Sands Capital Management, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Sands Capital Management, LLC

CIK Number: 0001020066

34.83B
Market Value
74
# of Holdings
17 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 NVDA NVIDIA Corporat...
181.60
-0.09% 19.93M -9.59% 2.16B 29.68 7.35% Share
2 AMZN Amazon.com, Inc...
229.12
+0.18% 11.09M -6.04% 2.11B 63.3 7.18% Share
3 NFLX Netflix, Inc.
1223.50
-0.21% 1.47M -0.99% 1.37B 209.87 4.66% Share
4 V Visa Inc.
350.30
-0.25% 3.81M -16.16% 1.34B 61.8 4.55% Share
5 TSM Taiwan Semicond...
239.26
+0.23% 8.03M +82.40% 1.33B 114.05 4.53% Share
6 MELI MercadoLibre, I...
2413.43
+0.33% 612K -8.45% 1.19B 1148.86 4.06% Share
7 NOW ServiceNow, Inc...
888.24
+2.73% 1.46M +0.39% 1.16B 285.89 3.95% Share
8 SHOP Shopify Inc.
139.92
-0.66% 12.15M -11.85% 1.16B 52.9 3.95% Share
9 DASH DoorDash, Inc.
245.65
-1.26% 5.51M -6.53% 1.01B 146.62 3.42% Share
10 AXON Axon Enterprise...
769.68
+0.09% 1.9M -3.92% 999.21M 208.55 3.40% Share
11 MSFT Microsoft Corpo...
506.74
+0.94% 2.65M -5.55% 994.13M 305.34 3.38% Share
12 SPOT Spotify Technol...
692.87
-0.52% 1.79M -3.81% 983.76M 405.04 3.35% Share
13 SE Sea Limited
183.09
-2.76% 6.82M -7.76% 889.68M 54.12 3.03% Share
14 META Meta Platforms,...
747.38
-0.89% 1.51M +13.20% 869.01M 336.05 2.96% Share
15 TEAM Atlassian Corpo...
171.88
+4.65% 3.92M -13.31% 831.56M 136.11 2.83% Share
16 NET Cloudflare, Inc...
205.21
+3.35% 6.43M -17.24% 724.31M 103.59 2.46% Share
17 DXCM DexCom, Inc.
76.38
+0.34% 10.41M -6.26% 711.18M 102.92 2.42% Share
18 IOT Samsara Inc.
35.63
+6.04% 16.44M +58.57% 630.27M 36.92 2.14% Share
19 APP AppLovin Corpor...
462.94
-1.36% 2.06M +149.06% 545.36M 288.6 1.86% Share
20 NU Nu Holdings Ltd...
14.63
+2.77% 51.44M -11.29% 526.79M 7.34 1.79% Share
21 GOOGL Alphabet Inc.
207.48
+0.16% 3.35M -7.45% 518M 47.99 1.76% Share
22 FLUT Flutter Enterta...
305.42
+1.53% 2.2M -5% 486.36M 203.77 1.65% Share
23 ICE Intercontinenta...
177.28
-0.82% 2.69M -1.88% 464.5M 144.17 1.58% Share
24 XYZ Block, Inc.
79.41
+0.80% 8.53M -17.49% 463.53M 129.65 1.58% Share
25 ASML ASML Holding N....
770.00
+0.89% 557.43K -68.79% 369.37M 380.11 1.26% Share
26 IRTC iRhythm Technol...
169.79
+1.05% 3.02M -5.05% 315.74M 179.47 1.07% Share
27 DDOG Datadog, Inc.
131.75
+4.31% 2.92M -17.32% 289.24M 91.16 0.98% Share
28 UBER Uber Technologi...
95.37
-1.2% 3.91M -2.73% 285.12M 45.2 0.97% Share
29 ISRG Intuitive Surgi...
471.15
-0.66% 544.08K +100.00% 269.46M 495.27 0.92% Share
30 CPNG Coupang, Inc.
28.25
-0.6% 12.08M -7.45% 264.93M 15.54 0.90% Share
31 NKE NIKE, Inc.
78.17
-0.61% 3.75M -5.12% 238.34M 51.93 0.81% Share
32 AVGO Broadcom Inc.
300.25
+0.75% 1.42M +100.00% 237.9M 167.43 0.81% Share
33 RBLX Roblox Corporat...
122.83
-1.55% 4.01M -4.96% 233.53M 44.26 0.79% Share
34 WCN Waste Connectio...
183.25
+0.20% 1.11M +85.70% 216.35M 183.77 0.74% Share
35 HDB HDFC Bank Limit...
72.29
-0.52% 2.91M +1.21% 193.42M 60.37 0.66% Share
36 ROP Roper Technolog...
528.66
