Stock Taper

SANDS CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
argenx SEARGX298.6K$277.03M
MercadoLibre, Inc.MELI378.21K$641.97M
Stevanato Group S.p.A.STVN524.48K$9.48M
Micron Technology, Inc.MU526.81K$608.09M
ASML Holding N.V.ASML533.69K$1.06B
Waste Connections, Inc.WCN609.72K$101.63M
Arm Holdings plc American Depositary SharesARM642.83K$227.93M
Advanced Micro Devices, Inc.AMD672.55K$390.69M
Seagate Technology Holdings plcSTX720.74K$695.52M
Quanta Services, Inc.PWR750.48K$540.37M
Amphenol CorporationAPH763.95K$134.7M
Carpenter Technology CorporationCRS786.15K$484.93M
Carlisle Companies IncorporatedCSL799.87K$290.15M
AppLovin CorporationAPP831.7K$428.52M
HDFC Bank LimitedHDB865.86K$22.37M
Meta Platforms, Inc.META969.88K$546.32M
Datadog, Inc.DDOG999.8K$260.31M
Broadcom Inc.AVGO1.13M$425.69M
Lam Research CorporationLRCX1.13M$491.38M
Intuitive Surgical, Inc.ISRG1.25M$498.06M