Filed: 8/15/2023ACC: 0001020066-23-000006
📋 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 $32.21B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
66
Positions
$32.21B
Total AUM (reported)
313.84M
Total Shares
Allocation by class
COM$17.06B53.0%
CL A$6.35B19.7%
COM CL A$2.37B7.3%
CL A COM$1.42B4.4%
N Y REGISTRY SHS$1.01B3.1%
SPONSORD ADS$904.09M2.8%
SPONSORED ADS$856.94M2.7%
Portfolio Concentration
Top 3$5.54B17.2%
4–10$8.79B27.3%
11–25$11.15B34.6%
Rest$6.73B20.9%
Top 3 weight
17.2%
Top 10 weight
44.5%
Voting Authority Distribution
Total shares with voting rights: 313.84M
Sole
Full voting authority
229.13M
shares
% of voting shares73.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
84.71M
shares
% of voting shares27.0%
Investment Discretion (by position count)
Sole66
Shared0
Other0
Dominant voting typeSole · 73.0% of voting shares
Institutional Holdings66
Rows:
VISA INC
SOLEShares8.23M
TypeSH
Market value$1.95B
6.07%
Sole
6.17M
Shared
0.00
None
2.06M
AMAZON COM INC
SOLEShares14.62M
TypeSH
Market value$1.91B
5.92%
Sole
10.66M
Shared
0.00
None
3.96M
DEXCOM INC
SOLEShares13.10M
TypeSH
Market value$1.68B
5.23%
Sole
9.43M
Shared
0.00
None
3.68M
LAM RESEARCH CORP
SOLEShares2.11M
TypeSH
Market value$1.35B
4.20%
Sole
1.47M
Shared
0.00
None
631.63K
MERCADOLIBRE INC
SOLEShares1.11M
TypeSH
Market value$1.31B
4.08%
Sole
746.94K
Shared
0.00
None
362.47K
MICROSOFT CORP
SOLEShares3.81M
TypeSH
Market value$1.30B
4.03%
Sole
2.90M
Shared
0.00
None
906.07K
NVIDIA CORPORATION
SOLEShares3.06M
TypeSH
Market value$1.29B
4.02%
Sole
2.22M
Shared
0.00
None
832.94K
SERVICENOW INC
SOLEShares2.20M
TypeSH
Market value$1.24B
3.85%
Sole
1.72M
Shared
0.00
None
482.55K
NETFLIX INC
SOLEShares2.80M
TypeSH
Market value$1.24B
3.83%
Sole
2.03M
Shared
0.00
None
770.76K
SHOPIFY INC
SOLEShares16.35M
TypeSH
Market value$1.06B
3.28%
Sole
12.33M
Shared
0.00
None
4.03M
ENTEGRIS INC
SOLEShares9.33M
TypeSH
Market value$1.03B
3.21%
Sole
7.02M
Shared
0.00
None
2.31M
ASML HOLDING N V
SOLEShares1.39M
TypeSH
Market value$1.01B
3.13%
Sole
1.01M
Shared
0.00
None
381.88K
BLOCK INC
SOLEShares14.47M
TypeSH
Market value$963.51M
2.99%
Sole
10.62M
Shared
0.00
None
3.85M
SEA LTD
SOLEShares15.58M
TypeSH
Market value$904.09M
2.81%
Sole
10.82M
Shared
0.00
None
4.76M
SNOWFLAKE INC
SOLEShares4.97M
TypeSH
Market value$874.80M
2.72%
Sole
3.66M
Shared
0.00
None
1.31M
ATLASSIAN CORPORATION
SOLEShares5.12M
TypeSH
Market value$859.40M
2.67%
Sole
3.77M
Shared
0.00
None
1.35M
CLOUDFLARE INC
SOLEShares11.40M
TypeSH
Market value$745.52M
2.31%
Sole
8.60M
Shared
0.00
None
2.80M
COSTAR GROUP INC
SOLEShares8.33M
TypeSH
Market value$740.99M
2.30%
Sole
6.59M
Shared
0.00
None
1.73M
ALIGN TECHNOLOGY INC
SOLEShares2.06M
TypeSH
Market value$728.68M
2.26%
Sole
1.45M
Shared
0.00
None
611.22K
DOORDASH INC
