Sands Capital Management, LLC
- SEC CIK
- 0001020066
- Latest filing
- Aug 13, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 13, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 66
- −10 vs. Q1 2024
- Portfolio value
- $34.0B
- −$1.72B (−4.8%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 25,116,421 | $3.10B | 9.1% | −1,867,589−6.9% | ReducedConverted for a 10-for-1 split | History |
| AMZNAmazon Com Inc | Stock | 12,993,065 | $2.51B | 7.4% | +484,354+3.9% | Added | History |
| ASMLASML Holding NV | ADR | 1,974,018 | $2.02B | 5.9% | −172,849−8.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 3,199,422 | $1.43B | 4.2% | −173,578−5.1% | Reduced | History |
| VVisa Inc. | Stock | 5,281,359 | $1.39B | 4.1% | −944,029−15.2% | Reduced | History |
| MELIMercadolibre Inc | COM | 782,581 | $1.29B | 3.8% | −73,484−8.6% | Reduced | History |
| LRCXLam Research Corp | COM | 1,149,710 | $1.22B | 3.6% | −264,902−18.7% | Reduced | History |
| DXCMDexcom Inc | COM | 10,606,503 | $1.20B | 3.5% | −290,261−2.7% | Reduced | History |
| NFLXNetflix Inc | Stock | 1,600,958 | $1.08B | 3.2% | −86,429−5.1% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 79,341,079 | $1.02B | 3.0% | −9,223,965−10.4% | Reduced | History |
| ENTGEntegris Inc | COM | 7,551,714 | $1.02B | 3.0% | −507,185−6.3% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 1,990,662 | $1.00B | 2.9% | −182,975−8.4% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 1,262,175 | $992.9M | 2.9% | −165,974−11.6% | Reduced | History |
| SHOPShopify Inc. | Stock | 14,736,374 | $973.3M | 2.9% | +1,497,354+11.3% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,779,253 | $830.7M | 2.4% | −438,641−8.4% | Reduced | History |
| OKTAOkta, Inc. | CL A | 8,812,081 | $824.9M | 2.4% | −226,596−2.5% | Reduced | History |
| TEAMAtlassian Corp | CL A | 4,262,719 | $754.0M | 2.2% | +51,745+1.2% | Added | History |
| AXONAxon Enterprise, Inc. | COM | 2,559,692 | $753.2M | 2.2% | +29,598+1.2% | Added | History |
| XYZBlock, Inc. | CL A | 11,510,438 | $742.3M | 2.2% | −437,376−3.7% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 6,373,337 | $693.3M | 2.0% | −453,399−6.6% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 3,758,396 | $684.6M | 2.0% | −26,840−0.7% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 8,691,528 | $620.7M | 1.8% | −636,701−6.8% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 4,203,680 | $545.2M | 1.6% | −89,707−2.1% | Reduced | History |
| NETCloudflare, Inc. | CL A COM | 6,469,002 | $535.8M | 1.6% | +2,8800.0% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 5,648,655 | $521.8M | 1.5% | −153,897−2.7% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 3,785,371 | $511.4M | 1.5% | −1,355,574−26.4% | Reduced | History |
| FLUTFlutter Entertainment plc | SHS | 2,040,665 | $372.1M | 1.1% | −31,469−1.5% | Reduced | History |
| ABNBAirbnb, Inc. | Stock | 2,268,780 | $344.0M | 1.0% | −170,281−7.0% | Reduced | History |
| ALGNAlign Technology Inc | COM | 1,311,368 | $316.6M | 0.9% | −44,942−3.3% | Reduced | History |
| NKENIKE, Inc. | Stock | 4,121,603 | $310.6M | 0.9% | −32,596−0.8% | Reduced | History |
| AAPLApple Inc. | Stock | 1,307,375 | $275.4M | 0.8% | +1,306,354+127,948.5% | Added | History |
| CPNGCoupang, Inc. | CL A | 12,689,542 | $265.8M | 0.8% | −466,716−3.5% | Reduced | History |
| IOTSamsara Inc. | Stock | 7,612,221 | $256.5M | 0.8% | +6,038,941+383.8% | Added | History |
| ROPRoper Technologies Inc | Stock | 406,490 | $229.1M | 0.7% | +30,002+8.0% | Added | History |
| IRTCiRhythm Holdings, Inc. | COM | 2,126,003 | $228.8M | 0.7% | −17,023−0.8% | Reduced | History |
| GLOBGlobant S.A. | COM | 1,264,737 | $225.5M | 0.7% | −79,598−5.9% | Reduced | History |
