Filed: 2/13/2024ACC: 0001020066-24-000002
📋 What this filing means
SANDS CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 74 equity positions with a total reported market value of $32.90B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
74
Positions
$32.90B
Total AUM (reported)
325.33M
Total Shares
Allocation by class
COM$17.08B51.9%
CL A$7.51B22.8%
COM CL A$2.09B6.3%
CL A COM$1.64B5.0%
N Y REGISTRY SHS$1.22B3.7%
SPONSORED ADS$846.57M2.6%
ORD SHS CL A$709.89M2.2%
Portfolio Concentration
Top 3$5.56B16.9%
4–10$9.18B27.9%
11–25$11.81B35.9%
Rest$6.35B19.3%
Top 3 weight
16.9%
Top 10 weight
44.8%
Voting Authority Distribution
Total shares with voting rights: 325.33M
Sole
Full voting authority
233.90M
shares
% of voting shares71.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
91.44M
shares
% of voting shares28.1%
Investment Discretion (by position count)
Sole74
Shared0
Other0
Dominant voting typeSole · 71.9% of voting shares
Institutional Holdings74
Rows:
AMAZON COM INC
SOLEShares13.23M
TypeSH
Market value$2.01B
6.11%
Sole
9.40M
Shared
0.00
None
3.83M
DEXCOM INC
SOLEShares15.06M
TypeSH
Market value$1.87B
5.68%
Sole
10.49M
Shared
0.00
None
4.57M
VISA INC
SOLEShares6.47M
TypeSH
Market value$1.69B
5.12%
Sole
4.74M
Shared
0.00
None
1.74M
NVIDIA CORPORATION
SOLEShares3.10M
TypeSH
Market value$1.53B
4.66%
Sole
2.21M
Shared
0.00
None
884.69K
MERCADOLIBRE INC
SOLEShares920.70K
TypeSH
Market value$1.45B
4.40%
Sole
616.38K
Shared
0.00
None
304.32K
LAM RESEARCH CORP
SOLEShares1.68M
TypeSH
Market value$1.32B
4.00%
Sole
1.15M
Shared
0.00
None
527.08K
MICROSOFT CORP
SOLEShares3.47M
TypeSH
Market value$1.31B
3.97%
Sole
2.66M
Shared
0.00
None
815.16K
ASML HOLDING N V
SOLEShares1.62M
TypeSH
Market value$1.22B
3.72%
Sole
1.12M
Shared
0.00
None
501.10K
SERVICENOW INC
SOLEShares1.70M
TypeSH
Market value$1.20B
3.64%
Sole
1.32M
Shared
0.00
None
380K
SHOPIFY INC
SOLEShares14.81M
TypeSH
Market value$1.15B
3.51%
Sole
10.96M
Shared
0.00
None
3.85M
SNOWFLAKE INC
SOLEShares5.44M
TypeSH
Market value$1.08B
3.29%
Sole
3.87M
Shared
0.00
None
1.57M
BLOCK INC
SOLEShares13.75M
TypeSH
Market value$1.06B
3.23%
Sole
9.70M
Shared
0.00
None
4.05M
ATLASSIAN CORPORATION
SOLEShares4.44M
TypeSH
Market value$1.06B
3.21%
Sole
3.14M
Shared
0.00
None
1.30M
ENTEGRIS INC
SOLEShares8.46M
TypeSH
Market value$1.01B
3.08%
Sole
6.28M
Shared
0.00
None
2.19M
NETFLIX INC
SOLEShares1.94M
TypeSH
Market value$942.64M
2.87%
Sole
1.37M
Shared
0.00
None
563.65K
CLOUDFLARE INC
SOLEShares10.59M
TypeSH
Market value$882.03M
2.68%
Sole
7.92M
Shared
0.00
None
2.68M
OKTA INC
SOLEShares8.36M
TypeSH
Market value$756.69M
2.30%
Sole
5.87M
Shared
0.00
None
2.48M
NU HLDGS LTD
SOLEShares85.22M
TypeSH
Market value$709.89M
2.16%
Sole
59.01M
Shared
0.00
None
26.21M
DOORDASH INC
SOLEShares7.18M
TypeSH
Market value$709.72M
2.16%
Sole
5.03M
