Sands Capital Management, LLC holds a focused book of 71 stocks worth $26.9B as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 10% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sands Capital Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Integrated Wealth Concepts LLC | 80 / 71 | $2.0B |
| GAMMA Investing LLC | 79 / 71 | $829.5M |
| BlackRock, Inc. | 78 / 71 | $1.8T |
| FMR LLC | 78 / 71 | $777.0B |
| MORGAN STANLEY | 78 / 71 | $433.1B |
| JPMORGAN CHASE & CO | 78 / 71 | $393.9B |
| BANK OF AMERICA CORP /DE/ | 78 / 71 | $241.1B |
| GOLDMAN SACHS GROUP INC | 78 / 71 | $196.5B |
Ranked by how many of Sands Capital Management, LLC's top 71 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $2.8B | 14.06M | 10.4% | ▼−22% Reduced · −4.0M sh | |
| 2 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.9B | 3.93M | 7.0% | ▼−33% Reduced · −1.9M sh | |
| 3 | Alphabet Inc CAP STK CL A | $1.7B | 4.89M | 6.5% | ▼−4.5% Reduced · −231K sh | |
| 4 | Amazon Com Inc COM | $1.2B | 4.86M | 4.3% | ▼−28% Reduced · −1.9M sh | |
| 5 | ASML Hldg NV N Y REGISTRY SHS | $1.1B | 533.7K | 3.9% | ▼−17% Reduced · −106K sh | |
| 6 | Bloom Energy Corp COM CL A | $885.9M | 2.93M | 3.3% | ▲+65% Added · +1.1M sh | |
| 7 | Axon Enterprise Inc COM | $830.2M | 1.48M | 3.1% | ▼−5.3% Reduced · −84K sh | |
| 8 | Shopify Inc CL A SUB VTG SHS | $826.9M | 7.24M | 3.1% | ▼−19% Reduced · −1.7M sh | |
| 9 | Visa Inc COM CL A | $815.6M | 2.38M | 3.0% | ▼−14% Reduced · −393K sh | |
| 10 | Spotify Technology S A SHS | $808.6M | 1.76M | 3.0% | ▼−1.8% Reduced · −33K sh | |
| 11 | Cloudflare Inc CL A COM | $794.6M | 3.24M | 3.0% | ▼−12% Reduced · −422K sh | |
| 12 | Seagate Technology HLDNGS PL ORD SHS | $695.5M | 720.7K | 2.6% | ▲+36% Added · +189K sh | |
| 13 | Mercadolibre Inc COM | $642.0M | 378.2K | 2.4% | ▼−20% Reduced · −97K sh | |
| 14 | Micron Technology Inc COM | $608.1M | 526.8K | 2.3% | ▲New New position | |
| 15 | Carvana Co CL A | $557.0M | 8.46M | 2.1% | ▲+300% Added · +6.3M sh | |
| 16 | Meta Platforms Inc CL A | $546.3M | 969.9K | 2.0% | ▼−24% Reduced · −309K sh | |
| 17 | Quanta Svcs Inc COM | $540.4M | 750.5K | 2.0% | ▲+20% Added · +124K sh | |
| 18 | Intercontinental Exchange In COM | $499.3M | 4.06M | 1.9% | ▼−7.5% Reduced · −329K sh | |
| 19 | Intuitive Surgical Inc COM NEW | $498.1M | 1.25M | 1.8% | ▼−5.2% Reduced · −69K sh | |
| 20 | Lam Research Corp COM NEW | $491.4M | 1.13M | 1.8% | ▲+50% Added · +379K sh | |
| 21 | Microsoft Corp COM | $488.4M | 1.31M | 1.8% | ▼−14% Reduced · −221K sh | |
| 22 | Carpenter Technology Corp COM | $484.9M | 786.1K | 1.8% | ▼−4.5% Reduced · −37K sh | |
| 23 | Doordash Inc CL A | $429.2M | 2.33M | 1.6% | ▼−41% Reduced · −1.6M sh | |
| 24 | Applovin Corp COM CL A | $428.5M | 831.7K | 1.6% | ▼−14% Reduced · −140K sh | |
| 25 | Block Inc CL A | $428.1M | 5.63M | 1.6% | ▲+2.2% Added · +122K sh | |
| 26 | Broadcom Inc COM | $425.7M | 1.13M | 1.6% | ▼−20% Reduced · −276K sh | |
| 27 | Advanced Micro Devices Inc COM | $390.7M | 672.6K | 1.5% | ▲New New position | |
| 28 | Space Exploration Techn Corp CLASS A COM STK | $389.0M | 2.28M | 1.4% | ▲New New position | |
| 29 | Netflix Inc. COM | $381.0M | 5.34M | 1.4% | ▼−43% Reduced · −4.1M sh | |
| 30 | Samsara Inc COM CL A | $368.0M | 11.35M | 1.4% | ▼−28% Reduced · −4.3M sh | |
| 31 | Sandisk Corp COM | $348.1M | 153.1K | 1.3% | ▲New New position | |
| 32 | Carlisle Cos Inc COM | $290.2M | 799.9K | 1.1% | ▼−13% Reduced · −120K sh | |
| 33 | Sea Ltd SPONSORD ADS | $287.3M | 3.00M | 1.1% | ▼−37% Reduced · −1.7M sh | |
| 34 | Argenx SE SPONSORED ADR | $277.0M | 298.6K | 1.0% | ▼−12% Reduced · −42K sh | |
| 35 | On Hldg AG NAMEN AKT A | $265.1M | 7.49M | 1.0% | ▲+18% Added · +1.2M sh | |
| 36 | Datadog Inc CL A COM | $260.3M | 999.8K | 1.0% | ▼−29% Reduced · −407K sh | |
| 37 | Sphere Entertainment Co CL A | $235.0M | 1.36M | 0.9% | ▲New New position | |
| 38 | Arm Holdings PLC SPONSORED ADS | $227.9M | 642.8K | 0.8% | ▲New New position | |
| 39 | Builders Firstsource Inc COM | $204.3M | 2.28M | 0.8% | ▼−13% Reduced · −338K sh | |
| 40 | Nu Hldgs Ltd ORD SHS CL A | $166.7M | 12.48M | 0.6% | ▼−64% Reduced · −21.9M sh | |
| 41 | Liberty Media Corp Del COM LBTY ONE S C | $143.6M | 1.51M | 0.5% | ▼−3.2% Reduced · −51K sh | |
| 42 | McKesson Corp COM | $138.7M | 183.5K | 0.5% | ▼−8.8% Reduced · −18K sh | |
| 43 | Amphenol Corp CL A | $134.7M | 764.0K | 0.5% | ▼−5.2% Reduced · −42K sh | |
| 44 | Kaspi KZ JSC SPONSORED ADS | $132.6M | 1.53M | 0.5% | ▼−3.5% Reduced · −55K sh | |
| 45 | Coupang Inc CL A | $131.3M | 7.56M | 0.5% | ▼−18% Reduced · −1.6M sh | |
| 46 | Transdigm Group Inc COM | $119.4M | 89.7K | 0.4% | ▼−5.0% Reduced · −5K sh | |
| 47 | Ultragenyx Pharmaceutical In COM | $105.5M | 3.16M | 0.4% | ▼−1.7% Reduced · −56K sh | |
| 48 | Ferrari N V COM | $104.3M | 280.1K | 0.4% | ▼−2.6% Reduced · −8K sh | |
| 49 | Waste Connections Inc COM | $101.6M | 609.7K | 0.4% | ▼−4.0% Reduced · −25K sh | |
| 50 | Woodward Inc COM | $65.4M | 153.7K | 0.2% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1020066/holdings"
Use Arkolith to show SANDS CAPITAL MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 71 | $26.9B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 67 | $25.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 66 | $32.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 64 | $36.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 66 | $34.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 75 | $29.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 71 | $33.8B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 67 | $32.9B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 66 | $34.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 76 | $35.8B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 74 | $32.9B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 75 | $29.4B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 15, 2023 | 66 | $32.2B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 66 | $30.4B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 67 | $26.5B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 9, 2022 | 67 | $26.6B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 69 | $28.9B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 68 | $43.5B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 71 | $53.9B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 3, 2021 | 71 | $60.0B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 80 | $59.0B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 77 | $51.7B | 13F-HR/A |
| Q4 2020 | Dec 31, 2020 | Feb 17, 2021 | 78 | $52.7B | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.