Filed: 5/14/2024ACC: 0001020066-24-000004
📋 What this filing means
SANDS CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 76 equity positions with a total reported market value of $35.75B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
76
Positions
$35.75B
Total AUM (reported)
309.26M
Total Shares
Allocation by class
COM$18.07B50.5%
CL A$7.55B21.1%
COM CL A$2.20B6.2%
N Y REGISTRY SHS$2.08B5.8%
CL A COM$1.28B3.6%
SPONSORED ADS$1.14B3.2%
ORD SHS CL A$1.06B3.0%
Portfolio Concentration
Top 3$6.78B19.0%
4–10$9.56B26.7%
11–25$12.49B34.9%
Rest$6.92B19.4%
Top 3 weight
19.0%
Top 10 weight
45.7%
Voting Authority Distribution
Total shares with voting rights: 309.26M
Sole
Full voting authority
225.87M
shares
% of voting shares73.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
83.39M
shares
% of voting shares27.0%
Investment Discretion (by position count)
Sole76
Shared0
Other0
Dominant voting typeSole · 73.0% of voting shares
Institutional Holdings76
Rows:
NVIDIA CORPORATION
SOLEShares2.70M
TypeSH
Market value$2.44B
6.82%
Sole
1.93M
Shared
0.00
None
765.95K
AMAZON COM INC
SOLEShares12.51M
TypeSH
Market value$2.26B
6.31%
Sole
8.89M
Shared
0.00
None
3.61M
ASML HOLDING N V
SOLEShares2.15M
TypeSH
Market value$2.08B
5.83%
Sole
1.52M
Shared
0.00
None
631.63K
VISA INC
SOLEShares6.23M
TypeSH
Market value$1.74B
4.86%
Sole
4.59M
Shared
0.00
None
1.64M
DEXCOM INC
SOLEShares10.90M
TypeSH
Market value$1.51B
4.23%
Sole
7.60M
Shared
0.00
None
3.30M
MICROSOFT CORP
SOLEShares3.37M
TypeSH
Market value$1.42B
3.97%
Sole
2.59M
Shared
0.00
None
783.30K
LAM RESEARCH CORP
SOLEShares1.41M
TypeSH
Market value$1.37B
3.84%
Sole
990.02K
Shared
0.00
None
424.59K
MERCADOLIBRE INC
SOLEShares856.07K
TypeSH
Market value$1.29B
3.62%
Sole
592.85K
Shared
0.00
None
263.21K
ENTEGRIS INC
SOLEShares8.06M
TypeSH
Market value$1.13B
3.17%
Sole
6M
Shared
0.00
None
2.06M
SERVICENOW INC
SOLEShares1.43M
TypeSH
Market value$1.09B
3.05%
Sole
1.11M
Shared
0.00
None
313.76K
NU HLDGS LTD
SOLEShares88.57M
TypeSH
Market value$1.06B
2.96%
Sole
63.11M
Shared
0.00
None
25.46M
META PLATFORMS INC
SOLEShares2.17M
TypeSH
Market value$1.06B
2.95%
Sole
1.59M
Shared
0.00
None
584.42K
NETFLIX INC
SOLEShares1.69M
TypeSH
Market value$1.02B
2.87%
Sole
1.20M
Shared
0.00
None
491.50K
SHOPIFY INC
SOLEShares13.24M
TypeSH
Market value$1.02B
2.86%
Sole
9.85M
Shared
0.00
None
3.39M
BLOCK INC
SOLEShares11.95M
TypeSH
Market value$1.01B
2.83%
Sole
8.43M
Shared
0.00
None
3.52M
OKTA INC
SOLEShares9.04M
TypeSH
Market value$945.63M
2.64%
Sole
6.41M
Shared
0.00
None
2.62M
DOORDASH INC
SOLEShares6.83M
TypeSH
Market value$940.18M
2.63%
Sole
4.81M
Shared
0.00
None
2.02M
SNOWFLAKE INC
SOLEShares5.14M
TypeSH
Market value$830.78M
2.32%
Sole
3.65M
Shared
0.00
None
1.49M
ATLASSIAN CORPORATION
SOLEShares4.21M
TypeSH
Market value$821.60M
2.30%
Sole
2.98M
