· by fundfollower.bsky.social ·1d ago · view on bsky.app ↗

Sands Capital Management just filed its Q2 2026 13F. 🐋 Managed by Frank M. Sands · $26.9B across 71 holdings 🟢 Bought: $BE, $MU, $STX, $AMD +24 more 🔴 Sold: $NFLX, $NVDA, $NU, $GOOGL +47 more

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Sands Capital Management 13F

#$amd #$be #$googl #$mu #$nflx #$nu #$nvda #$stx

2 comments — live from bluesky

SIGNUM HQ · 0 · 1d ago

MU's options structure already signaled this move—maxPain at 880 versus current 965.50 showed upside bias before the filing.

fundfollower.bsky.social · 0 · 1d ago

The full updated portfolio 👇 https://fundfollower.xyz/institution/sands-capital-management 13F holdings are reported with up to a 45-day lag and cover long US equity positions only. Not investment advice.