Sands Capital Global Growth Fund (SCGVX) is an MF managed by Independent / Boutique. Its largest position is NVIDIA CORP (NVDA), representing 9.70% of fund assets.
Sands Capital Global Growth Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SCGVX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Apr 30, 2026
- Filing Date:
- Jun 26, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
NVIDIA CORP
|
9.70% | $75,619,068.70 | 378,910 |
|
-
Alphabet Inc.
|
6.74% | $52,537,898.40 | 136,533 |
|
-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
|
6.05% | $47,113,317.30 | 118,955 |
|
-
AMAZON COM INC
|
4.96% | $38,638,591.38 | 145,773 |
|
-
ASML HOLDING NV
|
4.36% | $33,973,114.91 | 23,609 |
|
-
SK hynix Inc.
|
4.35% | $33,880,967.78 | 37,993 |
|
-
APPLIED MATERIALS INC /DE
|
3.78% | $29,466,326.50 | 140,454 |
|
-
Bloom Energy Corp
|
3.57% | $27,846,353.92 | 98,272 |
|
-
NETFLIX INC
|
3.35% | $26,128,329.59 | 279,119 |
|
-
MERCADOLIBRE INC
|
2.94% | $22,924,152.44 | 12,788 |
|
-
APPLIED MATERIALS INC /DE
|
2.87% | $22,396,970.68 | 482,437 |
|
-
SHOPIFY INC.
|
2.84% | $22,109,374.38 | 182,526 |
|
-
INTUITIVE SURGICAL INC
|
2.66% | $20,732,021.05 | 45,305 |
|
-
APPLIED MATERIALS INC /DE
|
2.64% | $20,548,233.45 | 44,800 |
|
-
AXON ENTERPRISE, INC.
|
2.56% | $19,986,354.72 | 49,747 |
|
-
APPLIED MATERIALS INC /DE
|
2.42% | $18,878,219.22 | 1,900,624 |
|
-
DoorDash, Inc.
|
2.39% | $18,627,392.50 | 110,450 |
|
-
Cloudflare, Inc.
|
2.29% | $17,869,694.54 | 87,182 |
|
-
VISA INC.
|
2.24% | $17,465,687.68 | 52,952 |
|
-
CARVANA CO.
|
2.18% | $16,954,488.80 | 42,836 |
|
-
Spotify Technology S.A.
|
2.02% | $15,773,932.20 | 35,324 |
|
-
CARLISLE COMPANIES INC
|
2.02% | $15,767,504.58 | 44,383 |
|
-
APPLIED MATERIALS INC /DE
|
1.96% | $15,301,913.81 | 13,560 |
|
-
Intercontinental Exchange, Inc.
|
1.94% | $15,087,951.51 | 95,439 |
|
-
On Holding AG
|
1.82% | $14,213,411.01 | 399,141 |
|
-
DOLLARAMA INC.
|
1.62% | $12,615,602.16 | 98,712 |
|
-
ARGENX SE
|
1.57% | $12,243,298.64 | 15,662 |
|
-
AppLovin Corp
|
1.54% | $12,025,115.35 | 26,941 |
|
-
Samsara Inc.
|
1.51% | $11,752,073.40 | 408,910 |
|
-
3i GROUP PLC
|
1.51% | $11,738,309.82 | 337,524 |
|
-
HDFC BANK LTD
|
1.41% | $10,964,253.19 | 1,340,525 |
|
-
TETRA TECH INC
|
1.34% | $10,449,314.56 | 323,308 |
|
-
Builders FirstSource, Inc.
|
1.29% | $10,072,506.95 | 127,355 |
|
-
Flutter Entertainment plc
|
1.28% | $9,965,500.69 | 92,333 |
|
-
APPLIED MATERIALS INC /DE
|
1.05% | $8,159,924.31 | 8,159,924 |
|
-
APPLIED MATERIALS INC /DE
|
0.97% | $7,560,690.82 | 114,549 |
|
-
APPLIED MATERIALS INC /DE
|
0.82% | $6,409,413.71 | 65,304 |
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