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| Name: |
SANDS CAPITAL MANAGEMENT LLC |
| City: |
ARLINGTON |
| State: |
VA |
| Zip: |
22209 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AMZN |
Amazon.com Inc |
1 |
- |
$179.54 |
$2,009,628,000 |
13,226,458 |
6.11% |
211,544,000 |
-918,321 |
0.13 |
Internet Software & S... |
|
|
DXCM |
DexCom Inc |
2 |
- |
$134.00 |
$1,868,647,000 |
15,058,806 |
5.68% |
594,106,000 |
1,398,136 |
3.865 |
Medical Instruments &... |
|
|
V |
Visa Inc |
3 |
- |
$274.11 |
$1,685,440,000 |
6,473,745 |
5.12% |
-105,580,000 |
-1,312,959 |
0.383 |
Business Services |
|
|
NVDA |
NVIDIA Corporation |
4 |
- |
$824.23 |
$1,533,924,000 |
3,097,459 |
4.66% |
-56,281,000 |
-558,268 |
0.124 |
Semiconductor - Speci... |
|
|
MELI |
Mercadolibre Inc |
5 |
- |
$1,395.00 |
$1,446,918,000 |
920,701 |
4.4% |
149,055,000 |
-102,947 |
1.846 |
Business Services |
|
|
LRCX |
Lam Research Corp |
6 |
- |
$887.42 |
$1,316,019,000 |
1,680,182 |
4% |
103,850,000 |
-253,811 |
1.167 |
Semiconductor Equipme... |
|
|
MSFT |
Microsoft Corp |
7 |
- |
$407.57 |
$1,306,032,000 |
3,473,119 |
3.97% |
153,000 |
-662,681 |
0.046 |
Application Software |
|
|
ASML |
ASML Holding N.V. (ADR) |
8 |
- |
$0.00 |
$1,224,002,000 |
1,617,083 |
3.72% |
343,816,000 |
121,847 |
0.367 |
Semiconductor Equipme... |
|
|
NOW |
Servicenow, Inc. |
9 |
- |
$740.95 |
$1,198,630,000 |
1,696,598 |
3.64% |
29,287,000 |
-395,399 |
0.87 |
Information Technolog... |
|
|
SHOP |
Shopify Inc |
10 |
- |
$74.01 |
$1,153,384,000 |
14,805,951 |
3.51% |
293,540,000 |
-950,764 |
1.244 |
N/A |
|
|
SNOW |
Snowflake Inc. |
11 |
- |
$151.17 |
$1,083,238,000 |
5,443,406 |
3.29% |
344,987,000 |
610,970 |
1.885 |
N/A |
|
|
SQ |
Square Inc |
12 |
- |
$75.21 |
$1,063,485,000 |
13,748,994 |
3.23% |
441,957,000 |
-293,655 |
2.558 |
N/A |
|
|
TEAM |
Atlassian Corporation Plc |
13 |
- |
$199.44 |
$1,056,863,000 |
4,443,216 |
3.21% |
52,151,000 |
-542,699 |
2.96 |
N/A |
|
|
ENTG |
Entegris Inc |
14 |
- |
$126.17 |
$1,014,262,000 |
8,464,883 |
3.08% |
172,341,000 |
-500,309 |
5.274 |
Semiconductor Equipme... |
|
|
NFLX |
Netflix Inc |
15 |
- |
$577.75 |
$942,644,000 |
1,936,091 |
2.87% |
-5,329,000 |
-574,431 |
0.438 |
Music & Video Stores |
|
|
NET |
Cloudflare, Inc. |
16 |
- |
$0.00 |
$882,027,000 |
10,593,642 |
2.68% |
188,121,000 |
-413,749 |
3.721 |
N/A |
|
|
OKTA |
Okta, Inc. |
17 |
- |
$94.37 |
$756,687,000 |
8,358,414 |
2.3% |
278,064,000 |
2,486,456 |
