Filed: 11/13/2024ACC: 0001020066-24-000010
📋 What this filing means
SANDS CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $32.95B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
67
Positions
$32.95B
Total AUM (reported)
320.44M
Total Shares
Allocation by class
COM$16.90B51.3%
CL A$6.30B19.1%
COM CL A$1.89B5.8%
N Y REGISTRY SHS$1.60B4.9%
SPONSORED ADS$1.23B3.7%
CL A COM$1.00B3.0%
SHS$876.47M2.7%
Portfolio Concentration
Top 3$6.74B20.5%
4–10$8.48B25.7%
11–25$10.67B32.4%
Rest$7.05B21.4%
Top 3 weight
20.5%
Top 10 weight
46.2%
Voting Authority Distribution
Total shares with voting rights: 320.44M
Sole
Full voting authority
232.45M
shares
% of voting shares72.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
88M
shares
% of voting shares27.5%
Investment Discretion (by position count)
Sole67
Shared0
Other0
Dominant voting typeSole · 72.5% of voting shares
Institutional Holdings67
Rows:
NVIDIA CORPORATION
SOLEShares23.06M
TypeSH
Market value$2.80B
8.50%
Sole
16.39M
Shared
0.00
None
6.66M
AMAZON COM INC
SOLEShares12.55M
TypeSH
Market value$2.34B
7.10%
Sole
9.05M
Shared
0.00
None
3.50M
ASML HOLDING N V
SOLEShares1.92M
TypeSH
Market value$1.60B
4.87%
Sole
1.36M
Shared
0.00
None
561.17K
MERCADOLIBRE INC
SOLEShares755.63K
TypeSH
Market value$1.55B
4.71%
Sole
530.83K
Shared
0.00
None
224.80K
VISA INC
SOLEShares4.97M
TypeSH
Market value$1.37B
4.15%
Sole
3.65M
Shared
0.00
None
1.31M
MICROSOFT CORP
SOLEShares3.04M
TypeSH
Market value$1.31B
3.97%
Sole
2.31M
Shared
0.00
None
738.08K
SHOPIFY INC
SOLEShares15.17M
TypeSH
Market value$1.22B
3.69%
Sole
11.23M
Shared
0.00
None
3.94M
NETFLIX INC
SOLEShares1.56M
TypeSH
Market value$1.11B
3.36%
Sole
1.10M
Shared
0.00
None
459.98K
SERVICENOW INC
SOLEShares1.18M
TypeSH
Market value$1.06B
3.21%
Sole
920.04K
Shared
0.00
None
263.70K
ENTEGRIS INC
SOLEShares7.77M
TypeSH
Market value$874.03M
2.65%
Sole
5.73M
Shared
0.00
None
2.04M
NU HLDGS LTD
SOLEShares63.81M
TypeSH
Market value$870.96M
2.64%
Sole
45.52M
Shared
0.00
None
18.29M
DOORDASH INC
SOLEShares5.97M
TypeSH
Market value$852.65M
2.59%
Sole
4.16M
Shared
0.00
None
1.81M
AXON ENTERPRISE INC
SOLEShares2.11M
TypeSH
Market value$843.29M
2.56%
Sole
1.56M
Shared
0.00
None
545.58K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares4.68M
TypeSH
Market value$813.39M
2.47%
Sole
3.42M
Shared
0.00
None
1.27M
META PLATFORMS INC
SOLEShares1.42M
TypeSH
Market value$810.28M
2.46%
Sole
1.02M
Shared
0.00
None
394.11K
SEA LTD
SOLEShares8.34M
TypeSH
Market value$786.38M
2.39%
Sole
5.95M
Shared
0.00
None
2.39M
BLOCK INC
SOLEShares11.23M
TypeSH
Market value$753.73M
2.29%
Sole
7.83M
Shared
0.00
None
3.40M
DEXCOM INC
SOLEShares10.32M
TypeSH
Market value$691.80M
2.10%
Sole
7.13M
Shared
0.00
None
3.19M
ATLASSIAN CORPORATION
SOLEShares4.25M
TypeSH
Market value$674.90M
2.05%
