Sands Capital Management, LLC Top Holdings and 13F Report (2024) → Trump’s Gift Could Unleash $51 Billion in New Wealth (From Wealthpin Pro) (Ad) About Sands Capital Management, LLCInvestment ActivitySands Capital Management, LLC has $35.75 billion in total holdings as of March 31, 2024.Sands Capital Management, LLC owns shares of 76 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 4.18% of the portfolio was purchased this quarter.About 9.84% of the portfolio was sold this quarter.This quarter, Sands Capital Management, LLC has purchased 74 new stocks and bought additional shares in 20 stocks.Sands Capital Management, LLC sold shares of 46 stocks and completely divested from 2 stocks this quarter.Largest Holdings NVIDIA $2,438,167,208Amazon.com $2,256,321,290ASML $2,083,470,017Visa $1,737,381,394DexCom $1,511,381,167 Largest New Holdings this Quarter FLUTTER ENTMT PLC $409,225,744 HoldingKASPI KZ JSC $212,016,344 HoldingGlobal-E Online $15,956,123 HoldingApple $175,081 Holding Largest Purchases this Quarter ASML 529,784 shares (about $514.14M)FLUTTER ENTMT PLC 2,072,134 shares (about $409.23M)KASPI KZ JSC 1,648,137 shares (about $212.02M)SEA 1,979,432 shares (about $106.32M)Meta Platforms 181,077 shares (about $87.93M) Largest Sales this Quarter DexCom 4,162,042 shares (about $577.28M)Cloudflare 4,127,520 shares (about $399.67M)NVIDIA 399,058 shares (about $360.57M)Lam Research 265,570 shares (about $258.02M)ServiceNow 268,449 shares (about $204.67M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSands Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$2,438,167,208$360,572,847 ▼-12.9%2,698,4016.8%Computer and TechnologyAMZNAmazon.com$2,256,321,290$129,467,204 ▼-5.4%12,508,7116.3%Retail/WholesaleASMLASML$2,083,470,017$514,139,478 ▲32.8%2,146,8675.8%Computer and TechnologyVVisa$1,737,381,394$69,311,476 ▼-3.8%6,225,3884.9%Business ServicesDXCMDexCom$1,511,381,167$577,275,225 ▼-27.6%10,896,7644.2%MedicalMSFTMicrosoft$1,419,088,560$42,122,066 ▼-2.9%3,373,0004.0%Computer and TechnologyLRCXLam Research$1,374,394,581$258,019,845 ▼-15.8%1,414,6123.8%Computer and TechnologyMELIMercadoLibre$1,294,336,037$97,727,047 ▼-7.0%856,0653.6%Retail/WholesaleENTGEntegris$1,132,597,665$57,056,991 ▼-4.8%8,058,8993.2%Computer and TechnologyNOWServiceNow$1,088,820,798$204,665,518 ▼-15.8%1,428,1493.0%Computer and TechnologyNUNU$1,056,580,975$39,898,489 ▲3.9%88,565,0443.0%Business ServicesMETAMeta Platforms$1,055,474,654$87,927,370 ▲9.1%2,173,6373.0%Computer and TechnologyNFLXNetflix$1,024,800,747$151,045,400 ▼-12.8%1,687,3872.9%Consumer DiscretionarySHOPShopify$1,021,655,173$120,920,065 ▼-10.6%13,239,0202.9%Computer and TechnologySQBlock$1,010,546,108$152,343,804 ▼-13.1%11,947,8142.8%Business ServicesOKTAOkta$945,626,388$71,169,115 ▲8.1%9,038,6772.6%Computer and TechnologyDOORDASH INC$940,178,082$48,220,041 ▼-4.9%6,826,7362.6%CL ASNOWSnowflake$830,776,712$48,877,698 ▼-5.6%5,140,9452.3%Computer and TechnologyTEAMAtlassian$821,603,137$45,312,737 ▼-5.2%4,210,9742.3%Computer and TechnologyAXONAxon Enterprise$791,615,811$30,836,827 ▼-3.7%2,530,0942.2%Industrial ProductsTSMTaiwan Semiconductor Manufacturing$709,894,479$50,836,987 ▼-6.7%5,217,8942.0%Computer and TechnologyNETCloudflare$626,114,593$399,667,761 ▼-39.0%6,466,1221.8%Computer and TechnologyGOOGLAlphabet$571,305,669$51,099,917 ▼-8.2%3,785,2361.6%Computer and TechnologyEWEdwards Lifesciences$554,491,869$28,777,894 ▼-4.9%5,802,5521.6%MedicalDDOGDatadog$530,662,633$33,543,680 ▼-5.9%4,293,3871.5%Computer and TechnologyCSGPCoStar Group$519,271,561$23,697,815 ▼-4.4%5,375,4821.5%Computer and TechnologySESEA$501,019,180$106,315,293 ▲26.9%9,328,2291.4%Computer and TechnologyALGNAlign Technology$444,761,175$24,196,561 ▼-5.2%1,356,3101.2%MedicalFLUTTER ENTMT PLC$409,225,744$409,225,744 ▲New Holding2,072,1341.1%SHSABNBAirbnb$402,347,503$20,722,110 ▼-4.9%2,439,0611.1%Computer and TechnologyNKENIKE$390,411,622$17,148,249 ▼-4.2%4,154,1991.1%Consumer DiscretionaryUBERUber Technologies$389,586,569$110,180,081 ▼-22.0%5,060,2231.1%Computer and TechnologyFNDFloor & Decor$271,603,674$18,740,589 ▼-6.5%2,095,3840.8%ConstructionGLOBGlobant$271,421,236$24,559,318 ▼-8.3%1,344,3350.8%Computer and TechnologyRGENRepligen$263,508,989$11,513,392 ▼-4.2%1,432,7370.7%MedicalXPXP$249,040,846$27,653,833 ▼-10.0%9,705,4110.7%FinanceIRTCiRhythm Technologies$248,591,016$10,987,984 ▼-4.2%2,143,0260.7%MedicalCPNGCoupang$234,049,830$22,847,590 ▼-8.9%13,156,2580.7%Retail/WholesaleKASPI KZ JSC$212,016,344$212,016,344 ▲New Holding1,648,1370.6%SPONSORED ADSROPRoper Technologies$211,149,530$2,075,669 ▼-1.0%376,4880.6%Computer and TechnologyRAREUltragenyx Pharmaceutical$180,197,580$12,072,213 ▼-6.3%3,859,4470.5%MedicalFWONKFormula One Group$167,078,018$3,712,173 ▼-2.2%2,546,9210.5%Consumer DiscretionaryTDGTransDigm Group$144,109,516$2,932,440 ▲2.1%117,0100.4%AerospaceHDBHDFC Bank$136,173,163$9,139,397 ▼-6.3%2,432,9670.4%FinanceTXG10x Genomics$126,969,282$7,768,860 ▼-5.8%3,383,1410.4%MedicalGOOGAlphabet$105,133,703$5,065,538 ▼-4.6%690,4880.3%Computer and TechnologyIQVIQVIA$102,156,433$1,930,815 ▲1.9%403,9560.3%MedicalRACEFerrari$96,299,582$46,210 ▲0.0%220,9010.3%Auto/Tires/TrucksCHTRCharter Communications$94,751,774$1,790,862 ▲1.9%326,0220.3%Consumer DiscretionaryTXNTexas Instruments$92,370,671$1,745,062 ▲1.9%530,2260.3%Computer and TechnologySTESTERIS$92,141,353$1,740,781 ▲1.9%409,8450.3%MedicalBZKanzhun$86,441,096$9,407,229 ▼-9.8%4,931,0380.2%Computer and TechnologyICEIntercontinental Exchange$81,424,114$1,739,452 ▲2.2%592,4770.2%FinanceUNHUnitedHealth Group$77,654,048$1,483,605 ▲1.9%156,9720.2%MedicalZTSZoetis$77,040,805$1,454,360 ▲1.9%455,2970.2%MedicalSTVNStevanato Group$59,710,526$776,467 ▼-1.3%1,860,1410.2%MedicalIOTSamsara$59,454,251$249,263 ▼-0.4%1,573,2800.2%Computer and TechnologySITESiteOne Landscape Supply$55,291,156$1,046,078 ▲1.9%316,7640.2%Industrial ProductsKLAVIYO INC$36,488,303$19,587,342 ▲115.9%1,432,0370.1%COM SER AGLBEGlobal-E Online$15,956,123$15,956,123 ▲New Holding438,9580.0%Retail/WholesaleINDAiShares MSCI India ETF$9,260,611$2,424,266 ▼-20.7%179,5040.0%ETFGTLBGitLab$6,692,745$777,581 ▲13.1%114,7590.0%Computer and TechnologyCDNSCadence Design Systems$1,013,216$14,630 ▲1.5%3,2550.0%Computer and TechnologyPATHUiPath$1,012,0340.0%44,6420.0%Business ServicesTECHBio-Techne$896,205$12,529 ▲1.4%12,7320.0%MedicalAAPLApple$175,081$175,081 ▲New Holding1,0210.0%Computer and TechnologyINTUIntuit$126,7500.0%1950.0%Computer and TechnologyBILLBILL$86,2440.0%1,2550.0%Computer and TechnologyADBEAdobe$80,7360.0%1600.0%Computer and TechnologyICLRICON Public$66,854$672 ▼-1.0%1990.0%MedicalWCNWaste Connections$64,160$860 ▼-1.3%3730.0%Business ServicesLINDE PLC$45,039$929 ▼-2.0%970.0%SHSCPCanadian Pacific Kansas City$43,997$8,376 ▲23.5%4990.0%TransportationMTCHMatch Group$29,786$177,962,171 ▼-100.0%8210.0%Retail/WholesaleCOURCoursera$18,0160.0%1,2850.0%Business ServicesILMNIllumina$14,1440.0%1030.0%MedicalIWFiShares Russell 1000 Growth ETF$0$17,762,124 ▼-100.0%00.0%ETFAPTVAptiv$0$765,042 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. 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