StockDriftsStockDriftsTop 50 Sands Capital Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 12.38% | 18.09M | $3.15B | -9.77%(-1.96M) | $36.92(+427.66%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 7.77% | 5.86M | $1.98B | -14.11%(-963.49K) | $137.90(+214.83%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.78% | 5.12M | $1.47B | +3.75%(+185.44K) | $86.06(+318.20%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.49% | 6.72M | $1.40B | -9.69%(-720.96K) | $61.56(+294.23%) | 2026-03-31 | |
| SHOP | SHOPIFY INC | 4.16% | 8.94M | $1.06B | -6.00%(-570.37K) | $87.54(+36.47%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 3.55% | 9.41M | $905.2M | -6.07%(-608.42K) | $20.00(+288.32%) | 2026-03-31 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 3.41% | 1.79M | $870.0M | +22.07%(+324.38K) | $437.95(+10.96%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 3.32% | 639.8K | $845.1M | -4.50%(-30.15K) | $476.61(+271.23%) | 2026-03-31 | |
| V | VISA INC | 3.29% | 2.77M | $837.3M | -10.35%(-319.70K) | $61.91(+484.97%) | 2026-03-31 | |
| MELI | MERCADOLIBRE INC | 3.23% | 475.5K | $822.1M | -6.71%(-34.19K) | $1074.03(+64.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.03% | +68.64% |
| Top 20 Holdings Unweighted | +18.88% | +68.02% |
Sign up free to track Sands Capital Management, Llc, compare funds side by side, and get alerts the moment positions change.