Shared
0.00
None
2.14M
META PLATFORMS INC
SOLEShares1.99M
TypeSH
Market value$705.29M
2.14%
Sole
1.46M
Shared
0.00
None
528.01K
AXON ENTERPRISE INC
SOLEShares2.63M
TypeSH
Market value$679.06M
2.06%
Sole
1.90M
Shared
0.00
None
730.67K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares5.59M
TypeSH
Market value$581.52M
1.77%
Sole
3.70M
Shared
0.00
None
1.89M
ALPHABET INC
SOLEShares4.12M
TypeSH
Market value$576.05M
1.75%
Sole
2.87M
Shared
0.00
None
1.26M
DATADOG INC
SOLEShares4.56M
TypeSH
Market value$554.07M
1.68%
Sole
3.37M
Shared
0.00
None
1.19M
COSTAR GROUP INC
SOLEShares5.62M
TypeSH
Market value$491.20M
1.49%
Sole
4.69M
Shared
0.00
None
930.51K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 13.23M | SH | $2.01B 6.11% | 9.40M | 0.00 | 3.83M |
DEXCOM INCSOLE | COM | 15.06M | SH | $1.87B 5.68% | 10.49M | 0.00 | 4.57M |
VISA INCSOLE | COM CL A | 6.47M | SH | $1.69B 5.12% | 4.74M | 0.00 | 1.74M |
NVIDIA CORPORATIONSOLE | COM | 3.10M | SH | $1.53B 4.66% | 2.21M | 0.00 | 884.69K |
MERCADOLIBRE INCSOLE | COM | 920.70K | SH | $1.45B 4.40% | 616.38K | 0.00 | 304.32K |
LAM RESEARCH CORPSOLE | COM | 1.68M | SH | $1.32B 4.00% | 1.15M | 0.00 | 527.08K |
MICROSOFT CORPSOLE | COM | 3.47M | SH | $1.31B 3.97% | 2.66M | 0.00 | 815.16K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 1.62M | SH | $1.22B 3.72% | 1.12M | 0.00 | 501.10K |
SERVICENOW INCSOLE | COM | 1.70M | SH | $1.20B 3.64% | 1.32M | 0.00 | 380K |
SHOPIFY INCSOLE | CL A | 14.81M | SH | $1.15B 3.51% | 10.96M | 0.00 | 3.85M |
SNOWFLAKE INCSOLE | CL A | 5.44M | SH | $1.08B 3.29% | 3.87M | 0.00 | 1.57M |
BLOCK INCSOLE | CL A | 13.75M | SH | $1.06B 3.23% | 9.70M | 0.00 | 4.05M |
ATLASSIAN CORPORATIONSOLE | CL A | 4.44M | SH | $1.06B 3.21% | 3.14M | 0.00 | 1.30M |
ENTEGRIS INCSOLE | COM | 8.46M | SH | $1.01B 3.08% | 6.28M | 0.00 | 2.19M |
NETFLIX INCSOLE | COM | 1.94M | SH | $942.64M 2.87% | 1.37M | 0.00 | 563.65K |
CLOUDFLARE INCSOLE | CL A COM | 10.59M | SH | $882.03M 2.68% | 7.92M | 0.00 | 2.68M |
OKTA INCSOLE | CL A | 8.36M | SH | $756.69M 2.30% | 5.87M | 0.00 | 2.48M |
NU HLDGS LTDSOLE | ORD SHS CL A | 85.22M | SH | $709.89M 2.16% | 59.01M | 0.00 | 26.21M |
DOORDASH INCSOLE | CL A | 7.18M | SH | $709.72M 2.16% | 5.03M | 0.00 | 2.14M |
META PLATFORMS INCSOLE | CL A | 1.99M | SH | $705.29M 2.14% | 1.46M | 0.00 | 528.01K |
AXON ENTERPRISE INCSOLE | COM | 2.63M | SH | $679.06M 2.06% | 1.90M | 0.00 | 730.67K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 5.59M | SH | $581.52M 1.77% | 3.70M | 0.00 | 1.89M |
ALPHABET INCSOLE | CAP STK CL A | 4.12M | SH | $576.05M 1.75% | 2.87M | 0.00 | 1.26M |
DATADOG INCSOLE | CL A COM | 4.56M | SH | $554.07M 1.68% | 3.37M | 0.00 | 1.19M |
COSTAR GROUP INCSOLE | COM | 5.62M | SH | $491.20M 1.49% | 4.69M | 0.00 | 930.51K |
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