Sands Capital Management, LLC

CIK Number: 0001020066

29.39B
Market Value
68
# of Holdings
16 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 NVDA NVIDIA Corporat...
155.10
+0.51% 22.04M -4.41% 2.96B 29.68 8.76%
2 AMZN Amazon.com, Inc...
217.26
+2.49% 11.81M -5.92% 2.59B 63.3 7.67%
3 NOW ServiceNow, Inc...
1012.00
+0.68% 1.45M +22.68% 1.54B 283.88 4.56%
4 SHOP Shopify Inc.
113.17
-0.63% 13.78M -9.18% 1.47B 52.9 4.34%
5 V Visa Inc.
346.26
+0.29% 4.55M -8.47% 1.44B 61.8 4.25%
6 NFLX Netflix, Inc.
1306.80
+2.47% 1.48M -4.99% 1.32B 209.87 3.91%
7 ASML ASML Holding N....
798.16
-2.09% 1.79M -7.22% 1.24B 380.11 3.66%
8 MSFT Microsoft Corpo...
497.50
+1.06% 2.8M -7.87% 1.18B 305.34 3.50%
9 AXON Axon Enterprise...
804.88
+2.52% 1.98M -6.31% 1.18B 208.55 3.48%
10 MELI MercadoLibre, I...
2559.97
+0.77% 668.51K -11.53% 1.14B 1148.86 3.36%
11 TEAM Atlassian Corpo...
198.49
+0.07% 4.52M +6.36% 1.1B 136.11 3.26%
12 DASH DoorDash, Inc.
239.70
+3.02% 5.89M -1.37% 988.38M 146.62 2.92%
13 TSM Taiwan Semicond...
224.01
+0.57% 4.4M -6.03% 869.14M 71.24 2.57%
14 DXCM DexCom, Inc.
85.11
+0.51% 11.11M +7.66% 863.99M 102.92 2.56%
15 NET Cloudflare, Inc...
190.84
+0.38% 7.77M +22.41% 836.25M 103.59 2.47%
16 SPOT Spotify Technol...
775.90
+5.38% 1.86M +86.24% 831.83M 405.04 2.46%
17 SE Sea Limited
158.54
+1.76% 7.39M -11.38% 784.25M 54.12 2.32%
18 META Meta Platforms,...
726.45
+2.51% 1.33M -5.91% 779.84M 304.32 2.31%
19 ENTG Entegris, Inc.
83.63
+1.80% 7.21M -7.12% 714.63M 107.58 2.11%
20 GOOGL Alphabet Inc.
173.50
+1.65% 3.62M -3.57% 685.16M 47.99 2.03%
21 AAPL Apple Inc.
201.21
-0.18% 2.72M -0.64% 679.9M 225.21 2.01%
22 NU Nu Holdings Ltd...
13.38
+1.21% 57.99M -9.12% 600.77M 7.34 1.78%
23 DDOG Datadog, Inc.
131.18
+0.72% 3.53M -17.43% 503.89M 91.16 1.49%
24 IOT Samsara Inc.
39.73
+2.81% 10.37M +26.22% 453.05M 36.09 1.34%
25 SNOW Snowflake Inc.
221.83
+0.14% 2.92M -3.64% 450.51M 237.16 1.33%
26 ICE Intercontinenta...
180.94
+0.23% 2.74M +24.49% 408.92M 144.17 1.21%
27 NKE NIKE, Inc.
62.65
+2.99% 3.96M -3.88% 299.43M 51.93 0.89%
28 CPNG Coupang, Inc.
29.86
+3.54% 13.05M -0.25% 286.9M 15.54 0.85%
29 IRTC iRhythm Technol...
152.66
+0.79% 3.18M +49.64% 286.44M 179.47 0.85%
30 APP AppLovin Corpor...
347.51
+2.57% 826.39K +100.00% 267.61M 323.83 0.79%
31 RBLX Roblox Corporat...
104.92
+2.02% 4.22M -4.55% 243.91M 44.26 0.72%
32 UBER Uber Technologi...
93.11
+2.43% 4.02M +49.77% 242.68M 45.2 0.72%
33 FWONK Formula One Gro...
104.86
+1.02% 2.5M -1.29% 232.03M 62.64 0.69%
34 GLOB Globant S.A.
