ARLINGTON, VA · CIK 0001020066
Sands Capital
SANDS CAPITAL MANAGEMENT, LLC
Portfolio value
$33.80B
| # | Issuer | Ticker | Weight | Value | Shares / Prin | QoQ |
|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA |
8.8%
|
$2.96B | 22,039,413 SH | — |
| 2 | AMAZON COM INC | AMZN |
7.7%
|
$2.59B | 11,807,720 SH | — |
| 3 | SERVICENOW INC | NOW |
4.6%
|
$1.54B | 1,452,255 SH | — |
| 4 | SHOPIFY INC Class A | SHOP |
4.3%
|
$1.47B | 13,778,939 SH | — |
| 5 | VISA INC Class A | V |
4.3%
|
$1.44B | 4,548,250 SH | — |
| 6 | NETFLIX INC | NFLX |
3.9%
|
$1.32B | 1,482,174 SH | — |
| 7 | ASML HOLDING N V N Y Registry Shs | ASML |
3.7%
|
$1.24B | 1,785,776 SH | — |
| 8 | MICROSOFT CORP | MSFT |
3.5%
|
$1.18B | 2,803,908 SH | — |
| 9 | AXON ENTERPRISE INC | AXON |
3.5%
|
$1.18B | 1,977,236 SH | — |
| 10 | MERCADOLIBRE INC | MELI |
3.4%
|
$1.14B | 668,506 SH | — |
| 11 | ATLASSIAN CORPORATION Class A | TEAM |
3.3%
|
$1.10B | 4,520,175 SH | — |
| 12 | DOORDASH INC Class A | DASH |
2.9%
|
$988.4M | 5,891,970 SH | — |
| 13 | BLOCK INC Class A | XYZ |
2.6%
|
$878.8M | 10,339,834 SH | — |
| 14 | TAIWAN SEMICONDUCTOR MFG LTD ADR | TSM |
2.6%
|
$869.1M | 4,400,922 SH | — |
| 15 | DEXCOM INC | DXCM |
2.6%
|
$864.0M | 11,109,501 SH | — |
| 16 | CLOUDFLARE INC Class A | NET |
2.5%
|
$836.2M | 7,766,054 SH | — |
| 17 | SPOTIFY TECHNOLOGY S A | SPOT |
2.5%
|
$831.8M | 1,859,330 SH | — |
| 18 | SEA LTD ADR | SE |
2.3%
|
$784.3M | 7,391,632 SH | — |
| 19 | META PLATFORMS INC Class A | META |
2.3%
|
$779.8M | 1,331,896 SH | — |
| 20 | ENTEGRIS INC | ENTG |
2.1%
|
$714.6M | 7,214,073 SH | — |
| 21 | ALPHABET INC Class A | GOOGL |
2.0%
|
$685.2M | 3,619,415 SH | — |
| 22 | APPLE INC | AAPL |
2.0%
|
$679.9M | 2,715,054 SH | — |
| 23 | NU HLDGS LTD Class A | G6683N103 |
1.8%
|
$600.8M | 57,989,285 SH | — |
| 24 | FLUTTER ENTMT PLC | FLUT |
1.8%
|
$597.2M | 2,310,697 SH | — |
| 25 | DATADOG INC Class A | DDOG |
1.5%
|
$503.9M | 3,526,424 SH | — |
| 26 | SAMSARA INC Class A | IOT |
1.3%
|
$453.1M | 10,369,764 SH | — |
| 27 | SNOWFLAKE INC Class A | SNOW |
1.3%
|
$450.5M | 2,917,641 SH | — |
| 28 | INTERCONTINENTAL EXCHANGE IN | ICE |
1.2%
|
$408.9M | 2,744,278 SH | — |
| 29 | NIKE INC Class B | NKE |
0.9%
|
$299.4M | 3,957,012 SH | — |
| 30 | COUPANG INC Class A | CPNG |
0.8%
|
$286.9M | 13,052,550 SH | — |
| 31 | IRHYTHM TECHNOLOGIES INC | IRTC |
0.8%
|
$286.4M | 3,176,702 SH | — |
| 32 | APPLOVIN CORP Class A | APP |
0.8%
|
$267.6M | 826,394 SH | — |
| 33 | ROBLOX CORP Class A | RBLX |
0.7%
|
$243.9M | 4,215,531 SH | — |
| 34 | UBER TECHNOLOGIES INC | UBER |
0.7%
|
$242.7M | 4,023,173 SH | — |
| 35 | LIBERTY MEDIA CORP DEL | FWONK |