Shared
0.00
None
1.23M
AXON ENTERPRISE INC
SOLEShares2.53M
TypeSH
Market value$791.62M
2.21%
Sole
1.85M
Shared
0.00
None
677.65K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares5.22M
TypeSH
Market value$709.89M
1.99%
Sole
3.67M
Shared
0.00
None
1.54M
CLOUDFLARE INC
SOLEShares6.47M
TypeSH
Market value$626.11M
1.75%
Sole
4.83M
Shared
0.00
None
1.64M
ALPHABET INC
SOLEShares3.79M
TypeSH
Market value$571.31M
1.60%
Sole
2.62M
Shared
0.00
None
1.17M
EDWARDS LIFESCIENCES CORP
SOLEShares5.80M
TypeSH
Market value$554.49M
1.55%
Sole
4.04M
Shared
0.00
None
1.77M
DATADOG INC
SOLEShares4.29M
TypeSH
Market value$530.66M
1.48%
Sole
3.15M
Shared
0.00
None
1.15M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 2.70M | SH | $2.44B 6.82% | 1.93M | 0.00 | 765.95K |
AMAZON COM INCSOLE | COM | 12.51M | SH | $2.26B 6.31% | 8.89M | 0.00 | 3.61M |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 2.15M | SH | $2.08B 5.83% | 1.52M | 0.00 | 631.63K |
VISA INCSOLE | COM CL A | 6.23M | SH | $1.74B 4.86% | 4.59M | 0.00 | 1.64M |
DEXCOM INCSOLE | COM | 10.90M | SH | $1.51B 4.23% | 7.60M | 0.00 | 3.30M |
MICROSOFT CORPSOLE | COM | 3.37M | SH | $1.42B 3.97% | 2.59M | 0.00 | 783.30K |
LAM RESEARCH CORPSOLE | COM | 1.41M | SH | $1.37B 3.84% | 990.02K | 0.00 | 424.59K |
MERCADOLIBRE INCSOLE | COM | 856.07K | SH | $1.29B 3.62% | 592.85K | 0.00 | 263.21K |
ENTEGRIS INCSOLE | COM | 8.06M | SH | $1.13B 3.17% | 6M | 0.00 | 2.06M |
SERVICENOW INCSOLE | COM | 1.43M | SH | $1.09B 3.05% | 1.11M | 0.00 | 313.76K |
NU HLDGS LTDSOLE | ORD SHS CL A | 88.57M | SH | $1.06B 2.96% | 63.11M | 0.00 | 25.46M |
META PLATFORMS INCSOLE | CL A | 2.17M | SH | $1.06B 2.95% | 1.59M | 0.00 | 584.42K |
NETFLIX INCSOLE | COM | 1.69M | SH | $1.02B 2.87% | 1.20M | 0.00 | 491.50K |
SHOPIFY INCSOLE | CL A | 13.24M | SH | $1.02B 2.86% | 9.85M | 0.00 | 3.39M |
BLOCK INCSOLE | CL A | 11.95M | SH | $1.01B 2.83% | 8.43M | 0.00 | 3.52M |
OKTA INCSOLE | CL A | 9.04M | SH | $945.63M 2.64% | 6.41M | 0.00 | 2.62M |
DOORDASH INCSOLE | CL A | 6.83M | SH | $940.18M 2.63% | 4.81M | 0.00 | 2.02M |
SNOWFLAKE INCSOLE | CL A | 5.14M | SH | $830.78M 2.32% | 3.65M | 0.00 | 1.49M |
ATLASSIAN CORPORATIONSOLE | CL A | 4.21M | SH | $821.60M 2.30% | 2.98M | 0.00 | 1.23M |
AXON ENTERPRISE INCSOLE | COM | 2.53M | SH | $791.62M 2.21% | 1.85M | 0.00 | 677.65K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 5.22M | SH | $709.89M 1.99% | 3.67M | 0.00 | 1.54M |
CLOUDFLARE INCSOLE | CL A COM | 6.47M | SH | $626.11M 1.75% | 4.83M | 0.00 | 1.64M |
ALPHABET INCSOLE | CAP STK CL A | 3.79M | SH | $571.31M 1.60% | 2.62M | 0.00 | 1.17M |
EDWARDS LIFESCIENCES CORPSOLE | COM | 5.80M | SH | $554.49M 1.55% | 4.04M | 0.00 | 1.77M |
DATADOG INCSOLE | CL A COM | 4.29M | SH | $530.66M 1.48% | 3.15M | 0.00 | 1.15M |
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