13F Filing
SANDS CAPITAL MANAGEMENT, LLC
Virginia-based concentrated growth equity manager focused on innovative businesses.
Filed2026.08.13
FilingCurrent Portfolio
$26.93B
Previous Portfolio
$25.49B
Change
+5.66%
Holdings
NVDANVIDIA CORPORATIONReduced$2.81B10.45%
TSMTAIWAN SEMICONDUCTOR MANUFACReduced$1.87B6.96%
GOOGLALPHABET INCReduced$1.75B6.49%
AMZNAMAZON COM INCReduced$1.16B4.30%
ASMLASML HLDG NVReduced$1.06B3.94%
BEBLOOM ENERGY CORPIncreased$885.9M3.29%
AXONAXON ENTERPRISE INCReduced$830.2M3.08%
SHOPSHOPIFY INCReduced$826.9M3.07%
VVISA INCReduced$815.6M3.03%
SPOTSPOTIFY TECHNOLOGY S AReduced$808.6M3.00%
| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA NVIDIA CORPORATION | 10.45% | Reduced | $2.81B | 14,059,454 | −4,026,288 | Information Technology |
| 2 |  TSM TAIWAN SEMICONDUCTOR MANUFAC | 6.96% | Reduced | $1.87B | 3,925,440 | −1,937,245 | Information Technology |
| 3 |  GOOGL ALPHABET INC | 6.49% | Reduced | $1.75B | 4,893,397 | −231,097 | Communication Services |
| 4 |  AMZN AMAZON COM INC | 4.30% | Reduced | $1.16B | 4,861,223 | −1,857,832 | Consumer Discretionary |
| 5 |  ASML ASML HLDG NV | 3.94% | Reduced | $1.06B | 533,693 | −106,140 | Information Technology |
| 6 |  BE BLOOM ENERGY CORP | 3.29% | Increased | $885.9M | 2,926,558 | +1,147,520 | Industrials |
| 7 |  AXON AXON ENTERPRISE INC | 3.08% | Reduced | $830.2M | 1,480,817 | −83,687 | Industrials |
| 8 |  SHOP SHOPIFY INC | 3.07% | Reduced | $826.9M | 7,242,079 | −1,693,587 | Industrials |
| 9 |  V VISA INC | 3.03% | Reduced | $815.6M | 2,377,099 | −393,332 | Financials |
| 10 |  SPOT SPOTIFY TECHNOLOGY S A | 3.00% | Reduced | $808.6M | 1,761,206 | −33,020 | Information Technology |
Portfolio Changes
Buy Positions
New Buy
Current 2.26%
+526,810Shares
Current 1.45%
+672,555Shares
Current 1.44%
+2,276,744Shares
Current 1.29%
+153,093Shares
Current 0.87%
+1,358,321Shares
Additional Buy
+64.50%
+1,147,520Shares
+35.51%
+188,849Shares
+19.82%
+124,131Shares
+50.15%
+378,743Shares
+2.21%
+121,670Shares
Sell Positions
Full Exit
Full Exit
0Shares
Full Exit
0Shares
Full Exit
0Shares
Full Exit
0Shares
Full Exit
0Shares
Partial Exit
−22.26%
−4,026,288Shares
−33.04%
−1,937,245Shares
−4.51%
−231,097Shares
−27.65%
−1,857,832Shares
−16.59%
−106,140Shares
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