The Tip Desk

SANDS CAPITAL MANAGEMENT, LLC

June 30, 2026 · Filed Aug. 13, 2026 · $26,928,187,141 disclosed

ADVANCED MICRO DEVICES INCCOM · 007903107 · SH672,555$390,693,9251.45%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
AEROVIRONMENT INCCOM · 008073108 · SH18,993Prior March 31, 2026: 1,342 shares$3,135,1750.01%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
ALIBABA GROUP HLDG LTDSPONSORED ADS · 01609W102 · SH6,950Prior March 31, 2026: 7,793 shares$667,0610.00%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
ALPHABET INCCAP STK CL A · 02079K305 · SH4,893,397Prior March 31, 2026: 5,124,494 shares$1,748,753,2866.49%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
AMAZON COM INCCOM · 023135106 · SH4,861,223Prior March 31, 2026: 6,719,055 shares$1,158,623,8904.30%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
AMPHENOL CORPCL A · 032095101 · SH763,951Prior March 31, 2026: 805,602 shares$134,699,8400.50%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
APPLE INCCOM · 037833100 · SH45,598Prior March 31, 2026: 3,219 shares$13,194,2370.05%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
APPLOVIN CORPCOM CL A · 03831W108 · SH831,697Prior March 31, 2026: 971,561 shares$428,515,2451.59%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
ARGENX SESPONSORED ADR · 04016X101 · SH298,599Prior March 31, 2026: 340,285 shares$277,031,1941.03%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
ARISTA NETWORKS INCCOM SHS · 040413205 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
Arm Holdings PlcSPONSORED ADS · 042068205 · SH642,829$227,927,8790.85%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
ASML HLDG NVN Y REGISTRY SHS · N07059210 · SH533,693Prior March 31, 2026: 639,833 shares$1,061,750,2023.94%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
ATLASSIAN CORPORATIONCL A · 049468101 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
AXON ENTERPRISE INCCOM · 05464C101 · SH1,480,817Prior March 31, 2026: 1,564,504 shares$830,160,8183.08%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
BBB FOODS INCCL A COM · G0896C103 · SH6,281$261,7290.00%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
BLOCK INCCL A · 852234103 · SH5,632,505Prior March 31, 2026: 5,510,835 shares$428,070,3801.59%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
BLOOM ENERGY CORPCOM CL A · 093712107 · SH2,926,558Prior March 31, 2026: 1,779,038 shares$885,869,1073.29%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
BOSTON SCIENTIFIC CORPCOM · 101137107 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
BROADCOM INCCOM · 11135F101 · SH1,126,912Prior March 31, 2026: 1,402,835 shares$425,691,0081.58%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
BUILDERS FIRSTSOURCE INCCOM · 12008R107 · SH2,283,236Prior March 31, 2026: 2,621,085 shares$204,303,9570.76%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
CARLISLE COS INCCOM · 142339100 · SH799,872Prior March 31, 2026: 919,614 shares$290,153,5681.08%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
CARPENTER TECHNOLOGY CORPCOM · 144285103 · SH786,150Prior March 31, 2026: 823,277 shares$484,928,7661.80%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
Carvana CoCL A · 146869102 · SH8,462,945Prior March 31, 2026: 2,117,248 shares$557,031,0402.07%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
CEREBRAS SYSTEMS INCCOM CL A · 15675D103 · SH11,419$2,523,5990.01%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
Cloudflare IncCL A COM · 18915M107 · SH3,239,504Prior March 31, 2026: 3,661,749 shares$794,585,5412.95%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
COUPANG INCCL A · 22266T109 · SH7,559,132Prior March 31, 2026: 9,172,187 shares$131,302,1230.49%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
CROWDSTRIKE HLDGS INCCL A · 22788C105 · SH10,020$7,646,6630.03%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
DATADOG INCCL A COM · 23804L103 · SH999,799Prior March 31, 2026: 1,406,366 shares$260,307,6680.97%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
Doordash IncCL A · 25809K105 · SH2,325,795Prior March 31, 2026: 3,957,060 shares$429,178,9511.59%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
ELI LILLY & COCOM · 532457108 · SH45,332Prior March 31, 2026: 32,887 shares$54,372,5610.20%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
FERRARI N VCOM · N3167Y103 · SH280,101Prior March 31, 2026: 287,709 shares$104,278,8010.39%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
FIGMA INCCLASS A COM STK · 316841105 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
FLUTTER ENTMT PLCSHS · G3643J108 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
FULL TRUCK ALLIANCE CO LTDSPONSORED ADS · 35969L108 · SH4,294,886Prior March 31, 2026: 4,970,779 shares$34,874,4740.13%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
GITLAB INCCLASS A COM · 37637K108 · SH127,475Prior March 31, 2026: 127,475 shares$3,891,8120.01%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
GRAB HOLDINGS LIMITEDCLASS A ORD · G4124C109 · SH16,385,578Prior March 31, 2026: 9,122,432 shares$61,773,6290.23%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
HDFC BANK LTDSPONSORED ADS · 40415F101 · SH865,858Prior March 31, 2026: 907,652 shares$22,365,1120.08%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
Intel CorpCOM · 458140100 · SH39,132$5,464,0010.02%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
INTERCONTINENTAL EXCHANGE INCOM · 45866F104 · SH4,055,771Prior March 31, 2026: 4,384,298 shares$499,305,9681.85%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
INTUITIVE SURGICAL INCCOM NEW · 46120E602 · SH1,252,424Prior March 31, 2026: 1,321,274 shares$498,063,9761.85%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
ISHARES TRRUS 1000 GRW ETF · 464287614 · SH22,200$2,756,5740.01%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
