Filed: 8/13/2024ACC: 0001020066-24-000006
📋 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 $34.03B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
66
Positions
$34.03B
Total AUM (reported)
317.11M
Total Shares
Allocation by class
COM$17.86B52.5%
CL A$6.30B18.5%
N Y REGISTRY SHS$2.02B5.9%
COM CL A$1.99B5.8%
SPONSORED ADS$1.30B3.8%
CL A COM$1.13B3.3%
ORD SHS CL A$1.02B3.0%
Portfolio Concentration
Top 3$7.63B22.4%
4–10$8.63B25.4%
11–25$11.50B33.8%
Rest$6.27B18.4%
Top 3 weight
22.4%
Top 10 weight
47.8%
Voting Authority Distribution
Total shares with voting rights: 317.11M
Sole
Full voting authority
232.39M
shares
% of voting shares73.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
84.72M
shares
% of voting shares26.7%
Investment Discretion (by position count)
Sole66
Shared0
Other0
Dominant voting typeSole · 73.3% of voting shares
Institutional Holdings66
Rows:
NVIDIA CORPORATION
SOLEShares25.12M
TypeSH
Market value$3.10B
9.12%
Sole
18M
Shared
0.00
None
7.12M
AMAZON COM INC
SOLEShares12.99M
TypeSH
Market value$2.51B
7.38%
Sole
9.46M
Shared
0.00
None
3.54M
ASML HOLDING N V
SOLEShares1.97M
TypeSH
Market value$2.02B
5.93%
Sole
1.40M
Shared
0.00
None
570.73K
MICROSOFT CORP
SOLEShares3.20M
TypeSH
Market value$1.43B
4.20%
Sole
2.45M
Shared
0.00
None
752.49K
VISA INC
SOLEShares5.28M
TypeSH
Market value$1.39B
4.07%
Sole
3.83M
Shared
0.00
None
1.45M
MERCADOLIBRE INC
SOLEShares782.58K
TypeSH
Market value$1.29B
3.78%
Sole
551.11K
Shared
0.00
None
231.47K
LAM RESEARCH CORP
SOLEShares1.15M
TypeSH
Market value$1.22B
3.60%
Sole
793.84K
Shared
0.00
None
355.87K
DEXCOM INC
SOLEShares10.61M
TypeSH
Market value$1.20B
3.53%
Sole
7.39M
Shared
0.00
None
3.21M
NETFLIX INC
SOLEShares1.60M
TypeSH
Market value$1.08B
3.17%
Sole
1.13M
Shared
0.00
None
473.33K
NU HLDGS LTD
SOLEShares79.34M
TypeSH
Market value$1.02B
3.01%
Sole
56.70M
Shared
0.00
None
22.65M
ENTEGRIS INC
SOLEShares7.55M
TypeSH
Market value$1.02B
3.00%
Sole
5.59M
Shared
0.00
None
1.96M
META PLATFORMS INC
SOLEShares1.99M
TypeSH
Market value$1.00B
2.95%
Sole
1.44M
Shared
0.00
None
554.87K
SERVICENOW INC
SOLEShares1.26M
TypeSH
Market value$992.92M
2.92%
Sole
987.83K
Shared
0.00
None
274.35K
SHOPIFY INC
SOLEShares14.74M
TypeSH
Market value$973.34M
2.86%
Sole
10.99M
Shared
0.00
None
3.74M
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares4.78M
TypeSH
Market value$830.68M
2.44%
Sole
3.51M
Shared
0.00
None
1.27M
OKTA INC
SOLEShares8.81M
TypeSH
Market value$824.90M
2.42%
Sole
6.26M
Shared
0.00
None
2.56M
ATLASSIAN CORPORATION
SOLEShares4.26M
TypeSH
Market value$753.99M
2.22%
Sole
3.06M
Shared
0.00
None
1.20M
AXON ENTERPRISE INC
SOLEShares2.56M
TypeSH
Market value$753.16M
2.21%
Sole
1.89M
Shared
0.00
None
667.25K
BLOCK INC
SOLEShares11.51M
TypeSH
Market value$742.31M
2.18%
Sole
8.08M
