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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SAP SE

SAP|803054204

Shares:223.0K

Value:$59.9M

% of Portfolio:0.2% ($59.9M/$29.4B)

LINDE PLC

LIN|G54950103

Shares:89.3K

Value:$41.6M

% of Portfolio:0.1% ($41.6M/$29.4B)

Okta, Inc.

OKTA|679295105

Shares:358.7K

Value:$37.7M

% of Portfolio:0.1% ($37.7M/$29.4B)

Klaviyo, Inc.

KVYO|49845K101

Shares:972.7K

Value:$29.4M

% of Portfolio:0.1% ($29.4M/$29.4B)

monday.com Ltd.

MNDY|M7S64H106

Shares:115.0K

Value:$28.0M

% of Portfolio:0.1% ($28.0M/$29.4B)

Global-E Online Ltd.

GLBE|M5216V106

Shares:522.0K

Value:$18.6M

% of Portfolio:0.1% ($18.6M/$29.4B)

ICON PLC

ICLR|G4705A100

Shares:94.3K

Value:$16.5M

% of Portfolio:0.1% ($16.5M/$29.4B)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:44.4K

Value:$15.7M

% of Portfolio:0.1% ($15.7M/$29.4B)

CARVANA CO.

CVNA|146869102

Shares:61.1K

Value:$12.8M

% of Portfolio:0.0% ($12.8M/$29.4B)

Stevanato Group S.p.A.

STVN|T9224W109

Shares:485.5K

Value:$9.9M

% of Portfolio:0.0% ($9.9M/$29.4B)

464287614

IWF|464287614

Shares:26.5K

Value:$9.6M

% of Portfolio:0.0% ($9.6M/$29.4B)

Gitlab Inc.

GTLB|37637K108

Shares:127.5K

Value:$6.0M

% of Portfolio:0.0% ($6.0M/$29.4B)

Edwards Lifesciences Corp

EW|28176E108

Shares:19.2K

Value:$1.4M

% of Portfolio:0.0% ($1.4M/$29.4B)

ENTEGRIS INC

ENTG|29362U104

Shares:11.2K

Value:$977.3K

% of Portfolio:0.0% ($977.3K/$29.4B)

UiPath, Inc.

PATH|90364P105

Shares:44.6K

Value:$459.8K

% of Portfolio:0.0% ($459.8K/$29.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
SAP SE(SAPcusip803054204)	223.0K	QoQ NEW(+223.0K) YoY NEW(+223.0K)	All Managers (Combined)	$59.9M	0.2% ($59.9M/$29.4B)	QoQ NEW(+$59.9M) YoY NEW(+$59.9M)
LINDE PLC(LINcusipG54950103)	89.3K	QoQ -0.39% (-355) YoY +91949.48% (+89.2K)	All Managers (Combined)	$41.6M	0.1% ($41.6M/$29.4B)	QoQ +10.77% (-$4.0M) YoY +92211.25% (+$41.5M)
Okta, Inc.(OKTAcusip679295105)	358.7K	QoQ -21.61% (-98.9K) YoY -96.03% (-8.7M)	All Managers (Combined)	$37.7M	0.1% ($37.7M/$29.4B)	QoQ +4.66% (-$1.7M) YoY -96.00% (-$907.9M)
Klaviyo, Inc.(KVYOcusip49845K101)	972.7K	QoQ -21.39% (-264.8K) YoY -32.07% (-459.3K)	All Managers (Combined)	$29.4M	0.1% ($29.4M/$29.4B)	QoQ -42.32% (-$21.6M) YoY -19.32% (-$7.1M)
monday.com Ltd.(MNDYcusipM7S64H106)	115.0K	QoQ +31.53% (+27.6K) YoY NEW(+115.0K)	All Managers (Combined)	$28.0M	0.1% ($28.0M/$29.4B)	QoQ +35.85% (+$7.4M) YoY NEW(+$28.0M)
Global-E Online Ltd.(GLBEcusipM5216V106)	522.0K	QoQ -22.24% (-149.3K) YoY +18.92% (+83.1K)	All Managers (Combined)	$18.6M	0.1% ($18.6M/$29.4B)	QoQ -49.16% (-$18.0M) YoY +16.63% (+$2.7M)
ICON PLC(ICLRcusipG4705A100)	94.3K	QoQ -0.39% (-376) YoY +47298.99% (+94.1K)	All Managers (Combined)	$16.5M	0.1% ($16.5M/$29.4B)	QoQ -16.88% (-$3.4M) YoY +24589.25% (+$16.4M)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	44.4K	QoQ -43.74% (-34.5K) YoY NEW(+44.4K)	All Managers (Combined)	$15.7M	0.1% ($15.7M/$29.4B)	QoQ -42.03% (-$11.4M) YoY NEW(+$15.7M)
CARVANA CO.(CVNAcusip146869102)	61.1K	QoQ NEW(+61.1K) YoY NEW(+61.1K)	All Managers (Combined)	$12.8M	0.0% ($12.8M/$29.4B)	QoQ NEW(+$12.8M) YoY NEW(+$12.8M)
Stevanato Group S.p.A.(STVNcusipT9224W109)	485.5K	QoQ -3.03% (-15.2K) YoY -73.90% (-1.4M)	All Managers (Combined)	$9.9M	0.0% ($9.9M/$29.4B)	QoQ -9.13% (-$996.5K) YoY -83.39% (-$49.8M)
(IWFcusip464287614)	26.5K	QoQ +63.08% (+10.2K) YoY NEW(+26.5K)	All Managers (Combined)	$9.6M	0.0% ($9.6M/$29.4B)	QoQ +46.63% (+$3.0M) YoY NEW(+$9.6M)
Gitlab Inc.(GTLBcusip37637K108)	127.5K	QoQ 0.00% (-0) YoY +11.08% (-12.7K)	All Managers (Combined)	$6.0M	0.0% ($6.0M/$29.4B)	QoQ -16.59% (-$1.2M) YoY -10.48% (-$701.4K)
Edwards Lifesciences Corp(EWcusip28176E108)	19.2K	QoQ +6.49% (+1.2K) YoY -99.66% (-5.8M)	All Managers (Combined)	$1.4M	0.0% ($1.4M/$29.4B)	QoQ +4.26% (+$57.0K) YoY -99.74% (-$553.1M)
ENTEGRIS INC(ENTGcusip29362U104)	11.2K	QoQ -99.84% (-7.2M) YoY -99.86% (-8.0M)	All Managers (Combined)	$977.3K	0.0% ($977.3K/$29.4B)	QoQ -99.86% (-$713.6M) YoY -99.91% (-$1131.6M)
UiPath, Inc.(PATHcusip90364P105)	44.6K	QoQ -39.37% (-29.0K) YoY 0.00% (-0)	All Managers (Combined)	$459.8K	0.0% ($459.8K/$29.4B)	QoQ -50.87% (-$476.2K) YoY -54.56% (-$552.2K)