Investor Details
| Filer Name: | SANDS CAPITAL MANAGEMENT, LLC |
|---|---|
| CIK: | 1020066 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-13 |
| Number of Holdings: | 71 |
| Portfolio Value: | $33.80B |
Sands Capital Management, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| NVDA | US | NVIDIA CORP | 22,039,413 | $2,960M | 8.76% | -4.4% | - |
| AMZN | US | AMAZON.COM INC | 11,807,720 | $2,590M | 7.67% | -5.9% | - |
| NOW | US | SERVICENOW INC | 1,452,255 | $1,540M | 4.56% | 22.7% | - |
| SHOP | US | SHOPIFY INC - CLASS A | 13,778,939 | $1,465M | 4.34% | -9.2% | - |
| V | US | VISA INC-CLASS A SHARES | 4,548,250 | $1,437M | 4.25% | -8.5% | - |
| NFLX | US | NETFLIX INC | 1,482,174 | $1,321M | 3.91% | -5.0% | - |
| ASML | US | ASML HOLDING NV-NY REG SHS | 1,785,776 | $1,238M | 3.66% | -7.2% | - |
| MSFT | US | MICROSOFT CORP | 2,803,908 | $1,182M | 3.50% | -7.9% | - |
| AXON | US | AXON ENTERPRISE INC | 1,977,236 | $1,175M | 3.48% | -6.3% | - |
| MELI | US | MERCADOLIBRE INC | 668,506 | $1,137M | 3.36% | -11.5% | - |
| TEAM | US | ATLASSIAN CORP-CL A | 4,520,175 | $1,100M | 3.26% | 6.4% | - |
| DASH | US | DOORDASH INC - A | 5,891,970 | $988M | 2.92% | -1.4% | - |
| SQ | US | BLOCK INC | 10,339,834 | $879M | 2.60% | -7.9% | - |
| TSM | US | TAIWAN SEMICONDUCTOR-SP ADR | 4,400,922 | $869M | 2.57% | -6.0% | - |
| DXCM | US | DEXCOM INC | 11,109,501 | $864M | 2.56% | 7.7% | - |
| NET | US | CLOUDFLARE INC - CLASS A | 7,766,054 | $836M | 2.47% | 22.4% | - |
| SPOT | US | SPOTIFY TECHNOLOGY SA | 1,859,330 | $832M | 2.46% | 86.2% | - |
| SE | US | SEA LTD-ADR | 7,391,632 | $784M | 2.32% | -11.4% | - |
| META | US | META PLATFORMS INC-CLASS A | 1,331,896 | $780M | 2.31% | -5.9% | - |
| ENTG | US | ENTEGRIS INC | 7,214,073 | $715M | 2.11% | -7.1% | - |