Sands Capital

Frank Sands Jr. (CEO, CIO) and team

Long-only / long-horizon growth manager (technically an asset manager, included as a growth-tech crossover) concentrating in secular AI, semiconductor, and global growth compounders.

Size$45B

TypeHedge fund

Top holdingNVDA · 12.4%

Positions

Top holdings

12%

74%

NVDA12%TSM8%GOOGL6%Other74%

NVDANvidia

12.4%

Top position; added ~$2.5B in Q1 2026

TSMTaiwan Semiconductor

7.8%

AI foundry

GOOGLAlphabet

5.8%

Gemini / cloud AI

Sign in to see the full holdings book, 13F filings and sources.

QAI analysis

Our take

Upgrade to Pro to see the full QAI analyst take on this fund.