SANDS CAPITAL MANAGEMENT, LLC

PrivateCIK: 1020066
Location

ARLINGTON, VA

71
Positions
$26.93B
Total AUM (reported)
165.32M
Total Shares

Allocation by class

TOTAL AUM$26.93B71 positions
COM$10.83B40.2%
COM CL A$2.51B9.3%
CL A$2.47B9.2%
SPONSORED ADS$2.29B8.5%
CAP STK CL A$1.75B6.5%
N Y REGISTRY SHS$1.06B3.9%
CL A COM$1.06B3.9%

Portfolio Concentration

Top 323.9%4–1023.7%11–2530.2%Rest22.2%TOP 1047.6%0%100%
Top 3$6.44B23.9%
4–10$6.39B23.7%
11–25$8.13B30.2%
Rest$5.97B22.2%

Top 3 weight

23.9%

Top 10 weight

47.6%

Voting Authority Distribution

Total shares with voting rights: 165.32M

Sole

Full voting authority

127.08M

shares

% of voting shares76.9%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

38.24M

shares

% of voting shares23.1%

Investment Discretion (by position count)

Sole71
Shared0
Other0
Dominant voting typeSole · 76.9% of voting shares
Institutional Holdings71
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares14.06M
TypeSH
Market value$2.81B
10.45%
Sole
10.04M
Shared
0.00
None
4.02M

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares3.93M
TypeSH
Market value$1.87B
6.96%
Sole
2.73M
Shared
0.00
None
1.20M

ALPHABET INC

SOLE
CAP STK CL A
Shares4.89M
TypeSH
Market value$1.75B
6.49%
Sole
3.52M
Shared
0.00
None
1.37M

AMAZON COM INC

SOLE
COM
Shares4.86M
TypeSH
Market value$1.16B
4.30%
Sole
3.49M
Shared
0.00
None
1.37M

ASML HLDG NV

SOLE
N Y REGISTRY SHS
Shares533.69K
TypeSH
Market value$1.06B
3.94%
Sole
413.78K
Shared
0.00
None
119.91K

BLOOM ENERGY CORP

SOLE
COM CL A
Shares2.93M
TypeSH
Market value$885.87M
3.29%
Sole
2.05M
Shared
0.00
None
879.11K

AXON ENTERPRISE INC

SOLE
COM
Shares1.48M
TypeSH
Market value$830.16M
3.08%
Sole
1.15M
Shared
0.00
None
331.54K

SHOPIFY INC

SOLE
CL A SUB VTG SHS
Shares7.24M
TypeSH
Market value$826.90M
3.07%
Sole
5.38M
Shared
0.00
None
1.86M

VISA INC

SOLE
COM CL A
Shares2.38M
TypeSH
Market value$815.56M
3.03%
Sole
1.88M
Shared
0.00
None
492.54K

SPOTIFY TECHNOLOGY S A

SOLE
SHS
Shares1.76M
TypeSH
Market value$808.62M
3.00%
Sole
1.22M
Shared
0.00
None
544.30K

CLOUDFLARE INC

SOLE
CL A COM
Shares3.24M
TypeSH
Market value$794.59M
2.95%
Sole
2.50M
Shared
0.00
None
744.26K

SEAGATE TECHNOLOGY HLDNGS PL

SOLE
ORD SHS
Shares720.74K
TypeSH
Market value$695.52M
2.58%
Sole
475.95K
Shared
0.00
None
244.79K

MERCADOLIBRE INC

SOLE
COM
Shares378.21K
TypeSH
Market value$641.97M
2.38%
Sole
316.22K
Shared
0.00
None
61.99K

MICRON TECHNOLOGY INC

SOLE
COM
Shares526.81K
TypeSH
Market value$608.09M
2.26%
Sole
344.98K
Shared
0.00
None
181.83K

CARVANA CO

SOLE
CL A
Shares8.46M
TypeSH
Market value$557.03M
2.07%
Sole
5.82M
Shared
0.00
None
2.64M

META PLATFORMS INC

SOLE
CL A
Shares969.88K
TypeSH
Market value$546.32M
2.03%
Sole
647.58K
Shared
0.00
None
322.30K

QUANTA SVCS INC

SOLE
COM
Shares750.48K
TypeSH
Market value$540.37M
2.01%
Sole
553.49K
Shared
0.00
None
196.99K

INTERCONTINENTAL EXCHANGE IN

SOLE
COM
Shares4.06M
TypeSH
Market value$499.31M
1.85%
Sole
3.08M
Shared
0.00
None
972.28K

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares1.25M
TypeSH
Market value$498.06M
1.85%
Sole
1.02M
Shared
0.00
None
234.87K

LAM RESEARCH CORP

SOLE
COM NEW
Shares1.13M
TypeSH
Market value$491.38M
1.82%
Sole
684.03K
Shared
0.00
None
449.93K

MICROSOFT CORP

SOLE
COM
Shares1.31M
TypeSH
Market value$488.37M
1.81%
Sole
929.68K
Shared
0.00
None
379.55K

CARPENTER TECHNOLOGY CORP

SOLE
COM
Shares786.15K
TypeSH
Market value$484.93M
1.80%
Sole
505.71K
Shared
0.00
None
280.44K

DOORDASH INC

SOLE
CL A
Shares2.33M
TypeSH
Market value$429.18M
1.59%
Sole
1.80M
Shared
0.00
None
528.02K

APPLOVIN CORP

SOLE
COM CL A
Shares831.70K
TypeSH
Market value$428.52M
1.59%
Sole
573.50K
Shared
0.00
None
258.20K

BLOCK INC

SOLE
CL A
Shares5.63M
TypeSH
Market value$428.07M
1.59%
Sole
3.68M
Shared
0.00
None
1.95M
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