Sands Capital Management, LLC

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: 0001020066
Manager Name: Sands Capital Management, LLC

Data Enrichment

95% identified

71 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

75 positions • $29,394,787.39K total value

75 positions

Manager:

SEC FilingSEC DataHachi Filing

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Builders FirstSource, Inc.

BLDR|12008R107

1051544

Value:

$131.4B

Full Truck Alliance Co. Ltd.

YMM|35969L108

10250292(+66.5%)

Value:

$130.9B(+96.5%)

48581R205

1311457(-9.0%)

Value:

$121.8B(-10.8%)

TETRA TECH INC

TTEK|88162G103

4110736(-5.2%)

Value:

$120.2B(-30.4%)

TransDigm Group INC

TDG|893641100

85886(-0.6%)

Value:

$118.8B(+8.5%)

Airbnb, Inc.

ABNB|009066101

950809(-5.1%)

Value:

$113.6B(-13.8%)

Globant S.A.

GLOB|L44385109

902535(-9.0%)

Value:

$106.2B(-50.0%)

Ferrari N.V.

RACE|N3167Y103

246069(-0.9%)

Value:

$105.3B(-0.2%)

Alphabet Inc.

GOOG|02079K107

624184(-5.0%)

Value:

$97.5B(-22.1%)

UNITEDHEALTH GROUP INC

UNH|91324P102

174787(-0.5%)

Value:

$91.5B(+3.0%)

CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

239604(-0.6%)

Value:

$88.3B(+6.9%)

Grab Holdings Ltd

GRAB|G4124C109

19477077(-8.9%)

Value:

$88.2B(-12.6%)

92333F101

8532908

Value:

$87.9B

Snowflake Inc.

SNOW|833445109

596443(-79.5%)

Value:

$87.2B(-80.6%)

Apple Inc.

AAPL|037833100

355649(-86.9%)

Value:

$79.0B(-88.4%)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

304719(+61.9%)

Value:

$77.5B(+37.0%)

Kanzhun Ltd

BZ|48553T106

3934331(-8.9%)

Value:

$75.4B(+26.5%)

Arthur J. Gallagher & Co.

AJG|363576109

202631

Value:

$70.0B

MCKESSON CORP

MCK|58155Q103

91750

Value:

$61.7B

AMPHENOL CORP /DE/

APH|032095101

929152

Value:

$60.9B

Instrument	Shares		Other Manager	Value
Builders Firstsource, Inc.(BLDRcusip12008R107)	1.1M	QoQ NEW(+1.1M) YoY NEW(+1.1M)	All Managers (Combined)	$131.4M	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ NEW(+$60.9M) YoY NEW(+$60.9M)