SANDS CAPITAL MANAGEMENT, LLC
13F filer · CIK 1020066 · Arlington, VA
Summary
SANDS CAPITAL MANAGEMENT, LLC reported $26.93B across 71 positions in its 13F for 2026 Q2, filed Aug 13, 2026. The largest holdings are NVDA (10.4%), TSM (7.0%), GOOGL (6.5%). Versus 2026 Q1, leaving options aside, it opened 13 new positions, added to 15, trimmed 42 and sold out of 9.
Reported value$26.93B
Positions71
Report period2026 Q2
FiledAug 13, 2026
New positions13
Added15
Trimmed42
Sold out9
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 10.4%Value $2.81BPrice $228.86Shares 14.06M -22.26%Since Jun 30 +14.38%
Weight 7.0%Value $1.87BPrice $452.88Shares 3.93M -33.04%Since Jun 30 -5.17%
Weight 6.5%Value $1.75BPrice $342.75Shares 4.89M -4.51%Since Jun 30 -4.09%
Weight 4.3%Value $1.16BPrice $246.67Shares 4.86M -27.65%Since Jun 30 +3.50%
Weight 3.9%Value $1.06BPrice $1834Shares 534K -16.59%Since Jun 30 -7.79%
Weight 3.3%Value $885.87MPrice $291.25Shares 2.93M +64.50%Since Jun 30 -3.78%
Weight 3.1%Value $830.16MPrice $419.58Shares 1.48M -5.35%Since Jun 30 -25.16%
Weight 3.1%Value $826.90MPrice $144.01Shares 7.24M -18.95%Since Jun 30 +26.13%
Weight 3.0%Value $815.56MPrice $367.74Shares 2.38M -14.20%Since Jun 30 +7.18%
Weight 3.0%Value $808.62MPrice $497.51Shares 1.76M -1.84%Since Jun 30 +8.36%
Weight 3.0%Value $794.59MPrice $353.99Shares 3.24M -11.53%Since Jun 30 +44.32%
Weight 2.6%Value $695.52MPrice $921.51Shares 721K +35.51%Since Jun 30 -4.51%
Weight 2.4%Value $641.97MPrice $1712Shares 378K -20.45%Since Jun 30 +0.88%
Weight 2.3%Value $608.09MPrice $1054Shares 527KSince Jun 30 -8.69%
Weight 2.1%Value $557.03MPrice $60.47Shares 8.46M +299.71%Since Jun 30 -8.13%
Weight 2.0%Value $546.32MPrice $715.62Shares 970K -24.18%Since Jun 30 +27.04%
Weight 2.0%Value $540.37MPrice $644.36Shares 750K +19.82%Since Jun 30 -10.51%
Weight 1.9%Value $499.31MPrice $152.91Shares 4.06M -7.49%Since Jun 30 +24.21%
Weight 1.8%Value $498.06MPrice $414.79Shares 1.25M -5.21%Since Jun 30 +4.30%
Weight 1.8%Value $491.38MPrice $314.47Shares 1.13M +50.15%Since Jun 30 -27.43%
Weight 1.8%Value $488.37MPrice $509.22Shares 1.31M -14.44%Since Jun 30 +36.51%
Weight 1.8%Value $484.93MPrice $385.30Shares 786K -4.51%Since Jun 30 -37.54%
Weight 1.6%Value $429.18MPrice $178.39Shares 2.33M -41.22%Since Jun 30 -3.33%
Weight 1.6%Value $428.52MPrice $305.66Shares 832K -14.40%Since Jun 30 -40.68%
Weight 1.6%Value $428.07MPrice $73.31Shares 5.63M +2.21%Since Jun 30 -3.54%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 10.4% | $2.81B | +14.38% | -22.26% | Trim | |
| 7.0% | $1.87B | -5.17% | -33.04% | Trim | |
| 6.5% | $1.75B | -4.09% | -4.51% | Trim | |
| 4.3% | $1.16B | +3.50% | -27.65% | Trim | |
| 3.9% | $1.06B | -7.79% | -16.59% | Trim | |
| 3.3% | $885.87M | -3.78% | +64.50% | Add | |
| 3.1% | $830.16M | -25.16% | -5.35% | Trim | |
| 3.1% | $826.90M | +26.13% | -18.95% | Trim | |
| 3.0% | $815.56M | +7.18% | -14.20% | Trim | |
| 3.0% | $808.62M | +8.36% | -1.84% | Trim | |
| 3.0% | $794.59M | +44.32% | -11.53% | Trim | |
| 2.6% | $695.52M | -4.51% | +35.51% | Add | |
| 2.4% | $641.97M | +0.88% | -20.45% | Trim | |
| 2.3% | $608.09M | -8.69% | — | New | |
| 2.1% | $557.03M | -8.13% | +299.71% | Add | |
| 2.0% | $546.32M | +27.04% | -24.18% | Trim | |
| 2.0% | $540.37M | -10.51% | +19.82% | Add | |
| 1.9% | $499.31M | +24.21% | -7.49% | Trim | |
| 1.8% | $498.06M | +4.30% | -5.21% | Trim | |
| 1.8% | $491.38M | -27.43% | +50.15% | Add | |
| 1.8% | $488.37M | +36.51% | -14.44% | Trim | |
| 1.8% | $484.93M | -37.54% | -4.51% | Trim | |
| 1.6% | $429.18M | -3.33% | -41.22% | Trim | |
| 1.6% | $428.52M | -40.68% | -14.40% | Trim | |
| 1.6% | $428.07M | -3.54% | +2.21% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.