Sands Capital Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001020066

Type: FundHoldings: 75Value: $29.4BLatest: 2025Q1

SANDS CAPITAL MANAGEMENT, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 75 holdings worth $29.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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NVIDIA CORP

NVDA|67066G104

Shares:19.9M

Value:$2.2B

% of Portfolio:7.3% ($2.2B/$29.4B)

AMAZON COM INC

AMZN|023135106

Shares:11.1M

Value:$2.1B

% of Portfolio:7.2% ($2.1B/$29.4B)

NETFLIX INC

NFLX|64110L106

Shares:1.5M

Value:$1.4B

% of Portfolio:4.7% ($1.4B/$29.4B)

VISA INC.

V|92826C839

Shares:3.8M

Value:$1.3B

% of Portfolio:4.5% ($1.3B/$29.4B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:8.0M

Value:$1.3B

% of Portfolio:4.5% ($1.3B/$29.4B)

MERCADOLIBRE INC

MELI|58733R102

Shares:612.0K

Value:$1.2B

% of Portfolio:4.1% ($1.2B/$29.4B)

ServiceNow, Inc.

NOW|81762P102

Shares:1.5M

Value:$1.2B

% of Portfolio:3.9% ($1.2B/$29.4B)

SHOPIFY INC.

SHOP|82509L107

Shares:12.1M

Value:$1.2B

% of Portfolio:3.9% ($1.2B/$29.4B)

DoorDash, Inc.

DASH|25809K105

Shares:5.5M

Value:$1.0B

% of Portfolio:3.4% ($1.0B/$29.4B)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:1.9M

Value:$999.2M

% of Portfolio:3.4% ($999.2M/$29.4B)

MICROSOFT CORP

MSFT|594918104

Shares:2.6M

Value:$994.1M

% of Portfolio:3.4% ($994.1M/$29.4B)

Spotify Technology S.A.

SPOT|L8681T102

Shares:1.8M

Value:$983.8M

% of Portfolio:3.3% ($983.8M/$29.4B)

Sea Ltd

SE|81141R100

Shares:6.8M

Value:$889.7M

% of Portfolio:3.0% ($889.7M/$29.4B)

Meta Platforms, Inc.

META|30303M102

Shares:1.5M

Value:$869.0M

% of Portfolio:3.0% ($869.0M/$29.4B)

Atlassian Corp

TEAM|049468101

Shares:3.9M

Value:$831.6M

% of Portfolio:2.8% ($831.6M/$29.4B)

Cloudflare, Inc.

NET|18915M107

Shares:6.4M

Value:$724.3M

% of Portfolio:2.5% ($724.3M/$29.4B)

DEXCOM INC

DXCM|252131107

Shares:10.4M

Value:$711.2M

% of Portfolio:2.4% ($711.2M/$29.4B)

Samsara Inc.

IOT|79589L106

Shares:16.4M

Value:$630.3M

% of Portfolio:2.1% ($630.3M/$29.4B)

AppLovin Corp

APP|03831W108

Shares:2.1M

Value:$545.4M

% of Portfolio:1.9% ($545.4M/$29.4B)

Nu Holdings Ltd.

