Sands Capital Management, LLC Top Holdings and 13F Report (2025) About Sands Capital Management, LLCInvestment ActivitySands Capital Management, LLC has $34.83 billion in total holdings as of March 31, 2025.Sands Capital Management, LLC owns shares of 66 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 7.89% of the portfolio was purchased this quarter.About 15.10% of the portfolio was sold this quarter.This quarter, Sands Capital Management, LLC has purchased 75 new stocks and bought additional shares in 25 stocks.Sands Capital Management, LLC sold shares of 37 stocks and completely divested from 12 stocks this quarter.Largest Holdings NVIDIA $3,405,823,292Amazon.com $2,024,974,746Taiwan Semiconductor Manufacturing $1,937,005,444Netflix $1,515,465,299Microsoft $1,469,719,710 Largest New Holdings this Quarter H5919C104 - ON $240,176,761 Holding142339100 - Carlisle Companies $159,202,824 Holding697435105 - Palo Alto Networks $31,691,164 Holding Largest Purchases this Quarter Intercontinental Exchange 2,620,310 shares (about $480.75M)Arthur J. Gallagher & Co. 918,618 shares (about $294.07M)Carvana 840,096 shares (about $283.08M)NVIDIA 1,631,025 shares (about $257.69M)ON 4,614,347 shares (about $240.18M) Largest Sales this Quarter Shopify 4,653,206 shares (about $536.75M)Netflix 335,795 shares (about $449.67M)APPLOVIN CORP 1,240,847 shares (about $434.40M)Amazon.com 1,864,520 shares (about $409.06M)Spotify Technology 433,747 shares (about $332.83M) 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$3,405,823,292$257,685,640 ▲8.2%21,557,2089.8%Computer and TechnologyAMZNAmazon.com$2,024,974,746$409,057,043 ▼-16.8%9,230,0235.8%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$1,937,005,444$118,898,190 ▲6.5%8,552,2785.6%Computer and TechnologyNFLXNetflix$1,515,465,299$449,673,158 ▼-22.9%1,131,6794.4%Consumer DiscretionaryMSFTMicrosoft$1,469,719,710$152,454,673 ▲11.6%2,954,7454.2%Computer and TechnologyNOWServiceNow$1,447,878,991$51,039,032 ▼-3.4%1,408,3334.2%Computer and TechnologyVVisa$1,430,888,566$77,067,871 ▲5.7%4,030,1044.1%Business ServicesMELIMercadoLibre$1,342,182,641$257,356,305 ▼-16.1%513,5323.9%Retail/WholesaleAXONAxon Enterprise$1,334,055,582$238,883,044 ▼-15.2%1,611,2953.8%AerospaceDOORDASH INC$1,181,320,538$176,215,208 ▼-13.0%4,792,1813.4%CL ASPOTSpotify Technology$1,039,594,534$332,831,423 ▼-24.3%1,354,8033.0%Computer and TechnologyICEIntercontinental Exchange$974,783,265$480,748,276 ▲97.3%5,313,0392.8%FinanceNETCloudflare$965,221,395$293,465,355 ▼-23.3%4,928,8742.8%Computer and TechnologyMETAMeta Platforms$963,975,802$148,888,253 ▼-13.4%1,306,0412.8%Computer and TechnologySESEA$908,140,120$182,329,841 ▼-16.7%5,678,0052.6%Computer and TechnologyDXCMDexCom$868,356,032$40,695,645 ▼-4.5%9,947,9442.5%MedicalSHOPShopify$864,273,140$536,747,312 ▼-38.3%7,492,6152.5%Computer and TechnologyIOTSamsara$766,807,634$112,698,689 ▲17.2%19,276,2102.2%Computer and TechnologyNUNU$747,800,752$41,989,552 ▲5.9%54,504,4282.1%FinanceBLOCK INC$702,446,468$122,879,188 ▲21.2%10,340,7402.0%CL AFLUTTER ENTMT PLC$606,278,989$21,041,652 ▼-3.4%2,121,6371.7%SHSGOOGLAlphabet$543,824,456$46,497,933 ▼-7.9%3,085,8791.6%Computer and TechnologyTEAMAtlassian$525,743,754$270,082,283 ▼-33.9%2,588,7231.5%Computer and TechnologyAVGOBroadcom$508,113,088$116,450,272 ▲29.7%1,843,3271.5%Computer and TechnologyIRTCiRhythm Technologies$448,874,537$15,500,693 ▼-3.3%2,915,5271.3%MedicalASMLASML$425,187,081$21,530,144 ▼-4.8%530,5621.2%Computer and TechnologyISRGIntuitive Surgical$411,671,114$116,014,775 ▲39.2%757,5701.2%MedicalRBLXRoblox$377,304,324$44,161,592 ▼-10.5%3,586,5431.1%Consumer DiscretionaryDDOGDatadog$372,364,775$19,271,116 ▼-4.9%2,772,0151.1%Computer and TechnologyCPNGCoupang$359,511,641$2,419,659 ▼-0.7%11,999,7211.0%Retail/WholesaleAJGArthur J. Gallagher & Co.