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SEC filer: SANDS CAPITAL MANAGEMENT, LLC · quarter ending 2026-03-31 · filed 2026-05-08 · $25.49B across 67 reported positions
| TAIWAN SEMICONDUCTOR MFG LTD | EXITED | 6,826,175 → 0 sh | $2.07B |
| TAIWAN SEMICONDUCTOR MANUFAC | NEW POSITION | 0 → 5,862,685 sh | $1.98B |
| ASML HLDG NV | NEW POSITION | 0 → 639,833 sh | $845.1M |
| ASML HOLDING N V | EXITED | 669,985 → 0 sh | $716.8M |
| MSFT | TRIMMED | 2,470,769 → 1,530,124 sh | $628.5M |
| APP | TRIMMED | 1,463,351 → 971,561 sh | $599.4M |
| NOW | TRIMMED | 3,842,914 → 31,521 sh | $585.4M |
| IRHYTHM TECHNOLOGIES INC | EXITED | 1,699,645 → 0 sh | $301.6M |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATIONno ticker match — as filed | 12.4% | $3.15B | 18,085,742 | SHARES |
| 2 | TAIWAN SEMICONDUCTOR MANUFACno ticker match — as filed | 7.8% | $1.98B | 5,862,685 | SHARES |
| 3 | GOOGLALPHABET INC | 5.8% | $1.47B | 5,124,494 | SHARES |
| 4 | AMZNAMAZON COM INC | 5.5% | $1.40B | 6,719,055 | SHARES |
| 5 | SHOPSHOPIFY INC | 4.2% | $1.06B | 8,935,666 | SHARES |
| 6 | NFLXNETFLIX INC. | 3.6% | $905.2M | 9,414,668 | SHARES |
| 7 | SPOTIFY TECHNOLOGY S Ano ticker match — as filed |
| 3.4% |
| $870.0M |
| 1,794,226 |
| SHARES |
| 8 | ASML HLDG NVno ticker match — as filed | 3.3% | $845.1M | 639,833 | SHARES |
| 9 | VVISA INC | 3.3% | $837.3M | 2,770,431 | SHARES |
| 10 | MELIMERCADOLIBRE INC | 3.2% | $822.1M | 475,455 | SHARES |
| 11 | NETCLOUDFLARE INC | 3.0% | $755.6M | 3,661,749 | SHARES |
| 12 | METAMETA PLATFORMS INC | 2.9% | $731.8M | 1,279,121 | SHARES |
| 13 | INTERCONTINENTAL EXCHANGE INno ticker match — as filed | 2.7% | $689.6M | 4,384,298 | SHARES |
| 14 | CVNACARVANA CO | 2.6% | $665.6M | 2,117,248 | SHARES |
| 15 | AXONAXON ENTERPRISE INC | 2.6% | $664.4M | 1,564,504 | SHARES |
| 16 | ISRGINTUITIVE SURGICAL INC | 2.4% | $609.1M | 1,321,274 | SHARES |
| 17 | DASHDOORDASH INC | 2.3% | $594.2M | 3,957,060 | SHARES |
| 18 | MSFTMICROSOFT CORP | 2.2% | $566.4M | 1,530,124 | SHARES |
| 19 | IOTSAMSARA INC | 1.9% | $496.2M | 15,657,744 | SHARES |
| 20 | NU HLDGS LTDno ticker match — as filed | 1.9% | $493.5M | 34,342,221 | SHARES |
| 21 | AVGOBROADCOM INC | 1.7% | $434.2M | 1,402,835 | SHARES |
| 22 | SESEA LTD | 1.5% | $391.6M | 4,728,550 | SHARES |
| 23 | APPAPPLOVIN CORP | 1.5% | $386.7M | 971,561 | SHARES |
| 24 | QUANTA SVCS INCno ticker match — as filed | 1.3% | $343.9M | 626,348 | SHARES |
| 25 | XYZBLOCK INC | 1.3% | $331.6M | 5,510,835 | 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.