+0.80% 326.11K +0.05% 192.27M 424.29 0.65% Share
37 FWONK Formula One Gro...
99.82
-1.6% 1.92M -23.36% 172.75M 62.64 0.59% Share
38 RGEN Repligen Corpor...
118.88
-1.34% 1.29M -5.14% 164.67M 185.69 0.56% Share
39 RARE Ultragenyx Phar...
30.08
+1.76% 4.16M -3.13% 150.76M 45.19 0.51% Share
40 HTHT H World Group L...
35.64
-2.3% 3.59M +5.48% 132.76M 33.24 0.45% Share
41 BLDR Builders FirstS...
141.75
-0.64% 1.05M +100.00% 131.38M 124.94 0.45% Share
42 YMM Full Truck Alli...
12.70
-1.89% 10.25M +66.45% 130.9M 11.6 0.45% Share
43 TTEK Tetra Tech, Inc...
36.98
+0.46% 4.11M -5.24% 120.24M 39.84 0.41% Share
44 TDG TransDigm Group...
1395.16
-1.29% 85.89K -0.6% 118.81M 569.51 0.40% Share
45 ABNB Airbnb, Inc.
129.85
+2.33% 950.81K -5.14% 113.58M 129.36 0.39% Share
46 GLOB Globant S.A.
67.84
+1.13% 902.53K -8.96% 106.25M 151.93 0.36% Share
47 RACE Ferrari N.V.
469.58
+0.35% 246.07K -0.9% 105.29M 333.18 0.36% Share
48 GOOG Alphabet Inc.
208.21
+0.13% 624.18K -5.06% 97.52M 45.04 0.33% Share
49 UNH UnitedHealth Gr...
303.77
+1.11% 174.79K -0.53% 91.54M 414.96 0.31% Share
50 CHTR Charter Communi...
269.15
+0.93% 239.6K -0.6% 88.3M 512.32 0.30% Share
51 GRAB Grab Holdings L...
4.95
-1% 19.48M -8.89% 88.23M 3.8 0.30% Share
52 VG Venture Global,...
13.01
+0.97% 8.53M +100.00% 87.89M 10.3 0.30% Share
53 SNOW Snowflake Inc.
200.49
+3.16% 596.44K -79.56% 87.18M 237.16 0.30% Share
54 AAPL Apple Inc.
230.49
+0.51% 355.65K -86.9% 79M 225.21 0.27% Share
55 CDNS Cadence Design ...
346.88
+0.83% 304.72K +61.87% 77.5M 288.29 0.26% Share
56 BZ Kanzhun Limited
22.85
-0.35% 3.93M -8.9% 75.42M 30.52 0.26% Share
57 AJG Arthur J. Galla...
298.69
-0.5% 202.63K +100.00% 69.96M 345.24 0.24% Share
58 MCK McKesson Corpor...
683.66
+0.46% 91.75K +100.00% 61.75M 672.99 0.21% Share
59 APH Amphenol Corpor...
110.17
+0.25% 929.15K +100.00% 60.94M 65.59 0.21% Share
60 SAP Sap Se
275.37
+2.04% 223.03K +100.00% 59.87M 268.44 0.20% Share
61 LIN Linde plc
482.71
+0.16% 89.29K -0.4% 41.58M 418.67 0.14% Share
62 OKTA Okta, Inc.
93.03
+1.61% 358.72K -21.62% 37.74M 100.15 0.13% Share
63 KVYO Klaviyo, Inc.
32.08
+1.74% 972.75K -21.4% 29.44M 29.5 0.10% Share
64 MNDY monday.com Ltd.
181.80
+3.35% 115.04K +31.54% 27.97M 237.29 0.10% Share
65 GLBE Global-e Online...
33.08
+3.50% 522.03K -22.24% 18.61M 36.64 0.06% Share
66 ICLR ICON Public Lim...
174.00
+1.30% 94.32K -0.4% 16.51M 209.71 0.06% Share
67 CRWD CrowdStrike Hol...
422.61
+1.20% 44.42K -43.75% 15.66M 342.16 0.05% Share
68 CVNA Carvana Co.
368.01
-1.13% 61.13K +100.00% 12.78M 209.08 0.04% Share
69 STVN Stevanato Group...
22.38
+3.35% 485.48K -3.04% 9.91M 31.47 0.03% Share
70 IWF iShares Russell...
448.10
+0.21% 26.46K +63.08% 9.56M 379.69 0.03% Share
71 GTLB GitLab Inc.
47.26
+7.97% 127.47K 0.00% 5.99M 48.42 0.02% Share
72 EW Edwards Lifesci...
80.93
-0.42% 19.24K +6.49% 1.39M 51.08 < 0.01% Share
73 ENTG Entegris, Inc.
84.00
-1.9% 11.17K -99.85% 977.33K 107.58 < 0.01% Share
74 PATH UiPath Inc.
11.14
+2.96% 44.64K -39.38% 459.81K 33.83 < 0.01% Share