SANDS CAPITAL MANAGEMENT, LLC — 13F-HR — 2026-06-30
U.S. SEC EDGAR · Published 13 Aug 2026 · Collected 20 Oct 2026
Original SEC XML preserved; count and dollar total reconciled; manager attribution retained · Original document retrieved
PERSON / P084INVESTOR
Frank Sands
Chief Executive Officer and Chief Investment Officer of Sands Capital. These are dated institutional filings, not a complete personal account.
Biography: www.sandscapital.com
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These are disclosures by an associated institution. The person’s name provides context; it does not establish current management, personal ownership or who made the trade.
A CLOSER LOOK / 30 Jun 2026Largest positions
Largest positions
in this source table.
Weights calculated from the complete reported table of U.S. SEC EDGAR. Denominator: that source’s disclosed public table, not personal wealth.
See source & scope ↗NVIDIA CORPORATION
10.45%
TAIWAN SEMICONDUCTOR MANUFAC
6.96%
ALPHABET INC
6.49%
AMAZON COM INC
4.30%
ASML HLDG NV
Top 5 of 71 selected source-table records. 3.94%
Comparison unavailable.
Split adjustments and security identity require review before comparison.
01 / THE RECORDS71 MATCHING RECORDS
The disclosed positions.
2 record sources ↗| ASSET / SECURITY | REPORTED QUANTITY | REPORTED VALUE / USD | WEIGHT | QUARTERLY ACTIVITY | RECORD TYPE / OWNER | SOURCE |
|---|---|---|---|---|---|---|
| 67066G104NVIDIA CORPORATION | 14,059,454shares | $2,813,156,151Reported market value$200.09 / reported unit (derived) | 10.45%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 874039100TAIWAN SEMICONDUCTOR MANUFAC | 3,925,440shares | $1,874,672,381Reported market value$477.57 / reported unit (derived) | 6.96%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 02079K305ALPHABET INC | 4,893,397shares | $1,748,753,286Reported market value$357.37 / reported unit (derived) | 6.49%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 023135106AMAZON COM INC | 4,861,223shares | $1,158,623,890Reported market value$238.34 / reported unit (derived) | 4.30%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| N07059210ASML HLDG NV | 533,693shares | $1,061,750,202Reported market value$1,989.44 / reported unit (derived) | 3.94%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 093712107BLOOM ENERGY CORP | 2,926,558shares | $885,869,107Reported market value$302.7 / reported unit (derived) | 3.29%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 05464C101AXON ENTERPRISE INC | 1,480,817shares | $830,160,818Reported market value$560.61 / reported unit (derived) | 3.08%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 82509L107SHOPIFY INC | 7,242,079shares | $826,900,580Reported market value$114.18 / reported unit (derived) | 3.07%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 92826C839VISA INC | 2,377,099shares | $815,558,896Reported market value$343.09 / reported unit (derived) | 3.03%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| L8681T102SPOTIFY TECHNOLOGY S A | 1,761,206shares | $808,622,511Reported market value$459.13 / reported unit (derived) | 3.00%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 18915M107CLOUDFLARE INC | 3,239,504shares | $794,585,541Reported market value$245.28 / reported unit (derived) | 2.95%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| G7997R103SEAGATE TECHNOLOGY HLDNGS PL | 720,741shares | $695,515,065Reported market value$965 / reported unit (derived) | 2.58%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 58733R102MERCADOLIBRE INC | 378,208shares | $641,966,477Reported market value$1,697.39 / reported unit (derived) | 2.38%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 595112103MICRON TECHNOLOGY INC | 526,810shares | $608,091,515Reported market value$1,154.29 / reported unit (derived) | 2.26%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 146869102CARVANA CO | 8,462,945shares | $557,031,040Reported market value$65.82 / reported unit (derived) | 2.07%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 30303M102META PLATFORMS INC | 969,879shares | $546,323,142Reported market value$563.29 / reported unit (derived) | 2.03%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 74762E102QUANTA SVCS INC | 750,479shares | $540,374,899Reported market value$720.04 / reported unit (derived) | 2.01%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 45866F104INTERCONTINENTAL EXCHANGE IN | 4,055,771shares | $499,305,968Reported market value$123.11 / reported unit (derived) | 1.85%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 46120E602INTUITIVE SURGICAL INC | 1,252,424shares | $498,063,976Reported market value$397.68 / reported unit (derived) | 1.85%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 