Filed: 2/13/2023ACC: 0001020066-23-000001
📋 What this filing means
SANDS CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $26.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
67
Positions
$26.47M
Total AUM (reported)
351.28M
Total Shares
Allocation by class
COM$12.85M48.5%
CL A$4.65M17.6%
COM CL A$3.33M12.6%
SPONSORED ADS$1.48M5.6%
CL A COM$1.11M4.2%
N Y REGISTRY SHS$944.8K3.6%
CL B$604.4K2.3%
Portfolio Concentration
Top 3$5.26M19.9%
4–10$6.88M26.0%
11–25$8.53M32.2%
Rest$5.80M21.9%
Top 3 weight
19.9%
Top 10 weight
45.9%
Voting Authority Distribution
Total shares with voting rights: 351.28M
Sole
Full voting authority
253.71M
shares
% of voting shares72.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
97.57M
shares
% of voting shares27.8%
Investment Discretion (by position count)
Sole67
Shared0
Other0
Dominant voting typeSole · 72.2% of voting shares
Institutional Holdings67
Rows:
VISA INC
SOLEShares10.36M
TypeSH
Market value$2.15M
8.13%
Sole
7.72M
Shared
0.00
None
2.64M
DEXCOM INC
SOLEShares15.51M
TypeSH
Market value$1.76M
6.64%
Sole
11.17M
Shared
0.00
None
4.34M
AMAZON COM INC
SOLEShares16.10M
TypeSH
Market value$1.35M
5.11%
Sole
11.75M
Shared
0.00
None
4.35M
MERCADOLIBRE INC
SOLEShares1.25M
TypeSH
Market value$1.06M
3.99%
Sole
814.55K
Shared
0.00
None
434.86K
NETFLIX INC
SOLEShares3.55M
TypeSH
Market value$1.05M
3.96%
Sole
2.58M
Shared
0.00
None
976.59K
LAM RESEARCH CORPORATION
SOLEShares2.36M
TypeSH
Market value$991.2K
3.74%
Sole
1.64M
Shared
0.00
None
718.70K
BLOCK INC
SOLEShares15.76M
TypeSH
Market value$990.1K
3.74%
Sole
11.59M
Shared
0.00
None
4.17M
SERVICENOW INC
SOLEShares2.54M
TypeSH
Market value$986.8K
3.73%
Sole
2M
Shared
0.00
None
541.95K
ASML HOLDING NV ADR
SOLEShares1.73M
TypeSH
Market value$944.8K
3.57%
Sole
1.21M
Shared
0.00
None
522.54K
SHOPIFY INC
SOLEShares24.80M
TypeSH
Market value$860.9K
3.25%
Sole
18.65M
Shared
0.00
None
6.16M
SEA LTD
SOLEShares15.04M
TypeSH
Market value$782.3K
2.96%
Sole
10.36M
Shared
0.00
None
4.68M
COSTAR GROUP INC
SOLEShares9.95M
TypeSH
Market value$769.2K
2.91%
Sole
7.92M
Shared
0.00
None
2.03M
SNOWFLAKE INC
SOLEShares5.18M
TypeSH
Market value$743.3K
2.81%
Sole
3.77M
Shared
0.00
None
1.41M
ATLASSIAN CORPORATION
SOLEShares5.60M
TypeSH
Market value$720.4K
2.72%
Sole
4.12M
Shared
0.00
None
1.48M
CLOUDFLARE INC
SOLEShares15.45M
TypeSH
Market value$698.7K
2.64%
Sole
11.57M
Shared
0.00
None
3.89M
NIKE INC
SOLEShares5.17M
TypeSH
Market value$604.4K
2.28%
Sole
3.42M
Shared
0.00
None
1.75M
ALIGN TECHNOLOGY INC
SOLEShares2.66M
TypeSH
Market value$561.2K
2.12%
Sole
1.88M
Shared
0.00
None
781.28K
EDWARDS LIFESCIENCES CORP
SOLEShares7.52M
TypeSH
Market value$560.8K
2.12%
Sole
5.31M
Shared
0.00
None
2.21M
INTUIT
SOLEShares1.28M
TypeSH
Market value$499.8K
1.89%
Sole
991.84K
Shared
0.00
None
292.16K
DOORDASH INC
