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Free — 5 of 68

Data as of Q4 2025

All position changes for SANDS CAPITAL MANAGEMENT, LLC. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	NVDA NVIDIA Corp	Decreased	20M	-3.8%	$3.7B	11.4%	0
2025-Q4	TSM TAIWAN SEMICONDUCTOR MFG LTD	Decreased	6.8M	-26.2%	$2.1B	6.3%	0
2025-Q4	AMZN Amazon.com Inc	Decreased	7.4M	-11.6%	$1.7B	5.2%	0
2025-Q4	GOOGL Alphabet Inc	Increased	4.9M	+3.5%	$1.5B	4.7%	61
2025-Q4	SHOP Shopify Inc	Increased	9.5M	+37.0%	$1.5B	4.7%	77
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