Sands Capital's top holdings (July 2026) include NVIDIA Corp (NVDA), a technology company specializing in the design and manufacture of graphics processing units and integrated circuits for the computing and automotive markets.

Sands Capital is an independent investment management firm headquartered in Arlington, Virginia. The organization provides investment advisory services to institutional and individual clients, maintaining a primary focus on concentrated portfolios of global growth businesses across various sectors.

NVIDIA Corp (NVDA)

NVIDIA designs graphics processing units (GPUs) for the gaming and professional markets, as well as system on a chip units (SoCs) for the mobile computing and automotive market. Its technology is widely utilized in data centers and artificial intelligence applications. NVIDIA has a market capitalization of $4.66T, with Sands Capital's position currently valued at $3.62B. Analysts have set a price target of $309.81 for the company, while its discounted cash flow analysis suggests a value of $260.0 per share.

Here's an overview of Sands Capital's trades in NVIDIA Corp:

Taiwan Semiconductor Manufacturing (TSM)

Taiwan Semiconductor Manufacturing Company is a dedicated semiconductor foundry that manufactures a wide range of integrated circuits for various applications. The company serves global clients in the computer, communications, consumer electronics, and industrial sectors. The company's market cap stands at $2.24T, while the current value of Sands Capital's holding is $2.8B. A price target of $585.0 has been established by analysts, and the discounted cash flow value is calculated at $183.9.

Here's an overview of Sands Capital's trades in Taiwan Semiconductor Manufacturing:

Alphabet Inc (GOOGL)

Alphabet Inc. is a multinational conglomerate that serves as the parent company of Google and several former Google subsidiaries. Its operations encompass online advertising, search engine technology, cloud computing, and software development. Alphabet Inc has a market capitalization of $4.08T, with its position in the Sands Capital portfolio currently worth $1.83B. Analysts maintain a price target of $421.23 for the stock, and the discounted cash flow model indicates a value of $174.6.

Here's an overview of Sands Capital's trades in Alphabet Inc:

Amazon.com Inc. (AMZN)

Amazon.com Inc. is an e-commerce and technology company that focuses on online retail, cloud computing through Amazon Web Services, and digital streaming. The company maintains a global logistics network to facilitate its diverse retail operations. With a market capitalization of $2.5T, the current value of Sands Capital's position in Amazon is $1.6B. The company's analyst price target is set at $315.23, and its discounted cash flow value is $79.24.

Here's an overview of Sands Capital's trades in Amazon.com Inc.:

ASML Holding NV (ASML)

ASML Holding NV is a Dutch company that specializes in the development and manufacture of photolithography machines used in the production of integrated circuits. It is a primary supplier to the global semiconductor industry, providing the systems necessary for advanced chip fabrication. The current value of Sands Capital's holding in ASML is $1.27B, within a company that carries a market capitalization of $691.68B. Analysts have assigned a price target of $1.88K to the stock, and the discounted cash flow analysis suggests a value of $518.84.

Here's an overview of Sands Capital's trades in ASML Holding NV: