SANDS CAPITAL MANAGEMENT, LLC — 13F holdings

SANDS CAPITAL MANAGEMENT, LLC reported 71 holdings worth $26.9B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $2.81B (10.4%)
2. TSM TAIWAN SEMICONDUCTOR MFG LTD — $1.87B (7.0%)
3. GOOGL ALPHABET INC — $1.75B (6.5%)
4. AMZN AMAZON COM INC — $1.16B (4.3%)
5. ASML ASML HOLDING N V — $1.06B (3.9%)
6. BE BLOOM ENERGY CORP — $886M (3.3%)
7. AXON AXON ENTERPRISE INC — $830M (3.1%)
8. SHOP SHOPIFY INC — $827M (3.1%)
9. V Visa Inc — $816M (3.0%)
10. SPOT SPOTIFY TECHNOLOGY S A — $809M (3.0%)