SWStonkWhisper
Whales/Sands Capital

Sands Capital

asset managergrowth
Portfolio Value
$25.5B
Positions
67
Quarter
2026-03-31
New Positions
9
Exits
8
Portfolio Value History — 8 Quarters
TickerValueShares% of Portfolio
$3.2B18.1M12.4%
$2.0B5.9M7.8%
$1.5B5.1M5.8%
$1.4B6.7M5.5%
$1.1B8.9M4.2%
$905.2M9.4M3.6%
SPOTIFY TE
$870.0M1.8M3.4%
ASML HLDG
$845.1M639.8K3.3%
$837.3M2.8M3.3%
$822.1M475.5K3.2%
$755.6M3.7M3.0%
$731.8M1.3M2.9%
$689.6M4.4M2.7%
$665.6M2.1M2.6%
$664.4M1.6M2.6%
$609.1M1.3M2.4%
$594.2M4.0M2.3%
$566.4M1.5M2.2%
$496.2M15.7M1.9%
NU HLDGS L
$493.5M34.3M1.9%
$434.2M1.4M1.7%
$391.6M4.7M1.5%
$386.7M971.6K1.5%
$343.9M626.3K1.3%
$331.6M5.5M1.3%
$324.5M823.3K1.3%
$306.8M919.6K1.2%
$248.5M340.3K1.0%
$241.0M1.8M0.9%
$215.8M2.6M0.8%
ON HLDG AG
$215.2M6.3M0.8%
SEAGATE TE
$208.4M531.9K0.8%
FLUTTER EN
$202.8M2.0M0.8%
$200.6M6.7M0.8%
$174.2M201.3K0.7%
$173.2M9.2M0.7%
$166.0M1.4M0.7%
$161.4M755.2K0.6%
$154.2M2.7M0.6%
$132.6M1.6M0.5%
KASPI KZ J
$117.5M1.6M0.5%
$109.3M94.3K0.4%
$103.1M634.9K0.4%
$101.8M805.6K0.4%
FERRARI N
$97.4M287.7K0.4%
$67.3M3.2M0.3%
$46.2M736.1K0.2%
$41.3M5.0M0.2%
GRAB HOLDI
$33.4M9.1M0.1%
$30.2M32.9K0.1%
LINDE PLC
$27.1M54.6K0.1%
$25.8M161.1K0.1%
$22.6M907.7K0.1%
$11.6M595.2K0.0%
STEVANATO
$6.8M497.3K0.0%
FIGMA INC
$4.0M187.6K0.0%
$3.4M22.9K0.0%
$3.3M31.5K0.0%
$2.8M127.5K0.0%
$978K7.8K0.0%
$975K14.3K0.0%
$817K3.2K0.0%
$630K4.2K0.0%
$331K2.7K0.0%
$260K3.7K0.0%
$246K1.3K0.0%
$219K3120.0%

Filing History

QuarterFiledPortfolio ValuePositionsSEC Filing
2026-03-312026-05-08$25.5B67View on EDGAR
2025-12-312026-02-13$32.9B66View on EDGAR
2025-09-302025-11-13$36.2B64View on EDGAR
2025-06-302025-08-13$34.8B66View on EDGAR
2025-03-312025-05-14$29.4B75View on EDGAR
2024-12-312025-02-13$33.8B71View on EDGAR
2024-09-302024-11-13$32.9B67View on EDGAR
2024-06-302024-08-13$34.0B66View on EDGAR