Sands-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SE",
  "RGEN",
  "STVN",
  "GRAB",
  "GLOB",
  "GLBE",
  "ENTG",
  "FWONK",
  "SNOW",
  "ABNB",
  "GOOGL",
  "TEAM",
  "ASML",
  "AVGO",
  "APP",
  "YMM",
  "ISRG",
  "ICE",
  "META",
  null,
  "LIN",
  "MSFT",
  "GTLB",
  "NU",
  "ICLR",
  "DASH",
  "IWF",
  "UNH",
  "AAPL",
  "NVDA",
  "IOT",
  "NOW",
  "SHOP",
  "ROP",
  "SAP",
  "TDG",
  "UBER",
  null,
  null,
  "PATH",
  "TSM",
  "EW",
  "AXON",
  "APH",
  "AJG",
  "WCN",
  "HTHT",
  "BZ",
  "RACE",
  "AMZN",
  "HDB",
  "V",
  "KVYO",
  "MNDY",
  "OKTA",
  "RARE",
  "RBLX",
  "SPOT",
  "MELI",
  "MCK",
  "IRTC",
  null,
  "BLDR",
  "CDNS",
  "CVNA",
  "CHTR",
  "NET",
  "CPNG",
  "CRWD",
  "DDOG",
  "DXCM",
  "TTEK",
  "NKE",
  "GOOG",
  "NFLX"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 75
Total Value: 29394787390
Accession Number: 0001846444-25-000006
Form Type: 13F-HR
CIK: sands-capital-management
Manager Name: Sands-Capital-Management

Data Enrichment

95% identified

71 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

75 positions • $29.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Builders FirstSource, Inc.

BLDR|12008R107

Shares:1.1M

Value:$131.4M

% of Portfolio:0.4% ($131.4M/$29.4B)

Full Truck Alliance Co. Ltd.

YMM|35969L108

Shares:10.3M

Value:$130.9M

% of Portfolio:0.4% ($130.9M/$29.4B)

48581R205

Shares:1.3M

Value:$121.8M

% of Portfolio:0.4% ($121.8M/$29.4B)

TETRA TECH INC

TTEK|88162G103

Shares:4.1M

Value:$120.2M

% of Portfolio:0.4% ($120.2M/$29.4B)

TransDigm Group INC

TDG|893641100

Shares:85.9K

Value:$118.8M

% of Portfolio:0.4% ($118.8M/$29.4B)

Airbnb, Inc.

ABNB|009066101

Shares:950.8K

Value:$113.6M

% of Portfolio:0.4% ($113.6M/$29.4B)

Globant S.A.

GLOB|L44385109

Shares:902.5K

Value:$106.2M

% of Portfolio:0.4% ($106.2M/$29.4B)

Ferrari N.V.

RACE|N3167Y103

Shares:246.1K

Value:$105.3M

% of Portfolio:0.4% ($105.3M/$29.4B)

Alphabet Inc.

GOOG|02079K107

Shares:624.2K

Value:$97.5M

% of Portfolio:0.3% ($97.5M/$29.4B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:174.8K

Value:$91.5M

% of Portfolio:0.3% ($91.5M/$29.4B)

CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

Shares:239.6K

Value:$88.3M

% of Portfolio:0.3% ($88.3M/$29.4B)

Grab Holdings Ltd

GRAB|G4124C109

Shares:19.5M

Value:$88.2M

% of Portfolio:0.3% ($88.2M/$29.4B)

92333F101

Shares:8.5M

Value:$87.9M

% of Portfolio:0.3% ($87.9M/$29.4B)

Snowflake Inc.

SNOW|833445109

Shares:596.4K

Value:$87.2M

% of Portfolio:0.3% ($87.2M/$29.4B)

Apple Inc.

AAPL|037833100

Shares:355.6K

Value:$79.0M

% of Portfolio:0.3% ($79.0M/$29.4B)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:304.7K

Value:$77.5M

% of Portfolio:0.3% ($77.5M/$29.4B)

Kanzhun Ltd

BZ|48553T106

Shares:3.9M

Value:$75.4M

% of Portfolio:0.3% ($75.4M/$29.4B)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:202.6K

Value:$70.0M

% of Portfolio:0.2% ($70.0M/$29.4B)

MCKESSON CORP

MCK|58155Q103

Shares:91.8K

Value:$61.7M

% of Portfolio:0.2% ($61.7M/$29.4B)