KASPI KZ JSCSPONSORED ADS · 48581R205 · SH1,531,017Prior March 31, 2026: 1,586,334 shares$132,647,3130.49%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
KLAVIYO INCCOM SER A · 49845K101 · SH198,806Prior March 31, 2026: 595,160 shares$3,001,9710.01%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
LAM RESEARCH CORPCOM NEW · 512807306 · SH1,133,965Prior March 31, 2026: 755,222 shares$491,381,0531.82%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
LIBERTY MEDIA CORP DELCOM LBTY ONE S C · 531229755 · SH1,509,193Prior March 31, 2026: 1,559,760 shares$143,584,6220.53%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
LINDE PLCSHS · G54950103 · SH54,778Prior March 31, 2026: 54,593 shares$28,426,4950.11%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
LUMENTUM HLDGS INCCOM · 55024U109 · SH2,961Prior March 31, 2026: 312 shares$2,540,7160.01%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
MCKESSON CORPCOM · 58155Q103 · SH183,535Prior March 31, 2026: 201,283 shares$138,679,0460.51%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
MERCADOLIBRE INCCOM · 58733R102 · SH378,208Prior March 31, 2026: 475,455 shares$641,966,4772.38%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
META PLATFORMS INCCL A · 30303M102 · SH969,879Prior March 31, 2026: 1,279,121 shares$546,323,1422.03%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
MICRON TECHNOLOGY INCCOM · 595112103 · SH526,810$608,091,5152.26%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
MICROSOFT CORPCOM · 594918104 · SH1,309,230Prior March 31, 2026: 1,530,124 shares$488,368,9751.81%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
NETFLIX INC.COM · 64110L106 · SH5,336,614Prior March 31, 2026: 9,414,668 shares$381,034,2401.42%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
NU HLDGS LTDORD SHS CL A · G6683N103 · SH12,475,806Prior March 31, 2026: 34,342,221 shares$166,676,7680.62%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
NVIDIA CORPORATIONCOM · 67066G104 · SH14,059,454Prior March 31, 2026: 18,085,742 shares$2,813,156,15110.45%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
ON HLDG AGNAMEN AKT A · H5919C104 · SH7,485,043Prior March 31, 2026: 6,325,547 shares$265,120,2230.98%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
Palantir Technologies IncCL A · 69608A108 · SH17,944Prior March 31, 2026: 22,919 shares$2,093,5260.01%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
PALO ALTO NETWORKS INCCOM · 697435105 · SH31,312Prior March 31, 2026: 161,078 shares$10,678,0180.04%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
QUANTA SVCS INCCOM · 74762E102 · SH750,479Prior March 31, 2026: 626,348 shares$540,374,8992.01%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
ROBINHOOD MKTS INCCOM CL A · 770700102 · SH53,032Prior March 31, 2026: 3,746 shares$5,318,0490.02%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
ROBLOX CORPCL A · 771049103 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
SAMSARA INCCOM CL A · 79589L106 · SH11,348,732Prior March 31, 2026: 15,657,744 shares$368,039,3791.37%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
Sandisk CorpCOM · 80004C200 · SH153,093$348,092,1471.29%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
SEA LTDSPONSORD ADS · 81141R100 · SH2,998,337Prior March 31, 2026: 4,728,550 shares$287,330,6351.07%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
SEAGATE TECHNOLOGY HLDNGS PLORD SHS · G7997R103 · SH720,741Prior March 31, 2026: 531,892 shares$695,515,0652.58%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
SERVICENOW INCCOM · 81762P102 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
SHOPIFY INCCL A SUB VTG SHS · 82509L107 · SH7,242,079Prior March 31, 2026: 8,935,666 shares$826,900,5803.07%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
SNOWFLAKE INCCOM SHS · 833445109 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
SPACE EXPLORATION TECHN CORPCLASS A COM STK · 84615Q103 · SH2,276,744$389,004,4801.44%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
SPHERE ENTERTAINMENT COCL A · 55826T102 · SH1,358,321$235,030,2830.87%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
SPOTIFY TECHNOLOGY S ASHS · L8681T102 · SH1,761,206Prior March 31, 2026: 1,794,226 shares$808,622,5113.00%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
STEVANATO GROUP S P AORD SHS · T9224W109 · SH524,481Prior March 31, 2026: 497,310 shares$9,477,3720.04%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS · 874039100 · SH3,925,440Prior March 31, 2026: 5,862,685 shares$1,874,672,3816.96%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
TETRA TECH INC NEWCOM · 88162G103 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
TRANSDIGM GROUP INCCOM · 893641100 · SH89,669Prior March 31, 2026: 94,341 shares$119,442,6950.44%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
TTM TECHNOLOGIES INCCOM · 87305R109 · SH23,625$4,418,3470.02%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
Ultragenyx Pharmaceutical InCOM · 90400D108 · SH3,158,368Prior March 31, 2026: 3,214,533 shares$105,457,9080.39%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
VISA INCCOM CL A · 92826C839 · SH2,377,099Prior March 31, 2026: 2,770,431 shares$815,558,8963.03%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
WASTE CONNECTIONS INCCOM · 94106B101 · SH609,721Prior March 31, 2026: 634,903 shares$101,634,3930.38%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026
Woodward IncCOM · 980745103 · SH153,660$65,373,1100.24%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 13, 2026

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Comparison notes

Comparable change withheld pending corporate-action review.

Schedule 13G disclosures

No verified related disclosures are included in this freeze.

About reported holdings

13F reports quarter-end securities, excluding cash and shorts. Position changes do not establish trades, motives or returns; portfolio weights use disclosed 13F value.