M0.05%-333,595Timeline
STVNSTEVANATO GROUP S P AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,717,079 shares; 2024Q4: 500,685 shares; 2025Q1: 485,476 shares; 2025Q2: 464,635 shares; 2025Q3: 464,931 shares; 2025Q4: 493,006 shares; 2026Q1: 497,310 shares 497,310$6.84M0.03%+4,304Timeline
FIGFIGMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 226,752 shares; 2025Q4: 189,782 shares; 2026Q1: 187,577 shares 187,577$3.97M0.02%-2,205Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,840 shares; 2026Q1: 22,919 shares 22,919$3.35M0.01%+3,079Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,183,745 shares; 2024Q4: 1,452,255 shares; 2025Q1: 1,457,978 shares; 2025Q2: 1,408,333 shares; 2025Q3: 1,246,277 shares; 2025Q4: 3,842,914 shares; 2026Q1: 31,521 shares 31,521$3.3M0.01%-3,811,393Timeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,475 shares; 2024Q4: 127,475 shares; 2025Q1: 127,475 shares; 2025Q2: 127,475 shares; 2025Q3: 127,475 shares; 2025Q4: 127,475 shares; 2026Q1: 127,475 shares 127,475$2.76M0.01%0Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,511 shares; 2026Q1: 7,793 shares 7,793$978K<0.01%+282Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,249,725 shares; 2024Q4: 4,520,175 shares; 2025Q1: 3,918,588 shares; 2025Q2: 2,588,723 shares; 2025Q3: 2,641,730 shares; 2025Q4: 136,534 shares; 2026Q1: 14,281 shares 14,281$975K<0.01%-122,253Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,732,516 shares; 2024Q4: 2,715,054 shares; 2025Q1: 355,649 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,219 shares 3,219$817K<0.01%newTimeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,027,836 shares; 2024Q4: 2,917,641 shares; 2025Q1: 596,443 shares; 2025Q2: 11,960 shares; 2025Q3: 11,960 shares; 2025Q4: 11,960 shares; 2026Q1: 4,178 shares 4,178$630K<0.01%-7,782Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,698 shares 2,698$331K<0.01%newTimeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,746 shares 3,746$260K<0.01%newTimeline
AVAVAEROVIRONMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,342 shares 1,342$246K<0.01%newTimeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 312 shares 312$219K<0.01%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IRTCIRHYTHM HOLDINGS INC1,699,645$302Mshares
ROPROPER TECHNOLOGIES INC287,318$128Mshares
SAPSAP SE394,117$95.7Mshares
CDNSCADENCE DESIGN SYSTEM INC252,008$78.8Mshares
AJGGALLAGHER ARTHUR J & CO244,255$63.2Mshares
GLOBGLOBANT S A770,560$50.4Mshares
DUOLDUOLINGO INC39,975$7.02Mshares
IWFISHARES TR8,215$3.89Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001020066-26-000015 base2026-05-08acceptance time not in the bulk data set