512807306LAM RESEARCH CORP | 1,133,965shares | $491,381,053Reported market value$433.33 / reported unit (derived) | 1.82%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 594918104MICROSOFT CORP | 1,309,230shares | $488,368,975Reported market value$373.02 / reported unit (derived) | 1.81%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 144285103CARPENTER TECHNOLOGY CORP | 786,150shares | $484,928,766Reported market value$616.84 / reported unit (derived) | 1.80%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 25809K105DOORDASH INC | 2,325,795shares | $429,178,951Reported market value$184.53 / reported unit (derived) | 1.59%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 03831W108APPLOVIN CORP | 831,697shares | $428,515,245Reported market value$515.23 / reported unit (derived) | 1.59%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 852234103BLOCK INC | 5,632,505shares | $428,070,380Reported market value$76 / reported unit (derived) | 1.59%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 11135F101BROADCOM INC | 1,126,912shares | $425,691,008Reported market value$377.75 / reported unit (derived) | 1.58%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 007903107ADVANCED MICRO DEVICES INC | 672,555shares | $390,693,925Reported market value$580.91 / reported unit (derived) | 1.45%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 84615Q103SPACE EXPLORATION TECHN CORP | 2,276,744shares | $389,004,480Reported market value$170.86 / reported unit (derived) | 1.44%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 64110L106NETFLIX INC. | 5,336,614shares | $381,034,240Reported market value$71.4 / reported unit (derived) | 1.42%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 79589L106SAMSARA INC | 11,348,732shares | $368,039,379Reported market value$32.43 / reported unit (derived) | 1.37%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 80004C200SANDISK CORP | 153,093shares | $348,092,147Reported market value$2,273.73 / reported unit (derived) | 1.29%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 142339100CARLISLE COS INC | 799,872shares | $290,153,568Reported market value$362.75 / reported unit (derived) | 1.08%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 81141R100SEA LTD | 2,998,337shares | $287,330,635Reported market value$95.83 / reported unit (derived) | 1.07%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 04016X101ARGENX SE | 298,599shares | $277,031,194Reported market value$927.77 / reported unit (derived) | 1.03%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| H5919C104ON HLDG AG | 7,485,043shares | $265,120,223Reported market value$35.42 / reported unit (derived) | 0.98%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 23804L103DATADOG INC | 999,799shares | $260,307,668Reported market value$260.36 / reported unit (derived) | 0.97%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 55826T102SPHERE ENTERTAINMENT CO | 1,358,321shares | $235,030,283Reported market value$173.03 / reported unit (derived) | 0.87%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 042068205ARM HOLDINGS PLC | 642,829shares | $227,927,879Reported market value$354.57 / reported unit (derived) | 0.85%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 12008R107BUILDERS FIRSTSOURCE INC | 2,283,236shares | $204,303,957Reported market value$89.48 / reported unit (derived) | 0.76%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| G6683N103NU HLDGS LTD | 12,475,806shares | $166,676,768Reported market value$13.36 / reported unit (derived) | 0.62%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 531229755LIBERTY MEDIA CORP DEL | 1,509,193shares | $143,584,622Reported market value$95.14 / reported unit (derived) | 0.53%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 58155Q103MCKESSON CORP | 183,535shares | $138,679,046Reported market value$755.6 / reported unit (derived) | 0.51%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 032095101AMPHENOL CORP | 763,951shares | $134,699,840Reported market value$176.32 / reported unit (derived) | 0.50%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 48581R205KASPI KZ JSC | 1,531,017shares | $132,647,313Reported market value$86.64 / reported unit (derived) | 0.49%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 22266T109COUPANG INC | 7,559,132shares | $131,302,123Reported market value$17.37 / reported unit (derived) | 0.49%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 893641100TRANSDIGM GROUP INC | 89,669shares | $119,442,695Reported market value$1,332.04 / reported unit (derived) | 0.44%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 90400D108ULTRAGENYX PHARMACEUTICAL IN | 3,158,368shares | $105,457,908Reported