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Frank Sands

Sands Capital Management

Sands Capital Management, Frank Sands' global growth and innovation platforms

Sands Capital is a growth manager focused on innovative businesses with large markets and durable competitive advantages. The public portfolio is useful for reading conviction in software, healthcare, consumer platforms, and emerging global leaders.

Sources Sands Capital Management official site SEC EDGAR profile Frank M. Sands official profile
Growth / innovation platforms CIK 1020066
2026-03-31 Latest 13F 20 Current holdings 58 Last 1 periods Change 0 Public materials
Latest 13F snapshot 2026-03-31 · 67 disclosed positions · $25.5B Top five 35.6%: NVDA, TSM, GOOGL, AMZN, SHOP

Performance materials

  • Sands Capital publishes strategy and fund materials. Official materials provide the performance context.

Firm and key people

  • Sands Capital has a long-running growth-investing process led by the Sands organization.
  • The firm publishes materials that discuss business quality, innovation, and long-term growth.
  • The 13F helps show how US-listed growth exposure changes over time.

Investment style

  • Prefer sustainable above-average growth, leadership, financial strength, and large addressable markets.
  • Innovation matters, but valuation and execution risk still need discipline.
  • Position changes should be read with growth expectations and competitive developments.

Public materials

View timeline
Shareholder letters / memos 0
Interview 0
Public video 0
Public Q&A / speeches / presentations 0

Current holdings

13F period 2026-03-31 · Filed 2026-05-08
Stocks Shares Value Weight
NVDA 18,085,742 $3.2B 12.4%
TSM 5,862,685 $2.0B 7.8%
GOOGL 5,124,494 $1.5B 5.8%
AMZN 6,719,055 $1.4B 5.5%
SHOP 8,935,666 $1.1B 4.2%
NFLX 9,414,668 $905.2M 3.6%
SPOT 1,794,226 $870.0M 3.4%
ASML 639,833 $845.1M 3.3%
V 2,770,431 $837.3M 3.3%
MELI 475,455 $822.1M 3.2%
NET 3,661,749 $755.6M 3.0%
META 1,279,121 $731.8M 2.9%
ICE 4,384,298 $689.6M 2.7%
CVNA 2,117,248 $665.6M 2.6%
AXON 1,564,504 $664.4M 2.6%
ISRG 1,321,274 $609.1M 2.4%
DASH 3,957,060 $594.2M 2.3%
MSFT 1,530,124 $566.4M 2.2%
IOT 15,657,744 $496.2M 1.9%
NU 34,342,221 $493.5M 1.9%