SOLEShares8.65M
TypeSH
Market value$661.09M
2.05%
Sole
6.23M
Shared
0.00
None
2.42M
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares5.82M
TypeSH
Market value$586.96M
1.82%
Sole
3.80M
Shared
0.00
None
2.02M
META PLATFORMS INC
SOLEShares1.96M
TypeSH
Market value$561.53M
1.74%
Sole
1.43M
Shared
0.00
None
527.93K
ALPHABET INC
SOLEShares4.35M
TypeSH
Market value$520.55M
1.62%
Sole
3.11M
Shared
0.00
None
1.24M
NIKE INC
SOLEShares4.62M
TypeSH
Market value$510.05M
1.58%
Sole
3.17M
Shared
0.00
None
1.45M
DATADOG INC
SOLEShares4.55M
TypeSH
Market value$448.08M
1.39%
Sole
3.42M
Shared
0.00
None
1.14M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VISA INCSOLE | COM CL A | 8.23M | SH | $1.95B 6.07% | 6.17M | 0.00 | 2.06M |
AMAZON COM INCSOLE | COM | 14.62M | SH | $1.91B 5.92% | 10.66M | 0.00 | 3.96M |
DEXCOM INCSOLE | COM | 13.10M | SH | $1.68B 5.23% | 9.43M | 0.00 | 3.68M |
LAM RESEARCH CORPSOLE | COM | 2.11M | SH | $1.35B 4.20% | 1.47M | 0.00 | 631.63K |
MERCADOLIBRE INCSOLE | COM | 1.11M | SH | $1.31B 4.08% | 746.94K | 0.00 | 362.47K |
MICROSOFT CORPSOLE | COM | 3.81M | SH | $1.30B 4.03% | 2.90M | 0.00 | 906.07K |
NVIDIA CORPORATIONSOLE | COM | 3.06M | SH | $1.29B 4.02% | 2.22M | 0.00 | 832.94K |
SERVICENOW INCSOLE | COM | 2.20M | SH | $1.24B 3.85% | 1.72M | 0.00 | 482.55K |
NETFLIX INCSOLE | COM | 2.80M | SH | $1.24B 3.83% | 2.03M | 0.00 | 770.76K |
SHOPIFY INCSOLE | CL A | 16.35M | SH | $1.06B 3.28% | 12.33M | 0.00 | 4.03M |
ENTEGRIS INCSOLE | COM | 9.33M | SH | $1.03B 3.21% | 7.02M | 0.00 | 2.31M |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 1.39M | SH | $1.01B 3.13% | 1.01M | 0.00 | 381.88K |
BLOCK INCSOLE | CL A | 14.47M | SH | $963.51M 2.99% | 10.62M | 0.00 | 3.85M |
SEA LTDSOLE | SPONSORD ADS | 15.58M | SH | $904.09M 2.81% | 10.82M | 0.00 | 4.76M |
SNOWFLAKE INCSOLE | CL A | 4.97M | SH | $874.80M 2.72% | 3.66M | 0.00 | 1.31M |
ATLASSIAN CORPORATIONSOLE | CL A | 5.12M | SH | $859.40M 2.67% | 3.77M | 0.00 | 1.35M |
CLOUDFLARE INCSOLE | CL A COM | 11.40M | SH | $745.52M 2.31% | 8.60M | 0.00 | 2.80M |
COSTAR GROUP INCSOLE | COM | 8.33M | SH | $740.99M 2.30% | 6.59M | 0.00 | 1.73M |
ALIGN TECHNOLOGY INCSOLE | COM | 2.06M | SH | $728.68M 2.26% | 1.45M | 0.00 | 611.22K |
DOORDASH INCSOLE | CL A | 8.65M | SH | $661.09M 2.05% | 6.23M | 0.00 | 2.42M |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 5.82M | SH | $586.96M 1.82% | 3.80M | 0.00 | 2.02M |
META PLATFORMS INCSOLE | CL A | 1.96M | SH | $561.53M 1.74% | 1.43M | 0.00 | 527.93K |
ALPHABET INCSOLE | CAP STK CL A | 4.35M | SH | $520.55M 1.62% | 3.11M | 0.00 | 1.24M |
NIKE INCSOLE | CL B | 4.62M | SH | $510.05M 1.58% | 3.17M | 0.00 | 1.45M |
DATADOG INCSOLE | CL A COM | 4.55M | SH | $448.08M 1.39% | 3.42M | 0.00 | 1.14M |
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