Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
Sands Capital Management
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $26,9 Mrd.
Größte Position Nvidia Corporation
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +35,30 %
Gesamtrendite · 3 Jahre +189,19 %
Gesamtrendite · 5 Jahre +141,60 %
71 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
 NVDANvidia Corporation | 10,45% | $2.813.156.151 | 14.059.454 | SOLD Q2 · 2026-22,3% · 4,0 Mio. Stk. | ← | $222,27 | |
 TSMTaiwan Semiconductor Mfg Ltd | 6,96% | $1.874.672.381 | 3.925.440 | SOLD Q2 · 2026-33,0% · 1,9 Mio. Stk. | ← | $434,67 | |
 GOOGLAlphabet Inc | 6,49% | $1.748.753.286 | 4.893.397 | SOLD Q2 · 2026-4,5% · 231 Tsd. Stk. | ← | $349,54 | |
 AMZNAmazon Com Inc | 4,30% | $1.158.623.890 | 4.861.223 | SOLD Q2 · 2026-27,7% · 1,9 Mio. Stk. | ← | $253,71 | |
 ASMLAsml Hldg Nv | 3,94% | $1.061.750.202 | 533.693 | SOLD Q2 · 2026-16,6% · 106 Tsd. Stk. | ← | $1.679,92 | |
 BEBloom Energy Corp | 3,29% | $885.869.107 | 2.926.558 | BUY Q2 · 2026+64,5% · 1,1 Mio. Stk. | ← | $265,63 | |
 AXONAxon Enterprise Inc | 3,08% | $830.160.818 | 1.480.817 | SOLD Q2 · 2026-5,3% · 84 Tsd. Stk. | ← | $447,76 | |
 SHOPShopify Inc | 3,07% | $826.900.580 | 7.242.079 | SOLD Q2 · 2026-19,0% · 1,7 Mio. Stk. | ← | $128,50 | |
 VVisa Inc | 3,03% | $815.558.896 | 2.377.099 | SOLD Q2 · 2026-14,2% · 393 Tsd. Stk. | ← | $368,29 | |
 SPOTSpotify Technology S A | 3,00% | $808.622.511 | 1.761.206 | SOLD Q2 · 2026-1,8% · 33 Tsd. Stk. | ← | $509,45 | |
 NETCloudflare Inc | 2,95% | $794.585.541 | 3.239.504 | SOLD Q2 · 2026-11,5% · 422 Tsd. Stk. | ← | $323,60 | |
 STXSeagate Technology Hldngs Pl | 2,58% | $695.515.065 | 720.741 | BUY Q2 · 2026+35,5% · 189 Tsd. Stk. | ← | $858,79 | |
 MELIMercadolibre Inc | 2,38% | $641.966.477 | 378.208 | SOLD Q2 · 2026-20,5% · 97 Tsd. Stk. | ← | $1.787,39 | |
 MUMicron Technology Inc | 2,26% | $608.091.515 | 526.810 | NEW Q2 · 2026527 Tsd. Stk. | – | $1.015,80 | |
 CVNACarvana Co | 2,07% | $557.031.040 | 8.462.945 | BUY Q2 · 2026+299,7% · 6,3 Mio. Stk. | ← | $65,11 | |
 METAMeta Platforms Inc | 2,03% | $546.323.142 | 969.879 | SOLD Q2 · 2026-24,2% · 309 Tsd. Stk. | ← | $665,75 | |
N/A PWRQuanta Svcs Inc | 2,01% | $540.374.899 | 750.479 | BUY Q2 · 2026+19,8% · 124 Tsd. Stk. | ← | $636,71 | |
 ICEIntercontinental Exchange In | 1,85% | $499.305.968 | 4.055.771 | SOLD Q2 · 2026-7,5% · 329 Tsd. Stk. | ← | $155,47 | |
 ISRGIntuitive Surgical Inc | 1,85% | $498.063.976 | 1.252.424 | SOLD Q2 · 2026-5,2% · 69 Tsd. Stk. | ← | $393,33 | |
 LRCXLam Research Corp | 1,82% | $491.381.053 | 1.133.965 | BUY Q2 · 2026+50,1% · 379 Tsd. Stk. | ← | $288,11 | |
 MSFTMicrosoft Corp | 1,81% | $488.368.975 | 1.309.230 | SOLD Q2 · 2026-14,4% · 221 Tsd. Stk. | ← | $493,78 | |
 CRSCarpenter Technology Corp | 1,80% | $484.928.766 | 786.150 | SOLD Q2 · 2026-4,5% · 37 Tsd. Stk. | ← | $408,12 | |
 APPApplovin Corp | 1,59% | $428.515.245 | 831.697 | SOLD Q2 · 2026-14,4% · 140 Tsd. Stk. | ← | $308,06 | |