| RAREUltragenyx Pharmaceutical Inc. | COM | 5,354,750 | $220.1M | 0.6% | +1,495,303+38.7% | Added | History |
| UBERUber Technologies, Inc | Stock | 2,839,640 | $206.4M | 0.6% | −2,220,583−43.9% | Reduced | History |
| KSPIJoint Stock Co Kaspi.kz | SPONSORED ADS | 1,520,341 | $196.1M | 0.6% | −127,796−7.8% | Reduced | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 1,951,145 | $194.0M | 0.6% | −144,239−6.9% | Reduced | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 2,954,101 | $190.0M | 0.6% | +521,134+21.4% | Added | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 2,631,724 | $189.1M | 0.6% | +84,803+3.3% | Added | History |
| RGENRepligen Corp | COM | 1,421,532 | $179.2M | 0.5% | −11,205−0.8% | Reduced | History |
| XPXP Inc. | CL A | 8,955,234 | $157.5M | 0.5% | −750,177−7.7% | Reduced | History |
| TDGTransDigm Group INC | COM | 120,882 | $154.4M | 0.5% | +3,872+3.3% | Added | History |
| GOOGAlphabet Inc. | Stock | 685,219 | $125.7M | 0.4% | −5,269−0.8% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 243,363 | $123.9M | 0.4% | +86,391+55.0% | Added | History |
| TXNTexas Instruments Inc | Stock | 548,354 | $106.7M | 0.3% | +18,128+3.4% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 337,305 | $100.8M | 0.3% | +11,283+3.5% | Added | History |
| RACEFerrari N.V. | COM | 218,512 | $89.2M | 0.3% | −2,389−1.1% | Reduced | History |
| IQVIQVIA Holdings Inc. | Stock | 417,892 | $88.4M | 0.3% | +13,936+3.4% | Added | History |
| BZKanzhun Ltd | SPONSORED ADS | 4,556,908 | $85.7M | 0.3% | −374,130−7.6% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 612,078 | $83.8M | 0.2% | +19,601+3.3% | Added | History |
| ZTSZoetis Inc. | Stock | 470,851 | $81.6M | 0.2% | +15,554+3.4% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 261,404 | $80.4M | 0.2% | +258,149+7,930.8% | Added | History |
| WCNWaste Connections, Inc. | COM | 362,335 | $63.5M | 0.2% | +361,962+97,040.8% | Added | History |
| SITESiteOne Landscape Supply, Inc. | COM | 508,140 | $61.7M | 0.2% | +191,376+60.4% | Added | History |
| TXG10x Genomics, Inc. | CL A COM | 2,334,901 | $45.4M | 0.1% | −1,048,240−31.0% | Reduced | History |
| KVYOKlaviyo, Inc. | COM SER A | 1,429,762 | $35.6M | 0.1% | −2,275−0.2% | Reduced | History |
| STVNStevanato Group S.p.A. | ORD SHS | 1,795,866 | $32.9M | 0.1% | −64,275−3.5% | Reduced | History |
| GLBEGlobal-E Online Ltd. | SHS | 666,481 | $24.2M | 0.1% | +227,523+51.8% | Added | History |
| GTLBGitlab Inc. | CLASS A COM | 127,475 | $6.34M | <0.1% | +12,716+11.1% | Added | History |
| iShares MSCI India ETF46429B598 | ETF | 111,999 | $6.25M | <0.1% | −67,505−37.6% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,500 | $2.37M | <0.1% | +6,500 | New | – |
| PATHUiPath, Inc. | Stock | 73,641 | $933.8K | <0.1% | +28,999+65.0% | Added | History |
| CSGPCostar Group, Inc. | COM | 5,398 | $400.2K | <0.1% | −5,370,084−99.9% | Reduced | History |
Sold out since Q1 2024 (11)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| STESTERIS plc | SHS USD | 409,845 | $92.1M | 0.3% | History |
| TECHBIO-TECHNE Corp | COM | 12,732 | $896.2K | <0.1% | History |
| INTUIntuit Inc. | Stock | 195 | $126.8K | <0.1% | History |
| BILLBILL Holdings, Inc. | Stock | 1,255 | $86.2K | <0.1% | History |
| ADBEAdobe Inc. | Stock | 160 | $80.7K | <0.1% | History |
| ICLRIcon PLC | COM | 199 | $66.9K | <0.1% | History |
| LINLinde PLC | Stock | 97 | $45.0K | <0.1% | History |
| CPCanadian Pacific Kansas City Ltd | COM | 499 | $44.0K | <0.1% | History |
| MTCHMatch Group, Inc. | COM | 821 | $29.8K | <0.1% | History |
| COURCoursera, Inc. | COM | 1,285 | $18.0K | <0.1% | History |
| ILMNIllumina, Inc. | COM | 103 | $14.1K | <0.1% | History |