Sands Capital Management, LLC Top Holdings and 13F Report (2024)

About Sands Capital Management, LLC

Investment Activity

Sands Capital Management, LLC has $32.95 billion in total holdings as of September 30, 2024.
Sands Capital Management, LLC owns shares of 67 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
Approximately 4.13% of the portfolio was purchased this quarter.
About 7.66% of the portfolio was sold this quarter.
This quarter, Sands Capital Management, LLC has purchased 66 new stocks and bought additional shares in 10 stocks.
Sands Capital Management, LLC sold shares of 51 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

NVIDIA: $2,799,826,888
Amazon.com: $2,338,524,417
ASML: $1,603,786,272
MercadoLibre: $1,550,530,743
Visa: $1,366,198,064

Largest New Holdings this Quarter

Spotify Technology: $367,930,770 Holding
Roblox: $195,479,513 Holding
Grab: $83,503,115 Holding

Largest Purchases this Quarter

Spotify Technology: 998,374 shares (about $367.93M)
Apple: 1,425,141 shares (about $332.06M)
Intercontinental Exchange: 1,592,317 shares (about $255.79M)
Roblox: 4,416,618 shares (about $195.48M)
Grab: 21,974,504 shares (about $83.50M)

Largest Sales this Quarter

Meta Platforms: 575,182 shares (about $329.26M)
Lam Research: 325,596 shares (about $265.71M)
NVIDIA: 2,061,193 shares (about $250.31M)
NU: 15,534,278 shares (about $212.04M)
Axon Enterprise: 449,349 shares (about $179.56M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$2,799,826,888	$250,311,278 ▼	-8.2%	23,055,228	8.5%	Computer and Technology
AMZN Amazon.com	$2,338,524,417	$82,473,385 ▼	-3.4%	12,550,445	7.1%	Retail/Wholesale
ASML ASML	$1,603,786,272	$41,064,227 ▼	-2.5%	1,924,736	4.9%	Computer and Technology
MELI MercadoLibre	$1,550,530,743	$55,294,166 ▼	-3.4%	755,634	4.7%	Retail/Wholesale
V Visa	$1,366,198,064	$85,911,709 ▼	-5.9%	4,968,896	4.1%	Business Services
MSFT Microsoft	$1,309,643,438	$67,067,849 ▼	-4.9%	3,043,559	4.0%	Computer and Technology
SHOP Shopify	$1,215,867,812	$34,894,799 ▲	3.0%	15,171,797	3.7%	Computer and Technology
NFLX Netflix	$1,106,449,142	$29,062,338 ▼	-2.6%	1,559,983	3.4%	Consumer Discretionary
NOW ServiceNow	$1,058,729,691	$70,147,008 ▼	-6.2%	1,183,745	3.2%	Computer and Technology
ENTG Entegris	$874,027,149	$24,232,773 ▲	2.9%	7,767,059	2.7%	Computer and Technology
NU NU	$870,962,834	$212,042,895 ▼	-19.6%	63,806,801	2.6%	Finance
DOORDASH INC	$852,646,611	$57,019,779 ▼	-6.3%	5,973,843	2.6%	CL A
AXON Axon Enterprise	$843,293,063	$179,559,860 ▼	-17.6%	2,110,343	2.6%	Aerospace
TSM Taiwan Semiconductor Manufacturing	$813,387,266	$16,625,603 ▼	-2.0%	4,683,522	2.5%	Computer and Technology
META Meta Platforms	$810,277,371	$329,257,184 ▼	-28.9%	1,415,480	2.5%	Computer and Technology
SE SEA	$786,376,092	$33,061,168 ▼	-4.0%	8,340,858	2.4%	Computer and Technology
SQ Block	$753,725,168	$18,970,535 ▼	-2.5%	11,227,844	2.3%	Business Services
DXCM DexCom	$691,799,034	$19,260,927 ▼	-2.7%	10,319,198	2.1%	Medical
TEAM Atlassian	$674,898,827	$2,063,577 ▼	-0.3%	4,249,725	2.0%	Computer and Technology
LRCX Lam Research	$672,542,953	$265,712,384 ▼	-28.3%	824,114	2.0%	Computer and Technology
OKTA Okta	$640,963,643	$14,126,458 ▼	-2.2%	8,622,056	1.9%	Computer and Technology
AAPL Apple	$636,676,228	$332,057,853 ▲	109.0%	2,732,516	1.9%	Computer and Technology
GOOGL Alphabet	$622,505,536	$824,440 ▼	-0.1%	3,753,425	1.9%	Computer and Technology
NET Cloudflare	$513,197,222	$10,080,350 ▼	-1.9%	6,344,384	1.6%	Computer and Technology
DDOG Datadog	$491,415,622	$7,740,201 ▲	1.6%	4,270,951	1.5%	Computer and Technology
FLUTTER ENTMT PLC	$482,893,748	$1,315,243 ▼	-0.3%	2,035,122	1.5%	SHS
IOT Samsara	$395,341,264	$29,041,190 ▲	7.9%	8,215,737	1.2%	Computer and Technology
