Sands Capital

Sands Capital

Sands Capital operates as a 13F manager, providing insights through SEC filings that detail its portfolio moves and current holdings. The firm has disclosed a range of position changes from November 13, 2025, to May 8, 2026, with a notable focus on technology, healthcare, and consumer cyclical sectors. Their trading activity includes 200 disclosures, with significant reductions and exits, particularly in top holdings like Microsoft Corp (MSFT) and NVIDIA Corporation (NVDA), demonstrating a strategic shift in their investment approach.

History Trades

CompanyValueActionChangePriceLast Price
Visa Inc.V$-56.1MTrimQ3 2025 13F$56M$346.34$365.14
Meta Platforms, Inc. - Class A Common StockMETA$1B1.4M sharesAddQ3 2025 13F$55M$744.28$681.31
Tetra Tech, Inc.TTEK$52.6MAddQ3 2025 13F$53M--$31.33
On Holding AGONON$46.5MAddQ3 2025 13F$47M$47.78$37.46
Spotify Technology S.ASPOT$40.7MAddQ3 2025 13F$41M$704.09$489.56
Sea LimitedSE$-35.4MTrimQ3 2025 13F$35M$171.35$106.26
Globant S.A. Common SharesGLOB$-30.3MTrimQ3 2025 13F$30M$83.78$31.98
Sands Capital exit Unmapped 13F securityPORTFOLIO$-30.0MExitQ3 2025 13F$30M----
Ultragenyx Pharmaceutical IncRARE$-30.0MTrimQ3 2025 13F$30M--$31.71
SAP SESAP$29.6MAddQ3 2025 13F$30M$263.89$154.51
CrowdStrike Holdings IncCRWD$-22.9MExitQ3 2025 13F$23M$417.63$191.15
Cadence Design Systems IncCDNS$21.6MAddQ3 2025 13F$22M$366.30$333.37
Arthur J. Gallagher & CoAJG$-20.1MTrimQ3 2025 13F$20M$301.77$254.22
Grab Holdings LimitedGRAB$-19.2MTrimQ3 2025 13F$19M$5.31$3.82
Intercontinental Exchange Inc. Common StockICE$-18.3MTrimQ3 2025 13F$18M$167.99$141.81
Sands Capital trim Unmapped 13F securityPORTFOLIO$106M7.5M sharesTrimQ3 2025 13F$16M$14.19--
Duolingo, Inc.DUOL$15.3MOtherQ3 2025 13F$15M--$131.22
Microsoft CorpMSFT$14.5MAddQ3 2025 13F$15M$510.13$395.63
McKesson Corporation Common StockMCK$14.5MAddQ3 2025 13F$15M$761.82$834.36
monday.com Ltd. - Ordinary Shares (MNDY)MNDY$-14.2MTrimQ3 2025 13F$14M$193.69$80.71
ICON plc - Ordinary SharesICLR$-13.3MExitQ3 2025 13F$13M$175.00$172.08
ARGEN-X SEARGX$12.3MOtherQ3 2025 13F$12M--$860.68
Figma, Inc.FIG$11.8MOtherQ3 2025 13F$12M--$23.50
Sands Capital add Unmapped 13F securityPORTFOLIO$210M2M sharesAddQ3 2025 13F$11M$104.45--
Roper Technologies IncROP$-10.4MTrimQ3 2025 13F$10M--$364.21
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