SOLEShares9.51M
TypeSH
Market value$464.1K
1.75%
Sole
6.83M
Shared
0.00
None
2.68M
APTIV PLC
SOLEShares4.75M
TypeSH
Market value$441.9K
1.67%
Sole
3.35M
Shared
0.00
None
1.40M
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares5.89M
TypeSH
Market value$438.8K
1.66%
Sole
3.81M
Shared
0.00
None
2.08M
ALPHABET INC
SOLEShares4.97M
TypeSH
Market value$438.2K
1.66%
Sole
3.48M
Shared
0.00
None
1.49M
OKTA INC
SOLEShares6.31M
TypeSH
Market value$431.4K
1.63%
Sole
4.25M
Shared
0.00
None
2.07M
WARNER MUSIC GROUP CORP
SOLEShares10.67M
TypeSH
Market value$373.8K
1.41%
Sole
8.04M
Shared
0.00
None
2.64M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VISA INCSOLE | COM CL A | 10.36M | SH | $2.15M 8.13% | 7.72M | 0.00 | 2.64M |
DEXCOM INCSOLE | COM | 15.51M | SH | $1.76M 6.64% | 11.17M | 0.00 | 4.34M |
AMAZON COM INCSOLE | COM | 16.10M | SH | $1.35M 5.11% | 11.75M | 0.00 | 4.35M |
MERCADOLIBRE INCSOLE | COM | 1.25M | SH | $1.06M 3.99% | 814.55K | 0.00 | 434.86K |
NETFLIX INCSOLE | COM | 3.55M | SH | $1.05M 3.96% | 2.58M | 0.00 | 976.59K |
LAM RESEARCH CORPORATIONSOLE | COM | 2.36M | SH | $991.2K 3.74% | 1.64M | 0.00 | 718.70K |
BLOCK INCSOLE | CL A | 15.76M | SH | $990.1K 3.74% | 11.59M | 0.00 | 4.17M |
SERVICENOW INCSOLE | COM | 2.54M | SH | $986.8K 3.73% | 2M | 0.00 | 541.95K |
ASML HOLDING NV ADRSOLE | N Y REGISTRY SHS | 1.73M | SH | $944.8K 3.57% | 1.21M | 0.00 | 522.54K |
SHOPIFY INCSOLE | CL A | 24.80M | SH | $860.9K 3.25% | 18.65M | 0.00 | 6.16M |
SEA LTDSOLE | SPONSORED ADS | 15.04M | SH | $782.3K 2.96% | 10.36M | 0.00 | 4.68M |
COSTAR GROUP INCSOLE | COM | 9.95M | SH | $769.2K 2.91% | 7.92M | 0.00 | 2.03M |
SNOWFLAKE INCSOLE | CL A | 5.18M | SH | $743.3K 2.81% | 3.77M | 0.00 | 1.41M |
ATLASSIAN CORPORATIONSOLE | CL A | 5.60M | SH | $720.4K 2.72% | 4.12M | 0.00 | 1.48M |
CLOUDFLARE INCSOLE | CL A COM | 15.45M | SH | $698.7K 2.64% | 11.57M | 0.00 | 3.89M |
NIKE INCSOLE | CL B | 5.17M | SH | $604.4K 2.28% | 3.42M | 0.00 | 1.75M |
ALIGN TECHNOLOGY INCSOLE | COM | 2.66M | SH | $561.2K 2.12% | 1.88M | 0.00 | 781.28K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 7.52M | SH | $560.8K 2.12% | 5.31M | 0.00 | 2.21M |
INTUITSOLE | COM | 1.28M | SH | $499.8K 1.89% | 991.84K | 0.00 | 292.16K |
DOORDASH INCSOLE | COM CL A | 9.51M | SH | $464.1K 1.75% | 6.83M | 0.00 | 2.68M |
APTIV PLCSOLE | SHS | 4.75M | SH | $441.9K 1.67% | 3.35M | 0.00 | 1.40M |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 5.89M | SH | $438.8K 1.66% | 3.81M | 0.00 | 2.08M |
ALPHABET INCSOLE | CAP STK CL A | 4.97M | SH | $438.2K 1.66% | 3.48M | 0.00 | 1.49M |
OKTA INCSOLE | CL A | 6.31M | SH | $431.4K 1.63% | 4.25M | 0.00 | 2.07M |
WARNER MUSIC GROUP CORPSOLE | COM CL A | 10.67M | SH | $373.8K 1.41% | 8.04M | 0.00 | 2.64M |
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