Sands Capital Management, LLC Portfolio Holdings

Sands Capital Management, LLC

  • $33 Billion
  • Q2 2025

Sands Capital Management, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $33 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $3.41B, Amazon Com Inc with a value of $2.02B, Taiwan Semiconductor Manufacturing CO LTD with a value of $1.94B, Netflix Inc with a value of $1.52B, and Microsoft Corp with a value of $1.47B.

Examining the 13F form we can see an increase of $5.4B in the current position value, from $27.6B to 33B.

Sands Capital Management, LLC is based out at Arlington, VA

Below you can find more details about Sands Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $33 Billion
Technology: $13.7 Billion
Communication Services: $5.83 Billion
Consumer Cyclical: $5.3 Billion
Financial Services: $3.73 Billion
Industrials: $2.33 Billion
Healthcare: $2.16 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$3.41 Billion 10.31% of portfolio
21,557,208
Q2 2025 Added 8.19%
$2.26T
$2.02 Billion 6.13% of portfolio
9,230,023
Q2 2025 Reduced 16.81%
$1.27T
$1.94 Billion 5.86% of portfolio
8,552,278
Q2 2025 Added 6.54%
$545B
$1.52 Billion 4.59% of portfolio
1,131,679
Q2 2025 Reduced 22.88%
$3.95T
$1.47 Billion 4.45% of portfolio
2,954,745
Q2 2025 Added 11.57%
$172B
$1.45 Billion 4.38% of portfolio
1,408,333
Q2 2025 Reduced 3.41%
$551B
$1.43 Billion 4.33% of portfolio
4,030,104
Q2 2025 Added 5.69%
$118B
$1.34 Billion 4.06% of portfolio
513,532
Q2 2025 Reduced 16.09%
$54.9B
$1.33 Billion 4.04% of portfolio
1,611,295
Q2 2025 Reduced 15.19%
$94.6B
$1.18 Billion 3.57% of portfolio
4,792,181
Q2 2025 Reduced 12.98%
$133B
$1.04 Billion 3.15% of portfolio
1,354,803
Q2 2025 Reduced 24.25%
$102B
$975 Million 2.95% of portfolio
5,313,039
Q2 2025 Added 97.31%
$1.78T
$964 Million 2.92% of portfolio
1,306,041
Q2 2025 Reduced 13.38%
$57.3B
$965 Million 2.92% of portfolio
4,928,874
Q2 2025 Reduced 23.32%
$97.8B
$908 Million 2.75% of portfolio
5,678,005
Q2 2025 Reduced 16.72%
$31B
$868 Million 2.63% of portfolio
9,947,944
Q2 2025 Reduced 4.48%
$3.62B
$767 Million 2.32% of portfolio
19,276,210
Q2 2025 Added 17.23%
$43.6B
$748 Million 2.26% of portfolio
54,504,428
Q2 2025 Added 5.95%
$30.3B
$592 Million 1.79% of portfolio
10,340,740
Q2 2025 Added 21.2%
$1.21T
$544 Million 1.65% of portfolio
3,085,879
Q2 2025 Reduced 7.88%
$127B
$508 Million 1.54% of portfolio
1,843,327
Q2 2025 Added 29.73%
$4.87B
$449 Million 1.36% of portfolio
2,915,527
Q2 2025 Reduced 3.34%
$295B
$425 Million 1.29% of portfolio
530,562
Q2 2025 Reduced 4.82%
$169B
$412 Million 1.25% of portfolio
757,570
Q2 2025 Added 39.24%
$70.6B
$377 Million 1.14% of portfolio
3,586,543
Q2 2025 Reduced 10.48%
$37.5B
$372 Million 1.13% of portfolio
2,772,015
Q2 2025 Reduced 4.92%
$61.1B
$359 Million 1.09% of portfolio
1,121,249
Q2 2025 Added 453.35%
$44.8B
$360 Million 1.09% of portfolio
11,999,721
Q2 2025 Reduced 0.67%
$29.2B
$304 Million 0.92% of portfolio
901,227
Q2 2025 Added 1,374.26%
$136B
$286 Million 0.87% of portfolio
817,346
Q2 2025 Reduced 60.29%
$14B
$240 Million 0.73% of portfolio
4,614,347
Q2 2025 New
$137B
$221 Million 0.67% of portfolio
2,883,335
Q2 2025 Reduced 0.96%
$48.2B
$209 Million 0.63% of portfolio
1,120,082
Q2 2025 Added 1.05%
$1.96B
$187 Million 0.57% of portfolio
5,200,335
Q2 2025 Added 26.51%
$55.1B
$186 Million 0.56% of portfolio
327,846
Q2 2025 Added 0.53%
$19.9B
$159 Million 0.48% of portfolio
426,360
Q2 2025 New
$6.74B
$156 Million 0.47% of portfolio
1,251,088
Q2 2025 Reduced 3.33%
$1.97B
$143 Million 0.43% of portfolio
3,943,485
Q2 2025 Reduced 5.29%
$76.5B
$132 Million 0.4% of portfolio
86,900
Q2 2025 Added 1.18%
$81.5B
$120 Million 0.36% of portfolio
243,717
Q2 2025 Reduced 0.96%
$21.5B
$119 Million 0.36% of portfolio
1,016,773
Q2 2025 Reduced 3.31%
$94.7B
$107 Million 0.32% of portfolio
145,867
Q2 2025 Added 58.98%
$1.24T
$107 Million 0.32% of portfolio
603,385
Q2 2025 Reduced 3.33%
$42.3B
$99.1 Million 0.3% of portfolio
242,432
Q2 2025 Added 1.18%
$18.6B
$94.4 Million 0.29% of portfolio
18,757,824
Q2 2025 Reduced 3.69%
$97B
$95 Million 0.29% of portfolio
308,191
Q2 2025 Added 1.14%
$66.5B
$92.8 Million 0.28% of portfolio
940,121
Q2 2025 Added 1.18%
$323B
$88 Million 0.27% of portfolio
289,386
Q2 2025 Added 29.75%
$12.6B
$81.8 Million 0.25% of portfolio
6,926,596
Q2 2025 Reduced 32.43%

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $33 Billion
  • Prior Value $27.6 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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