Generalist · Public · Arlington, VA
Sands Capital Management, LLC
Growth public investor.
- Software
- $3.2B
- Weight of 13F
- 12.0%
- Names
- 11
- Vs prior quarter
- −$285M
Filed 13 August 2026.
71 positions in the whole 13F.
Software held
- ShopifySHOP7,242,079 shares · 25.9% of their software$827M−$233M
- CloudflareNET3,239,504 shares · 24.9% of their software$795M+$39.0M
- MicrosoftMSFT1,309,230 shares · 15.3% of their software$488M−$78.0M
- AppLovinAPP831,697 shares · 13.4% of their software$429M+$41.8M
- SamsaraIOT11,348,732 shares · 11.5% of their software$368M−$128M
- DatadogDDOG999,799 shares · 8.1% of their software$260M+$94.3M
- Palo Alto NetworksPANW31,312 shares · 0.3% of their software$10.7M−$15.1M
- CrowdStrikeCRWD10,020 shares · 0.2% of their software$7.6MNew
- GitLabGTLB127,475 shares · 0.1% of their software$3.9MFlat
- KlaviyoKVYO198,806 shares · 0.1% of their software$3.0M−$8.6M
- PalantirPLTR17,944 shares · 0.1% of their software$2.1M−$1.3M