Sands Capital Management, LLC holds a focused book of 67 stocks worth $25.5B as of Q1 2026 (disclosed May 8, 2026, a ~45-day 13F lag). This quarter they opened Bloom Energy Corp- A and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 12% of the equity book.
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.
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.
100% 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
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 | $3.2B | 18.09M | 12.4% | ▼−9.8% Reduced · −2.0M sh | |
| 2 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.0B | 5.86M | 7.8% | ▼−14% Reduced · −963K sh | |
| 3 | Alphabet Inc CAP STK CL A | $1.5B | 5.12M | 5.8% | ▲+3.8% Added · +185K sh | |
| 4 | Amazon Com Inc COM | $1.4B | 6.72M | 5.5% | ▼−9.7% Reduced · −721K sh | |
| 5 | Shopify Inc CL A SUB VTG SHS | $1.1B | 8.94M | 4.2% | ▼−6.0% Reduced · −570K sh | |
| 6 | Netflix Inc. COM | $905.2M | 9.41M | 3.6% | ▼−6.1% Reduced · −608K sh | |
| 7 | Spotify Technology S A SHS | $870.0M | 1.79M | 3.4% | ▲+22% Added · +324K sh | |
| 8 | ASML Hldg NV N Y REGISTRY SHS | $845.1M | 639.8K | 3.3% | ▼−4.5% Reduced · −30K sh | |
| 9 | Visa Inc COM CL A | $837.3M | 2.77M | 3.3% | ▼−10% Reduced · −320K sh | |
| 10 | Mercadolibre Inc COM | $822.1M | 475.5K | 3.2% | ▼−6.7% Reduced · −34K sh | |
| 11 | Cloudflare Inc CL A COM | $755.6M | 3.66M | 3.0% | ▼−1.9% Reduced · −70K sh | |
| 12 | Meta Platforms Inc CL A | $731.8M | 1.28M | 2.9% | ▲+1.9% Added · +24K sh | |
| 13 | Intercontinental Exchange In COM | $689.6M | 4.38M | 2.7% | ▼−20% Reduced · −1.1M sh | |
| 14 | Carvana Co CL A | $665.6M | 2.12M | 2.6% | ▼−13% Reduced · −325K sh | |
| 15 | Axon Enterprise Inc COM | $664.4M | 1.56M | 2.6% | ▼−2.8% Reduced · −45K sh | |
| 16 | Intuitive Surgical Inc COM NEW | $609.1M | 1.32M | 2.4% | ▼−4.0% Reduced · −56K sh | |
| 17 | Doordash Inc CL A | $594.2M | 3.96M | 2.3% | ▼−12% Reduced · −540K sh | |
| 18 | Microsoft Corp COM | $566.4M | 1.53M | 2.2% | ▼−38% Reduced · −941K sh | |
| 19 | Samsara Inc COM CL A | $496.2M | 15.66M | 1.9% | ▼−18% Reduced · −3.5M sh | |
| 20 | Nu Hldgs Ltd ORD SHS CL A | $493.5M | 34.34M | 1.9% | ▼−23% Reduced · −10.1M sh | |
| 21 | Broadcom Inc COM | $434.2M | 1.40M | 1.7% | ▼−34% Reduced · −712K sh | |
| 22 | Sea Ltd SPONSORD ADS | $391.6M | 4.73M | 1.5% | ▼−14% Reduced · −772K sh | |
| 23 | Applovin Corp COM CL A | $386.7M | 971.6K | 1.5% | ▼−34% Reduced · −492K sh | |
| 24 | Quanta Svcs Inc COM | $343.9M | 626.3K | 1.3% | ▲+8.6% Added · +49K sh | |
| 25 | Block Inc CL A | $331.6M | 5.51M | 1.3% | ▼−7.1% Reduced · −419K sh | |
| 26 | Carpenter Technology Corp COM | $324.5M | 823.3K | 1.3% | ▲+32% Added · +202K sh | |
| 27 | Carlisle Cos Inc COM | $306.8M | 919.6K | 1.2% | ▼−5.0% Reduced · −48K sh | |
| 28 | Argenx SE SPONSORED ADR | $248.5M | 340.3K | 1.0% | ▼−4.6% Reduced · −17K sh | |
| 29 | Bloom Energy Corp COM CL A | $241.0M | 1.78M | 0.9% | ▲New New position | |
| 30 | Builders Firstsource Inc COM | $215.8M | 2.62M | 0.8% | ▼−5.0% Reduced · −137K sh | |
| 31 | On Hldg AG NAMEN AKT A | $215.2M | 6.33M | 0.8% | ▼−4.7% Reduced · −310K sh | |
| 32 | Seagate Technology HLDNGS PL ORD SHS | $208.4M | 531.9K | 0.8% | ▲New New position | |
| 33 | Flutter Entmt PLC SHS | $202.8M | 1.99M | 0.8% | ▼−4.7% Reduced · −98K sh | |
| 34 | Tetra Tech Inc New COM | $200.6M | 6.66M | 0.8% | ▼−5.0% Reduced · −348K sh | |
| 35 | McKesson Corp COM | $174.2M | 201.3K | 0.7% | ▲+16% Added · +27K sh | |
| 36 | Coupang Inc CL A | $173.2M | 9.17M | 0.7% | ▼−11% Reduced · −1.1M sh | |
| 37 | Datadog Inc CL A COM | $166.0M | 1.41M | 0.7% | ▼−7.1% Reduced · −107K sh | |
| 38 | Lam Research Corp COM NEW | $161.4M | 755.2K | 0.6% | ▲New New position | |
| 39 | Roblox Corp CL A | $154.2M | 2.73M | 0.6% | ▼−14% Reduced · −457K sh | |
| 40 | Liberty Media Corp Del COM LBTY ONE S C | $132.6M | 1.56M | 0.5% | ▼−25% Reduced · −523K sh | |
| 41 | Kaspi KZ JSC SPONSORED ADS | $117.5M | 1.59M | 0.5% | ▼−19% Reduced · −362K sh | |
| 42 | Transdigm Group Inc COM | $109.3M | 94.3K | 0.4% | ▼−8.6% Reduced · −9K sh | |
| 43 | Waste Connections Inc COM | $103.1M | 634.9K | 0.4% | ▼−34% Reduced · −331K sh | |
| 44 | Amphenol Corp CL A | $101.8M | 805.6K | 0.4% | ▼−8.3% Reduced · −73K sh | |
| 45 | Ferrari N V COM | $97.4M | 287.7K | 0.4% | ▼−7.2% Reduced · −22K sh | |
| 46 | Ultragenyx Pharmaceutical In COM | $67.3M | 3.21M | 0.3% | ▼−7.8% Reduced · −271K sh | |
| 47 | Boston Scientific Corp COM | $46.2M | 736.1K | 0.2% | ▼−8.6% Reduced · −69K sh | |
| 48 | Full Truck Alliance Co Ltd SPONSORED ADS | $41.3M | 4.97M | 0.2% | ▼−19% Reduced · −1.2M sh | |
| 49 | Grab Holdings Limited CLASS A ORD | $33.4M | 9.12M | 0.1% | ▼−19% Reduced · −2.1M sh | |
| 50 | Eli Lilly & Co COM | $30.2M | 32.9K | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| 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 ~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.