Sands Capital Management, LLC Top Holdings and 13F Report (2025) About Sands Capital Management, LLCInvestment ActivitySands Capital Management, LLC has $33.80 billion in total holdings as of December 31, 2024.Sands Capital Management, LLC owns shares of 71 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 6.43% of the portfolio was purchased this quarter.About 12.56% of the portfolio was sold this quarter.This quarter, Sands Capital Management, LLC has purchased 67 new stocks and bought additional shares in 14 stocks.Sands Capital Management, LLC sold shares of 45 stocks and completely divested from 5 stocks this quarter.Largest Holdings NVIDIA $2,959,672,772Amazon.com $2,590,495,691ServiceNow $1,539,564,571Shopify $1,465,114,584Visa $1,437,429,055 Largest New Holdings this Quarter APPLOVIN CORP $267,611,169 HoldingTetra Tech $172,834,008 HoldingH World Group $112,329,514 HoldingFull Truck Alliance $66,629,982 HoldingLINDE PLC $37,530,835 Holding Largest Purchases this Quarter Spotify Technology 860,956 shares (about $385.17M)ServiceNow 268,510 shares (about $284.65M)APPLOVIN CORP 826,394 shares (about $267.61M)Tetra Tech 4,338,203 shares (about $172.83M)Cloudflare 1,421,670 shares (about $153.09M) Largest Sales this Quarter Okta 8,164,408 shares (about $643.36M)Edwards Lifesciences 5,320,024 shares (about $393.84M)Amazon.com 742,725 shares (about $162.95M)MercadoLibre 87,128 shares (about $148.16M)Shopify 1,392,858 shares (about $148.10M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSands Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$2,959,672,772$136,413,796 ▼-4.4%22,039,4138.8%Computer and TechnologyAMZNAmazon.com$2,590,495,691$162,946,438 ▼-5.9%11,807,7207.7%Retail/WholesaleNOWServiceNow$1,539,564,571$284,652,821 ▲22.7%1,452,2554.6%Computer and TechnologySHOPShopify$1,465,114,584$148,102,591 ▼-9.2%13,778,9394.3%Computer and TechnologyVVisa$1,437,429,055$132,940,973 ▼-8.5%4,548,2504.3%Business ServicesNFLXNetflix$1,321,091,330$69,352,718 ▼-5.0%1,482,1743.9%Consumer DiscretionaryASMLASML$1,237,685,630$96,310,397 ▼-7.2%1,785,7763.7%Computer and TechnologyMSFTMicrosoft$1,181,847,222$101,012,897 ▼-7.9%2,803,9083.5%Computer and TechnologyAXONAxon Enterprise$1,175,110,900$79,108,152 ▼-6.3%1,977,2363.5%AerospaceMELIMercadoLibre$1,136,754,343$148,155,936 ▼-11.5%668,5063.4%Retail/WholesaleTEAMAtlassian$1,100,120,191$65,822,121 ▲6.4%4,520,1753.3%Computer and TechnologyDOORDASH INC$988,377,967$13,734,196 ▼-1.4%5,891,9702.9%CL ABLOCK INC$878,782,492$75,471,970 ▼-7.9%10,339,8342.6%CL ATSMTaiwan Semiconductor Manufacturing$869,138,086$55,810,674 ▼-6.0%4,400,9222.6%Computer and TechnologyDXCMDexCom$863,985,893$61,461,864 ▲7.7%11,109,5012.6%MedicalNETCloudflare$836,248,695$153,085,426 ▲22.4%7,766,0542.5%Computer and TechnologySPOTSpotify Technology$831,827,055$385,174,495 ▲86.2%1,859,3302.5%Business ServicesSESEA$784,252,155$100,712,879 ▼-11.4%7,391,6322.3%Computer and TechnologyMETAMeta Platforms$779,838,427$48,939,268 ▼-5.9%1,331,8962.3%Computer and TechnologyENTGEntegris$714,626,071$54,778,793 ▼-7.1%7,214,0732.1%Computer and TechnologyGOOGLAlphabet$685,155,259$25,368,093 ▼-3.6%3,619,4152.0%Computer and TechnologyAAPLApple$679,903,823$4,372,834 ▼-0.6%2,715,0542.0%Computer and TechnologyNUNU$600,768,993$60,269,466 ▼-9.1%57,989,2851.8%FinanceFLUTTER ENTMT PLC$597,199,640$71,222,359 ▲13.5%2,310,6971.8%SHSDDOGDatadog$503,890,725$106,385,463 ▼-17.4%3,526,4241.5%Computer and TechnologyIOTSamsara$453,054,989$94,109,440 ▲26.2%10,369,7641.3%Computer and TechnologySNOWSnowflake$450,512,947$17,015,210 ▼-3.6%2,917,6411.3%Computer and