Lewis Sanders
Sanders Capital
Sanders Capital Portfolio 13F
Lewis Sanders Holdings Activity
- Portfolio value:
- $83.93B≈ (-$3B≈)
- Previous value:
- $86.82B≈
- # of changes:
- 46
- New positions:
- 2
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 14 May 2026
Sanders Capital has disclosed a total of 46 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 16, bought 2 totally new, decreased the number of shares of 26 and completely sold out 2 position(s).
What stocks is Lewis Sanders buying now?
In the recent quarter Lewis Sanders has bought 18 securities out of which top 5 purchases (by % change to portfolio) are (AMZN) Amazon.com Inc (added shares +100.12%), (META) Meta Platforms Inc (added shares +5.25%), (MSFT) Microsoft Corp (added shares +2.00%), (CI) Cigna Corp (added shares +31.91%) and (ACN) Accenture plc (added shares +2.14%).
In the latest report(s) the following changes have been made to the top investments: (TSM) Taiwan Semiconductor Manufacturing (reduced shares -12.20%), (GOOG) Alphabet Inc, CL-C (reduced shares -9.97%), (AMZN) Amazon.com Inc (added shares +100.12%), (META) Meta Platforms Inc (added shares +5.25%) and (STX) SEAGATE TECHNOLOGY ULC (reduced shares -24.93%).
46 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
ASTRAZENECA PLC
|
new
|
+7,065,628
|
7,065,628
|
+1.66%
|
$197.22
|
-13.73%($170.14)
|
1.66%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
NVIDIA Corp
|
new
|
+7,125,506
|
7,125,506
|
+1.48%
|
$174.40
|
+14.37%($199.47)
|
1.48%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
Amazon.com Inc
|
+100.12%
|
+14,918,245
|
29,818,675
|
+3.7%
|
$208.27
|
+30.14%($271.05)
|
7.40%
|
2024 Q2
|
≈ 2.00 years
|
|
|
|
Vanguard FTSE All-World ex-US Index Fund ETF Shares
|
+54.41%
|
+3,516,630
|
9,979,709
|
+0.31%
|
$75.10
|
+10.59%($83.05)
|
0.89%
|
2013 Q2 or earlier
|
≈ 13.00+ years
|
|
|
|
Mastercard Inc
|
+52.42%
|
+811,841
|
2,360,429
|
+0.48%
|
$499.66
|
+14.76%($573.40)
|
1.41%
|
2024 Q4
|
≈ 1.50 years
|
|
|
|
Ulta Beauty Inc
|
+50.99%
|
+644,403
|
1,908,139
|
+0.4%
|
$522.71
|
-2.28%($510.77)
|
1.19%
|
2025 Q1
|
≈ 1.25 years
|
|
|
|
Visa Inc, CL-A
|
+46.64%
|
+1,546,350
|
4,861,653
|
+0.56%
|
$302.24
|
+20.82%($365.18)
|
1.75%
|
2024 Q4
|
≈ 1.50 years
|
|
|
|
SPDR S&P 500 ETF Trust
|
+42.54%
|
+872,370
|
2,923,008
|
+0.68%
|
$650.34
|
+14.61%($745.34)
|
2.26%
|
2013 Q2 or earlier
|
≈ 13.00+ years
|
|
|
|
Cigna Corp
|
+31.91%
|
+2,489,293
|
10,290,382
|
+0.79%
|
$266.75
|
|
3.27%
|
2013 Q2 or earlier
|
≈ 13.00+ years
|
|
|
|
Salesforce.com Inc
|
+10.64%
|
+916,484
|
9,532,303
|
+0.2%
|
$186.67
|
-1.98%($182.97)
|
2.12%
|
2025 Q4
|
≈ 0.50 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.