5.472 |
N/A |
|
|
NU |
Nu Holdings Ord Shs Class A |
18 |
- |
$0.00 |
$709,888,000 |
85,220,661 |
2.16% |
389,233,000 |
40,992,413 |
2.459 |
N/A |
|
|
DASH |
Doordash Inc |
19 |
- |
$129.36 |
$709,720,000 |
7,176,867 |
2.16% |
40,805,000 |
-1,240,330 |
1.993 |
N/A |
|
|
FB |
Meta Platforms Inc |
20 |
- |
$496.10 |
$705,287,000 |
1,992,560 |
2.14% |
102,155,000 |
-16,473 |
0.083 |
Internet Service Prov... |
|
|
AAXN |
Axon Enterprise Inc |
21 |
- |
$301.56 |
$679,060,000 |
2,628,652 |
2.06% |
159,237,000 |
16,347 |
4.136 |
Aerospace/Defense Pro... |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
22 |
- |
$133.43 |
$581,522,000 |
5,591,558 |
1.77% |
87,677,000 |
-91,357 |
0.108 |
Semiconductor - Integ... |
|
|
GOOGL |
Alphabet Inc |
23 |
- |
$158.26 |
$576,054,000 |
4,123,803 |
1.75% |
14,566,000 |
-166,950 |
0.069 |
Search Engines & Info... |
|
|
DDOG |
Datadog, Inc. |
24 |
- |
$0.00 |
$554,073,000 |
4,564,776 |
1.68% |
153,034,000 |
162,108 |
1.775 |
N/A |
|
|
CSGP |
CoStar Group Inc |
25 |
- |
$84.62 |
$491,202,000 |
5,620,801 |
1.49% |
-118,600,000 |
-2,310,039 |
1.382 |
Business Software & S... |
|
|
NKE |
Nike Inc B |
26 |
- |
$94.02 |
$470,832,000 |
4,336,666 |
1.43% |
35,604,000 |
-214,971 |
0.347 |
Textile - Apparel Foo... |
|
|
EW |
Edwards Lifesciences Corp |
27 |
- |
$29.19 |
$465,407,000 |
6,103,702 |
1.41% |
151,141,000 |
1,567,526 |
0.979 |
Medical Appliances & ... |
|
|
UBER |
Uber Technologies, Inc |
28 |
- |
$70.80 |
$399,671,000 |
6,491,319 |
1.21% |
-51,807,000 |
-3,325,545 |
0.369 |
N/A |
|
|
ALGN |
Align Technology Inc |
29 |
- |
$311.88 |
$391,847,000 |
1,430,098 |
1.19% |
-75,801,000 |
-101,568 |
1.814 |
Medical Appliances & ... |
|
|
ABNB |
Airbnb, Inc. |
30 |
- |
$160.95 |
$349,156,000 |
2,564,680 |
1.06% |
-30,561,000 |
-202,735 |
0.739 |
N/A |
|
|
GLOB |
GLOBANT SA |
31 |
- |
$180.81 |
$348,873,000 |
1,465,976 |
1.06% |
55,808,000 |
-15,274 |
3.706 |
N/A |
|
|
SE |
Sea Limited |
32 |
- |
$62.01 |
$297,626,000 |
7,348,797 |
0.9% |
-410,845,000 |
-8,771,146 |
2.19 |
N/A |
|
|
XP |
XP INC |
33 |
- |
$20.57 |
$281,116,000 |
10,783,113 |
0.85% |
27,151,000 |
-234,894 |
2.974 |
N/A |
|
|
RGEN |
Repligen Corp |
34 |
- |
$171.28 |
$268,862,000 |
1,495,337 |
0.82% |
19,159,000 |
-75,026 |
2.723 |
Biotechnology |
|
|
FND |
Floor & Decor Holdings, Inc. |
35 |
- |
$109.97 |
$249,890,000 |
2,239,965 |
0.76% |
27,001,000 |
-222,896 |
1.792 |
N/A |
|
|
IRTC |
Irhythm Technologies, Inc. |
