Sands Capital Management
SANDS CAPITAL MANAGEMENT, LLC · CIK 0001020066 · ARLINGTON, VA · Dönem sonu: 2026-06-30 · Dosyalama tarihi: 2026-08-13 · SEC kaynağını aç ↗Büyüme Yatırımcısı
Portföy BüyüklüğüFonun SEC’e bildirdiği ABD hisse portföyünün toplam değeri.
$26.93B
2026 Q2
Pozisyon
71
İlk 10 Hissenin AğırlığıPortföyün ne kadarının en büyük 10 hissede toplandığı. Yüksekse fon az sayıda hisseye odaklanıyor.
47.6%
Para Girişi/Çıkışı (Tahmini)
—
2026 Q2
Portföy Büyüklüğü Geçmişi
Çeyreklik Geçmiş · 40 Çeyrek
| Çeyrek | Bildirim | Pozisyon | Toplam Değer | Devir % | İlk 10 |
|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | 71 | $26.93B | 11.1% | NVDA, TSM, GOOGL, AMZN, N07059210, BE, AXON, SHOP, V, L8681T102 |
| 2026 Q1 | 2026-05-08 | 67 | $25.49B | 4.7% | NVDA, TSM, GOOGL, AMZN, SHOP, NFLX, L8681T102, N07059210, V, MELI |
| 2025 Q4 | 2026-02-13 | 66 | $32.88B | 3.6% | NVDA, TSM, AMZN, GOOGL, SHOP, MSFT, V, CVNA, MELI, DASH |
| 2025 Q3 | 2025-11-13 | 64 | $36.25B | 2.1% | NVDA, TSM, AMZN, MSFT, V, NFLX, MELI, GOOGL, NOW, DASH |
| 2025 Q2 | 2025-08-13 | 66 | $34.83B | 4.6% | NVDA, AMZN, TSM, NFLX, MSFT, NOW, V, MELI, AXON, DASH |
| 2025 Q1 | 2025-05-14 | 75 | $29.39B | 3.8% | NVDA, AMZN, NFLX, V, TSM, MELI, NOW, SHOP, DASH, AXON |
| 2024 Q4 | 2025-02-13 | 71 | $33.80B | 5.9% | NVDA, AMZN, NOW, SHOP, V, NFLX, N07059210, MSFT, AXON, MELI |
| 2024 Q3 | 2024-11-13 | 67 | $32.95B | 2.2% | NVDA, AMZN, N07059210, MELI, V, MSFT, SHOP, NFLX, NOW, ENTG |
| 2024 Q2 | 2024-08-13 | 66 | $34.03B | 0.3% | NVDA, AMZN, N07059210, MSFT, V, MELI, LRCXEUR, DXCM, NFLX, G6683N103 |
| 2024 Q1 | 2024-05-14 | 76 | $35.75B | 1.9% | NVDA, AMZN, N07059210, V, DXCM, MSFT, LRCXEUR, MELI, ENTG, NOW |
| 2023 Q4 | 2024-02-13 | 74 | $32.90B | 0.1% | AMZN, DXCM, V, NVDA, MELI, LRCXEUR, MSFT, N07059210, NOW, SHOP |
| 2023 Q3 | 2023-11-14 | 75 | $29.38B | 1.2% | AMZN, V, NVDA, MSFT, MELI, DXCM, LRCXEUR, NOW, TEAM, NFLX |
| 2023 Q2 | 2023-08-15 | 66 | $32.21B | 3.8% | V, AMZN, DXCM, LRCXEUR, MELI, MSFT, NVDA, NOW, NFLX, SHOP |
| 2023 Q1 | 2023-05-12 | 66 | $30.35B | 1.6% | V, DXCM, AMZN, MELI, SE, LRCXEUR, SHOP, NOW, NFLX, N07059210 |
| 2022 Q4 | 2023-02-13 | 67 | $26.5M | 11.3% | V, DXCM, AMZN, MELI, NFLX, LRCXEUR, XYZ, NOW, N07059210, SHOP |
| 2022 Q3 | 2022-11-09 | 67 | $26.65B | 2.7% | V, AMZN, DXCM, G06242104, SE, MELI, NOW, SNOW, NET, LRCXEUR |
| 2022 Q2 | 2022-08-12 | 69 | $28.89B | 2.0% | V, AMZN, SE, DXCM, NOW, G06242104, EW, XYZ, N07059210, MELI |
| 2022 Q1 | 2022-05-13 | 68 | $43.49B | 4.2% | AMZN, V, SE, DXCM, XYZ, G06242104, NET, MELI, NOW, SHOP |
| 2021 Q4 | 2022-02-11 | 71 | $53.89B | 2.0% | SE, V, AMZN, NFLX, G06242104, SHOP, XYZ, META, NOW, DXCM |
| 2021 Q3 | 2021-11-03 | 71 | $59.97B | 2.3% | SE, NFLX, V, AMZN, XYZ, G06242104, MELI, ALGN, META, SHOP |
| 2021 Q2 | 2021-08-16 | 77 | $58.98B | 1.5% | SE, V, NFLX, AMZN, META, SHOP, MELI, TWLO, XYZ, ALGN |
