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| Name: |
SANDS CAPITAL MANAGEMENT LLC |
| City: |
ARLINGTON |
| State: |
VA |
| Zip: |
22209 |
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| Holdings
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NVDA |
NVIDIA Corporation |
1 |
- |
$175.02 |
$3,886,243,000 |
20,828,827 |
10.72% |
480,420,000 |
-728,381 |
0.085 |
Semiconductor - Speci... |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
2 |
- |
$292.04 |
$2,583,960,000 |
9,251,889 |
7.13% |
646,955,000 |
699,611 |
0.178 |
Semiconductor - Integ... |
|
|
AMZN |
Amazon.com Inc |
3 |
- |
$226.19 |
$1,847,462,000 |
8,413,999 |
5.1% |
-177,513,000 |
-816,024 |
0.083 |
Internet Software & S... |
|
|
MSFT |
Microsoft Corp |
4 |
- |
$478.53 |
$1,484,257,000 |
2,865,638 |
4.09% |
14,537,000 |
-89,107 |
0.038 |
Application Software |
|
|
V |
Visa Inc |
5 |
- |
$347.83 |
$1,374,749,000 |
4,027,033 |
3.79% |
-56,140,000 |
-3,071 |
0.238 |
Business Services |
|
|
NFLX |
Netflix Inc |
6 |
- |
$95.19 |
$1,343,579,000 |
1,120,658 |
3.71% |
-171,886,000 |
-11,021 |
0.254 |
Music & Video Stores |
|
|
MELI |
Mercadolibre Inc |
7 |
- |
$2,015.89 |
$1,191,477,000 |
509,845 |
3.29% |
-150,706,000 |
-3,687 |
1.022 |
Business Services |
|
|
GOOGL |
Alphabet Inc |
8 |
- |
$309.29 |
$1,159,854,000 |
4,771,097 |
3.2% |
616,030,000 |
1,685,218 |
0.08 |
Search Engines & Info... |
|
|
NOW |
Servicenow, Inc. |
9 |
- |
$865.06 |
$1,146,924,000 |
1,246,277 |
3.16% |
-300,955,000 |
-162,056 |
0.639 |
Information Technolog... |
|
|
DASH |
Doordash Inc |
10 |
- |
$227.49 |
$1,094,295,000 |
4,023,291 |
3.02% |
-87,026,000 |
-768,890 |
1.117 |
N/A |
|
|
SPOT |
Spotify Technology SA |
11 |
- |
$597.80 |
$1,080,253,000 |
1,547,640 |
2.98% |
40,658,000 |
192,837 |
0.827 |
N/A |
|
|
AAXN |
Axon Enterprise Inc |
12 |
- |
$564.28 |
$1,035,082,000 |
1,442,341 |
2.86% |
-298,974,000 |
-168,954 |
2.27 |
Aerospace/Defense Pro... |
|
|
SHOP |
Shopify Inc |
13 |
- |
$164.19 |
$1,030,948,000 |
6,937,271 |
2.84% |
166,675,000 |
-555,344 |
0.583 |
N/A |
|
|
META |
Meta Platforms Inc |
14 |
- |
$644.23 |
$1,019,366,000 |
1,388,064 |
2.81% |
55,390,000 |
82,023 |
0.058 |
Internet Service Prov... |
|
|
ICE |
Intercontinental Exchange Inc |
15 |
- |
$163.21 |
$956,506,000 |
5,677,266 |
2.64% |
-18,277,000 |
364,227 |
1.011 |
Business Services |
|
|
SE |
Sea Limited |
16 |
- |
$125.02 |
$872,768,000 |
4,883,167 |
2.41% |
-35,372,000 |
-794,838 |
0.894 |
N/A |
|
|
SQ |
Square Inc |
17 |
- |
$64.75 |
$838,553,000 |
11,603,057 |
2.31% |
136,107,000 |
1,262,317 |
2.159 |
N/A |
|
|
NET |
Cloudflare, Inc. |
18 |
- |
$0.00 |
$817,227,000 |
3,808,319 |
2.25% |
-147,994,000 |
-1,120,555 |
1.338 |
N/A |
|
|
NU |
Nu Holdings Ord Shs Class A |
19 |
- |
$0.00 |
$809,500,000 |
50,562,162 |
2.23% |
61,699,000 |
-3,942,266 |
1.459 |
N/A |
|
|
IOT |
Samsara Inc. |
20 |
- |
$41.39 |
$764,308,000 |
20,518,332 |
2.11% |
-2,500,000 |
1,242,122 |
4.409 |
N/A |
|
|
APP |
Applovin Corp |
21 |
- |
$670.67 |
$730,726,000 |
1,016,959 |
2.02% |
444,590,000 |