AMPHENOL CORP /DE/

APH|032095101

Shares:929.2K

Value:$60.9M

% of Portfolio:0.2% ($60.9M/$29.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Builders FirstSource, Inc.(BLDRcusip12008R107)	1.1M	QoQ NEW(+1.1M) YoY NEW(+1.1M)	All Managers (Combined)	$131.4M	0.4% ($131.4M/$29.4B)	QoQ NEW(+$131.4M) YoY NEW(+$131.4M)
Full Truck Alliance Co. Ltd.(YMMcusip35969L108)	10.3M	QoQ +66.45% (+4.1M) YoY NEW(+10.3M)	All Managers (Combined)	$130.9M	0.4% ($130.9M/$29.4B)	QoQ +96.45% (+$64.3M) YoY NEW(+$130.9M)
(cusip48581R205)✕	1.3M	QoQ -9.02% (-130.0K) YoY -20.42% (-336.7K)	All Managers (Combined)	$121.8M	0.4% ($121.8M/$29.4B)	QoQ -10.80% (-$14.8M) YoY -42.56% (-$90.2M)
TETRA TECH INC(TTEKcusip88162G103)	4.1M	QoQ -5.24% (-227.5K) YoY NEW(+4.1M)	All Managers (Combined)	$120.2M	0.4% ($120.2M/$29.4B)	QoQ -30.43% (-$52.6M) YoY NEW(+$120.2M)
TransDigm Group INC(TDGcusip893641100)	85.9K	QoQ -0.60% (-519) YoY -26.59% (-31.1K)	All Managers (Combined)	$118.8M	0.4% ($118.8M/$29.4B)	QoQ +8.49% (-$9.3M) YoY -17.55% (-$25.3M)
Airbnb, Inc.(ABNBcusip009066101)	950.8K	QoQ -5.13% (-51.5K) YoY -61.01% (-1.5M)	All Managers (Combined)	$113.6M	0.4% ($113.6M/$29.4B)	QoQ -13.76% (-$18.1M) YoY -71.76% (-$288.8M)
Globant S.A.(GLOBcusipL44385109)	902.5K	QoQ -8.96% (-88.8K) YoY -32.86% (-441.8K)	All Managers (Combined)	$106.2M	0.4% ($106.2M/$29.4B)	QoQ -50.01% (-$106.3M) YoY -60.85% (-$165.2M)
Ferrari N.V.(RACEcusipN3167Y103)	246.1K	QoQ -0.90% (-2.2K) YoY +11.39% (+25.2K)	All Managers (Combined)	$105.3M	0.4% ($105.3M/$29.4B)	QoQ -0.19% (-$205.7K) YoY +9.33% (+$9.0M)
Alphabet Inc.(GOOGcusip02079K107)	624.2K	QoQ -5.05% (-33.3K) YoY -9.60% (-66.3K)	All Managers (Combined)	$97.5M	0.3% ($97.5M/$29.4B)	QoQ -22.11% (-$27.7M) YoY -7.24% (-$7.6M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	174.8K	QoQ -0.52% (-927) YoY +11.34% (+17.8K)	All Managers (Combined)	$91.5M	0.3% ($91.5M/$29.4B)	QoQ +2.99% (-$2.7M) YoY +17.88% (+$13.9M)
CHARTER COMMUNICATIONS, INC. /MO/(CHTRcusip16119P108)	239.6K	QoQ -0.60% (-1.4K) YoY -26.50% (-86.4K)	All Managers (Combined)	$88.3M	0.3% ($88.3M/$29.4B)	QoQ +6.86% (-$5.7M) YoY -6.80% (-$6.5M)
Grab Holdings Ltd(GRABcusipG4124C109)	19.5M	QoQ -8.89% (-1.9M) YoY NEW(+19.5M)	All Managers (Combined)	$88.2M	0.3% ($88.2M/$29.4B)	QoQ -12.55% (-$12.7M) YoY NEW(+$88.2M)
(cusip92333F101)✕	8.5M	QoQ NEW(+8.5M) YoY NEW(+8.5M)	All Managers (Combined)	$87.9M	0.3% ($87.9M/$29.4B)	QoQ NEW(+$87.9M) YoY NEW(+$87.9M)
Snowflake Inc.(SNOWcusip833445109)	596.4K	QoQ -79.55% (-2.3M) YoY -88.39% (-4.5M)	All Managers (Combined)	$87.2M	0.3% ($87.2M/$29.4B)	QoQ -80.64% (-$363.3M) YoY -89.50% (-$743.6M)
Apple Inc.(AAPLcusip037833100)	355.6K	QoQ -86.90% (-2.4M) YoY +34733.39% (+354.6K)	All Managers (Combined)	$79.0M	0.3% ($79.0M/$29.4B)	QoQ -88.38% (-$600.9M) YoY +45022.15% (+$78.8M)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	304.7K	QoQ +61.87% (+116.5K) YoY +9261.56% (+301.5K)	All Managers (Combined)	$77.5M	0.3% ($77.5M/$29.4B)	QoQ +37.02% (+$20.9M) YoY +7548.83% (+$76.5M)
Kanzhun Ltd(BZcusip48553T106)	3.9M	QoQ -8.90% (-384.4K) YoY -20.21% (-996.7K)	All Managers (Combined)	$75.4M	0.3% ($75.4M/$29.4B)	QoQ +26.54% (-$15.8M) YoY -12.74% (-$11.0M)
Arthur J. Gallagher & Co.(AJGcusip363576109)	202.6K	QoQ NEW(+202.6K) YoY NEW(+202.6K)	All Managers (Combined)	$70.0M	0.2% ($70.0M/$29.4B)	QoQ NEW(+$70.0M) YoY NEW(+$70.0M)
MCKESSON CORP(MCKcusip58155Q103)	91.8K	QoQ NEW(+91.8K) YoY NEW(+91.8K)	All Managers (Combined)	$61.7M	0.2% ($61.7M/$29.4B)	QoQ NEW(+$61.7M) YoY NEW(+$61.7M)
AMPHENOL CORP /DE/(APHcusip032095101)	929.2K	QoQ NEW(+929.2K) YoY NEW(+929.2K)	All Managers (Combined)	$60.9M	0.2% ($60.9M/$29.4B)	QoQ NEW(+$60.9M) YoY NEW(+$60.9M)