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| Name: |
SANDS CAPITAL MANAGEMENT LLC |
| City: |
ARLINGTON |
| State: |
VA |
| Zip: |
22209 |
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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 |
- |
$131.88 |
$2,438,167,000 |
2,698,401 |
6.82% |
904,243,000 |
-399,058 |
0.108 |
Semiconductor - Speci... |
|
|
AMZN |
Amazon.com Inc |
2 |
- |
$183.66 |
$2,256,321,000 |
12,508,711 |
6.31% |
246,693,000 |
-717,747 |
0.123 |
Internet Software & S... |
|
|
V |
Visa Inc |
4 |
- |
$270.66 |
$1,737,381,000 |
6,225,388 |
4.86% |
51,941,000 |
-248,357 |
0.368 |
Business Services |
|
|
DXCM |
DexCom Inc |
5 |
- |
$115.95 |
$1,511,381,000 |
10,896,764 |
4.23% |
-357,266,000 |
-4,162,042 |
2.797 |
Medical Instruments &... |
|
|
MSFT |
Microsoft Corp |
6 |
- |
$442.57 |
$1,419,089,000 |
3,373,000 |
3.97% |
113,057,000 |
-100,119 |
0.045 |
Application Software |
|
|
LRCX |
Lam Research Corp |
7 |
- |
$1,035.98 |
$1,374,395,000 |
1,414,612 |
3.84% |
58,376,000 |
-265,570 |
0.982 |
Semiconductor Equipme... |
|
|
MELI |
Mercadolibre Inc |
8 |
- |
$1,582.14 |
$1,294,336,000 |
856,065 |
3.62% |
-152,582,000 |
-64,636 |
1.717 |
Business Services |
|
|
ENTG |
Entegris Inc |
9 |
- |
$133.90 |
$1,132,598,000 |
8,058,899 |
3.17% |
118,336,000 |
-405,984 |
5.021 |
Semiconductor Equipme... |
|
|
NOW |
Servicenow, Inc. |
10 |
- |
$728.58 |
$1,088,821,000 |
1,428,149 |
3.05% |
-109,809,000 |
-268,449 |
0.732 |
Information Technolog... |
|
|
NFLX |
Netflix Inc |
13 |
- |
$669.38 |
$1,024,801,000 |
1,687,387 |
2.87% |
82,157,000 |
-248,704 |
0.382 |
Music & Video Stores |
|
|
SHOP |
Shopify Inc |
14 |
- |
$67.66 |
$1,021,655,000 |
13,239,020 |
2.86% |
-131,729,000 |
-1,566,931 |
1.113 |
N/A |
|
|
SQ |
Square Inc |
15 |
- |
$62.15 |
$1,010,546,000 |
11,947,814 |
2.83% |
-52,939,000 |
-1,801,180 |
2.223 |
N/A |
|
|
DASH |
Doordash Inc |
17 |
- |
$112.05 |
$940,178,000 |
6,826,736 |
2.63% |
230,458,000 |
-350,131 |
1.896 |
N/A |
|
|
SNOW |
Snowflake Inc. |
18 |
- |
$127.17 |
$830,777,000 |
5,140,945 |
2.32% |
-252,461,000 |
-302,461 |
1.781 |
N/A |
|
|
TEAM |
Atlassian Corporation Plc |
19 |
- |
$160.09 |
$821,603,000 |
4,210,974 |
2.3% |
-235,260,000 |
-232,242 |
2.805 |
N/A |
|
|
AAXN |
Axon Enterprise Inc |
20 |
- |
$292.33 |
$791,616,000 |
2,530,094 |
2.21% |
112,556,000 |
-98,558 |
3.981 |
Aerospace/Defense Pro... |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
21 |
- |
$172.51 |
$709,894,000 |
5,217,894 |
1.99% |
128,372,000 |
-373,664 |
0.101 |
Semiconductor - Integ... |
|
|
NET |
Cloudflare, Inc. |
22 |
- |
$0.00 |
$626,115,000 |
6,466,122 |
1.75% |
-255,912,000 |
-4,127,520 |
2.271 |
N/A |
|
|
GOOGL |
Alphabet Inc |
23 |
- |
$176.79 |
$571,306,000 |
3,785,236 |
1.6% |
-4,748,000 |
-338,567 |
0.063 |
Search Engines & Info... |
|
|
EW |
Edwards Lifesciences Corp |
24 |
- |
$29.25 |
$554,492,000 |
5,802,552 |
1.55% |
89,085,000 |
-301,150 |
0.931 |
Medical Appliances & ... |
|
|
DDOG |
Datadog, Inc. |
25 |
- |
$0.00 |
$530,663,000 |
4,293,387 |
1.48% |
-23,410,000 |
-271,389 |
1.669 |
N/A |
|
