Sands Capital Management, LLC
- SEC CIK
- 0001020066
- Latest filing
- Aug 13, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 15, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 66
- 0 vs. Q1 2023
- Portfolio value
- $32.2B
- +$1.85B (+6.1%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VVisa Inc. | Stock | 8,231,252 | $1.95B | 6.1% | −775,664−8.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 14,622,704 | $1.91B | 5.9% | −586,209−3.9% | Reduced | History |
| DXCMDexcom Inc | COM | 13,103,127 | $1.68B | 5.2% | −635,841−4.6% | Reduced | History |
| LRCXLam Research Corp | COM | 2,105,046 | $1.35B | 4.2% | −123,992−5.6% | Reduced | History |
| MELIMercadolibre Inc | COM | 1,109,415 | $1.31B | 4.1% | −40,725−3.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 3,808,703 | $1.30B | 4.0% | +2,160,221+131.0% | Added | History |
| NVDANVIDIA Corp | Stock | 3,057,672 | $1.29B | 4.0% | +1,185,420+63.3% | Added | History |
| NOWServiceNow, Inc. | Stock | 2,204,473 | $1.24B | 3.8% | −168,373−7.1% | Reduced | History |
| NFLXNetflix Inc | Stock | 2,803,822 | $1.24B | 3.8% | −363,933−11.5% | Reduced | History |
| SHOPShopify Inc. | Stock | 16,353,904 | $1.06B | 3.3% | −7,294,302−30.8% | Reduced | History |
| ENTGEntegris Inc | COM | 9,329,123 | $1.03B | 3.2% | +536,532+6.1% | Added | History |
| ASMLASML Holding NV | ADR | 1,389,897 | $1.01B | 3.1% | −136,151−8.9% | Reduced | History |
| XYZBlock, Inc. | CL A | 14,473,603 | $963.5M | 3.0% | −475,635−3.2% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 15,576,947 | $904.1M | 2.8% | −132,420−0.8% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 4,971,043 | $874.8M | 2.7% | −173,498−3.4% | Reduced | History |
| TEAMAtlassian Corp | CL A | 5,121,260 | $859.4M | 2.7% | −186,002−3.5% | Reduced | History |
| NETCloudflare, Inc. | CL A COM | 11,404,544 | $745.5M | 2.3% | −3,258,457−22.2% | Reduced | History |
| CSGPCostar Group, Inc. | COM | 8,325,696 | $741.0M | 2.3% | −1,274,880−13.3% | Reduced | History |
| ALGNAlign Technology Inc | COM | 2,060,518 | $728.7M | 2.3% | −235,883−10.3% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 8,650,798 | $661.1M | 2.1% | −304,957−3.4% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,816,094 | $587.0M | 1.8% | −10,743−0.2% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 1,956,686 | $561.5M | 1.7% | +1,956,686 | New | History |
| GOOGLAlphabet Inc. | Stock | 4,348,749 | $520.5M | 1.6% | −62,028−1.4% | Reduced | History |
| NKENIKE, Inc. | Stock | 4,621,271 | $510.0M | 1.6% | −63,006−1.3% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 4,554,589 | $448.1M | 1.4% | +505,196+12.5% | Added | History |
| APTVAptiv PLC | SHS | 4,335,799 | $442.6M | 1.4% | −60,662−1.4% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 4,663,213 | $439.9M | 1.4% | −1,544,611−24.9% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 10,186,630 | $439.8M | 1.4% | −625,042−5.8% | Reduced | History |
| OKTAOkta, Inc. | CL A | 5,735,691 | $397.8M | 1.2% | −74,166−1.3% | Reduced | History |
| AXONAxon Enterprise, Inc. | COM | 1,993,126 | $388.9M | 1.2% | +1,004,556+101.6% | Added | History |
| ABNBAirbnb, Inc. | Stock | 2,842,641 | $364.3M | 1.1% | −110,348−3.7% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 41,953,429 | $331.0M | 1.0% | −107,627−0.3% | Reduced | History |
| GLOBGlobant S.A. | COM | 1,522,069 | $273.5M | 0.8% | +114,126+8.1% | Added | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 2,555,728 | $265.7M | 0.8% | −773,205−23.2% | Reduced | History |