Sole
3M
Shared
0.00
None
1.25M
LAM RESEARCH CORP
SOLEShares824.11K
TypeSH
Market value$672.54M
2.04%
Sole
570.39K
Shared
0.00
None
253.72K
OKTA INC
SOLEShares8.62M
TypeSH
Market value$640.96M
1.95%
Sole
6.08M
Shared
0.00
None
2.54M
APPLE INC
SOLEShares2.73M
TypeSH
Market value$636.68M
1.93%
Sole
2.05M
Shared
0.00
None
681.38K
ALPHABET INC
SOLEShares3.75M
TypeSH
Market value$622.51M
1.89%
Sole
2.60M
Shared
0.00
None
1.15M
CLOUDFLARE INC
SOLEShares6.34M
TypeSH
Market value$513.20M
1.56%
Sole
4.75M
Shared
0.00
None
1.60M
DATADOG INC
SOLEShares4.27M
TypeSH
Market value$491.42M
1.49%
Sole
3.07M
Shared
0.00
None
1.20M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 23.06M | SH | $2.80B 8.50% | 16.39M | 0.00 | 6.66M |
AMAZON COM INCSOLE | COM | 12.55M | SH | $2.34B 7.10% | 9.05M | 0.00 | 3.50M |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 1.92M | SH | $1.60B 4.87% | 1.36M | 0.00 | 561.17K |
MERCADOLIBRE INCSOLE | COM | 755.63K | SH | $1.55B 4.71% | 530.83K | 0.00 | 224.80K |
VISA INCSOLE | COM CL A | 4.97M | SH | $1.37B 4.15% | 3.65M | 0.00 | 1.31M |
MICROSOFT CORPSOLE | COM | 3.04M | SH | $1.31B 3.97% | 2.31M | 0.00 | 738.08K |
SHOPIFY INCSOLE | CL A | 15.17M | SH | $1.22B 3.69% | 11.23M | 0.00 | 3.94M |
NETFLIX INCSOLE | COM | 1.56M | SH | $1.11B 3.36% | 1.10M | 0.00 | 459.98K |
SERVICENOW INCSOLE | COM | 1.18M | SH | $1.06B 3.21% | 920.04K | 0.00 | 263.70K |
ENTEGRIS INCSOLE | COM | 7.77M | SH | $874.03M 2.65% | 5.73M | 0.00 | 2.04M |
NU HLDGS LTDSOLE | ORD SHS CL A | 63.81M | SH | $870.96M 2.64% | 45.52M | 0.00 | 18.29M |
DOORDASH INCSOLE | CL A | 5.97M | SH | $852.65M 2.59% | 4.16M | 0.00 | 1.81M |
AXON ENTERPRISE INCSOLE | COM | 2.11M | SH | $843.29M 2.56% | 1.56M | 0.00 | 545.58K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 4.68M | SH | $813.39M 2.47% | 3.42M | 0.00 | 1.27M |
META PLATFORMS INCSOLE | CL A | 1.42M | SH | $810.28M 2.46% | 1.02M | 0.00 | 394.11K |
SEA LTDSOLE | SPONSORD ADS | 8.34M | SH | $786.38M 2.39% | 5.95M | 0.00 | 2.39M |
BLOCK INCSOLE | CL A | 11.23M | SH | $753.73M 2.29% | 7.83M | 0.00 | 3.40M |
DEXCOM INCSOLE | COM | 10.32M | SH | $691.80M 2.10% | 7.13M | 0.00 | 3.19M |
ATLASSIAN CORPORATIONSOLE | CL A | 4.25M | SH | $674.90M 2.05% | 3M | 0.00 | 1.25M |
LAM RESEARCH CORPSOLE | COM | 824.11K | SH | $672.54M 2.04% | 570.39K | 0.00 | 253.72K |
OKTA INCSOLE | CL A | 8.62M | SH | $640.96M 1.95% | 6.08M | 0.00 | 2.54M |
APPLE INCSOLE | COM | 2.73M | SH | $636.68M 1.93% | 2.05M | 0.00 | 681.38K |
ALPHABET INCSOLE | CAP STK CL A | 3.75M | SH | $622.51M 1.89% | 2.60M | 0.00 | 1.15M |
CLOUDFLARE INCSOLE | CL A COM | 6.34M | SH | $513.20M 1.56% | 4.75M | 0.00 | 1.60M |
DATADOG INCSOLE | CL A COM | 4.27M | SH | $491.42M 1.49% | 3.07M | 0.00 | 1.20M |
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