EdgeMarket › What Sands Capital Management, Llc reported owning
What Sands Capital Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
25.5BPositions
67Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 3.2B | 12.4% | 18.1M | 214.72 | +22.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 2.0B | 7.8% | 5.9M | 418.95 | +83.3% |
| GOOGL Alphabet Inc. | 1.5B | 5.8% | 5.1M | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 1.4B | 5.5% | 6.7M | 258.63 | +15.6% |
| SHOP SHOPIFY INC. | 1.1B | 4.2% | 8.9M | 149.25 | +8.7% |
| NFLX NETFLIX INC | 905.2M | 3.6% | 9.4M | 79.59 | -34.4% |
| SPOT Spotify Technology S.A. | 870.0M | 3.4% | 1.8M | 533.72 | -24.2% |
| ASML ASML HOLDING NV | 845.1M | 3.3% | 639.8K | 1,763.76 | +135.3% |
| V VISA INC. | 837.3M | 3.3% | 2.8M | 371.04 | +7.9% |
| MELI MERCADOLIBRE INC | 822.1M | 3.2% | 475.5K | 1,922.73 | -17.7% |
| NET Cloudflare, Inc. | 755.6M | 3.0% | 3.7M | 293.14 | +51.7% |
| META Meta Platforms, Inc. | 731.8M | 2.9% | 1.3M | 549.90 | -26.5% |
| ICE Intercontinental Exchange, Inc. | 689.6M | 2.7% | 4.4M | 161.25 | -11.1% |
| CVNA CARVANA CO. | 665.6M | 2.6% | 2.1M | 69.91 | +3.2% |
| AXON AXON ENTERPRISE, INC. | 664.4M | 2.6% | 1.6M | 627.75 | -17.5% |
| ISRG INTUITIVE SURGICAL INC | 609.1M | 2.4% | 1.3M | 378.81 | -21.2% |
| DASH DoorDash, Inc. | 594.2M | 2.3% | 4.0M | 223.49 | -8.3% |
| MSFT MICROSOFT CORP | 566.4M | 2.2% | 1.5M | 483.24 | -4.4% |
| IOT Samsara Inc. | 496.2M | 1.9% | 15.7M | 39.94 | +21.0% |
| NU Nu Holdings Ltd. | 493.5M | 1.9% | 34.3M | 14.58 | +7.0% |
| AVGO Broadcom Inc. | 434.2M | 1.7% | 1.4M | 368.45 | +26.5% |
| SE Sea Ltd | 391.6M | 1.5% | 4.7M | 117.53 | -34.2% |
| APP AppLovin Corp | 386.7M | 1.5% | 971.6K | 305.77 | -25.9% |
| PWR QUANTA SERVICES, INC. | 343.9M | 1.3% | 626.3K | 639.34 | +70.1% |
| XYZ Block, Inc. | 331.6M | 1.3% | 5.5M | 82.16 | +10.8% |
| CRS CARPENTER TECHNOLOGY CORP | 324.5M | 1.3% | 823.3K | 492.38 | +105.1% |
| CSL CARLISLE COMPANIES INC | 306.8M | 1.2% | 919.6K | 367.68 | -4.2% |
| ARGX ARGENX SE | 248.5M | 1.0% | 340.3K | 1,039.78 | +57.3% |
| BE Bloom Energy Corp | 241.0M | 0.9% | 1.8M | 201.45 | +352.6% |
| BLDR Builders FirstSource, Inc. | 215.8M | 0.8% | 2.6M | 70.21 | -47.1% |
| ONON On Holding AG | 215.2M | 0.8% | 6.3M | 30.02 | -33.6% |
| STX Seagate Technology Holdings plc | 208.4M | 0.8% | 531.9K | 850.00 | +436.6% |
| FLUT Flutter Entertainment plc | 202.8M | 0.8% | 2.0M | 102.61 | -65.2% |
| TTEK TETRA TECH INC | 200.6M | 0.8% | 6.7M | 37.00 | +3.8% |
| MCK MCKESSON CORP | 174.2M | 0.7% | 201.3K | 858.90 | +22.2% |
| CPNG Coupang, Inc. | 173.2M | 0.7% | 9.2M | 16.45 | -43.0% |
| DDOG Datadog, Inc. | 166.0M | 0.7% | 1.4M | 235.62 | +83.4% |
| LRCX LAM RESEARCH CORP | 161.4M | 0.6% | 755.2K | 314.00 | +216.7% |
| RBLX Roblox Corp | 154.2M | 0.6% | 2.7M | 38.37 | -67.6% |
| FWONK Liberty Media Corp | 132.6M | 0.5% | 1.6M | 104.94 | +3.2% |
| KSPI Joint Stock Co Kaspi.kz | 117.5M | 0.5% | 1.6M | 105.55 | +16.9% |
| TDG TransDigm Group INC | 109.3M | 0.4% | 94.3K | 1,200.35 | -14.4% |
| WCN Waste Connections, Inc. | 103.1M | 0.4% | 634.9K | 169.40 | -8.8% |
| APH AMPHENOL CORP /DE/ | 101.8M | 0.4% | 805.6K | 157.01 | +44.5% |
| RACE Ferrari N.V. | 97.4M | 0.4% | 287.7K | 436.54 | -6.8% |
| RARE Ultragenyx Pharmaceutical Inc. | 67.3M | 0.3% | 3.2M | 25.83 | -12.0% |
| BSX BOSTON SCIENTIFIC CORP | 46.2M | 0.2% | 736.1K | 50.37 | -52.5% |
| YMM Full Truck Alliance Co. Ltd. | 41.3M | 0.2% | 5.0M | 8.77 | -20.3% |
| GRAB Grab Holdings Ltd | 33.4M | 0.1% | 9.1M | 3.48 | -30.8% |
| LLY ELI LILLY & Co | 30.2M | 0.1% | 32.9K | 1,255.40 | +78.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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