91.53
+2.95% 991.37K -2.98% 212.57M 151.93 0.63%
35 RGEN Repligen Corpor...
124.26
+0.19% 1.36M -3.86% 196.37M 185.69 0.58%
36 HDB HDFC Bank Limit...
77.03
+1.41% 2.88M -0.52% 183.68M 60.29 0.54%
37 RARE Ultragenyx Phar...
37.14
-0.77% 4.3M -16.03% 180.82M 45.19 0.54%
38 TTEK Tetra Tech, Inc...
36.06
+0.21% 4.34M +100.00% 172.83M 39.84 0.51%
39 ROP Roper Technolog...
565.34
-0.28% 325.96K -16.91% 169.45M 424.21 0.50%
40 ABNB Airbnb, Inc.
133.65
+3.07% 1M -4.49% 131.72M 129.36 0.39%
41 GOOG Alphabet Inc.
174.38
+1.69% 657.44K -3.92% 125.2M 45.04 0.37%
42 HTHT H World Group L...
34.28
+0.68% 3.4M +100.00% 112.33M 33.03 0.33%
43 TDG TransDigm Group...
1474.25
+1.17% 86.41K -24.95% 109.5M 569.51 0.32%
44 RACE Ferrari N.V.
476.85
+0.36% 248.31K +19.03% 105.49M 333.18 0.31%
45 WCN Waste Connectio...
187.38
+0.92% 596.88K +34.22% 102.41M 173.97 0.30%
46 GRAB Grab Holdings L...
4.67
+1.63% 21.38M -2.72% 100.9M 3.8 0.30%
47 UNH UnitedHealth Gr...
302.52
+0.17% 175.71K -24.21% 88.89M 414.96 0.26%
48 CHTR Charter Communi...
394.17
-1.17% 241.05K -24.97% 82.63M 512.32 0.24%
49 TXN Texas Instrumen...
206.37
+0.48% 391.81K -24.98% 73.47M 140.66 0.22%
50 YMM Full Truck Alli...
11.71
-2.94% 6.16M +100.00% 66.63M 10.82 0.20%
51 BZ Kanzhun Limited
17.61
+0.37% 4.32M -2.52% 59.6M 30.52 0.18%
52 XP XP Inc.
19.36
+0.49% 4.86M -44.13% 57.64M 31.99 0.17%
53 CDNS Cadence Design ...
303.65
+2.06% 188.24K -24.61% 56.56M 309.31 0.17%
54 SITE SiteOne Landsca...
121.39
+0.89% 414.94K -24.91% 54.68M 122.05 0.16%
55 KVYO Klaviyo, Inc.
33.11
+1.07% 1.24M -13.35% 51.04M 29.5 0.15%
56 LIN Linde plc
464.83
+1.01% 89.64K +100.00% 37.53M 418.67 0.11%
57 GLBE Global-e Online...
32.46
+1.18% 671.36K +0.64% 36.61M 36.64 0.11%
58 OKTA Okta, Inc.
98.09
-0.12% 457.65K -94.69% 36.06M 100.15 0.11%
59 CP Canadian Pacifi...
79.20
+1.66% 411.23K +100.00% 29.76M 72.37 0.09%
60 CRWD CrowdStrike Hol...
505.58
+2.33% 78.96K +100.00% 27.02M 342.16 0.08%
61 MNDY monday.com Ltd.
305.86
+2.51% 87.46K +100.00% 20.59M 235.44 0.06%
62 ICLR ICON Public Lim...
146.75
+0.57% 94.7K +100.00% 19.86M 209.71 0.06%
63 STVN Stevanato Group...
25.20
-0.19% 500.69K -70.84% 10.91M 31.47 0.03%
64 GTLB GitLab Inc.
44.23
+3.85% 127.47K 0.00% 7.18M 48.42 0.02%
65 IWF iShares Russell...
419.42
+0.96% 16.23K +231.18% 6.52M 391.42 0.02%
66 EW Edwards Lifesci...
77.19
+0.28% 18.07K -99.66% 1.34M 49.69 < 0.01%
67 PATH UiPath Inc.
12.77
+2.41% 73.64K 0.00% 935.98K 33.83 < 0.01%
68 TXG 10x Genomics, I...
11.72
+0.56% 12.54K 0.00% 180.1K 96.13 < 0.01%