Filed: 5/12/2023ACC: 0001020066-23-000004
📋 What this filing means
SANDS CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 66 equity positions with a total reported market value of $30.35B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
66
Positions
$30.35B
Total AUM (reported)
335.58M
Total Shares
Allocation by class
COM$14.83B48.8%
CL A$5.38B17.7%
COM CL A$3.34B11.0%
SPONSORED ADS$2.19B7.2%
CL A COM$1.41B4.6%
N Y REGISTRY SHS$1.04B3.4%
CL B$574.48M1.9%
Portfolio Concentration
Top 3$5.20B17.1%
4–10$8.43B27.8%
11–25$9.97B32.8%
Rest$6.76B22.3%
Top 3 weight
17.1%
Top 10 weight
44.9%
Voting Authority Distribution
Total shares with voting rights: 335.58M
Sole
Full voting authority
246.77M
shares
% of voting shares73.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
88.82M
shares
% of voting shares26.5%
Investment Discretion (by position count)
Sole66
Shared0
Other0
Dominant voting typeSole · 73.5% of voting shares
Institutional Holdings66
Rows:
VISA INC
SOLEShares9.01M
TypeSH
Market value$2.03B
6.69%
Sole
6.84M
Shared
0.00
None
2.17M
DEXCOM INC
SOLEShares13.74M
TypeSH
Market value$1.60B
5.26%
Sole
10M
Shared
0.00
None
3.74M
AMAZON COM INC
SOLEShares15.21M
TypeSH
Market value$1.57B
5.18%
Sole
11.31M
Shared
0.00
None
3.90M
MERCADOLIBRE INC
SOLEShares1.15M
TypeSH
Market value$1.52B
4.99%
Sole
778.60K
Shared
0.00
None
371.54K
SEA LTD
SOLEShares15.71M
TypeSH
Market value$1.36B
4.48%
Sole
11.07M
Shared
0.00
None
4.64M
LAM RESEARCH CORPORATION
SOLEShares2.23M
TypeSH
Market value$1.18B
3.89%
Sole
1.58M
Shared
0.00
None
646.20K
SHOPIFY INC
SOLEShares23.65M
TypeSH
Market value$1.13B
3.73%
Sole
18.07M
Shared
0.00
None
5.57M
SERVICENOW INC
SOLEShares2.37M
TypeSH
Market value$1.10B
3.63%
Sole
1.86M
Shared
0.00
None
515.77K
NETFLIX INC
SOLEShares3.17M
TypeSH
Market value$1.09B
3.61%
Sole
2.34M
Shared
0.00
None
825.69K
ASML HOLDING NV ADR
SOLEShares1.53M
TypeSH
Market value$1.04B
3.42%
Sole
1.12M
Shared
0.00
None
407.01K
BLOCK INC
SOLEShares14.95M
TypeSH
Market value$1.03B
3.38%
Sole
11.15M
Shared
0.00
None
3.79M
ATLASSIAN CORPORATION
SOLEShares5.31M
TypeSH
Market value$908.44M
2.99%
Sole
3.97M
Shared
0.00
None
1.33M
CLOUDFLARE INC
SOLEShares14.66M
TypeSH
Market value$904.12M
2.98%
Sole
11.19M
Shared
0.00
None
3.47M
SNOWFLAKE INC
SOLEShares5.14M
TypeSH
Market value$793.75M
2.61%
Sole
3.85M
Shared
0.00
None
1.29M
ALIGN TECHNOLOGY INC
SOLEShares2.30M
TypeSH
Market value$767.32M
2.53%
Sole
1.65M
Shared
0.00
None
643.80K
ENTEGRIS INC
SOLEShares8.79M
TypeSH
Market value$721.08M
2.38%
Sole
6.69M
Shared
0.00
None
2.11M
COSTAR GROUP INC
SOLEShares9.60M
TypeSH
Market value$661.00M
2.18%
Sole
7.59M
Shared
0.00
None
2.01M
NIKE INC
SOLEShares4.68M
TypeSH
Market value$574.48M
1.89%
Sole
3.26M
Shared
0.00
None
1.42M
DOORDASH INC
SOLEShares8.96M
TypeSH
Market value$569.23M
1.88%
Sole
6.58M
Shared
0.00