0.7%
|
$232.0M | 2,504,064 SH | — |
| 36 | GLOBANT S A | GLOB |
0.6%
|
$212.6M | 991,370 SH | — |
| 37 | REPLIGEN CORP | RGEN |
0.6%
|
$196.4M | 1,364,258 SH | — |
| 38 | HDFC BANK LTD ADR | HDB |
0.5%
|
$183.7M | 2,876,252 SH | — |
| 39 | ULTRAGENYX PHARMACEUTICAL IN | RARE |
0.5%
|
$180.8M | 4,298,003 SH | — |
| 40 | TETRA TECH INC NEW | TTEK |
0.5%
|
$172.8M | 4,338,203 SH | — |
| 41 | ROPER TECHNOLOGIES INC | ROP |
0.5%
|
$169.5M | 325,962 SH | — |
| 42 | KASPI KZ JSC ADR | KSPI |
0.4%
|
$136.5M | 1,441,486 SH | — |
| 43 | AIRBNB INC Class A | ABNB |
0.4%
|
$131.7M | 1,002,322 SH | — |
| 44 | ALPHABET INC Class C | GOOG |
0.4%
|
$125.2M | 657,443 SH | — |
| 45 | H WORLD GROUP LTD ADR | HTHT |
0.3%
|
$112.3M | 3,400,833 SH | — |
| 46 | TRANSDIGM GROUP INC | TDG |
0.3%
|
$109.5M | 86,405 SH | — |
| 47 | FERRARI N V | RACE |
0.3%
|
$105.5M | 248,314 SH | — |
| 48 | WASTE CONNECTIONS INC | WCN |
0.3%
|
$102.4M | 596,885 SH | — |
| 49 | GRAB HOLDINGS LIMITED Class A | GRAB |
0.3%
|
$100.9M | 21,377,711 SH | — |
| 50 | UNITEDHEALTH GROUP INC | UNH |
0.3%
|
$88.9M | 175,714 SH | — |
| 51 | CHARTER COMMUNICATIONS INC N Class A | CHTR |
0.2%
|
$82.6M | 241,052 SH | — |
| 52 | TEXAS INSTRS INC | TXN |
0.2%
|
$73.5M | 391,807 SH | — |
| 53 | FULL TRUCK ALLIANCE CO LTD ADR | YMM |
0.2%
|
$66.6M | 6,158,039 SH | — |
| 54 | KANZHUN LIMITED ADR | BZ |
0.2%
|
$59.6M | 4,318,770 SH | — |
| 55 | XP INC Class A | XP |
0.2%
|
$57.6M | 4,864,145 SH | — |
| 56 | CADENCE DESIGN SYSTEM INC | CDNS |
0.2%
|
$56.6M | 188,244 SH | — |
| 57 | SITEONE LANDSCAPE SUPPLY INC | SITE |
0.2%
|
$54.7M | 414,943 SH | — |
| 58 | KLAVIYO INC | KVYO |
0.2%
|
$51.0M | 1,237,540 SH | — |
| 59 | LINDE PLC | LIN |
0.1%
|
$37.5M | 89,643 SH | — |
| 60 | GLOBAL E ONLINE LTD | GLBE |
0.1%
|
$36.6M | 671,364 SH | — |
| 61 | OKTA INC Class A | OKTA |
0.1%
|
$36.1M | 457,648 SH | — |
| 62 | CANADIAN PACIFIC KANSAS CITY | CP |
0.1%
|
$29.8M | 411,228 SH | — |
| 63 | CROWDSTRIKE HLDGS INC Class A | CRWD |
0.1%
|
$27.0M | 78,958 SH | — |
| 64 | MONDAY COM LTD | MNDY |
0.1%
|
$20.6M | 87,458 SH | — |
| 65 | ICON PLC | ICLR |
0.1%
|
$19.9M | 94,700 SH | — |
| 66 | STEVANATO GROUP S P A | STVN |
0.0%
|
$10.9M | 500,685 SH | — |
| 67 | GITLAB INC Class A | GTLB |
0.0%
|
$7.2M | 127,475 SH | — |
| 68 | ISHARES TR Rus 1000 Grw Etf | IWF |
0.0%
|
$6.5M | 16,228 SH | — |
| 69 | EDWARDS LIFESCIENCES CORP | EW |
0.0%
|
$1.3M | 18,071 SH | — |
| 70 | UIPATH INC Class A | PATH |
0.0%
|
$936K | 73,641 SH | — |
| 71 | 10X GENOMICS INC Class A | TXG |
0.0%
|
$180K | 12,542 SH | — |
New this quarter
No new positions.
Exited this quarter
No exits.