SPOT Spotify Technology	$367,930,770	$367,930,770 ▲	New Holding	998,374	1.1%	Business Services
NKE NIKE	$363,920,700	$429,005 ▼	-0.1%	4,116,750	1.1%	Consumer Discretionary
ICE Intercontinental Exchange	$354,114,013	$255,789,803 ▲	260.1%	2,204,395	1.1%	Finance
EW Edwards Lifesciences	$352,260,889	$20,493,854 ▼	-5.5%	5,338,095	1.1%	Medical
SNOW Snowflake	$347,777,243	$87,010,470 ▼	-20.0%	3,027,836	1.1%	Computer and Technology
CPNG Coupang	$321,249,909	$9,721,653 ▲	3.1%	13,085,536	1.0%	Retail/Wholesale
RARE Ultragenyx Pharmaceutical	$284,319,065	$13,137,297 ▼	-4.4%	5,118,255	0.9%	Medical
FND Floor & Decor	$229,914,662	$12,359,013 ▼	-5.1%	1,851,612	0.7%	Retail/Wholesale
ROP Roper Technologies	$218,279,727	$7,907,569 ▼	-3.5%	392,279	0.7%	Computer and Technology
RGEN Repligen	$211,184,956	$367,437 ▼	-0.2%	1,419,063	0.6%	Medical
ALGN Align Technology	$203,559,763	$129,947,347 ▼	-39.0%	800,408	0.6%	Medical
GLOB Globant	$202,464,207	$48,130,782 ▼	-19.2%	1,021,824	0.6%	Computer and Technology
UBER Uber Technologies	$201,898,700	$11,528,642 ▼	-5.4%	2,686,252	0.6%	Computer and Technology
FWONK Formula One Group	$196,424,889	$7,349,501 ▼	-3.6%	2,536,806	0.6%	Consumer Discretionary
RBLX Roblox	$195,479,513	$195,479,513 ▲	New Holding	4,416,618	0.6%	Consumer Discretionary
HDB HDFC Bank	$180,886,797	$3,921,761 ▼	-2.1%	2,891,413	0.5%	Finance
TDG TransDigm Group	$164,314,040	$8,200,289 ▼	-4.8%	115,136	0.5%	Aerospace
IRTC iRhythm Technologies	$157,603,428	$231,035 ▼	-0.1%	2,122,891	0.5%	Medical
KASPI KZ JSC	$156,675,902	$4,465,041 ▼	-2.8%	1,478,214	0.5%	SPONSORED ADS
XP XP	$156,180,689	$4,476,209 ▼	-2.8%	8,705,724	0.5%	Finance
UNH UnitedHealth Group	$135,548,118	$6,741,360 ▼	-4.7%	231,833	0.4%	Medical
ABNB Airbnb	$133,082,276	$154,621,715 ▼	-53.7%	1,049,462	0.4%	Consumer Discretionary
GOOG Alphabet	$114,397,417	$164,348 ▼	-0.1%	684,236	0.3%	Computer and Technology
TXN Texas Instruments	$107,883,248	$5,390,238 ▼	-4.8%	522,260	0.3%	Computer and Technology
CHTR Charter Communications	$104,112,644	$5,201,160 ▼	-4.8%	321,256	0.3%	Consumer Discretionary
RACE Ferrari	$98,072,938	$4,651,738 ▼	-4.5%	208,617	0.3%	Auto/Tires/Trucks
IQV IQVIA	$94,315,482	$4,712,385 ▼	-4.8%	398,006	0.3%	Medical
GRAB Grab	$83,503,115	$83,503,115 ▲	New Holding	21,974,504	0.3%	Business Services
SITE SiteOne Landscape Supply	$83,389,999	$6,706,591 ▲	8.7%	552,581	0.3%	Industrial Products
WCN Waste Connections	$79,523,042	$14,730,297 ▲	22.7%	444,710	0.2%	Business Services
BZ Kanzhun	$76,909,331	$2,198,592 ▼	-2.8%	4,430,261	0.2%	Computer and Technology
CDNS Cadence Design Systems	$67,676,733	$3,171,593 ▼	-4.5%	249,702	0.2%	Computer and Technology
KLAVIYO INC	$50,528,655	$56,325 ▼	-0.1%	1,428,170	0.2%	COM SER A
STVN Stevanato Group	$34,341,580	$1,575,740 ▼	-4.4%	1,717,079	0.1%	Medical
GLBE Global-E Online	$25,644,170	$24,640 ▲	0.1%	667,122	0.1%	Retail/Wholesale
GTLB GitLab	$6,570,061		0.0%	127,475	0.0%	Computer and Technology
INDA iShares MSCI India ETF	$6,555,301		0.0%	111,999	0.0%	ETF
IWF iShares Russell 1000 Growth ETF	$1,839,362	$600,608 ▼	-24.6%	4,900	0.0%	ETF
PATH UiPath	$942,605		0.0%	73,641	0.0%	Business Services
TXG 10x Genomics	$283,198	$52,438,800 ▼	-99.5%	12,542	0.0%	Medical
ZTS Zoetis	$0	$81,626,729 ▼	-100.0%	0	0.0%	Medical
CSGP CoStar Group	$0	$400,208 ▼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Sands Capital Management, LLC Top Holdings and 13F Report (2024)

About Sands Capital Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Sands Capital Management, LLC Top Holdings and 13F Report (2024)

About Sands Capital Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSands Capital Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools