Filed: 11/14/2023ACC: 0001020066-23-000010
📋 What this filing means
SANDS CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 75 equity positions with a total reported market value of $29.38B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
75
Positions
$29.38B
Total AUM (reported)
310.18M
Total Shares
Allocation by class
COM$15.54B52.9%
CL A$5.90B20.1%
COM CL A$2.21B7.5%
CL A COM$1.26B4.3%
N Y REGISTRY SHS$880.19M3.0%
SPONSORED ADS$724.03M2.5%
SPONSORD ADS$708.47M2.4%
Portfolio Concentration
Top 3$5.18B17.6%
4–10$8.21B28.0%
11–25$9.75B33.2%
Rest$6.24B21.2%
Top 3 weight
17.6%
Top 10 weight
45.6%
Voting Authority Distribution
Total shares with voting rights: 310.18M
Sole
Full voting authority
225.53M
shares
% of voting shares72.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
84.65M
shares
% of voting shares27.3%
Investment Discretion (by position count)
Sole75
Shared0
Other0
Dominant voting typeSole · 72.7% of voting shares
Institutional Holdings75
Rows:
AMAZON COM INC
SOLEShares14.14M
TypeSH
Market value$1.80B
6.12%
Sole
10.21M
Shared
0.00
None
3.94M
VISA INC
SOLEShares7.79M
TypeSH
Market value$1.79B
6.10%
Sole
5.77M
Shared
0.00
None
2.01M
NVIDIA CORPORATION
SOLEShares3.66M
TypeSH
Market value$1.59B
5.41%
Sole
2.63M
Shared
0.00
None
1.02M
MICROSOFT CORP
SOLEShares4.14M
TypeSH
Market value$1.31B
4.44%
Sole
3.14M
Shared
0.00
None
997.42K
MERCADOLIBRE INC
SOLEShares1.02M
TypeSH
Market value$1.30B
4.42%
Sole
693.99K
Shared
0.00
None
329.65K
DEXCOM INC
SOLEShares13.66M
TypeSH
Market value$1.27B
4.34%
Sole
9.75M
Shared
0.00
None
3.91M
LAM RESEARCH CORP
SOLEShares1.93M
TypeSH
Market value$1.21B
4.13%
Sole
1.35M
Shared
0.00
None
586.71K
SERVICENOW INC
SOLEShares2.09M
TypeSH
Market value$1.17B
3.98%
Sole
1.62M
Shared
0.00
None
473.40K
ATLASSIAN CORPORATION
SOLEShares4.99M
TypeSH
Market value$1.00B
3.42%
Sole
3.64M
Shared
0.00
None
1.35M
NETFLIX INC
SOLEShares2.51M
TypeSH
Market value$947.97M
3.23%
Sole
1.81M
Shared
0.00
None
704.57K
ASML HOLDING N V
SOLEShares1.50M
TypeSH
Market value$880.19M
3.00%
Sole
1.07M
Shared
0.00
None
428.02K
SHOPIFY INC
SOLEShares15.76M
TypeSH
Market value$859.84M
2.93%
Sole
11.81M
Shared
0.00
None
3.95M
ENTEGRIS INC
SOLEShares8.97M
TypeSH
Market value$841.92M
2.87%
Sole
6.73M
Shared
0.00
None
2.24M
SNOWFLAKE INC
SOLEShares4.83M
TypeSH
Market value$738.25M
2.51%
Sole
3.53M
Shared
0.00
None
1.31M
SEA LTD
SOLEShares16.12M
TypeSH
Market value$708.47M
2.41%
Sole
11.09M
Shared
0.00
None
5.03M
CLOUDFLARE INC
SOLEShares11.01M
TypeSH
Market value$693.91M
2.36%
Sole
8.29M
Shared
0.00
None
2.72M
DOORDASH INC
SOLEShares8.42M
TypeSH
Market value$668.91M
2.28%
Sole
6.02M
Shared
0.00
None
2.40M
BLOCK INC
SOLEShares14.04M
TypeSH
Market value$621.53M
2.12%
Sole
10.21M
Shared
0.00
None
3.83M
COSTAR GROUP INC
SOLEShares7.93M
TypeSH
Market value$609.80M
2.08%
Sole
6.28M
Shared
0.00
None
1.66M
META PLATFORMS INC
SOLEShares2.01M
TypeSH
Market value$603.13M
2.05%
Sole
1.48M
Shared
0.00
None
526.37K
ALPHABET INC
SOLEShares4.29M
TypeSH
Market value$561.49M
1.91%
Sole
3.06M
Shared
0.00
None
1.23M
AXON ENTERPRISE INC
SOLEShares2.61M
TypeSH
Market value$519.82M
1.77%
Sole
1.90M
Shared
0.00
None
713.91K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares5.68M
TypeSH
Market value$493.85M
1.68%
Sole
3.73M
Shared
0.00
None
1.95M
OKTA INC
SOLEShares5.87M
TypeSH
Market value$478.62M
1.63%
Sole
4.16M
Shared
0.00
None
1.71M
ALIGN TECHNOLOGY INC
SOLEShares1.53M
TypeSH
Market value$467.65M
1.59%
Sole
1.07M
Shared
0.00
None
462.84K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 14.14M | SH | $1.80B 6.12% | 10.21M | 0.00 | 3.94M |
VISA INCSOLE | COM CL A | 7.79M | SH | $1.79B 6.10% | 5.77M | 0.00 | 2.01M |
NVIDIA CORPORATIONSOLE | COM | 3.66M | SH | $1.59B 5.41% | 2.63M | 0.00 | 1.02M |
MICROSOFT CORPSOLE | COM | 4.14M | SH | $1.31B 4.44% | 3.14M | 0.00 | 997.42K |
MERCADOLIBRE INCSOLE | COM | 1.02M | SH | $1.30B 4.42% | 693.99K | 0.00 | 329.65K |
DEXCOM INCSOLE | COM | 13.66M | SH | $1.27B 4.34% | 9.75M | 0.00 | 3.91M |
LAM RESEARCH CORPSOLE | COM | 1.93M | SH | $1.21B 4.13% | 1.35M | 0.00 | 586.71K |
SERVICENOW INCSOLE | COM | 2.09M | SH | $1.17B 3.98% | 1.62M | 0.00 | 473.40K |
ATLASSIAN CORPORATIONSOLE | CL A | 4.99M | SH | $1.00B 3.42% | 3.64M | 0.00 | 1.35M |
NETFLIX INCSOLE | COM | 2.51M | SH | $947.97M 3.23% | 1.81M | 0.00 | 704.57K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 1.50M | SH | $880.19M 3.00% | 1.07M | 0.00 | 428.02K |
SHOPIFY INCSOLE | CL A | 15.76M | SH | $859.84M 2.93% | 11.81M | 0.00 | 3.95M |
ENTEGRIS INCSOLE | COM | 8.97M | SH | $841.92M 2.87% | 6.73M | 0.00 | 2.24M |
SNOWFLAKE INCSOLE | CL A | 4.83M | SH | $738.25M 2.51% | 3.53M | 0.00 | 1.31M |
SEA LTDSOLE | SPONSORD ADS | 16.12M | SH | $708.47M 2.41% | 11.09M | 0.00 | 5.03M |
CLOUDFLARE INCSOLE | CL A COM | 11.01M | SH | $693.91M 2.36% | 8.29M | 0.00 | 2.72M |
DOORDASH INCSOLE | CL A | 8.42M | SH | $668.91M 2.28% | 6.02M | 0.00 | 2.40M |
BLOCK INCSOLE | CL A | 14.04M | SH | $621.53M 2.12% | 10.21M | 0.00 | 3.83M |
COSTAR GROUP INCSOLE | COM | 7.93M | SH | $609.80M 2.08% | 6.28M | 0.00 | 1.66M |
META PLATFORMS INCSOLE | CL A | 2.01M | SH | $603.13M 2.05% | 1.48M | 0.00 | 526.37K |
ALPHABET INCSOLE | CAP STK CL A | 4.29M | SH | $561.49M 1.91% | 3.06M | 0.00 | 1.23M |
AXON ENTERPRISE INCSOLE | COM | 2.61M | SH | $519.82M 1.77% | 1.90M | 0.00 | 713.91K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 5.68M | SH | $493.85M 1.68% | 3.73M | 0.00 | 1.95M |
OKTA INCSOLE | CL A | 5.87M | SH | $478.62M 1.63% | 4.16M | 0.00 | 1.71M |
ALIGN TECHNOLOGY INCSOLE | COM | 1.53M | SH | $467.65M 1.59% | 1.07M | 0.00 | 462.84K |
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