TechnologyICEIntercontinental Exchange$408,924,865$80,447,966 ▲24.5%2,744,2781.2%FinanceNKENIKE$299,427,098$12,087,374 ▼-3.9%3,957,0120.9%Consumer DiscretionaryCPNGCoupang$286,895,049$725,032 ▼-0.3%13,052,5500.8%Retail/WholesaleIRTCiRhythm Technologies$286,443,219$95,022,138 ▲49.6%3,176,7020.8%MedicalAPPLOVIN CORP$267,611,169$267,611,169 ▲New Holding826,3940.8%COM CL ARBLXRoblox$243,910,624$11,634,894 ▼-4.6%4,215,5310.7%Consumer DiscretionaryUBERUber Technologies$242,677,795$80,643,075 ▲49.8%4,023,1730.7%Computer and TechnologyFWONKFormula One Group$232,026,570$3,033,874 ▼-1.3%2,504,0640.7%Consumer DiscretionaryGLOBGlobant$212,569,555$6,529,947 ▼-3.0%991,3700.6%Computer and TechnologyRGENRepligen$196,371,297$7,888,632 ▼-3.9%1,364,2580.6%MedicalHDBHDFC Bank$183,677,453$968,181 ▼-0.5%2,876,2520.5%FinanceRAREUltragenyx Pharmaceutical$180,816,986$34,508,002 ▼-16.0%4,298,0030.5%MedicalTTEKTetra Tech$172,834,008$172,834,008 ▲New Holding4,338,2030.5%Industrial ProductsROPRoper Technologies$169,451,346$34,474,893 ▼-16.9%325,9620.5%Computer and TechnologyKASPI KZ JSC$136,523,139$3,478,509 ▼-2.5%1,441,4860.4%SPONSORED ADSABNBAirbnb$131,715,134$6,194,667 ▼-4.5%1,002,3220.4%Consumer DiscretionaryGOOGAlphabet$125,203,445$5,102,459 ▼-3.9%657,4430.4%Computer and TechnologyHTHTH World Group$112,329,514$112,329,514 ▲New Holding3,400,8330.3%Consumer DiscretionaryTDGTransDigm Group$109,499,328$36,410,222 ▼-25.0%86,4050.3%AerospaceRACEFerrari$105,493,720$16,864,874 ▲19.0%248,3140.3%Auto/Tires/TrucksWCNWaste Connections$102,413,528$26,110,186 ▲34.2%596,8850.3%Business ServicesGRABGrab$100,902,796$2,816,863 ▼-2.7%21,377,7110.3%Computer and TechnologyUNHUnitedHealth Group$88,886,684$28,388,357 ▼-24.2%175,7140.3%MedicalCHTRCharter Communications$82,625,394$27,491,525 ▼-25.0%241,0520.2%Consumer DiscretionaryTXNTexas Instruments$73,467,731$24,461,242 ▼-25.0%391,8070.2%Computer and TechnologyYMMFull Truck Alliance$66,629,982$66,629,982 ▲New Holding6,158,0390.2%Business ServicesBZKanzhun$59,599,026$1,538,576 ▼-2.5%4,318,7700.2%Computer and TechnologyXPXP$57,640,118$45,522,711 ▼-44.1%4,864,1450.2%FinanceCDNSCadence Design Systems$56,559,792$18,465,671 ▼-24.6%188,2440.2%Computer and TechnologySITESiteOne Landscape Supply$54,677,039$18,136,559 ▼-24.9%414,9430.2%Industrial ProductsKLAVIYO INC$51,036,150$7,861,581 ▼-13.3%1,237,5400.2%COM SER ALINDE PLC$37,530,835$37,530,835 ▲New Holding89,6430.1%SHSGLBEGlobal-E Online$36,609,479$231,316 ▲0.6%671,3640.1%Retail/WholesaleOKTAOkta$36,062,662$643,355,343 ▼-94.7%457,6480.1%Computer and TechnologyCPCanadian Pacific Kansas City$29,760,570$29,760,570 ▲New Holding411,2280.1%TransportationCRWDCrowdStrike$27,016,269$27,016,269 ▲New Holding78,9580.1%Computer and TechnologyMNDYmonday.com$20,591,112$20,591,112 ▲New Holding87,4580.1%Computer and TechnologyICLRICON Public$19,859,537$19,859,537 ▲New Holding94,7000.1%MedicalSTVNStevanato Group$10,909,926$26,505,225 ▼-70.8%500,6850.0%MedicalGTLBGitLab$7,183,2160.0%127,4750.0%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$6,516,840$4,549,098 ▲231.2%16,2280.0%ETFEWEdwards Lifesciences$1,337,796$393,841,338 ▼-99.7%18,0710.0%MedicalPATHUiPath$935,9770.0%73,6410.0%Business ServicesTXG10x Genomics$180,1030.0%12,5420.0%MedicalLRCXLam Research$0$672,542,953 ▼-100.0%00.0%Computer and TechnologyFNDFloor & Decor$0$229,914,662 ▼-100.0%00.0%Retail/WholesaleALGNAlign Technology$0$203,559,763 ▼-100.0%00.0%MedicalIQVIQVIA$0$94,315,482 ▼-100.0%00.0%MedicalINDAiShares MSCI India ETF$0$6,555,301 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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