 XYZBlock Inc | 1,59% | $428.070.380 | 5.632.505 | BUY Q2 · 2026+2,2% · 122 Tsd. Stk. | ← | $76,28 | |
 DASHDoordash Inc | 1,59% | $429.178.951 | 2.325.795 | SOLD Q2 · 2026-41,2% · 1,6 Mio. Stk. | ← | $192,94 | |
 AVGOBroadcom Inc | 1,58% | $425.691.008 | 1.126.912 | SOLD Q2 · 2026-19,7% · 276 Tsd. Stk. | ← | $357,61 | |
 AMDAdvanced Micro Devices Inc | 1,45% | $390.693.925 | 672.555 | NEW Q2 · 2026673 Tsd. Stk. | – | $559,82 | |
 SPCXSpace Exploration Techn Corp | 1,44% | $389.004.480 | 2.276.744 | NEW Q2 · 20262,3 Mio. Stk. | – | $152,71 | |
 NFLXNetflix Inc. | 1,42% | $381.034.240 | 5.336.614 | SOLD Q2 · 2026-43,3% · 4,1 Mio. Stk. | ← | $71,79 | |
 IOTSamsara Inc | 1,37% | $368.039.379 | 11.348.732 | SOLD Q2 · 2026-27,5% · 4,3 Mio. Stk. | ← | $39,55 | |
 SNDKSandisk Corp | 1,29% | $348.092.147 | 153.093 | NEW Q2 · 2026153 Tsd. Stk. | – | $1.791,82 | |
 CSLCarlisle Cos Inc | 1,08% | $290.153.568 | 799.872 | SOLD Q2 · 2026-13,0% · 120 Tsd. Stk. | ← | $314,70 | |
 SESea Ltd | 1,07% | $287.330.635 | 2.998.337 | SOLD Q2 · 2026-36,6% · 1,7 Mio. Stk. | ← | $101,79 | |
 ARGXArgenx Se | 1,03% | $277.031.194 | 298.599 | SOLD Q2 · 2026-12,3% · 42 Tsd. Stk. | ← | $990,32 | |
 ONONOn Hldg Ag | 0,98% | $265.120.223 | 7.485.043 | BUY Q2 · 2026+18,3% · 1,2 Mio. Stk. | ← | $27,26 | |
 DDOGDatadog Inc | 0,97% | $260.307.668 | 999.799 | SOLD Q2 · 2026-28,9% · 407 Tsd. Stk. | ← | $229,92 | |
N/A SPHRSphere Entertainment Co | 0,87% | $235.030.283 | 1.358.321 | NEW Q2 · 20261,4 Mio. Stk. | – | $145,19 | |
 ARMArm Holdings Plc | 0,85% | $227.927.879 | 642.829 | NEW Q2 · 2026643 Tsd. Stk. | – | $275,61 | |
 BLDRBuilders Firstsource Inc | 0,76% | $204.303.957 | 2.283.236 | SOLD Q2 · 2026-12,9% · 338 Tsd. Stk. | ← | $58,12 | |
 NUNu Hldgs Ltd | 0,62% | $166.676.768 | 12.475.806 | SOLD Q2 · 2026-63,7% · 21,9 Mio. Stk. | ← | $13,65 | |
 FWONKLiberty Media Corp Del | 0,53% | $143.584.622 | 1.509.193 | SOLD Q2 · 2026-3,2% · 51 Tsd. Stk. | ← | $94,54 | |
 MCKMckesson Corp | 0,51% | $138.679.046 | 183.535 | SOLD Q2 · 2026-8,8% · 18 Tsd. Stk. | ← | $874,65 | |
 APHAmphenol Corp | 0,50% | $134.699.840 | 763.951 | SOLD Q2 · 2026-5,2% · 42 Tsd. Stk. | ← | $77,55 | |
 CPNGCoupang Inc | 0,49% | $131.302.123 | 7.559.132 | SOLD Q2 · 2026-17,6% · 1,6 Mio. Stk. | ← | $14,29 | |
N/A KSPIKaspi.Kz Jsc | 0,49% | $132.647.313 | 1.531.017 | SOLD Q2 · 2026-3,5% · 55 Tsd. Stk. | ← | $97,53 | |
 TDGTransdigm Group Inc | 0,44% | $119.442.695 | 89.669 | SOLD Q2 · 2026-5,0% · 5 Tsd. Stk. | ← | $1.086,05 | |
 RACEFerrari N V | 0,39% | $104.278.801 | 280.101 | SOLD Q2 · 2026-2,6% · 8 Tsd. Stk. | ← | $406,69 | |
 RAREUltragenyx Pharmaceutical In | 0,39% | $105.457.908 | 3.158.368 | SOLD Q2 · 2026-1,7% · 56 Tsd. Stk. | ← | $14,51 | |
 WCNWaste Connections Inc | 0,38% | $101.634.393 | 609.721 | SOLD Q2 · 2026-4,0% · 25 Tsd. Stk. | ← | $155,33 | |
 WWDWoodward Inc | 0,24% | $65.373.110 | 153.660 | NEW Q2 · 2026154 Tsd. Stk. | – | $321,74 |
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