Shared
0.00
None
3.43M
DOORDASH INC
SOLEShares6.37M
TypeSH
Market value$693.29M
2.04%
Sole
4.44M
Shared
0.00
None
1.93M
ALPHABET INC
SOLEShares3.76M
TypeSH
Market value$684.59M
2.01%
Sole
2.61M
Shared
0.00
None
1.15M
SEA LTD
SOLEShares8.69M
TypeSH
Market value$620.75M
1.82%
Sole
6.26M
Shared
0.00
None
2.44M
DATADOG INC
SOLEShares4.20M
TypeSH
Market value$545.18M
1.60%
Sole
3.08M
Shared
0.00
None
1.12M
CLOUDFLARE INC
SOLEShares6.47M
TypeSH
Market value$535.83M
1.57%
Sole
4.87M
Shared
0.00
None
1.60M
EDWARDS LIFESCIENCES CORP
SOLEShares5.65M
TypeSH
Market value$521.77M
1.53%
Sole
3.89M
Shared
0.00
None
1.75M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 25.12M | SH | $3.10B 9.12% | 18M | 0.00 | 7.12M |
AMAZON COM INCSOLE | COM | 12.99M | SH | $2.51B 7.38% | 9.46M | 0.00 | 3.54M |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 1.97M | SH | $2.02B 5.93% | 1.40M | 0.00 | 570.73K |
MICROSOFT CORPSOLE | COM | 3.20M | SH | $1.43B 4.20% | 2.45M | 0.00 | 752.49K |
VISA INCSOLE | COM CL A | 5.28M | SH | $1.39B 4.07% | 3.83M | 0.00 | 1.45M |
MERCADOLIBRE INCSOLE | COM | 782.58K | SH | $1.29B 3.78% | 551.11K | 0.00 | 231.47K |
LAM RESEARCH CORPSOLE | COM | 1.15M | SH | $1.22B 3.60% | 793.84K | 0.00 | 355.87K |
DEXCOM INCSOLE | COM | 10.61M | SH | $1.20B 3.53% | 7.39M | 0.00 | 3.21M |
NETFLIX INCSOLE | COM | 1.60M | SH | $1.08B 3.17% | 1.13M | 0.00 | 473.33K |
NU HLDGS LTDSOLE | ORD SHS CL A | 79.34M | SH | $1.02B 3.01% | 56.70M | 0.00 | 22.65M |
ENTEGRIS INCSOLE | COM | 7.55M | SH | $1.02B 3.00% | 5.59M | 0.00 | 1.96M |
META PLATFORMS INCSOLE | CL A | 1.99M | SH | $1.00B 2.95% | 1.44M | 0.00 | 554.87K |
SERVICENOW INCSOLE | COM | 1.26M | SH | $992.92M 2.92% | 987.83K | 0.00 | 274.35K |
SHOPIFY INCSOLE | CL A | 14.74M | SH | $973.34M 2.86% | 10.99M | 0.00 | 3.74M |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 4.78M | SH | $830.68M 2.44% | 3.51M | 0.00 | 1.27M |
OKTA INCSOLE | CL A | 8.81M | SH | $824.90M 2.42% | 6.26M | 0.00 | 2.56M |
ATLASSIAN CORPORATIONSOLE | CL A | 4.26M | SH | $753.99M 2.22% | 3.06M | 0.00 | 1.20M |
AXON ENTERPRISE INCSOLE | COM | 2.56M | SH | $753.16M 2.21% | 1.89M | 0.00 | 667.25K |
BLOCK INCSOLE | CL A | 11.51M | SH | $742.31M 2.18% | 8.08M | 0.00 | 3.43M |
DOORDASH INCSOLE | CL A | 6.37M | SH | $693.29M 2.04% | 4.44M | 0.00 | 1.93M |
ALPHABET INCSOLE | CAP STK CL A | 3.76M | SH | $684.59M 2.01% | 2.61M | 0.00 | 1.15M |
SEA LTDSOLE | SPONSORD ADS | 8.69M | SH | $620.75M 1.82% | 6.26M | 0.00 | 2.44M |
DATADOG INCSOLE | CL A COM | 4.20M | SH | $545.18M 1.60% | 3.08M | 0.00 | 1.12M |
CLOUDFLARE INCSOLE | CL A COM | 6.47M | SH | $535.83M 1.57% | 4.87M | 0.00 | 1.60M |
EDWARDS LIFESCIENCES CORPSOLE | COM | 5.65M | SH | $521.77M 1.53% | 3.89M | 0.00 | 1.75M |
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