SANDS CAPITAL MANAGEMENT, LLC

PrivateCIK: 1020066
Location

ARLINGTON, VA

67
Positions
$25.49B
Total AUM (reported)
204.80M
Total Shares

Allocation by class

TOTAL AUM$25.49B67 positions
COM$10.69B41.9%
CL A$2.76B10.8%
SPONSORED ADS$2.16B8.5%
COM CL A$1.96B7.7%
CAP STK CL A$1.47B5.8%
SHS$1.10B4.3%
CL A SUB VTG SHS$1.06B4.2%

Portfolio Concentration

Top 325.9%4–1026.4%11–2532.0%Rest15.6%TOP 1052.4%0%100%
Top 3$6.61B25.9%
4–10$6.74B26.4%
11–25$8.15B32.0%
Rest$3.98B15.6%

Top 3 weight

25.9%

Top 10 weight

52.4%

Voting Authority Distribution

Total shares with voting rights: 204.80M

Sole

Full voting authority

152.65M

shares

% of voting shares74.5%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

52.15M

shares

% of voting shares25.5%

Investment Discretion (by position count)

Sole67
Shared0
Other0
Dominant voting typeSole · 74.5% of voting shares
Institutional Holdings67
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares18.09M
TypeSH
Market value$3.15B
12.38%
Sole
13.22M
Shared
0.00
None
4.86M

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares5.86M
TypeSH
Market value$1.98B
7.77%
Sole
4.22M
Shared
0.00
None
1.64M

ALPHABET INC

SOLE
CAP STK CL A
Shares5.12M
TypeSH
Market value$1.47B
5.78%
Sole
3.66M
Shared
0.00
None
1.47M

AMAZON COM INC

SOLE
COM
Shares6.72M
TypeSH
Market value$1.40B
5.49%
Sole
4.72M
Shared
0.00
None
2M

SHOPIFY INC

SOLE
CL A SUB VTG SHS
Shares8.94M
TypeSH
Market value$1.06B
4.16%
Sole
6.51M
Shared
0.00
None
2.42M

NETFLIX INC.

SOLE
COM
Shares9.41M
TypeSH
Market value$905.22M
3.55%
Sole
6.73M
Shared
0.00
None
2.68M

SPOTIFY TECHNOLOGY S A

SOLE
SHS
Shares1.79M
TypeSH
Market value$870.04M
3.41%
Sole
1.25M
Shared
0.00
None
546.22K

ASML HLDG NV

SOLE
N Y REGISTRY SHS
Shares639.83K
TypeSH
Market value$845.11M
3.32%
Sole
479.83K
Shared
0.00
None
160K

VISA INC

SOLE
COM CL A
Shares2.77M
TypeSH
Market value$837.34M
3.29%
Sole
2.13M
Shared
0.00
None
642.79K

MERCADOLIBRE INC

SOLE
COM
Shares475.45K
TypeSH
Market value$822.07M
3.23%
Sole
369.82K
Shared
0.00
None
105.63K

CLOUDFLARE INC

SOLE
CL A COM
Shares3.66M
TypeSH
Market value$755.57M
2.96%
Sole
2.78M
Shared
0.00
None
883.36K

META PLATFORMS INC

SOLE
CL A
Shares1.28M
TypeSH
Market value$731.82M
2.87%
Sole
910.48K
Shared
0.00
None
368.64K

INTERCONTINENTAL EXCHANGE IN

SOLE
COM
Shares4.38M
TypeSH
Market value$689.56M
2.71%
Sole
3.25M
Shared
0.00
None
1.13M

CARVANA CO

SOLE
CL A
Shares2.12M
TypeSH
Market value$665.62M
2.61%
Sole
1.45M
Shared
0.00
None
662.52K

AXON ENTERPRISE INC

SOLE
COM
Shares1.56M
TypeSH
Market value$664.43M
2.61%
Sole
1.17M
Shared
0.00
None
393.14K

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares1.32M
TypeSH
Market value$609.09M
2.39%
Sole
1.03M
Shared
0.00
None
292.51K

DOORDASH INC

SOLE
CL A
Shares3.96M
TypeSH
Market value$594.15M
2.33%
Sole
2.83M
Shared
0.00
None
1.13M

MICROSOFT CORP

SOLE
COM
Shares1.53M
TypeSH
Market value$566.41M
2.22%
Sole
1.15M
Shared
0.00
None
380.87K

SAMSARA INC

SOLE
COM CL A
Shares15.66M
TypeSH
Market value$496.19M
1.95%
Sole
10.96M
Shared
0.00
None
4.70M

NU HLDGS LTD

SOLE
ORD SHS CL A
Shares34.34M
TypeSH
Market value$493.50M
1.94%
Sole
25.95M
Shared
0.00
None
8.40M

BROADCOM INC

SOLE
COM
Shares1.40M
TypeSH
Market value$434.19M
1.70%
Sole
950.51K
Shared
0.00
None
452.32K

SEA LTD

SOLE
SPONSORD ADS
Shares4.73M
TypeSH
Market value$391.57M
1.54%
Sole
3.50M
Shared
0.00
None
1.23M

APPLOVIN CORP

SOLE
COM CL A
Shares971.56K
TypeSH
Market value$386.68M
1.52%
Sole
672.50K
Shared
0.00
None
299.06K

QUANTA SVCS INC

SOLE
COM
Shares626.35K
TypeSH
Market value$343.88M
1.35%
Sole
479.65K
Shared
0.00
None
146.70K

BLOCK INC

SOLE
CL A
Shares5.51M
TypeSH
Market value$331.64M
1.30%
Sole
3.83M
Shared
0.00
None
1.68M
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