market value$33.39 / reported unit (derived) | 0.39%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| N3167Y103FERRARI N V | 280,101shares | $104,278,801Reported market value$372.29 / reported unit (derived) | 0.39%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 94106B101WASTE CONNECTIONS INC | 609,721shares | $101,634,393Reported market value$166.69 / reported unit (derived) | 0.38%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 980745103WOODWARD INC | 153,660shares | $65,373,110Reported market value$425.44 / reported unit (derived) | 0.24%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| G4124C109GRAB HOLDINGS LIMITED | 16,385,578shares | $61,773,629Reported market value$3.77 / reported unit (derived) | 0.23%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 532457108ELI LILLY & CO | 45,332shares | $54,372,561Reported market value$1,199.43 / reported unit (derived) | 0.20%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 35969L108FULL TRUCK ALLIANCE CO LTD | 4,294,886shares | $34,874,474Reported market value$8.12 / reported unit (derived) | 0.13%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| G54950103LINDE PLC | 54,778shares | $28,426,495Reported market value$518.94 / reported unit (derived) | 0.11%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 40415F101HDFC BANK LTD | 865,858shares | $22,365,112Reported market value$25.83 / reported unit (derived) | 0.08%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 037833100APPLE INC | 45,598shares | $13,194,237Reported market value$289.36 / reported unit (derived) | 0.05%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 697435105PALO ALTO NETWORKS INC | 31,312shares | $10,678,018Reported market value$341.02 / reported unit (derived) | 0.04%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| T9224W109STEVANATO GROUP S P A | 524,481shares | $9,477,372Reported market value$18.07 / reported unit (derived) | 0.04%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 22788C105CROWDSTRIKE HLDGS INC | 10,020shares | $7,646,663Reported market value$763.14 / reported unit (derived) | 0.03%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 458140100INTEL CORP | 39,132shares | $5,464,001Reported market value$139.63 / reported unit (derived) | 0.02%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 770700102ROBINHOOD MKTS INC | 53,032shares | $5,318,049Reported market value$100.28 / reported unit (derived) | 0.02%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 87305R109TTM TECHNOLOGIES INC | 23,625shares | $4,418,347Reported market value$187.02 / reported unit (derived) | 0.02%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 37637K108GITLAB INC | 127,475shares | $3,891,812Reported market value$30.53 / reported unit (derived) | 0.01%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 008073108AEROVIRONMENT INC | 18,993shares | $3,135,175Reported market value$165.07 / reported unit (derived) | 0.01%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 49845K101KLAVIYO INC | 198,806shares | $3,001,971Reported market value$15.1 / reported unit (derived) | 0.01%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 464287614ISHARES TR | 22,200shares | $2,756,574Reported market value$124.17 / reported unit (derived) | 0.01%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 55024U109LUMENTUM HLDGS INC | 2,961shares | $2,540,716Reported market value$858.06 / reported unit (derived) | 0.01%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 15675D103CEREBRAS SYSTEMS INC | 11,419shares | $2,523,599Reported market value$221 / reported unit (derived) | 0.01%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 69608A108PALANTIR TECHNOLOGIES INC | 17,944shares | $2,093,526Reported market value$116.67 / reported unit (derived) | 0.01%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 01609W102ALIBABA GROUP HLDG LTD | 6,950shares | $667,061Reported market value$95.98 / reported unit (derived) | 0.00%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| G0896C103BBB FOODS INC | 6,281shares | $261,729Reported market value$41.67 / reported unit (derived) | 0.00%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
Figures retain their source’s meaning. Unknown is not zero. Dates, share classes and option exposures may differ; source-table coverage is not a complete personal portfolio.
02 / THE REFERENCES
Go back to the evidence.
Details ↗Open in the source library ↗
SANDS CAPITAL MANAGEMENT, LLC — 13F-HR — 2026-03-31
U.S. SEC EDGAR · Published 08 May 2026 · Collected 20 Oct 2026
Original SEC XML preserved; count and dollar total reconciled; manager attribution retained · Original document retrieved
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