Sands Capital Management, LLC
- SEC CIK
- 0001020066
- Latest filing
- Aug 13, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 13, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 67
- +1 vs. Q2 2024
- Portfolio value
- $32.9B
- −$1.08B (−3.2%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 23,055,228 | $2.80B | 8.5% | −2,061,193−8.2% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 12,550,445 | $2.34B | 7.1% | −442,620−3.4% | Reduced | History |
| ASMLASML Holding NV | ADR | 1,924,736 | $1.60B | 4.9% | −49,282−2.5% | Reduced | History |
| MELIMercadolibre Inc | COM | 755,634 | $1.55B | 4.7% | −26,947−3.4% | Reduced | History |
| VVisa Inc. | Stock | 4,968,896 | $1.37B | 4.1% | −312,463−5.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 3,043,559 | $1.31B | 4.0% | −155,863−4.9% | Reduced | History |
| SHOPShopify Inc. | Stock | 15,171,797 | $1.22B | 3.7% | +435,423+3.0% | Added | History |
| NFLXNetflix Inc | Stock | 1,559,983 | $1.11B | 3.4% | −40,975−2.6% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 1,183,745 | $1.06B | 3.2% | −78,430−6.2% | Reduced | History |
| ENTGEntegris Inc | COM | 7,767,059 | $874.0M | 2.7% | +215,345+2.9% | Added | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 63,806,801 | $871.0M | 2.6% | −15,534,278−19.6% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 5,973,843 | $852.6M | 2.6% | −399,494−6.3% | Reduced | History |
| AXONAxon Enterprise, Inc. | COM | 2,110,343 | $843.3M | 2.6% | −449,349−17.6% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,683,522 | $813.4M | 2.5% | −95,731−2.0% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 1,415,480 | $810.3M | 2.5% | −575,182−28.9% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 8,340,858 | $786.4M | 2.4% | −350,670−4.0% | Reduced | History |
| XYZBlock, Inc. | CL A | 11,227,844 | $753.7M | 2.3% | −282,594−2.5% | Reduced | History |
| DXCMDexcom Inc | COM | 10,319,198 | $691.8M | 2.1% | −287,305−2.7% | Reduced | History |
| TEAMAtlassian Corp | CL A | 4,249,725 | $674.9M | 2.0% | −12,994−0.3% | Reduced | History |
| LRCXLam Research Corp | COM | 824,114 | $672.5M | 2.0% | −325,596−28.3% | Reduced | History |
| OKTAOkta, Inc. | CL A | 8,622,056 | $641.0M | 1.9% | −190,025−2.2% | Reduced | History |
| AAPLApple Inc. | Stock | 2,732,516 | $636.7M | 1.9% | +1,425,141+109.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 3,753,425 | $622.5M | 1.9% | −4,971−0.1% | Reduced | History |
| NETCloudflare, Inc. | CL A COM | 6,344,384 | $513.2M | 1.6% | −124,618−1.9% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 4,270,951 | $491.4M | 1.5% | +67,271+1.6% | Added | History |
| FLUTFlutter Entertainment plc | SHS | 2,035,122 | $482.9M | 1.5% | −5,543−0.3% | Reduced | History |
| IOTSamsara Inc. | Stock | 8,215,737 | $395.3M | 1.2% | +603,516+7.9% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 998,374 | $367.9M | 1.1% | +998,374 | New | History |
| NKENIKE, Inc. | Stock | 4,116,750 | $363.9M | 1.1% | −4,853−0.1% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 2,204,395 | $354.1M | 1.1% | +1,592,317+260.1% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 5,338,095 | $352.3M | 1.1% | −310,560−5.5% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 3,027,836 | $347.8M | 1.1% | −757,535−20.0% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 13,085,536 | $321.2M | 1.0% | +395,994+3.1% | Added | History |