36 |
- |
$116.34 |
$239,529,000 |
2,237,750 |
0.73% |
18,044,000 |
-111,970 |
6.371 |
N/A |
|
|
CPNG |
Coupang, Inc. |
37 |
- |
$0.00 |
$233,793,000 |
14,440,552 |
0.71% |
-10,030,000 |
98,043 |
0.938 |
N/A |
|
|
ROP |
Roper Industries Inc |
38 |
- |
$539.62 |
$207,268,000 |
380,189 |
0.63% |
36,183,000 |
26,912 |
0.363 |
Diversified Machinery |
|
|
TXG |
10x Genomics, Inc. |
39 |
- |
$0.00 |
$200,905,000 |
3,590,145 |
0.61% |
36,504,000 |
-395,325 |
3.92 |
N/A |
|
|
RARE |
Ultragenyx Pharmaceutical Inc |
40 |
- |
$45.11 |
$196,923,000 |
4,118,008 |
0.6% |
105,045,000 |
1,540,791 |
6.042 |
Restaurants |
|
|
MTCH |
Match Group, Inc. |
41 |
- |
$107.05 |
$179,071,000 |
4,906,043 |
0.54% |
-37,505,000 |
-622,381 |
1.772 |
N/A |
|
|
HDB |
HDFC Bank Limited (ADR) |
42 |
- |
$58.44 |
$174,235,000 |
2,596,258 |
0.53% |
28,701,000 |
130,000 |
0.141 |
Foreign Regional Banks |
|
|
FWONK |
Liberty Media Corporation |
43 |
- |
$0.00 |
$164,360,000 |
2,603,509 |
0.5% |
16,922,000 |
236,926 |
1.251 |
N/A |
|
|
CHTR |
Charter Communications Inc |
44 |
- |
$266.31 |
$124,323,000 |
319,860 |
0.38% |
-8,832,000 |
17,112 |
0.16 |
CATV Systems |
|
|
TDG |
Transdigm Group Inc |
45 |
- |
$1,242.40 |
$115,959,000 |
114,629 |
0.35% |
24,574,000 |
6,241 |
0.209 |
Aerospace/Defense Pro... |
|
|
GOOG |
Alphabet Inc |
46 |
- |
$159.92 |
$101,999,000 |
723,757 |
0.31% |
1,768,000 |
-36,436 |
0.012 |
Search Engines & Info... |
|
|
IQV |
IQVIA Holdings Inc |
47 |
- |
$238.62 |
$91,701,000 |
396,321 |
0.28% |
18,192,000 |
22,707 |
0.19 |
Medical Laboratories ... |
|
|
BZ |
Kanzhun Ltd |
48 |
- |
$18.77 |
$90,818,000 |
5,467,674 |
0.28% |
6,164,000 |
-112,687 |
1.367 |
N/A |
|
|
TXN |
Texas Instruments Inc |
49 |
- |
$165.47 |
$88,675,000 |
520,209 |
0.27% |
10,378,000 |
27,807 |
0.057 |
Semiconductor- Broad... |
|
|
STE |
Steris Corp |
50 |
- |
$205.99 |
$88,402,000 |
402,102 |
0.27% |
4,879,000 |
21,447 |
0.403 |
Medical Appliances & ... |
|
|
ZTS |
Zoetis Inc. |
51 |
- |
$149.56 |
$88,166,000 |
446,702 |
0.27% |
14,589,000 |
23,796 |
0.094 |
Drugs - Generic |
|
|
UNH |
Unitedhealth Group Inc |
52 |
- |
$486.18 |
$81,062,000 |
153,973 |
0.25% |
7,888,000 |
8,841 |
0.016 |
Health Care Plans |
|
|
RACE |
Ferrari NV |
53 |
- |
$0.00 |
$74,724,000 |
220,795 |
0.23% |
48,733,000 |
132,851 |
0.12 |
N/A |
|
|
ICE |
Intercontinental Exchange Inc |
54 |
- |
$132.33 |
$74,466,000 |
579,820 |
0.23% |
13,996,000 |
30,194 |
0.103 |
Business Services |
