Managed by
Hedge FundAUM Tracked
$26.9B
AI Exposure
56.1%
AI & Tech holdings for SANDS CAPITAL MANAGEMENT, LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 14,059,454 | $2.8B | 10.4% | Reduced by 22% |
| $TSMAI | Taiwan Semiconductor | 3,925,440 | $1.9B | 7% | Reduced by 33% |
| $GOOGLAI | Alphabet Inc. | 4,893,397 | $1.7B | 6.5% | No change |
| $AMZNAI | Amazon.com, Inc. | 4,861,223 | $1.2B | 4.3% | Reduced by 28% |
| $ASMLAI | ASML Holding NV | 533,693 | $1.1B | 3.9% | Reduced by 17% |
| $SHOPAI | Shopify Inc. | 7,242,079 | $826.9M | 3.1% | Reduced by 19% |
| $NETAI | Cloudflare Inc. | 3,239,504 | $794.6M | 3% | Reduced by 12% |
| $MUAI | Micron Technology | 526,810 | $608.1M | 2.3% | New Position |
| $METAAI | Meta Platforms, Inc. | 969,879 | $546.3M | 2% | Reduced by 24% |
| $ISRGAI | Intuitive Surgical | 1,252,424 | $498.1M | 1.8% | Reduced by 5% |
| $LRCXAI | Lam Research | 1,133,965 | $491.4M | 1.8% | Increased by 50% |
| $MSFTAI | Microsoft Corporation | 1,309,230 | $488.4M | 1.8% | Reduced by 14% |
| $APPAI | AppLovin Corporation | 831,697 | $428.5M | 1.6% | Reduced by 14% |
| $SQAI | Block Inc. | 5,632,505 | $428.1M | 1.6% | No change |
| $AVGOAI | Broadcom Inc. | 1,126,912 | $425.7M | 1.6% | Reduced by 20% |
| $AMDAI | Advanced Micro Devices | 672,555 | $390.7M | 1.5% | New Position |
| $DDOGAI | Datadog Inc. | 999,799 | $260.3M | 1% | Reduced by 29% |
| $ARMAI | ARM Holdings plc | 642,829 | $227.9M | 0.8% | New Position |
| $AAPLAI | Apple Inc. | 45,598 | $13.2M | 0% | Increased by 1317% |
| $PANWAI | Palo Alto Networks | 31,312 | $10.7M | 0% | Reduced by 81% |
| $CRWDAI | CrowdStrike Holdings | 10,020 | $7.6M | 0% | New Position |
| $INTCAI | Intel Corporation | 39,132 | $5.5M | 0% | New Position |
| $PLTRAI | Palantir Technologies | 17,944 | $2.1M | 0% | Reduced by 22% |
| $BABAAI | Alibaba Group | 6,950 | $667.1K | 0% | Reduced by 11% |