Sands Capital Management, LLC Top Holdings and 13F Report (2024) About Sands Capital Management, LLCInvestment ActivitySands 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 $2,799,826,888Amazon.com $2,338,524,417ASML $1,603,786,272MercadoLibre $1,550,530,743Visa $1,366,198,064 Largest New Holdings this Quarter Spotify Technology $367,930,770 HoldingRoblox $195,479,513 HoldingGrab $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 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$2,799,826,888$250,311,278 ▼-8.2%23,055,2288.5%Computer and TechnologyAMZNAmazon.com$2,338,524,417$82,473,385 ▼-3.4%12,550,4457.1%Retail/WholesaleASMLASML$1,603,786,272$41,064,227 ▼-2.5%1,924,7364.9%Computer and TechnologyMELIMercadoLibre$1,550,530,743$55,294,166 ▼-3.4%755,6344.7%Retail/WholesaleVVisa$1,366,198,064$85,911,709 ▼-5.9%4,968,8964.1%Business ServicesMSFTMicrosoft$1,309,643,438$67,067,849 ▼-4.9%3,043,5594.0%Computer and TechnologySHOPShopify$1,215,867,812$34,894,799 ▲3.0%15,171,7973.7%Computer and TechnologyNFLXNetflix$1,106,449,142$29,062,338 ▼-2.6%1,559,9833.4%Consumer DiscretionaryNOWServiceNow$1,058,729,691$70,147,008 ▼-6.2%1,183,7453.2%Computer and TechnologyENTGEntegris$874,027,149$24,232,773 ▲2.9%7,767,0592.7%Computer and TechnologyNUNU$870,962,834$212,042,895 ▼-19.6%63,806,8012.6%Business ServicesDOORDASH INC$852,646,611$57,019,779 ▼-6.3%5,973,8432.6%CL AAXONAxon Enterprise$843,293,063$179,559,860 ▼-17.6%2,110,3432.6%Industrial ProductsTSMTaiwan Semiconductor Manufacturing$813,387,266$16,625,603 ▼-2.0%4,683,5222.5%Computer and TechnologyMETAMeta Platforms$810,277,371$329,257,184 ▼-28.9%1,415,4802.5%Computer and TechnologySESEA$786,376,092$33,061,168 ▼-4.0%8,340,8582.4%Computer and TechnologySQBlock$753,725,168$18,970,535 ▼-2.5%11,227,8442.3%Business ServicesDXCMDexCom$691,799,034$19,260,927 ▼-2.7%10,319,1982.1%MedicalTEAMAtlassian$674,898,827$2,063,577 ▼-0.3%4,249,7252.0%Computer and TechnologyLRCXLam Research$672,542,953$265,712,384 ▼-28.3%824,1142.0%Computer and TechnologyOKTAOkta$640,963,643$14,126,458 ▼-2.2%8,622,0561.9%Computer and TechnologyAAPLApple$636,676,228$332,057,853 ▲109.0%2,732,5161.9%Computer and TechnologyGOOGLAlphabet$622,505,536$824,440 ▼-0.1%3,753,4251.9%Computer and TechnologyNETCloudflare$513,197,222$10,080,350 ▼-1.9%6,344,3841.6%Computer and TechnologyDDOGDatadog$491,415,622$7,740,201 ▲1.6%4,270,9511.5%Computer and TechnologyFLUTTER ENTMT PLC$482,893,748$1,315,243 ▼-0.3%2,035,1221.5%SHSIOTSamsara$395,341,264$29,041,190 ▲7.9%8,215,7371.2%Computer and TechnologySPOTSpotify Technology$367,930,770$367,930,770 ▲New Holding998,3741.1%Business ServicesNKENIKE$363,920,700$429,005 ▼-0.1%4,116,7501.1%Consumer DiscretionaryICEIntercontinental Exchange$354,114,013$255,789,803 ▲260.1%2,204,3951.1%FinanceEWEdwards