| 2021 Q1 | 2021-05-17 | 75 | $51.75B | 2.3% | SE, V, NFLX, AMZN, UBER, XYZ, MELI, META, ALGN, TWLO |
| 2020 Q4 | 2021-02-17 | 76 | $52.69B | 7.1% | SE, V, AMZN, NFLX, MELI, XYZ, UBER, NOW, ALGN, TWLO |
| 2020 Q3 | 2020-11-17 | 77 | $46.22B | 8.5% | SE, AMZN, NFLX, V, BABA, NOW, XYZ, META, ADBE, MTCH |
| 2020 Q2 | 2020-08-11 | 77 | $41.32B | 5.0% | AMZN, SE, V, NFLX, NOW, BABA, 57665R106, ILMN, GOOGL, ADBE |
| 2020 Q1 | 2020-05-14 | 76 | $29.98B | 3.9% | AMZN, V, NFLX, BABA, NOW, GOOGL, SE, ADBE, ILMN, META |
| 2019 Q4 | 2020-02-13 | 75 | $34.44B | 3.9% | V, BABA, AMZN, EW, NOW, GOOGL, NFLX, ILMN, META, ADBE |
| 2019 Q3 | 2019-11-14 | 78 | $31.11B | 1.2% | V, AMZN, BABA, EW, NOW, GOOGL, NFLX, ILMN, META, WDAY |
| 2019 Q2 | 2019-08-14 | 79 | $33.62B | 3.5% | V, AMZN, BABA, NFLX, NOW, EW, ILMN, WDAY, GOOGL, META |
| 2019 Q1 | 2019-05-15 | 71 | $32.45B | 2.7% | BABA, V, AMZN, NFLX, NOW, EW, GOOGL, CRM, WDAY, ILMN |
| 2018 Q4 | 2019-02-14 | 71 | $28.03B | 1.9% | V, AMZN, BABA, NFLX, GOOGL, EW, NOW, CRM, ILMN, WDAY |
| 2018 Q3 | 2018-11-14 | 68 | $35.36B | 1.7% | AMZN, V, BABA, NFLX, GOOGL, ILMN, EW, CRM, META, NOW |
| 2018 Q2 | 2018-08-14 | 66 | $34.93B | 1.7% | AMZN, BABA, V, NFLX, META, GOOGL, CRM, BKNG, NOW, ILMN |
| 2018 Q1 | 2018-05-15 | 67 | $33.81B | 12.1% | BABA, AMZN, V, NFLX, META, BIDU, CRM, BKNG, GOOGL, SCHW |
| 2017 Q4 | 2018-02-14 | 68 | $32.98B | 2.3% | BABA, V, AMZN, META, BIDU, 741503403, GOOGL, NFLX, CRM, SCHW |
| 2017 Q3 | 2017-11-14 | 70 | $33.38B | 2.8% | BABA, META, V, BIDU, AMZN, 741503403, GOOGL, NFLX, CRM, REGN |
| 2017 Q2 | 2017-08-14 | 69 | $33.26B | 1.9% | V, BABA, META, 741503403, AMZN, REGN, GOOGL, BIDU, CRM, SCHW |
| 2017 Q1 | 2017-05-12 | 67 | $31.84B | 7.3% | V, META, 741503403, AMZN, BABA, GOOGL, CRM, NFLX, SCHW, REGN |
| 2016 Q4 | 2017-02-13 | 53 | $28.70B | 2.0% | V, META, 741503403, AMZN, BABA, GOOGL, SCHW, CRM, BIDU, ADBE |
| 2016 Q3 | 2016-11-14 | 51 | $33.97B | — | V, META, AMZN, 741503403, BABA, CRM, GOOGL, BIDU, ILMN, EW |
Adetler bölünme düzeltmeli (split-adjusted). Elde tutma süresi, en son çeyrekle biten kesintisiz çeyrek sayısından hesaplanır; 10 yıl üstü ">10 Yıl" olarak gösterilir.
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| Fon | Örtüşme | Ortak hisseler |
|---|---|---|
| Tiger Global Management | 23.2% | INTC, LRCX, FWONK, MSFT, XYZ, TSM, V, META +14 |
| Whale Rock Capital Management | 21.8% | CVNA, INTC, LRCX, TSM, META, AMZN, GOOGL, NVDA +11 |
| Coatue Management | 18.1% | CVNA, INTC, LRCX, MSFT, MU, TSM, META, AMZN +13 |
| ARK Investment Management (Cathie Wood) | 17.4% | LLY, MSFT, HOOD, XYZ, TSM, META, AMZN, BABA +21 |
| Baillie Gifford | 16.7% | MSFT, XYZ, TSM, META, AMZN, BABA, GOOGL, NFLX +23 |
2026-Q2 çeyrek raporunu oku · 13F Bildirim Takvimi
13F verisi çeyrek sonu pozisyonlarını gösterir, 45 güne kadar gecikmelidir ve yalnızca ABD borsalarındaki uzun (long) pozisyonları kapsar; açığa satışlar, türevler ve ABD dışı varlıklar bildirilmez.