Sands Capital Management, LLC
CIK Number: 0001020066
29.39B
Market Value
68
# of Holdings
16 months
Avg. Holding Period
50.68%
Win Rate
7.47%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 22.04M | -4.41% | 2.96B | 29.68 | 8.76% |
| 2 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 11.81M | -5.92% | 2.59B | 63.3 | 7.67% |
| 3 | NOW | ServiceNow, Inc... | 1005.49 | +1.70% | 1.45M | +22.68% | 1.54B | 283.88 | 4.56% |
| 4 | SHOP | Shopify Inc. | 108.28 | +2.79% | 13.78M | -9.18% | 1.47B | 52.9 | 4.34% |
| 5 | V | Visa Inc. | 355.07 | +0.63% | 4.55M | -8.47% | 1.44B | 61.8 | 4.25% |
| 6 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 1.48M | -4.99% | 1.32B | 209.87 | 3.91% |
| 7 | ASML | ASML Holding N.... | 773.75 | +1.68% | 1.79M | -7.22% | 1.24B | 380.11 | 3.66% |
| 8 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 2.8M | -7.87% | 1.18B | 305.34 | 3.50% |
| 9 | AXON | Axon Enterprise... | 779.88 | -0.1% | 1.98M | -6.31% | 1.18B | 208.55 | 3.48% |
| 10 | MELI | MercadoLibre, I... | 2452.77 | +3.41% | 668.51K | -11.53% | 1.14B | 1148.86 | 3.36% |
| 11 | TEAM | Atlassian Corpo... | 200.42 | +1.83% | 4.52M | +6.36% | 1.1B | 136.11 | 3.26% |
| 12 | DASH | DoorDash, Inc. | 221.46 | +1.14% | 5.89M | -1.37% | 988.38M | 146.62 | 2.92% |
| 13 | TSM | Taiwan Semicond... | 215.33 | +2.00% | 4.4M | -6.03% | 869.14M | 71.24 | 2.57% |
| 14 | DXCM | DexCom, Inc. | 83.28 | +1.57% | 11.11M | +7.66% | 863.99M | 102.92 | 2.56% |
| 15 | NET | Cloudflare, Inc... | 178.73 | +3.93% | 7.77M | +22.41% | 836.25M | 103.59 | 2.47% |
| 16 | SPOT | Spotify Technol... | 716.07 | +0.73% | 1.86M | +86.24% | 831.83M | 405.04 | 2.46% |
| 17 | SE | Sea Limited | 158.83 | +2.88% | 7.39M | -11.38% | 784.25M | 54.12 | 2.32% |
| 18 | META | Meta Platforms,... | 701.33 | +2.70% | 1.33M | -5.91% | 779.84M | 304.32 | 2.31% |
| 19 | ENTG | Entegris, Inc. | 78.11 | +3.68% | 7.21M | -7.12% | 714.63M | 107.58 | 2.11% |
| 20 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 3.62M | -3.57% | 685.16M | 47.99 | 2.03% |
| 21 | AAPL | Apple Inc. | 198.10 | +0.84% | 2.72M | -0.64% | 679.9M | 225.21 | 2.01% |
| 22 | NU | Nu Holdings Ltd... | 12.37 | +3.91% | 57.99M | -9.12% | 600.77M | 7.34 | 1.78% |
| 23 | DDOG | Datadog, Inc. | 121.86 | +1.17% | 3.53M | -17.43% | 503.89M | 91.16 | 1.49% |
| 24 | IOT | Samsara Inc. | 39.08 | -0.34% | 10.37M | +26.22% | 453.05M | 36.09 | 1.34% |
| 25 | SNOW | Snowflake Inc. | 209.04 | +0.41% | 2.92M | -3.64% | 450.51M | 237.16 | 1.33% |
| 26 | ICE | Intercontinenta... | 179.54 | +0.62% | 2.74M | +24.49% | 408.92M | 144.17 | 1.21% |
| 27 | NKE | NIKE, Inc. | 61.88 | +2.22% | 3.96M | -3.88% | 299.43M | 51.93 | 0.89% |
| 28 | CPNG | Coupang, Inc. | 28.34 | +0.85% | 13.05M | -0.25% | 286.9M | 15.54 | 0.85% |
| 29 | IRTC | iRhythm Technol... | 144.35 | +0.35% | 3.18M | +49.64% | 286.44M | 179.47 | 0.85% |
| 30 | APP | AppLovin Corpor... | 370.93 | +1.77% | 826.39K | +100.00% | 267.61M | 323.83 | 0.79% |
| 31 | RBLX | Roblox Corporat... | 100.41 | +3.33% | 4.22M | -4.55% | 243.91M | 44.26 | 0.72% |
| 32 | UBER | Uber Technologi... | 85.05 | +1.33% | 4.02M | +49.77% | 242.68M | 45.2 | 0.72% |
| 33 | FWONK | Formula One Gro... | 97.68 | +0.99% | 2.5M | -1.29% | 232.03M | 62.64 | 0.69% |