| XPXP Inc. | CL A | 11,186,052 | $262.4M | 0.8% | −13,806−0.1% | Reduced | History |
| IRTCiRhythm Holdings, Inc. | COM | 2,386,585 | $249.0M | 0.8% | −31,814−1.3% | Reduced | History |
| MTCHMatch Group, Inc. | COM | 5,737,364 | $240.1M | 0.7% | −328,980−5.4% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 13,632,642 | $237.2M | 0.7% | +1,777,182+15.0% | Added | History |
| TXG10x Genomics, Inc. | CL A COM | 4,120,269 | $230.1M | 0.7% | +382,501+10.2% | Added | History |
| RGENRepligen Corp | COM | 1,594,179 | $225.5M | 0.7% | −20,672−1.3% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 416,363 | $200.2M | 0.6% | −10,432−2.4% | Reduced | History |
| FWONKLiberty Media Corp | COM SER C FRMLA | 2,587,437 | $194.8M | 0.6% | −60,336−2.3% | Reduced | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 2,652,077 | $184.8M | 0.6% | −55,104−2.0% | Reduced | History |
| TDGTransDigm Group INC | COM | 152,980 | $136.8M | 0.4% | −3,206−2.1% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 337,316 | $123.9M | 0.4% | −466,178−58.0% | Reduced | History |
| RAREUltragenyx Pharmaceutical Inc. | COM | 2,673,638 | $123.3M | 0.4% | +2,673,638 | New | History |
| IQVIQVIA Holdings Inc. | Stock | 540,585 | $121.5M | 0.4% | −11,326−2.1% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 673,819 | $121.3M | 0.4% | −42,939−6.0% | Reduced | History |
| STESTERIS plc | SHS USD | 424,260 | $95.5M | 0.3% | −8,733−2.0% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 768,940 | $93.0M | 0.3% | −657,177−46.1% | Reduced | History |
| BZKanzhun Ltd | SPONSORED ADS | 5,656,782 | $85.1M | 0.3% | −31,336−0.6% | Reduced | History |
| ZTSZoetis Inc. | Stock | 471,321 | $81.2M | 0.3% | −9,694−2.0% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 613,724 | $69.4M | 0.2% | −12,612−2.0% | Reduced | History |
| CHGGChegg, Inc | COM | 7,577,694 | $67.3M | 0.2% | −160,400−2.1% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 114,593 | $55.1M | 0.2% | −2,361−2.0% | Reduced | History |
| SITESiteOne Landscape Supply, Inc. | COM | 328,828 | $55.0M | 0.2% | −6,747−2.0% | Reduced | History |
| IOTSamsara Inc. | Stock | 1,697,320 | $47.0M | 0.1% | −21,315−1.2% | Reduced | History |
| STVNStevanato Group S.p.A. | ORD SHS | 1,266,123 | $41.0M | 0.1% | +1,266,123 | New | History |
| RACEFerrari N.V. | COM | 50,790 | $16.5M | 0.1% | −652−1.3% | Reduced | History |
| iShares MSCI India ETF46429B598 | ETF | 217,545 | $9.51M | <0.1% | 00.0% | Unchanged | – |
| CDNSCadence Design Systems Inc | Stock | 23,225 | $5.45M | <0.1% | −17,851−43.5% | Reduced | History |
| WCNWaste Connections, Inc. | COM | 31,872 | $4.56M | <0.1% | −29,452−48.0% | Reduced | History |
| GTLBGitlab Inc. | CLASS A COM | 55,530 | $2.84M | <0.1% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 4,035 | $1.85M | <0.1% | −992,649−99.6% | Reduced | History |
| PATHUiPath, Inc. | Stock | 44,642 | $739.7K | <0.1% | −817,696−94.8% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 7,566 | $617.6K | <0.1% | −739,788−99.0% | Reduced | History |
Sold out since Q1 2023 (3)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| WMGWarner Music Group Corp. | COM CL A | 10,269,281 | $342.7M | 1.1% | History |
| SRPTSarepta Therapeutics, Inc. | COM | 874,765 | $120.6M | 0.4% | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 13,075 | $3.19M | <0.1% | – |