|
CSGP |
CoStar Group Inc |
26 |
- |
$73.93 |
$519,272,000 |
5,375,482 |
1.45% |
28,070,000 |
-245,319 |
1.322 |
Business Software & S... |
|
|
ALGN |
Align Technology Inc |
28 |
- |
$256.01 |
$444,761,000 |
1,356,310 |
1.24% |
52,914,000 |
-73,788 |
1.72 |
Medical Appliances & ... |
|
|
ABNB |
Airbnb, Inc. |
30 |
- |
$145.97 |
$402,348,000 |
2,439,061 |
1.13% |
53,192,000 |
-125,619 |
0.703 |
N/A |
|
|
NKE |
Nike Inc B |
31 |
- |
$93.39 |
$390,412,000 |
4,154,199 |
1.09% |
-80,420,000 |
-182,467 |
0.332 |
Textile - Apparel Foo... |
|
|
UBER |
Uber Technologies, Inc |
32 |
- |
$70.06 |
$389,587,000 |
5,060,223 |
1.09% |
-10,084,000 |
-1,431,096 |
0.288 |
N/A |
|
|
FND |
Floor & Decor Holdings, Inc. |
33 |
- |
$118.20 |
$271,604,000 |
2,095,384 |
0.76% |
21,714,000 |
-144,581 |
1.573 |
N/A |
|
|
GLOB |
GLOBANT SA |
34 |
- |
$159.31 |
$271,421,000 |
1,344,335 |
0.76% |
-77,452,000 |
-121,641 |
3.398 |
N/A |
|
|
RGEN |
Repligen Corp |
35 |
- |
$125.62 |
$263,509,000 |
1,432,737 |
0.74% |
-5,353,000 |
-62,600 |
2.333 |
Biotechnology |
|
|
XP |
XP INC |
36 |
- |
$17.18 |
$249,041,000 |
9,705,411 |
0.7% |
-32,075,000 |
-1,077,702 |
2.677 |
N/A |
|
|
IRTC |
Irhythm Technologies, Inc. |
37 |
- |
$94.33 |
$248,591,000 |
2,143,026 |
0.7% |
9,062,000 |
-94,724 |
6.101 |
N/A |
|
|
CPNG |
Coupang, Inc. |
38 |
- |
$0.00 |
$234,050,000 |
13,156,258 |
0.65% |
257,000 |
-1,284,294 |
0.854 |
N/A |
|
|
ROP |
Roper Industries Inc |
40 |
- |
$549.45 |
$211,150,000 |
376,488 |
0.59% |
3,882,000 |
-3,701 |
0.359 |
Diversified Machinery |
|
|
RARE |
Ultragenyx Pharmaceutical Inc |
41 |
- |
$39.05 |
$180,198,000 |
3,859,447 |
0.5% |
-16,725,000 |
-258,561 |
4.7 |
Restaurants |
|
|
FWONK |
Liberty Media Corporation |
42 |
- |
$0.00 |
$167,078,000 |
2,546,921 |
0.47% |
2,718,000 |
-56,588 |
1.224 |
N/A |
|
|
HDB |
HDFC Bank Limited (ADR) |
44 |
- |
$60.66 |
$136,173,000 |
2,432,967 |
0.38% |
-38,062,000 |
-163,291 |
0.132 |
Foreign Regional Banks |
|
|
TXG |
10x Genomics, Inc. |
45 |
- |
$0.00 |
$126,969,000 |
3,383,141 |
0.36% |
-73,936,000 |
-207,004 |
3.219 |
N/A |
|
|
GOOG |
Alphabet Inc |
46 |
- |
$178.37 |
$105,134,000 |
690,488 |
0.29% |
3,135,000 |
-33,269 |
0.011 |
Search Engines & Info... |
|
|
BZ |
Kanzhun Ltd |
52 |
- |
$20.28 |
$86,441,000 |
4,931,038 |
0.24% |
-4,377,000 |
-536,636 |
1.233 |
N/A |
|
|
STVN |
Stevanato Group |
56 |
- |
$17.77 |
$59,711,000 |
1,860,141 |
0.17% |
8,288,000 |
-24,189 |
5.194 |
N/A |
|
|
IOT |
Samsara Inc. |
57 |
- |
$28.07 |
$59,454,000 |
1,573,280 |
0.17% |
6,718,000 |
-6,596 |
0.338 |
N/A |
|
|
INDA |
iShares Msci India ETF |
61 |
- |
$0.00 |
$9,261,000 |
179,504 |
0.03% |
-1,794,000 |
-46,991 |
0.02 |
N/A |
|
|
ICLR |
ICON plc (ADR) |
70 |
- |
$313.33 |
$67,000 |
199 |
0% |
10,000 |
-2 |
0 |
Research Services |
|
|
BIN |
Waste Connections, Inc |
71 |
- |
$168.61 |
$64,000 |
373 |
0% |
8,000 |
-5 |
0 |
Waste Management |
|
|
LIN |
Linde Plc |
72 |
- |
$436.95 |
$45,000 |
97 |
0% |
4,000 |
-2 |
0 |
N/A |
|
|
MTCH |
Match Group, Inc. |
74 |
- |
$107.05 |
$30,000 |
821 |
0% |
-179,041,000 |
-4,905,222 |
0 |
N/A |
|
