SANDS CAPITAL MANAGEMENT, LLC

FundArlington · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$26.9B

Reported value of US stock holdings on Jun 30, the filing's own figure

71 positions · filed Aug 13, 44 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 13 · against the report before it

New positions

13, biggest 4

MU MICRON TECHNOLOGY INC 527K shares2.3% of this fund's holdings

AMD ADVANCED MICRO DEVICES INC 673K shares1.5% of this fund's holdings

SPCX SPACE EXPLORATION TECHN CORP 2.3M shares1.4% of this fund's holdings

SNDK SANDISK CORP 153K shares1.3% of this fund's holdings

Sold out

9, biggest 4

FLUT FLUTTER ENTMT PLC All 2.0M shares

TTEK TETRA TECH INC NEW All 6.7M shares

RBLX ROBLOX CORP All 2.7M shares

BSX BOSTON SCIENTIFIC CORP All 736K shares

Added to

14, biggest 4

BE BLOOM ENERGY CORP +1.1M shares+65%

STX SEAGATE TECHNOLOGY HLDNGS PL +189K shares+36%

CVNA CARVANA CO +6.3M shares+300%

PWR QUANTA SVCS INC +124K shares+20%

Trimmed

40, biggest 4

NVDA NVIDIA CORPORATION −4.0M shares−22%

TSM TAIWAN SEMICONDUCTOR MANUFAC −1.9M shares−33%

GOOGL ALPHABET INC −231K shares−5%

AMZN AMAZON COM INC −1.9M shares−28%

Top holdings

Reference, not news

Top holdings · 71 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 NVDA NVIDIA CORPORATION 14.1M 10.4% −22%

2 TSM TAIWAN SEMICONDUCTOR MANUFAC 3.9M 7.0% −33%

3 GOOGL ALPHABET INC 4.9M 6.5% −5%

4 AMZN AMAZON COM INC 4.9M 4.3% −28%

5 ASML ASML HLDG NV 534K 3.9% −17%

6 BE BLOOM ENERGY CORP 2.9M 3.3% +65%

7 AXON AXON ENTERPRISE INC 1.5M 3.1% −5%

8 SHOP SHOPIFY INC 7.2M 3.1% −19%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.