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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Sands Capital Emerging Markets Growth Fund
Value
$0M
Stocks
68 Stocks (68 new)
Turnover
0.0%
Top Holdings
NVDA(11.55%) GOOGL(6.74%) TSM(6.59%) AMZN(4.63%) SHOP(3.72%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| NVDA | None | NVIDIA Corporation | Information Technology | $2863266.3M | 0 | 11.6% | 0 | +101681.3% |
| GOOGL | None | Alphabet Inc. | Information Technology | $1672270.4M | 0 | 6.7% | 0 | +100.0% |
| TSM | None | Taiwan Semiconductor Manufacturing Company Limited | Information Technology | $1634323.5M | 0 | 6.6% | 0 | +100.0% |
| AMZN | None | Amazon.com, Inc. | Consumer Discretionary | $1146976.7M | 0 | 4.6% | 0 | +98894.7% |
| SHOP | None | Shopify Inc. | Information Technology | $921749.8M | 0 | 3.7% | 0 | +111370.4% |
| ASML | None | ASML Holding N.V. | Information Technology | $890095.2M | 0 | 3.6% | 0 | +83732.8% |
| V | None | Visa Inc. | Financials | $882278.8M | 0 | 3.6% | 0 | +108080.9% |
| BE | None | Bloom Energy Corp. | Industrials | $816721.8M | 0 | 3.3% | 0 | +92094.4% |
| NET | None | Cloudflare Inc. | Information Technology | $777359.9M | 0 | 3.1% | 0 | +97732.1% |
| SPOT | None | Spotify Technology S.A. | Communication Services | $731679.2M | 0 | 3.0% | 0 | +90384.6% |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| NVDANVIDIA Corporation | $2863266.3M | +101681.3% | 11.6% | Increased |
| GOOGLAlphabet Inc. | $1672270.4M | +100.0% | 6.7% | New |
| TSMTaiwan Semiconductor Manufacturing Company Limited | $1634323.5M | +100.0% | 6.6% | New |
| AMZNAmazon.com, Inc. | $1146976.7M | +98894.7% | 4.6% | Increased |
| SHOPShopify Inc. | $921749.8M | +111370.4% | 3.7% | Increased |
| ASMLASML Holding N.V. | $890095.2M | +83732.8% | 3.6% | Increased |
| VVisa Inc. | $882278.8M | +108080.9% | 3.6% | Increased |
| BEBloom Energy Corp. | $816721.8M | +92094.4% | 3.3% | Increased |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| 2330Taiwan Semiconductor Manufacturing Company Limited | $1874.7M | -100.0% | 0.0% | Sold Out |
| GOOGAlphabet Inc Class C | $1748.8M | -100.0% | 0.0% | Sold Out |
| AAXNAxon Enterprise Inc | $830.2M | -100.0% | 0.0% | Sold Out |
| NEW YORK STOCK EXCHANGE-SCHRSphere Entertainment Co. | $235.0M | -100.0% | 0.0% | Sold Out |
| RAREUltragenyx Pharmaceutical Inc. | $105.5M | -100.0% | 0.0% | Sold Out |
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Information Technology | 28 | $13303840.6M | 53.7% |
| Consumer Discretionary | 9 | $3228209.2M | 13.0% |
| Industrials | 11 | $3224685.4M | 13.0% |
| Communication Services | 6 | $2108586.7M | 8.5% |
| Financials | 5 | $1610599.8M | 6.5% |
| Health Care | 4 | $917484.4M | 3.7% |
| General | 3 | $374490.4M | 1.5% |
| Materials | 1 | $25062.0M | 0.1% |
| Technology | 1 | $1440.9M | 0.0% |