| 34 | GLOB | Globant S.A. | 95.67 | +1.73% | 991.37K | -2.98% | 212.57M | 151.93 | 0.63% |
| 35 | RGEN | Repligen Corpor... | 126.08 | -1.13% | 1.36M | -3.86% | 196.37M | 185.69 | 0.58% |
| 36 | HDB | HDFC Bank Limit... | 74.74 | +1.10% | 2.88M | -0.52% | 183.68M | 60.29 | 0.54% |
| 37 | RARE | Ultragenyx Phar... | 37.03 | -1.23% | 4.3M | -16.03% | 180.82M | 45.19 | 0.54% |
| 38 | TTEK | Tetra Tech, Inc... | 35.94 | -0.33% | 4.34M | +100.00% | 172.83M | 39.84 | 0.51% |
| 39 | ROP | Roper Technolog... | 565.07 | +0.77% | 325.96K | -16.91% | 169.45M | 424.21 | 0.50% |
| 40 | ABNB | Airbnb, Inc. | 137.04 | +1.11% | 1M | -4.49% | 131.72M | 129.36 | 0.39% |
| 41 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 657.44K | -3.92% | 125.2M | 45.04 | 0.37% |
| 42 | HTHT | H World Group L... | 34.02 | +2.15% | 3.4M | +100.00% | 112.33M | 33.03 | 0.33% |
| 43 | TDG | TransDigm Group... | 1424.21 | -1.07% | 86.41K | -24.95% | 109.5M | 569.51 | 0.32% |
| 44 | RACE | Ferrari N.V. | 464.69 | +0.27% | 248.31K | +19.03% | 105.49M | 333.18 | 0.31% |
| 45 | WCN | Waste Connectio... | 186.99 | -1.93% | 596.88K | +34.22% | 102.41M | 173.97 | 0.30% |
| 46 | GRAB | Grab Holdings L... | 4.71 | +3.17% | 21.38M | -2.72% | 100.9M | 3.8 | 0.30% |
| 47 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 175.71K | -24.21% | 88.89M | 414.96 | 0.26% |
| 48 | CHTR | Charter Communi... | 374.83 | -3.57% | 241.05K | -24.97% | 82.63M | 512.32 | 0.24% |
| 49 | TXN | Texas Instrumen... | 199.09 | +2.10% | 391.81K | -24.98% | 73.47M | 140.66 | 0.22% |
| 50 | YMM | Full Truck Alli... | 12.13 | +1.17% | 6.16M | +100.00% | 66.63M | 10.82 | 0.20% |
| 51 | BZ | Kanzhun Limited | 18.36 | +3.99% | 4.32M | -2.52% | 59.6M | 30.52 | 0.18% |
| 52 | XP | XP Inc. | 20.04 | +2.05% | 4.86M | -44.13% | 57.64M | 31.99 | 0.17% |
| 53 | CDNS | Cadence Design ... | 300.68 | +0.23% | 188.24K | -24.61% | 56.56M | 309.31 | 0.17% |
| 54 | SITE | SiteOne Landsca... | 119.42 | +0.55% | 414.94K | -24.91% | 54.68M | 122.05 | 0.16% |
| 55 | KVYO | Klaviyo, Inc. | 34.55 | +3.55% | 1.24M | -13.35% | 51.04M | 29.5 | 0.15% |
| 56 | LIN | Linde plc | 465.93 | -0.01% | 89.64K | +100.00% | 37.53M | 418.67 | 0.11% |
| 57 | GLBE | Global-e Online... | 31.43 | -1.67% | 671.36K | +0.64% | 36.61M | 36.64 | 0.11% |
| 58 | OKTA | Okta, Inc. | 99.16 | +1.72% | 457.65K | -94.69% | 36.06M | 100.15 | 0.11% |
| 59 | CP | Canadian Pacifi... | 81.64 | +1.51% | 411.23K | +100.00% | 29.76M | 72.37 | 0.09% |
| 60 | CRWD | CrowdStrike Hol... | 479.14 | -0.31% | 78.96K | +100.00% | 27.02M | 342.16 | 0.08% |
| 61 | MNDY | monday.com Ltd. | 289.67 | +3.47% | 87.46K | +100.00% | 20.59M | 235.44 | 0.06% |
| 62 | ICLR | ICON Public Lim... | 146.97 | +0.90% | 94.7K | +100.00% | 19.86M | 209.71 | 0.06% |
| 63 | STVN | Stevanato Group... | 24.05 | +2.43% | 500.69K | -70.84% | 10.91M | 31.47 | 0.03% |
| 64 | GTLB | GitLab Inc. | 42.05 | +1.98% | 127.47K | 0.00% | 7.18M | 48.42 | 0.02% |
| 65 | IWF | iShares Russell... | 409.82 | +1.05% | 16.23K | +231.18% | 6.52M | 391.42 | 0.02% |
| 66 | EW | Edwards Lifesci... | 74.71 | -0.59% | 18.07K | -99.66% | 1.34M | 49.69 | < 0.01% |
| 67 | PATH | UiPath Inc. | 12.46 | +1.76% | 73.64K | 0.00% | 935.98K | 33.83 | < 0.01% |
| 68 | TXG | 10x Genomics, I... | 11.03 | +5.86% | 12.54K | 0.00% | 180.1K | 96.13 | < 0.01% |