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Fund detail

Sands Capital Management

large-active, growth, lo

Quarters 52
2026-03-31 $25.49B
Positions 67
Showing 9 of 9 rows (filtered from 75)

Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days.

# Issuer Value ↓ Weight Shares Share Δ Share Δ % Prev Weight First Held Price Est. Cost Unrealized % Status
1 BLOOM ENERGY CORP BE $241.0M 0.95% 1,779,038 +1,779,038 2026-03-31 $135 ~$145 -6.73%
2 SEAGATE TECHNOLOGY HLDNGS PL $208.4M 0.82% 531,892 +531,892 2026-03-31 $392 ~$392 +0.00%
3 LAM RESEARCH CORP LRCX $161.4M 0.63% 755,222 +755,222 2026-03-31 $214 ~$223 -4.05%
4 ELI LILLY & CO LLY $30.2M 0.12% 32,887 +32,887 2026-03-31 $920 ~$1,018 -9.61%
5 APPLE INC AAPL $817K 0.00% 3,219 +3,219 2024-03-31 $254 ~$207 +22.55%
6 ARISTA NETWORKS INC ANET $331K 0.00% 2,698 +2,698 2026-03-31 $123 ~$134 -8.58%
7 ROBINHOOD MKTS INC HOOD $260K 0.00% 3,746 +3,746 2026-03-31 $69 ~$85 -18.79%
8 AEROVIRONMENT INC AVAV $246K 0.00% 1,342 +1,342 2026-03-31 $183 ~$263 -30.30%
9 LUMENTUM HLDGS INC LITE $219K 0.00% 312 +312 2026-03-31 $703 ~$573 +22.67%