199,613 |
0.469 |
N/A |
|
|
AVGO |
Broadcom Limited |
22 |
- |
$359.93 |
$679,820,000 |
2,060,624 |
1.88% |
171,707,000 |
217,297 |
0.044 |
Semiconductor- Broad... |
|
|
CVNA |
Carvana Co. |
23 |
- |
$455.68 |
$638,107,000 |
1,691,515 |
1.76% |
334,430,000 |
790,288 |
0.776 |
N/A |
|
|
ISRG |
Intuitive Surgical Inc |
24 |
- |
$372.63 |
$599,784,000 |
1,341,109 |
1.65% |
188,113,000 |
583,539 |
0.375 |
Medical Appliances & ... |
|
|
FLUT |
Flutter Entertainment plc |
25 |
- |
$223.04 |
$540,082,000 |
2,126,306 |
1.49% |
-66,197,000 |
4,669 |
1.199 |
N/A |
|
|
ASML |
ASML Holding N.V. (ADR) |
26 |
- |
$0.00 |
$512,278,000 |
529,164 |
1.41% |
87,091,000 |
-1,398 |
0.12 |
Semiconductor Equipme... |
|
|
RBLX |
Roblox Corp |
27 |
- |
$0.00 |
$481,563,000 |
3,476,488 |
1.33% |
104,259,000 |
-110,055 |
0.501 |
N/A |
|
|
TEAM |
Atlassian Corporation Plc |
28 |
- |
$162.04 |
$421,884,000 |
2,641,730 |
1.16% |
-103,860,000 |
53,007 |
1.76 |
N/A |
|
|
IRTC |
Irhythm Technologies, Inc. |
29 |
- |
$168.83 |
$384,589,000 |
2,236,110 |
1.06% |
-64,286,000 |
-679,417 |
6.19 |
N/A |
|
|
CPNG |
Coupang, Inc. |
30 |
- |
$0.00 |
$354,978,000 |
11,024,177 |
0.98% |
-4,534,000 |
-975,544 |
0.716 |
N/A |
|
|
AJG |
Arthur J Gallagher & Co |
31 |
- |
$255.38 |
$338,877,000 |
1,094,070 |
0.93% |
-20,057,000 |
-27,179 |
0.462 |
Insurance Brokers |
|
|
DXCM |
DexCom Inc |
32 |
- |
$66.96 |
$332,022,000 |
4,934,189 |
0.92% |
-536,334,000 |
-5,013,755 |
1.267 |
Medical Instruments &... |
|
|
BLDR |
Builders Firstsource Inc |
33 |
- |
$108.48 |
$294,747,000 |
2,430,902 |
0.81% |
176,100,000 |
1,414,129 |
1.174 |
Home Improvement Stores |
|
|
ONON |
On Holding AG |
34 |
- |
$48.76 |
$286,685,000 |
6,769,430 |
0.79% |
46,508,000 |
2,155,083 |
2.256 |
N/A |
|
|
CSL |
Carlisle Companies Inc |
35 |
- |
$331.04 |
$279,452,000 |
849,501 |
0.77% |
120,249,000 |
423,141 |
1.591 |
Rubber & Plastics |
|
|
DDOG |
Datadog, Inc. |
36 |
- |
$0.00 |
$269,802,000 |
1,894,680 |
0.74% |
-102,563,000 |
-877,335 |
0.549 |
N/A |
|
|
ORCL |
Oracle Corp |
37 |
New |
$189.97 |
$263,253,000 |
936,043 |
0.73% |
263,253,000 |
936,043 |
0.031 |
Application Software |
|
|
TTEK |
Tetra Tech Inc |
38 |
- |
$34.56 |
$239,636,000 |
7,179,032 |
0.66% |
52,632,000 |
1,978,697 |
2.689 |
Technical Services |
|
|
HDB |
HDFC Bank Limited (ADR) |
39 |
- |
$35.89 |
$211,477,000 |
6,190,788 |
0.58% |
-9,588,000 |
3,307,453 |
0.336 |
Foreign Regional Banks |
|
|
FWONK |
Liberty Media Corporation |
40 |
- |
$0.00 |
$210,428,000 |
2,014,627 |
0.58% |
10,725,000 |
103,594 |
0.808 |
N/A |
|
|
BIN |
Waste Connections, Inc |
41 |
- |
$172.63 |
$208,006,000 |
1,183,194 |
0.57% |
-1,136,000 |
63,112 |
0.449 |
Waste Management |
|
|
ROP |
Roper Industries Inc |
42 |
- |
$445.86 |
$175,427,000 |
351,775 |
0.48% |
-10,409,000 |
23,929 |
0.335 |
Diversified Machinery |
|
|
KSPI |
Kaspikz JSC ADR |
43 |
- |
$76.67 |
$134,302,000 |
1,644,240 |
0.37% |
-8,484,000 |
-37,773 |
0.868 |
N/A |
|
|
TDG |
Transdigm Group Inc |
44 |
- |
$1,294.65 |
$122,966,000 |
93,296 |
0.34% |
-9,178,000 |