Lifesciences$352,260,889$20,493,854 ▼-5.5%5,338,0951.1%MedicalSNOWSnowflake$347,777,243$87,010,470 ▼-20.0%3,027,8361.1%Computer and TechnologyCPNGCoupang$321,249,909$9,721,653 ▲3.1%13,085,5361.0%Retail/WholesaleRAREUltragenyx Pharmaceutical$284,319,065$13,137,297 ▼-4.4%5,118,2550.9%MedicalFNDFloor & Decor$229,914,662$12,359,013 ▼-5.1%1,851,6120.7%Retail/WholesaleROPRoper Technologies$218,279,727$7,907,569 ▼-3.5%392,2790.7%Computer and TechnologyRGENRepligen$211,184,956$367,437 ▼-0.2%1,419,0630.6%MedicalALGNAlign Technology$203,559,763$129,947,347 ▼-39.0%800,4080.6%MedicalGLOBGlobant$202,464,207$48,130,782 ▼-19.2%1,021,8240.6%Computer and TechnologyUBERUber Technologies$201,898,700$11,528,642 ▼-5.4%2,686,2520.6%Computer and TechnologyFWONKFormula One Group$196,424,889$7,349,501 ▼-3.6%2,536,8060.6%Consumer DiscretionaryRBLXRoblox$195,479,513$195,479,513 ▲New Holding4,416,6180.6%Consumer DiscretionaryHDBHDFC Bank$180,886,797$3,921,761 ▼-2.1%2,891,4130.5%FinanceTDGTransDigm Group$164,314,040$8,200,289 ▼-4.8%115,1360.5%AerospaceIRTCiRhythm Technologies$157,603,428$231,035 ▼-0.1%2,122,8910.5%MedicalKASPI KZ JSC$156,675,902$4,465,041 ▼-2.8%1,478,2140.5%SPONSORED ADSXPXP$156,180,689$4,476,209 ▼-2.8%8,705,7240.5%FinanceUNHUnitedHealth Group$135,548,118$6,741,360 ▼-4.7%231,8330.4%MedicalABNBAirbnb$133,082,276$154,621,715 ▼-53.7%1,049,4620.4%Consumer DiscretionaryGOOGAlphabet$114,397,417$164,348 ▼-0.1%684,2360.3%Computer and TechnologyTXNTexas Instruments$107,883,248$5,390,238 ▼-4.8%522,2600.3%Computer and TechnologyCHTRCharter Communications$104,112,644$5,201,160 ▼-4.8%321,2560.3%Consumer DiscretionaryRACEFerrari$98,072,938$4,651,738 ▼-4.5%208,6170.3%Auto/Tires/TrucksIQVIQVIA$94,315,482$4,712,385 ▼-4.8%398,0060.3%MedicalGRABGrab$83,503,115$83,503,115 ▲New Holding21,974,5040.3%Business ServicesSITESiteOne Landscape Supply$83,389,999$6,706,591 ▲8.7%552,5810.3%Industrial ProductsWCNWaste Connections$79,523,042$14,730,297 ▲22.7%444,7100.2%Business ServicesBZKanzhun$76,909,331$2,198,592 ▼-2.8%4,430,2610.2%Computer and TechnologyCDNSCadence Design Systems$67,676,733$3,171,593 ▼-4.5%249,7020.2%Computer and TechnologyKLAVIYO INC$50,528,655$56,325 ▼-0.1%1,428,1700.2%COM SER ASTVNStevanato Group$34,341,580$1,575,740 ▼-4.4%1,717,0790.1%MedicalGLBEGlobal-E Online$25,644,170$24,640 ▲0.1%667,1220.1%Retail/WholesaleGTLBGitLab$6,570,0610.0%127,4750.0%Computer and TechnologyINDAiShares MSCI India ETF$6,555,3010.0%111,9990.0%ETFIWFiShares Russell 1000 Growth ETF$1,839,362$600,608 ▼-24.6%4,9000.0%ETFPATHUiPath$942,6050.0%73,6410.0%Business ServicesTXG10x Genomics$283,198$52,438,800 ▼-99.5%12,5420.0%MedicalZTSZoetis$0$81,626,729 ▼-100.0%00.0%MedicalCSGPCoStar Group$0$400,208 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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