Institutional manager
SANDS CAPITAL MANAGEMENT, LLC
Holds positions in 32 of the S&P 500, worth $15.1bn as reported for the quarter ended 31-mar-2026.
Positions held32of 488 index companies covered
Reported value$15.1bnS&P 500 positions only
Top ten weight74%how concentrated the book is
Filing entities1single filer
Largest positions
The 32 biggest by reported value.
NvidiaNVDA18.1m$3.15bnInformation TechnologyAlphabet Inc. (Class A)GOOGL5.1m$1.47bnCommunication ServicesAmazonAMZN6.7m$1.40bnConsumer DiscretionaryNetflixNFLX9.4m$905mCommunication ServicesVisa Inc.V2.8m$837mFinancialsMeta PlatformsMETA1.3m$732mCommunication ServicesIntercontinental ExchangeICE4.4m$690mFinancialsCarvanaCVNA2.1m$666mConsumer DiscretionaryAxon EnterpriseAXON1.6m$664mIndustrialsIntuitive SurgicalISRG1.3m$609mHealth CareDoorDashDASH4.0m$594mConsumer DiscretionaryMicrosoftMSFT1.5m$566mInformation TechnologyBroadcomAVGO1.4m$434mInformation TechnologyAppLovinAPP971,561$387mCommunication ServicesQuanta ServicesPWR626,348$344mIndustrialsBlock, Inc.XYZ5.5m$332mFinancialsBuilders FirstSourceBLDR2.6m$216mIndustrialsSeagate TechnologySTX531,892$208mInformation TechnologyMcKesson CorporationMCK201,283$174mHealth CareDatadogDDOG1.4m$166mInformation TechnologyLam ResearchLRCX755,222$161mInformation TechnologyTransDigm GroupTDG94,341$109mIndustrialsAmphenolAPH805,602$102mInformation TechnologyBoston ScientificBSX736,109$46mHealth CareLilly (Eli)LLY32,887$30mHealth CareLinde plcLIN54,593$27mMaterialsPalo Alto NetworksPANW161,078$26mInformation TechnologyPalantir TechnologiesPLTR22,919$3mInformation TechnologyServiceNowNOW31,521$3mInformation TechnologyApple Inc.AAPL3,219$816,950Information TechnologyArista NetworksANET2,698$331,260Information TechnologyRobinhood MarketsHOOD3,746$259,598Financials
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.