6,396 |
0.17 |
Aerospace/Defense Pro... |
|
|
RACE |
Ferrari NV |
45 |
- |
$0.00 |
$122,129,000 |
251,698 |
0.34% |
2,527,000 |
7,981 |
0.136 |
N/A |
|
|
MCK |
McKesson Corp |
46 |
- |
$531.10 |
$121,402,000 |
157,146 |
0.33% |
14,514,000 |
11,279 |
0.097 |
Drugs Wholesale |
|
|
SAP |
SAP AG (ADR) |
47 |
- |
$244.83 |
$117,645,000 |
440,270 |
0.32% |
29,643,000 |
150,884 |
0.37 |
Application Software |
|
|
CDNS |
Cadence Design Systems Inc |
48 |
- |
$323.22 |
$116,579,000 |
331,887 |
0.32% |
21,610,000 |
23,696 |
0.119 |
Technical & System So... |
|
|
RARE |
Ultragenyx Pharmaceutical Inc |
49 |
- |
$36.23 |
$113,397,000 |
3,769,853 |
0.31% |
-29,988,000 |
-173,632 |
3.919 |
Restaurants |
|
|
APH |
Amphenol Corp |
51 |
- |
$129.24 |
$98,410,000 |
795,234 |
0.27% |
5,573,000 |
-144,887 |
0.066 |
Diversified Electronics |
|
|
YMM |
Full Truck Alliance 20 Adr ... |
52 |
- |
$0.00 |
$87,766,000 |
6,766,855 |
0.24% |
5,963,000 |
-159,741 |
0.752 |
N/A |
|
|
GRAB |
Grab Holdings Ord Shs Class A |
53 |
- |
$0.00 |
$75,196,000 |
12,490,985 |
0.21% |
-19,156,000 |
-6,266,839 |
0.345 |
N/A |
|
|
GLOB |
GLOBANT SA |
54 |
- |
$67.70 |
$48,673,000 |
848,262 |
0.13% |
-30,301,000 |
-21,114 |
1.973 |
N/A |
|
|
LIN |
Linde Plc |
55 |
- |
$416.24 |
$40,074,000 |
84,367 |
0.11% |
-586,000 |
-2,295 |
0.017 |
N/A |
|
|
PANW |
Palo Alto Networks Inc |
56 |
- |
$191.69 |
$39,628,000 |
194,619 |
0.11% |
7,937,000 |
39,756 |
0.029 |
Networking & Communic... |
|
|
KVYO |
Klaviyo, Inc. |
57 |
- |
$29.84 |
$30,613,000 |
1,105,559 |
0.08% |
-6,630,000 |
-3,510 |
0.499 |
N/A |
|
|
MNDY |
Mondaycom Ord Shs |
58 |
- |
$156.94 |
$22,509,000 |
116,213 |
0.06% |
-14,157,000 |
-378 |
0.263 |
N/A |
|
|
DUOL |
Duolingo, Inc. |
59 |
New |
$196.28 |
$15,343,000 |
47,672 |
0.04% |
15,343,000 |
47,672 |
0.105 |
N/A |
|
|
ARGX |
Argenx Se |
60 |
New |
$877.94 |
$12,262,000 |
16,625 |
0.03% |
12,262,000 |
16,625 |
0.035 |
N/A |
|
|
STVN |
Stevanato Group |
61 |
- |
$20.82 |
$11,972,000 |
464,931 |
0.03% |
621,000 |
296 |
0.17 |
N/A |
|
|
FIG |
Figma, Inc. |
62 |
New |
$0.00 |
$11,762,000 |
226,752 |
0.03% |
11,762,000 |
226,752 |
0.055 |
N/A |
|
|
GTLB |
Gitlab Inc. |
63 |
- |
$39.52 |
$5,747,000 |
127,475 |
0.02% |
-3,000 |
0 |
0.08 |
N/A |
|
|
SNOW |
Snowflake Inc. |
64 |
- |
$217.93 |
$2,698,000 |
11,960 |
0.01% |
22,000 |
0 |
0.004 |
N/A |
|
|
CHTR |
Charter Communications Inc |
69 |
Closed |
$206.60 |
$0 |
0 |
0% |
-99,109,000 |
-242,432 |
0 |
CATV Systems |
|
|
RGEN |
Repligen Corp |
66 |
Closed |
$157.39 |
$0 |
0 |
0% |
-155,610,000 |
-1,251,088 |
0 |
Biotechnology |
|
|
OKTA |
Okta, Inc. |
68 |
Closed |
$90.18 |
$0 |
0 |
0% |
-30,043,000 |
-300,517 |
0 |
N/A |
|
|
ICLR |
ICON plc (ADR) |
65 |
Closed |
$186.58 |
$0 |
0 |
0% |
-13,316,000 |
-91,550 |
0 |
Research Services |
|
|
CRWD |
Crowdstrike Holdings, Inc. |
67 |
Closed |
$504.78 |
$0 |
0 |
0% |
-22,930,000 |
-45,021 |
0 |
N/A |
|
|
GOOG |
Alphabet Inc |
70 |
Closed |
$310.52 |
$0 |
0 |
0% |
-107,034,000 |
-603,385 |
0 |
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