Stock Taper

SANDS CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lumentum Holdings Inc.LITE2.96K$2.54M
Alibaba Group Holding LimitedBABA6.95K$667.06K
CrowdStrike Holdings, Inc.CRWD10.02K$7.65M
Cerebras Systems Inc.CBRS11.42K$2.52M
Palantir Technologies Inc.PLTR17.94K$2.09M
AeroVironment, Inc.AVAV18.99K$3.14M
TTM Technologies, Inc.TTMI23.63K$4.42M
Palo Alto Networks, Inc.PANW31.31K$10.68M
Intel Corp.INTC39.13K$5.46M
Eli Lilly and CompanyLLY45.33K$54.37M
Apple Inc.AAPL45.6K$13.19M
Robinhood Markets, Inc.HOOD53.03K$5.32M
Linde plcLIN54.78K$28.43M
TransDigm Group IncorporatedTDG89.67K$119.44M
GitLab Inc.GTLB127.47K$3.89M
Sandisk CorporationSNDK153.09K$348.09M
Woodward, Inc.WWD153.66K$65.37M
McKesson CorporationMCK183.53K$138.68M
Klaviyo, Inc.KVYO198.81K$3M
Ferrari N.V.RACE280.1K$104.28M