NU|G6683N103

Shares:51.4M

Value:$526.8M

% of Portfolio:1.8% ($526.8M/$29.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	19.9M	QoQ -9.58% (-2.1M) YoY +638.44% (-17.2M)	All Managers (Combined)	$2.2B	7.3% ($2.2B/$29.4B)	QoQ -27.03% (-$800.1M) YoY -11.42% (-$278.6M)
AMAZON COM INC(AMZNcusip023135106)	11.1M	QoQ -6.03% (-713.2K) YoY -11.30% (-1.4M)	All Managers (Combined)	$2.1B	7.2% ($2.1B/$29.4B)	QoQ -18.51% (-$479.6M) YoY -6.44% (-$145.5M)
NETFLIX INC(NFLXcusip64110L106)	1.5M	QoQ -0.99% (-14.7K) YoY -13.03% (-219.9K)	All Managers (Combined)	$1.4B	4.7% ($1.4B/$29.4B)	QoQ +3.58% (-$47.4M) YoY +33.53% (-$343.7M)
VISA INC.(Vcusip92826C839)	3.8M	QoQ -16.16% (-735.2K) YoY -38.75% (-2.4M)	All Managers (Combined)	$1.3B	4.5% ($1.3B/$29.4B)	QoQ -7.03% (-$101.1M) YoY -23.08% (-$401.1M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	8.0M	QoQ +82.40% (+3.6M) YoY +53.84% (+2.8M)	All Managers (Combined)	$1.3B	4.5% ($1.3B/$29.4B)	QoQ +53.31% (+$463.4M) YoY +87.70% (+$622.6M)
MERCADOLIBRE INC(MELIcusip58733R102)	612.0K	QoQ -8.45% (-56.5K) YoY -28.51% (-244.1K)	All Managers (Combined)	$1.2B	4.1% ($1.2B/$29.4B)	QoQ +5.02% (-$57.2M) YoY -7.75% (-$100.4M)
ServiceNow, Inc.(NOWcusip81762P102)	1.5M	QoQ +0.39% (-5.7K) YoY +2.08% (+29.8K)	All Managers (Combined)	$1.2B	3.9% ($1.2B/$29.4B)	QoQ -24.60% (-$378.8M) YoY +6.60% (+$71.9M)
SHOPIFY INC.(SHOPcusip82509L107)	12.1M	QoQ -11.85% (-1.6M) YoY -8.25% (-1.1M)	All Managers (Combined)	$1.2B	3.9% ($1.2B/$29.4B)	QoQ -20.84% (-$305.4M) YoY +13.51% (-$138.0M)
DoorDash, Inc.(DASHcusip25809K105)	5.5M	QoQ -6.53% (-384.9K) YoY -19.33% (-1.3M)	All Managers (Combined)	$1.0B	3.4% ($1.0B/$29.4B)	QoQ +1.83% (-$18.1M) YoY +7.05% (-$66.3M)
AXON ENTERPRISE, INC.(AXONcusip05464C101)	1.9M	QoQ -3.91% (-77.4K) YoY -24.91% (-630.3K)	All Managers (Combined)	$999.2M	3.4% ($999.2M/$29.4B)	QoQ -14.96% (-$175.9M) YoY +26.22% (-$207.6M)
MICROSOFT CORP(MSFTcusip594918104)	2.6M	QoQ -5.55% (-155.7K) YoY -21.48% (-724.8K)	All Managers (Combined)	$994.1M	3.4% ($994.1M/$29.4B)	QoQ -15.88% (-$187.7M) YoY -29.94% (-$425.0M)
Spotify Technology S.A.(SPOTcusipL8681T102)	1.8M	QoQ -3.80% (-70.8K) YoY NEW(+1.8M)	All Managers (Combined)	$983.8M	3.3% ($983.8M/$29.4B)	QoQ +18.26% (-$151.9M) YoY NEW(+$983.8M)
Sea Ltd(SEcusip81141R100)	6.8M	QoQ -7.76% (-573.6K) YoY -26.91% (-2.5M)	All Managers (Combined)	$889.7M	3.0% ($889.7M/$29.4B)	QoQ +13.44% (-$105.4M) YoY +77.57% (-$388.7M)
Meta Platforms, Inc.(METAcusip30303M102)	1.5M	QoQ +13.20% (+175.9K) YoY -30.63% (-665.9K)	All Managers (Combined)	$869.0M	3.0% ($869.0M/$29.4B)	QoQ +11.43% (+$89.2M) YoY -17.66% (-$186.5M)
Atlassian Corp(TEAMcusip049468101)	3.9M	QoQ -13.30% (-601.6K) YoY -6.94% (-292.4K)	All Managers (Combined)	$831.6M	2.8% ($831.6M/$29.4B)	QoQ -24.41% (-$268.6M) YoY +1.21% (-$10.0M)
Cloudflare, Inc.(NETcusip18915M107)	6.4M	QoQ -17.23% (-1.3M) YoY -0.59% (-38.7K)	All Managers (Combined)	$724.3M	2.5% ($724.3M/$29.4B)	QoQ -13.38% (-$111.9M) YoY +15.68% (-$98.2M)
DEXCOM INC(DXCMcusip252131107)	10.4M	QoQ -6.25% (-695.3K) YoY -4.42% (-482.6K)	All Managers (Combined)	$711.2M	2.4% ($711.2M/$29.4B)	QoQ -17.68% (-$152.8M) YoY -52.94% (-$800.2M)
Samsara Inc.(IOTcusip79589L106)	16.4M	QoQ +58.56% (+6.1M) YoY +945.15% (+14.9M)	All Managers (Combined)	$630.3M	2.1% ($630.3M/$29.4B)	QoQ +39.11% (+$177.2M) YoY +960.08% (+$570.8M)
AppLovin Corp(APPcusip03831W108)	2.1M	QoQ +149.05% (+1.2M) YoY NEW(+2.1M)	All Managers (Combined)	$545.4M	1.9% ($545.4M/$29.4B)	QoQ +103.78% (+$277.7M) YoY NEW(+$545.4M)
Nu Holdings Ltd.(NUcusipG6683N103)	51.4M	QoQ -11.28% (-6.5M) YoY -41.91% (-37.1M)	All Managers (Combined)	$526.8M	1.8% ($526.8M/$29.4B)	QoQ -12.31% (-$74.0M) YoY -50.14% (-$529.8M)