 | |
Frank Sands13F | |
| Sands Capital Management | |
| Last update 2026-05-12 | 67 Stocks (9 new) |
| Value $25.49 Bil | Turnover 4 % |
Frank Sands Profile
Frank M. Sands, Jr., CFA is the Chief Executive Officer and Chief Investment Officer of Sands Capital Management, an investment management firm focused on investing in quality growth businesses throughout the world. He spends most of his time on investment research and decision making, as well as business strategy.
Sands Capital Management was founded by his father, Frank M. Sands, Sr. in 1992. Frank Sands, Jr. joined the firm in 2000 after working for six years as a research analyst and portfolio manager for Fayez Sarofim & Co., an institutional investment management firm based in Houston, Texas. Since joining Sands Capital Management, working alongside his father, the firm has continued to produce strong investment results for its clients. Sands Jr. earned a BA from Washington & Lee University, an MS from Johns Hopkins University and an MBA from the Darden School at the University of Virginia.
Sands Capital Management was founded by his father, Frank M. Sands, Sr. in 1992. Frank Sands, Jr. joined the firm in 2000 after working for six years as a research analyst and portfolio manager for Fayez Sarofim & Co., an institutional investment management firm based in Houston, Texas. Since joining Sands Capital Management, working alongside his father, the firm has continued to produce strong investment results for its clients. Sands Jr. earned a BA from Washington & Lee University, an MS from Johns Hopkins University and an MBA from the Darden School at the University of Virginia.
Frank Sands Investing Philosophy
Sands Capital believes that over time, stock prices reflect the earnings growth of their underlying businesses. Their team is dedicated to identifying the relatively small number of truly exceptional growth businesses that they expect to own for many years. The firm has two primary concentrated growth strategies: Select Growth, emphasizing rapidly growing innovative businesses, and Global Growth, emphasizing rapidly growing business all over the world.
Frank Sands Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 18,085,742 | 3,154,153.4 | -9.77% | 12.380 | -1.11% | 0.070 | -0.77% | +16.76% | 5,268,067.5 | Semiconductors | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 5,862,685 | 1,981,294.4 | -14.11% | 7.770 | -0.89% | 0.110 | +4.57% | +39.59% | 2,189,001.5 | Semiconductors | |
GOOGL | Alphabet Inc | 5,124,494 | 1,473,599.5 | +3.75% | 5.780 | +0.21% | 0.040 | -11.48% | +9.98% | 4,195,722.6 | Interactive Media | |
AMZN | Amazon.com Inc | 6,719,055 | 1,399,377.6 | -9.69% | 5.490 | -0.51% | 0.060 | +1.22% | +17.96% | 2,936,789.6 | Retail - Cyclical | |
SHOP | Shopify Inc | 8,935,666 | 1,059,948.7 | -6.00% | 4.160 | -0.28% | 0.690 | +48.83% | -5.19% | 196,354.7 | Software | |
NFLX | Netflix Inc | 9,414,668 | 905,220.3 | -6.07% | 3.550 | -0.17% | 0.220 | -12.48% | -20.23% | 311,421.1 | Media - Diversified | |
SPOT | Spotify Technology SA | 1,794,226 | 870,038.1 | +22.07% | 3.410 | +0.62% | 0.870 | +19.43% | -13.73% | 102,997.7 | Interactive Media | |
ASML | ASML Holding NV | 639,833 | 845,110.6 | -4.50% | 3.320 | -0.10% | 0.170 | +15.07% | +69.00% | 691,141.9 | Semiconductors | |
V | Visa Inc | 2,770,431 | 837,335.1 | -10.35% | 3.290 | -0.34% | 0.150 | +12.47% | +4.07% | 671,735.8 | Credit Services | |
MELI | MercadoLibre Inc | 475,455 | 822,071.2 | -6.71% | 3.230 | -0.21% | 0.940 | +24.57% | -3.69% | 98,351.8 | Retail - Cyclical |
Frank Sands's Historical Top Holdings Breakdowns
Frank Sands's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NOW | ServiceNow Inc | 2026-03-31 | Reduce Reduce | -1.78% | 99.41 ($117.65) 150.9 | $127.54 | 8.41% | Reduce -99.18% | 31,521 | -3,811,393 | |
MSFT | Microsoft Corp | 2026-03-31 | Reduce Reduce | -1.38% | 356.77 ($418.44) 483.47 | $503.81 | 20.40% | Reduce -38.07% | 1,530,124 | -940,645 | |
NVDA | NVIDIA Corp | 2026-03-31 | Reduce Reduce | -1.11% | 165.17 ($183.46) 195.56 | $217.50 | 18.55% | Reduce -9.77% | 18,085,742 | -1,957,829 | |
APP | AppLovin Corp | 2026-03-31 | Reduce Reduce | -1.01% | 366.91 ($483.34) 668.63 | $318.68 | -34.07% | Reduce -33.61% | 971,561 | -491,790 | |
BE | Bloom Energy Corp | 2026-03-31 | New Buy New Buy | +0.95% | 98.69 ($146.76) 174.77 | $211.21 | 43.92% | New holding | 1,779,038 | 1,779,038 | |
IRTC | iRhythm Holdings Inc | 2026-03-31 | Sold Out Sold Out | -0.92% | 113 ($144.3) 189.25 | $121.87 | -15.54% | Sold Out | 0 | -1,699,645 | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 2026-03-31 | Reduce Reduce | -0.89% | 316.5 ($344.13) 387.73 | $422.06 | 22.65% | Reduce -14.11% | 5,862,685 | -963,490 | |
STX | Seagate Technology Holdings PLC | 2026-03-31 | New Buy New Buy | +0.82% | 284.47 ($381.56) 446.57 | $820.52 | 115.04% | New holding | 531,892 | 531,892 | |
AVGO | Broadcom Inc | 2026-03-31 | Reduce Reduce | -0.75% | 293.41 ($329.05) 354.61 | $416.08 | 26.45% | Reduce -33.66% | 1,402,835 | -711,686 | |
LRCX | Lam Research Corp | 2026-03-31 | New Buy New Buy | +0.63% | 185.06 ($223.59) 249.48 | $311.41 | 39.28% | New holding | 755,222 | 755,222 |
Frank Sands Total Holding History ($B)
Frank Sands's Asset Allocation
Frank Sands Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Frank Sands's Hypothetical Growth since 2026-03-31
Frank Sands's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Frank Sands's Holdings Heat Map
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Frank Sands's Holdings Bubble Chart
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