Last 1 quarters US 13F new / increased / reduced / sold-out positions

As of 13F 2026-03-31 · Filed 2026-05-08
Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Stocks Action 13F period Current shares Previous shares Share change 13F value change
MSFT Major reduction 2026-03-31 Filed 2026-05-08 1,530,124 2,470,769 -38.1% -$628.5M
APP Major reduction 2026-03-31 Filed 2026-05-08 971,561 1,463,351 -33.6% -$599.4M
NOW Major reduction 2026-03-31 Filed 2026-05-08 31,521 3,842,914 -99.2% -$585.4M
NVDA Minor reduction 2026-03-31 Filed 2026-05-08 18,085,742 20,043,571 -9.8% -$584.0M
SHOP Minor reduction 2026-03-31 Filed 2026-05-08 8,935,666 9,506,036 -6.0% -$470.2M
DASH Minor reduction 2026-03-31 Filed 2026-05-08 3,957,060 4,496,607 -12.0% -$424.2M
CVNA Minor reduction 2026-03-31 Filed 2026-05-08 2,117,248 2,442,534 -13.3% -$365.2M
AMZN Minor reduction 2026-03-31 Filed 2026-05-08 6,719,055 7,440,012 -9.7% -$317.9M
SE Minor reduction 2026-03-31 Filed 2026-05-08 4,728,550 5,501,013 -14.0% -$310.2M
IRTC Sold out 2026-03-31 Filed 2026-05-08 0 1,699,645 -100.0% -$301.6M
AVGO Major reduction 2026-03-31 Filed 2026-05-08 1,402,835 2,114,521 -33.7% -$297.6M
NU Major reduction 2026-03-31 Filed 2026-05-08 34,342,221 44,423,895 -22.7% -$250.2M
AXON Minor reduction 2026-03-31 Filed 2026-05-08 1,564,504 1,609,436 -2.8% -$249.6M
V Minor reduction 2026-03-31 Filed 2026-05-08 2,770,431 3,090,129 -10.3% -$246.4M
BE New 2026-03-31 Filed 2026-05-08 1,779,038 0 - +$241.0M
STX New 2026-03-31 Filed 2026-05-08 531,892 0 - +$208.4M
MELI Minor reduction 2026-03-31 Filed 2026-05-08 475,455 509,645 -6.7% -$204.5M
ICE Major reduction 2026-03-31 Filed 2026-05-08 4,384,298 5,502,896 -20.3% -$201.7M
HDB Major reduction 2026-03-31 Filed 2026-05-08 907,652 6,117,362 -85.2% -$200.9M
IOT Major reduction 2026-03-31 Filed 2026-05-08 15,657,744 19,123,318 -18.1% -$181.7M
ISRG Minor reduction 2026-03-31 Filed 2026-05-08 1,321,274 1,376,958 -4.0% -$170.8M
LRCX New 2026-03-31 Filed 2026-05-08 755,222 0 - +$161.4M
CRS Major increase 2026-03-31 Filed 2026-05-08 823,277 621,684 32.4% +$128.8M
ASML Minor reduction 2026-03-31 Filed 2026-05-08 639,833 669,985 -4.5% +$128.3M
ROP Sold out 2026-03-31 Filed 2026-05-08 0 287,318 -100.0% -$127.9M
RBLX Minor reduction 2026-03-31 Filed 2026-05-08 2,726,701 3,183,399 -14.3% -$103.7M
PWR Minor increase 2026-03-31 Filed 2026-05-08 626,348 576,896 8.6% +$100.4M
META Minor increase 2026-03-31 Filed 2026-05-08 1,279,121 1,254,871 1.9% -$96.5M
SAP Sold out 2026-03-31 Filed 2026-05-08 0 394,117 -100.0% -$95.7M
ONON Minor reduction 2026-03-31 Filed 2026-05-08 6,325,547 6,635,050 -4.7% -$93.2M
TSM Minor reduction 2026-03-31 Filed 2026-05-08 5,862,685 6,826,175 -14.1% -$93.1M
CDNS Sold out 2026-03-31 Filed 2026-05-08 0 252,008 -100.0% -$78.8M
FWONK Major reduction 2026-03-31 Filed 2026-05-08 1,559,760 2,082,513 -25.1% -$72.5M
GOOGL Minor increase 2026-03-31 Filed 2026-05-08 5,124,494 4,939,049 3.8% -$72.3M
CPNG Minor reduction 2026-03-31 Filed 2026-05-08 9,172,187 10,319,665 -11.1% -$70.3M
BLDR Minor reduction 2026-03-31 Filed 2026-05-08 2,621,085 2,757,969 -5.0% -$68.0M
WCN Major reduction 2026-03-31 Filed 2026-05-08 634,903 965,880 -34.3% -$66.2M
AJG Sold out 2026-03-31 Filed 2026-05-08 0 244,255 -100.0% -$63.2M
XYZ Minor reduction 2026-03-31 Filed 2026-05-08 5,510,835 5,929,883 -7.1% -$54.3M
ARGX Minor reduction 2026-03-31 Filed 2026-05-08 340,285 356,870 -4.6% -$51.6M
GLOB Sold out 2026-03-31 Filed 2026-05-08 0 770,560 -100.0% -$50.4M
DDOG Minor reduction 2026-03-31 Filed 2026-05-08 1,406,366 1,513,800 -7.1% -$39.8M
KSPI Major reduction 2026-03-31 Filed 2026-05-08 1,586,334 1,948,761 -18.6% -$34.8M
NFLX Minor reduction 2026-03-31 Filed 2026-05-08 9,414,668 10,023,088 -6.1% -$34.5M
TTEK Minor reduction 2026-03-31 Filed 2026-05-08 6,658,823 7,007,004 -5.0% -$34.5M
MCK Major increase 2026-03-31 Filed 2026-05-08 201,283 174,268 15.5% +$31.2M
BSX Minor reduction 2026-03-31 Filed 2026-05-08 736,109 805,164 -8.6% -$30.6M
LLY New 2026-03-31 Filed 2026-05-08 32,887 0 - +$30.2M
TDG Minor reduction 2026-03-31 Filed 2026-05-08 94,341 103,179 -8.6% -$27.9M
YMM Major reduction 2026-03-31 Filed 2026-05-08 4,970,779 6,123,768 -18.8% -$24.5M
GRAB Major reduction 2026-03-31 Filed 2026-05-08 9,122,432 11,244,055 -18.9% -$22.7M
NET Minor reduction 2026-03-31 Filed 2026-05-08 3,661,749 3,731,287 -1.9% +$19.9M
RACE Minor reduction 2026-03-31 Filed 2026-05-08 287,709 309,983 -7.2% -$17.2M
APH Minor reduction 2026-03-31 Filed 2026-05-08 805,602 879,004 -8.4% -$17.0M
SPOT Major increase 2026-03-31 Filed 2026-05-08 1,794,226 1,469,848 22.1% +$16.5M
PANW Minor reduction 2026-03-31 Filed 2026-05-08 161,078 162,963 -1.2% -$4.2M
CSL Minor reduction 2026-03-31 Filed 2026-05-08 919,614 967,640 -5.0% -$2.7M
LIN Minor reduction 2026-03-31 Filed 2026-05-08 54,593 59,214 -7.8% +$1.8M

Public video / Interview / Shareholder letter / Public Q&A

No viewpoint records yet.