None
2.38M
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares5.83M
TypeSH
Market value$542.01M
1.79%
Sole
3.79M
Shared
0.00
None
2.03M
NVIDIA CORPORATION
SOLEShares1.87M
TypeSH
Market value$520.06M
1.71%
Sole
1.44M
Shared
0.00
None
433.45K
EDWARDS LIFESCIENCES CORP
SOLEShares6.21M
TypeSH
Market value$513.57M
1.69%
Sole
4.45M
Shared
0.00
None
1.76M
OKTA INC
SOLEShares5.81M
TypeSH
Market value$501.04M
1.65%
Sole
4.13M
Shared
0.00
None
1.68M
APTIV PLC
SOLEShares4.40M
TypeSH
Market value$493.24M
1.62%
Sole
3.24M
Shared
0.00
None
1.16M
MICROSOFT CORP
SOLEShares1.65M
TypeSH
Market value$475.26M
1.57%
Sole
1.29M
Shared
0.00
None
360.26K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VISA INCSOLE | COM CL A | 9.01M | SH | $2.03B 6.69% | 6.84M | 0.00 | 2.17M |
DEXCOM INCSOLE | COM | 13.74M | SH | $1.60B 5.26% | 10M | 0.00 | 3.74M |
AMAZON COM INCSOLE | COM | 15.21M | SH | $1.57B 5.18% | 11.31M | 0.00 | 3.90M |
MERCADOLIBRE INCSOLE | COM | 1.15M | SH | $1.52B 4.99% | 778.60K | 0.00 | 371.54K |
SEA LTDSOLE | SPONSORED ADS | 15.71M | SH | $1.36B 4.48% | 11.07M | 0.00 | 4.64M |
LAM RESEARCH CORPORATIONSOLE | COM | 2.23M | SH | $1.18B 3.89% | 1.58M | 0.00 | 646.20K |
SHOPIFY INCSOLE | CL A | 23.65M | SH | $1.13B 3.73% | 18.07M | 0.00 | 5.57M |
SERVICENOW INCSOLE | COM | 2.37M | SH | $1.10B 3.63% | 1.86M | 0.00 | 515.77K |
NETFLIX INCSOLE | COM | 3.17M | SH | $1.09B 3.61% | 2.34M | 0.00 | 825.69K |
ASML HOLDING NV ADRSOLE | N Y REGISTRY SHS | 1.53M | SH | $1.04B 3.42% | 1.12M | 0.00 | 407.01K |
BLOCK INCSOLE | CL A | 14.95M | SH | $1.03B 3.38% | 11.15M | 0.00 | 3.79M |
ATLASSIAN CORPORATIONSOLE | CL A | 5.31M | SH | $908.44M 2.99% | 3.97M | 0.00 | 1.33M |
CLOUDFLARE INCSOLE | CL A COM | 14.66M | SH | $904.12M 2.98% | 11.19M | 0.00 | 3.47M |
SNOWFLAKE INCSOLE | CL A | 5.14M | SH | $793.75M 2.61% | 3.85M | 0.00 | 1.29M |
ALIGN TECHNOLOGY INCSOLE | COM | 2.30M | SH | $767.32M 2.53% | 1.65M | 0.00 | 643.80K |
ENTEGRIS INCSOLE | COM | 8.79M | SH | $721.08M 2.38% | 6.69M | 0.00 | 2.11M |
COSTAR GROUP INCSOLE | COM | 9.60M | SH | $661.00M 2.18% | 7.59M | 0.00 | 2.01M |
NIKE INCSOLE | CL B | 4.68M | SH | $574.48M 1.89% | 3.26M | 0.00 | 1.42M |
DOORDASH INCSOLE | COM CL A | 8.96M | SH | $569.23M 1.88% | 6.58M | 0.00 | 2.38M |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 5.83M | SH | $542.01M 1.79% | 3.79M | 0.00 | 2.03M |
NVIDIA CORPORATIONSOLE | COM | 1.87M | SH | $520.06M 1.71% | 1.44M | 0.00 | 433.45K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 6.21M | SH | $513.57M 1.69% | 4.45M | 0.00 | 1.76M |
OKTA INCSOLE | CL A | 5.81M | SH | $501.04M 1.65% | 4.13M | 0.00 | 1.68M |
APTIV PLCSOLE | SHS | 4.40M | SH | $493.24M 1.62% | 3.24M | 0.00 | 1.16M |
MICROSOFT CORPSOLE | COM | 1.65M | SH | $475.26M 1.57% | 1.29M | 0.00 | 360.26K |
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