Titelia

Holdings of Sands Capital Global Growth Fund

ADVISORS' INNER CIRCLE FUND · Original filing · Compare with another fund · Report an error

Net assets
779.2M $ including 775.6M $ in equities, 99.5 %
Positions
36 in 11 countries
Top ten
49.8 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 378,91075.6M $9.70 %
2Alphabet Inc 136,53352.5M $6.74 %
3Taiwan Semiconductor Manufacturing Co Ltd 118,95547.1M $6.05 %
4Amazon.com Inc 145,77338.6M $4.96 %
5ASML Holding NV 23,60934M $4.36 %
6SK hynix Inc 37,99333.9M $4.35 %
7Galderma Group AG 140,45429.5M $3.78 %
8Bloom Energy Corp 98,27227.8M $3.57 %
9Netflix Inc 279,11926.1M $3.35 %
10MercadoLibre Inc 12,78822.9M $2.94 %
11Titan Co Ltd 482,43722.4M $2.87 %
12Shopify Inc 182,52622.1M $2.84 %
13Intuitive Surgical Inc 45,30520.7M $2.66 %
14Keyence Corp 44,80020.5M $2.64 %
15Axon Enterprise Inc 49,74720M $2.57 %
16Bajaj Finance Ltd 1,900,62418.9M $2.42 %
17DoorDash Inc 110,45018.6M $2.39 %
18Cloudflare Inc 87,18217.9M $2.29 %
19Visa Inc 52,95217.5M $2.24 %
20Carvana Co 42,83617M $2.18 %
21Spotify Technology SA 35,32415.8M $2.02 %
22Carlisle Cos Inc 44,38315.8M $2.02 %
23Adyen NV 13,56015.3M $1.96 %
24Intercontinental Exchange Inc 95,43915.1M $1.94 %
25On Holding AG 399,14114.2M $1.82 %
26Dollarama Inc 98,71212.6M $1.62 %
27Argenx SE 15,66212.2M $1.57 %
28AppLovin Corp 26,94112M $1.54 %
29Samsara Inc 408,91011.8M $1.51 %
303i Group PLC 337,52411.7M $1.51 %
31HDFC Bank Ltd 1,340,52511M $1.41 %
32Tetra Tech Inc 323,30810.4M $1.34 %
33Builders FirstSource Inc 127,35510.1M $1.29 %
34Flutter Entertainment PLC 92,33310M $1.28 %
35CTS Eventim AG & Co KGaA 114,5497.6M $0.97 %
36Pro Medicus Ltd 65,3046.4M $0.82 %

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Sector breakdown

  • Technology 33.9 %
  • Consumer discretionary 12.5 %
  • Communication 12.2 %
  • Financials 9.1 %
  • Industrials 6.2 %
  • Health care 4.3 %
  • Unattributed 21.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 75.5 %
  • INR 6.7 %
  • KRW 4.4 %
  • CHF 3.8 %
  • EUR 2.9 %
  • JPY 2.6 %
  • CAD 1.6 %
  • GBP 1.5 %
  • AUD 0.8 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 58.8 %
  • Netherlands 7.9 %
  • India 6.7 %
  • Taiwan 6.1 %
  • Switzerland 5.6 %
  • Canada 4.5 %
  • South Korea 4.4 %
  • Japan 2.6 %
  • United Kingdom 1.5 %
  • Germany 1.0 %
  • Australia 0.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States20456.2M $58.82 %
2Netherlands361.5M $7.93 %
3India352.2M $6.74 %
4Taiwan147.1M $6.07 %
5Switzerland243.7M $5.63 %
6Canada234.7M $4.48 %
7South Korea133.9M $4.37 %
8Japan120.5M $2.65 %
9United Kingdom111.7M $1.51 %
10Germany17.6M $0.97 %
11Australia16.4M $0.83 %
Cite this page

Titelia. "Holdings of Sands Capital Global Growth Fund". https://titelia.com/en/funds/S000028356