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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Sands Capital Management
  • Overview
  • Portfolio66
  • Performance40Q
  • Options
  • Activity2.8k
  • News
Capital flow per quarter
BuysSellsNet
+$5.26B+$2.63B$0-$2.63B-$5.26B'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$280M
Lifetime buys
$38.79B
Lifetime sells
$50.86B

Quarter activity

What changed in 2025Q3 - net new, added, trimmed, exited.
New positions4 names
  • ORCLORACLE CORP
    +936,043
    $263.3M
  • DUOLDUOLINGO INC
    +47,672
    $15.3M
  • ARGXARGENX SE
    +16,625
    $12.3M
  • FIGFIGMA INC
    +226,752
    $11.8M
Added to28 names
  • GOOGLALPHABET INC
    +1,685,218
    $409.7M
  • CVNACARVANA CO
    +790,288
    $298.1M
  • ISRGINTUITIVE SURGICAL INC
    +583,539
    $261.0M
  • TSMTAIWAN SEMICONDUCTOR MFG LTD
    +699,611
    $195.4M
  • BLDRBUILDERS FIRSTSOURCE INC
    +1,414,129
    $171.5M
  • APPAPPLOVIN CORP
    +199,613
    $143.4M
  • CSLCARLISLE COS INC
    +423,141
    $139.2M
  • SPOTSPOTIFY TECHNOLOGY S A
    +192,837
    $134.6M
  • HDBHDFC BANK LTD
    +3,307,453
    $113.0M
  • H5919CON HLDG AG
    +2,155,083
    $91.3M
  • XYZBLOCK INC
    +1,262,317
    $91.2M
  • AVGOBROADCOM INC
    +217,297
    $71.7M
  • + 16 more…
Trimmed30 names
  • DXCMDEXCOM INC
    −5,013,755
    $337.4M
  • NETCLOUDFLARE INC
    −1,120,555
    $240.5M
  • DASHDOORDASH INC
    −768,890
    $209.1M
  • AMZNAMAZON COM INC
    −816,024
    $179.2M
  • NOWSERVICENOW INC
    −162,056
    $149.1M
  • SESEA LTD
    −794,838
    $142.1M
  • NVDANVIDIA CORPORATION
    −728,381
    $135.9M
  • DDOGDATADOG INC
    −877,335
    $124.9M
  • AXONAXON ENTERPRISE INC
    −168,954
    $121.2M
  • IRTCIRHYTHM TECHNOLOGIES INC
    −679,417
    $116.9M
  • SHOPSHOPIFY INC
    −555,344
    $82.5M
  • NUNU HLDGS LTD
    −3,942,266
    $63.1M
  • + 18 more…
Exited6 names
  • RGENREPLIGEN CORP
    −1,251,088
    $155.6M
  • GOOGALPHABET INC
    −603,385
    $107.0M
  • CHTRCHARTER COMMUNICATIONS INC N
    −242,432
    $99.1M
  • OKTAOKTA INC
    −300,517
    $30.0M
  • CRWDCROWDSTRIKE HLDGS INC
    −45,021
    $22.9M
  • G4705AICON PLC
    −91,550
    $13.3M

Recent transactions

Last 20 moves
TRIM
Sands Capital Management trimmed DDOG
DATADOG INC
−380,880
~$135.99 · 2025Q4
2026-02-13
TRIM
Sands Capital Management trimmed RARE
ULTRAGENYX PHARMACEUTICAL IN
−284,129
~$23.00 · 2025Q4
2026-02-13
TRIM
Sands Capital Management trimmed META
META PLATFORMS INC
−133,193
~$660.09 · 2025Q4
2026-02-13
NEW
Sands Capital Management opened a new position in IWF
ISHARES TR
+8,215
~$473.30 · 2025Q4
2026-02-13
NEW
Sands Capital Management opened a new position in PWR
QUANTA SVCS INC
+576,896
~$422.06 · 2025Q4
2026-02-13
NEW
Sands Capital Management opened a new position in PLTR
PALANTIR TECHNOLOGIES INC
+19,840
~$177.75 · 2025Q4
2026-02-13
NEW
Sands Capital Management opened a new position in CRS
CARPENTER TECHNOLOGY CORP
+621,684
~$314.84 · 2025Q4
2026-02-13
NEW
Sands Capital Management opened a new position in BSX
BOSTON SCIENTIFIC CORP
+805,164
~$95.35 · 2025Q4
2026-02-13
NEW
Sands Capital Management opened a new position in BABA
ALIBABA GROUP HLDG LTD
+7,511
~$146.58 · 2025Q4
2026-02-13
TRIM
Sands Capital Management trimmed WCN
WASTE CONNECTIONS INC
−217,314
~$175.36 · 2025Q4
2026-02-13
TRIM
Sands Capital Management trimmed V
VISA INC
−936,904
~$350.71 · 2025Q4
2026-02-13
SOLD
Sands Capital Management exited VG
VENTURE GLOBAL INC
−7,484,070
~$14.19 · 2025Q4
2026-02-13
ADD
Sands Capital Management added to TDG
TRANSDIGM GROUP INC
+9,883
~$1329.85 · 2025Q4
2026-02-13
TRIM
Sands Capital Management trimmed TTEK
TETRA TECH INC NEW
−172,028
~$33.54 · 2025Q4
2026-02-13
TRIM
Sands Capital Management trimmed TSM
TAIWAN SEMICONDUCTOR MFG LTD
−2,425,714
~$303.89 · 2025Q4
2026-02-13
ADD
Sands Capital Management added to T9224W109
STEVANATO GROUP S P A
+28,075
~$20.12 · 2025Q4
2026-02-13
TRIM
Sands Capital Management trimmed SPOT
SPOTIFY TECHNOLOGY S A
−77,792
~$580.71 · 2025Q4
2026-02-13
ADD
Sands Capital Management added to SHOP
SHOPIFY INC
+2,568,765
~$160.97 · 2025Q4
2026-02-13
ADD
Sands Capital Management added to NOW
SERVICENOW INC
+2,596,637
~$153.19 · 2025Q4
2026-02-13
ADD
Sands Capital Management added to SE
SEA LTD
+617,846
~$127.57 · 2025Q4
2026-02-13
Asset Manager · CIK 0001020066

Sands Capital Management

Share
  • Tech-Heavy
  • Large Fund

Sands Capital Management, an asset manager overseeing $32.88B in disclosed equity holdings (SEC CIK 0001020066). The latest portfolio (2025Q4) discloses 66 positions across 6 sectors, with the largest positions in NVDA, TSM and AMZN. On a mark-to-market basis the tracked portfolio has returned 27.4% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Sands's filingsView holdings↓
Portfolio
$32.88B
Positions
66
Quarter
2025Q4
Filings tracked
40
1Y+27.4%Since filing+116.1%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1