|
|
IOT |
Samsara Inc. |
55 |
- |
$33.71 |
$52,736,000 |
1,579,876 |
0.16% |
14,651,000 |
69,171 |
0.339 |
N/A |
|
|
STVN |
Stevanato Group |
56 |
- |
$27.22 |
$51,423,000 |
1,884,330 |
0.16% |
-3,704,000 |
29,450 |
5.573 |
N/A |
|
|
SITE |
SiteOne Landscape Supply Inc |
57 |
- |
$162.65 |
$50,500,000 |
310,771 |
0.15% |
2,355,000 |
16,219 |
0.62 |
N/A |
|
|
KVYO |
Klaviyo, Inc. |
58 |
- |
$23.38 |
$18,427,000 |
663,303 |
0.06% |
-3,618,000 |
24,329 |
0.299 |
N/A |
|
|
IWF |
iShares Russell 1000 Growth |
59 |
- |
$324.03 |
$17,762,000 |
58,588 |
0.05% |
17,641,000 |
58,133 |
0.022 |
Closed - End Fund - E... |
|
|
INDA |
iShares Msci India ETF |
60 |
- |
$0.00 |
$11,055,000 |
226,495 |
0.03% |
1,423,000 |
8,680 |
0.025 |
N/A |
|
|
GTLB |
Gitlab Inc. |
61 |
- |
$56.08 |
$6,386,000 |
101,426 |
0.02% |
2,405,000 |
13,394 |
0.111 |
N/A |
|
|
PATH |
Uipath, Inc. |
62 |
- |
$19.55 |
$1,109,000 |
44,642 |
0% |
345,000 |
0 |
0.01 |
N/A |
|
|
TECH |
Techne Corp |
63 |
- |
$63.69 |
$969,000 |
12,554 |
0% |
320,000 |
3,024 |
0.008 |
Biotechnology |
|
|
CDNS |
Cadence Design Systems Inc |
64 |
- |
$281.76 |
$874,000 |
3,208 |
0% |
303,000 |
772 |
0.001 |
Technical & System So... |
|
|
APTV |
Aptiv PLC |
65 |
- |
$74.95 |
$765,000 |
8,527 |
0% |
-415,850,000 |
-4,217,206 |
0.003 |
Auto Parts |
|
|
INTU |
Intuit Inc |
66 |
- |
$630.88 |
$122,000 |
195 |
0% |
22,000 |
0 |
0 |
Application Software |
|
|
BILL |
Bill.com Holdings, Inc. |
67 |
- |
$61.26 |
$102,000 |
1,255 |
0% |
-34,000 |
0 |
0.001 |
N/A |
|
|
ADBE |
Adobe Systems Inc |
68 |
- |
$472.90 |
$95,000 |
160 |
0% |
13,000 |
0 |
0 |
Application Software |
|
|
ICLR |
ICON plc (ADR) |
69 |
- |
$306.45 |
$57,000 |
201 |
0% |
-6,000 |
-54 |
0 |
Research Services |
|
|
BIN |
Waste Connections, Inc |
70 |
- |
$166.17 |
$56,000 |
378 |
0% |
27,000 |
164 |
0 |
Waste Management |
|
|
LIN |
Linde Plc |
71 |
New |
$445.06 |
$41,000 |
99 |
0% |
41,000 |
99 |
0 |
N/A |
|
|
CP |
Canadian Pacific Railway Li... |
72 |
- |
$87.72 |
$32,000 |
404 |
0% |
1,000 |
-9 |
0 |
Railroads |
|
|
COUR |
Coursera, Inc. |
73 |
- |
$0.00 |
$25,000 |
1,285 |
0% |
1,000 |
0 |
0.001 |
N/A |
|
|
ILMN |
Illumina Inc |
74 |
- |
$124.46 |
$14,000 |
103 |
0% |
0 |
0 |
0 |
Scientific & Technica... |
|
|
ZLAB |
Zai Lab Ltd |
76 |
Closed |
$15.12 |
$0 |
0 |
0% |
-2,000 |
-98 |
0 |
N/A |
|
|
CHGG |
Chegg, Inc |
75 |
Closed |
$6.83 |
$0 |
0 |
0% |
-42,657,000 |
-4,782,211 |
0 |
Education & Training ... |
|
