Managed by
Hedge FundAUM Tracked
$25.5B
AI Exposure
55.3%
AI & Tech holdings for SANDS CAPITAL MANAGEMENT, LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 18,085,742 | $3.2B | 12.4% | Reduced by 10% |
| $TSMAI | Taiwan Semiconductor | 5,862,685 | $2.0B | 7.8% | Reduced by 14% |
| $GOOGLAI | Alphabet Inc. | 5,124,494 | $1.5B | 5.8% | No change |
| $AMZNAI | Amazon.com, Inc. | 6,719,055 | $1.4B | 5.5% | Reduced by 10% |
| $SHOPAI | Shopify Inc. | 8,935,666 | $1.1B | 4.2% | Reduced by 6% |
| $ASMLAI | ASML Holding NV | 639,833 | $845.1M | 3.3% | No change |
| $NETAI | Cloudflare Inc. | 3,661,749 | $755.6M | 3% | No change |
| $METAAI | Meta Platforms, Inc. | 1,279,121 | $731.8M | 2.9% | No change |
| $ISRGAI | Intuitive Surgical | 1,321,274 | $609.1M | 2.4% | No change |
| $MSFTAI | Microsoft Corporation | 1,530,124 | $566.4M | 2.2% | Reduced by 38% |
| $AVGOAI | Broadcom Inc. | 1,402,835 | $434.2M | 1.7% | Reduced by 34% |
| $APPAI | AppLovin Corporation | 971,561 | $386.7M | 1.5% | Reduced by 34% |
| $SQAI | Block Inc. | 5,510,835 | $331.6M | 1.3% | Reduced by 7% |
| $DDOGAI | Datadog Inc. | 1,406,366 | $166.0M | 0.7% | Reduced by 7% |
| $LRCXAI | Lam Research | 755,222 | $161.4M | 0.6% | New Position |
| $PANWAI | Palo Alto Networks | 161,078 | $25.8M | 0.1% | No change |
| $PLTRAI | Palantir Technologies | 22,919 | $3.4M | 0% | Increased by 16% |
| $NOWAI | ServiceNow Inc. | 31,521 | $3.3M | 0% | Reduced by 99% |
| $BABAAI | Alibaba Group | 7,793 | $977.7K | 0% | No change |
| $TEAMAI | Atlassian Corporation | 14,281 | $974.7K | 0% | Reduced by 90% |
| $AAPLAI | Apple Inc. | 3,219 | $817.0K | 0% | New Position |
| $SNOWAI | Snowflake Inc. | 4,178 | $630.1K | 0% | Reduced by 65% |
| $ANETAI | Arista Networks | 2,698 | $331.3K | 0% | New Position |