| RAREUltragenyx Pharmaceutical Inc. | COM | 5,118,255 | $284.3M | 0.9% | −236,495−4.4% | Reduced | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 1,851,612 | $229.9M | 0.7% | −99,533−5.1% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 392,279 | $218.3M | 0.7% | −14,211−3.5% | Reduced | History |
| RGENRepligen Corp | COM | 1,419,063 | $211.2M | 0.6% | −2,469−0.2% | Reduced | History |
| ALGNAlign Technology Inc | COM | 800,408 | $203.6M | 0.6% | −510,960−39.0% | Reduced | History |
| GLOBGlobant S.A. | COM | 1,021,824 | $202.5M | 0.6% | −242,913−19.2% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 2,686,252 | $201.9M | 0.6% | −153,388−5.4% | Reduced | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 2,536,806 | $196.4M | 0.6% | −94,918−3.6% | Reduced | History |
| RBLXRoblox Corp | Stock | 4,416,618 | $195.5M | 0.6% | +4,416,618 | New | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 2,891,413 | $180.9M | 0.5% | −62,688−2.1% | Reduced | History |
| TDGTransDigm Group INC | COM | 115,136 | $164.3M | 0.5% | −5,746−4.8% | Reduced | History |
| IRTCiRhythm Holdings, Inc. | COM | 2,122,891 | $157.6M | 0.5% | −3,112−0.1% | Reduced | History |
| KSPIJoint Stock Co Kaspi.kz | SPONSORED ADS | 1,478,214 | $156.7M | 0.5% | −42,127−2.8% | Reduced | History |
| XPXP Inc. | CL A | 8,705,724 | $156.2M | 0.5% | −249,510−2.8% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 231,833 | $135.5M | 0.4% | −11,530−4.7% | Reduced | History |
| ABNBAirbnb, Inc. | Stock | 1,049,462 | $133.1M | 0.4% | −1,219,318−53.7% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 684,236 | $114.4M | 0.3% | −983−0.1% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 522,260 | $107.9M | 0.3% | −26,094−4.8% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 321,256 | $104.1M | 0.3% | −16,049−4.8% | Reduced | History |
| RACEFerrari N.V. | COM | 208,617 | $98.1M | 0.3% | −9,895−4.5% | Reduced | History |
| IQVIQVIA Holdings Inc. | Stock | 398,006 | $94.3M | 0.3% | −19,886−4.8% | Reduced | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 21,974,504 | $83.5M | 0.3% | +21,974,504 | New | History |
| SITESiteOne Landscape Supply, Inc. | COM | 552,581 | $83.4M | 0.3% | +44,441+8.7% | Added | History |
| WCNWaste Connections, Inc. | COM | 444,710 | $79.5M | 0.2% | +82,375+22.7% | Added | History |
| BZKanzhun Ltd | SPONSORED ADS | 4,430,261 | $76.9M | 0.2% | −126,647−2.8% | Reduced | History |
| CDNSCadence Design Systems Inc | Stock | 249,702 | $67.7M | 0.2% | −11,702−4.5% | Reduced | History |
| KVYOKlaviyo, Inc. | COM SER A | 1,428,170 | $50.5M | 0.2% | −1,592−0.1% | Reduced | History |
| STVNStevanato Group S.p.A. | ORD SHS | 1,717,079 | $34.3M | 0.1% | −78,787−4.4% | Reduced | History |
| GLBEGlobal-E Online Ltd. | SHS | 667,122 | $25.6M | 0.1% | +641+0.1% | Added | History |
| GTLBGitlab Inc. | CLASS A COM | 127,475 | $6.57M | <0.1% | 00.0% | Unchanged | History |
| iShares MSCI India ETF46429B598 | ETF | 111,999 | $6.56M | <0.1% | 00.0% | Unchanged | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,900 | $1.84M | <0.1% | −1,600−24.6% | Reduced | – |
| PATHUiPath, Inc. | Stock | 73,641 | $942.6K | <0.1% | 00.0% | Unchanged | History |
| TXG10x Genomics, Inc. | CL A COM | 12,542 | $283.2K | <0.1% | −2,322,359−99.5% | Reduced | History |
Sold out since Q2 2024 (2)
Positions held at the end of Q2 2024 that are gone from this filing.