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SEC filer: SANDS CAPITAL MANAGEMENT, LLC · quarter ending 2026-06-30 · filed 2026-08-13 · $26.93B across 71 reported positions
| BE | ADDED | 1,779,038 → 2,926,558 sh | $644.8M |
| MU | NEW POSITION | 0 → 526,810 sh | $608.1M |
| NFLX | TRIMMED | 9,414,668 → 5,336,614 sh | $524.2M |
| SEAGATE TECHNOLOGY HLDNGS PL | ADDED | 531,892 → 720,741 sh | $487.1M |
| AMD | NEW POSITION | 0 → 672,555 sh | $390.7M |
| SPACE EXPLORATION TECHN CORP | NEW POSITION | 0 → 2,276,744 sh | $389.0M |
| SNDK | NEW POSITION | 0 → 153,093 sh | $348.1M |
| LRCX | ADDED | 755,222 → 1,133,965 sh | $330.0M |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATIONno ticker match — as filed | 10.4% | $2.81B | 14,059,454 | SHARES |
| 2 | TAIWAN SEMICONDUCTOR MANUFACno ticker match — as filed | 7.0% | $1.87B | 3,925,440 | SHARES |
| 3 | GOOGLALPHABET INC | 6.5% | $1.75B | 4,893,397 | SHARES |
| 4 | AMZNAMAZON COM INC | 4.3% | $1.16B | 4,861,223 | SHARES |
| 5 | ASML HLDG NVno ticker match — as filed | 3.9% | $1.06B | 533,693 | SHARES |
| 6 | BEBLOOM ENERGY CORP | 3.3% | $885.9M | 2,926,558 | SHARES |
| 7 | AXONAXON ENTERPRISE INC | 3.1% |
| $830.2M |
| 1,480,817 |
| SHARES |
| 8 | SHOPSHOPIFY INC | 3.1% | $826.9M | 7,242,079 | SHARES |
| 9 | VVISA INC | 3.0% | $815.6M | 2,377,099 | SHARES |
| 10 | SPOTIFY TECHNOLOGY S Ano ticker match — as filed | 3.0% | $808.6M | 1,761,206 | SHARES |
| 11 | NETCLOUDFLARE INC | 3.0% | $794.6M | 3,239,504 | SHARES |
| 12 | SEAGATE TECHNOLOGY HLDNGS PLno ticker match — as filed | 2.6% | $695.5M | 720,741 | SHARES |
| 13 | MELIMERCADOLIBRE INC | 2.4% | $642.0M | 378,208 | SHARES |
| 14 | MUMICRON TECHNOLOGY INC | 2.3% | $608.1M | 526,810 | SHARES |
| 15 | CVNACARVANA CO | 2.1% | $557.0M | 8,462,945 | SHARES |
| 16 | METAMETA PLATFORMS INC | 2.0% | $546.3M | 969,879 | SHARES |
| 17 | QUANTA SVCS INCno ticker match — as filed | 2.0% | $540.4M | 750,479 | SHARES |
| 18 | INTERCONTINENTAL EXCHANGE INno ticker match — as filed | 1.9% | $499.3M | 4,055,771 | SHARES |
| 19 | ISRGINTUITIVE SURGICAL INC | 1.8% | $498.1M | 1,252,424 | SHARES |
| 20 | LRCXLAM RESEARCH CORP | 1.8% | $491.4M | 1,133,965 | SHARES |
| 21 | MSFTMICROSOFT CORP | 1.8% | $488.4M | 1,309,230 | SHARES |
| 22 | CRSCARPENTER TECHNOLOGY CORP | 1.8% | $484.9M | 786,150 | SHARES |
| 23 | DASHDOORDASH INC | 1.6% | $429.2M | 2,325,795 | SHARES |
| 24 | APPAPPLOVIN CORP | 1.6% | $428.5M | 831,697 | SHARES |
| 25 | XYZBLOCK INC | 1.6% | $428.1M | 5,632,505 | SHARES |
Values as reported in the filing's information table; duplicate issuer lines (share classes/lots) aggregated. 13Fs disclose long US positions only — shorts, futures, and most foreign holdings are invisible here. Educational only — not investment advice, and a quarter old by design.