$358,934,230$294,067,994 ▲453.3%1,121,2491.0%FinanceCVNACarvana$303,677,450$283,078,748 ▲1,374.3%901,2270.9%Retail/WholesaleAPPLOVIN CORP$286,136,488$434,395,718 ▼-60.3%817,3460.8%COM CL AONONON$240,176,761$240,176,761 ▲New Holding4,614,3470.7%Retail/WholesaleHDBHDFC Bank$221,065,294$2,135,643 ▼-1.0%2,883,3350.6%FinanceWCNWaste Connections$209,141,711$2,180,516 ▲1.1%1,120,0820.6%Business ServicesFWONKLiberty Media Corporation - Liberty Formula One Series C$199,702,948$856,482 ▼-0.4%1,911,0330.6%Consumer DiscretionaryTTEKTetra Tech$187,004,047$39,181,980 ▲26.5%5,200,3350.5%IndustrialsROPRoper Technologies$185,836,227$982,901 ▲0.5%327,8460.5%Computer and TechnologyCSLCarlisle Companies$159,202,824$159,202,824 ▲New Holding426,3600.5%Multi-Sector ConglomeratesRGENRepligen$155,610,325$5,361,773 ▼-3.3%1,251,0880.4%MedicalRAREUltragenyx Pharmaceutical$143,385,115$8,001,963 ▼-5.3%3,943,4850.4%MedicalKASPI KZ JSC$142,786,084$31,456,499 ▲28.3%1,682,0130.4%SPONSORED ADSTDGTransdigm Group$132,143,616$1,541,929 ▲1.2%86,9000.4%AerospaceVENTURE GLOBAL INC$122,373,718$10,568,989 ▼-8.0%7,854,5390.4%COM CL ARACEFerrari$119,601,681$1,154,220 ▼-1.0%243,7170.3%Auto/Tires/TrucksBLDRBuilders FirstSource$118,647,241$4,057,428 ▼-3.3%1,016,7730.3%Retail/WholesaleGOOGAlphabet$107,034,465$3,689,535 ▼-3.3%603,3850.3%Computer and TechnologyMCKMcKesson$106,888,420$39,655,855 ▲59.0%145,8670.3%MedicalCHTRCharter Communications$99,108,626$1,156,115 ▲1.2%242,4320.3%Consumer DiscretionaryCDNSCadence Design Systems$94,969,057$1,069,897 ▲1.1%308,1910.3%Computer and TechnologyGRABGrab$94,351,855$3,617,843 ▼-3.7%18,757,8240.3%Computer and TechnologyAPHAmphenol$92,836,949$1,083,189 ▲1.2%940,1210.3%Computer and TechnologySAPSAP$88,002,283$20,178,251 ▲29.8%289,3860.3%Computer and TechnologyYMMFull Truck Alliance$81,803,099$39,252,850 ▼-32.4%6,926,5960.2%Business ServicesGLOBGlobant$78,974,116$3,012,164 ▼-3.7%869,3760.2%Computer and TechnologyLINDE PLC$40,660,077$1,232,067 ▼-2.9%86,6620.1%SHSKLAVIYO INC$37,242,537$4,577,626 ▲14.0%1,109,0690.1%COM SER AMNDYmonday.com$36,665,538$487,444 ▲1.3%116,5910.1%Computer and TechnologyPANWPalo Alto Networks$31,691,164$31,691,164 ▲New Holding154,8630.1%Computer and TechnologyOKTAOkta$30,042,684$5,818,654 ▼-16.2%300,5170.1%Computer and TechnologyCRWDCrowdStrike$22,929,646$307,623 ▲1.4%45,0210.1%Computer and TechnologyICLRIcon$13,315,947$403,478 ▼-2.9%91,5500.0%MedicalSTVNStevanato Group$11,351,033$509,146 ▼-4.3%464,6350.0%MedicalGTLBGitLab$5,750,3970.0%127,4750.0%Computer and TechnologySNOWSnowflake$2,676,289$130,789,751 ▼-98.0%11,9600.0%Computer and TechnologyUBERUber Technologies$0$285,117,355 ▼-100.0%00.0%Computer and TechnologyNKENIKE$0$238,340,738 ▼-100.0%00.0%Consumer DiscretionaryHTHTH World Group$0$132,758,164 ▼-100.0%00.0%Consumer DiscretionaryABNBAirbnb$0$113,583,643 ▼-100.0%00.0%Consumer DiscretionaryUNHUnitedHealth Group$0$91,544,691 ▼-100.0%00.0%MedicalAAPLApple$0$79,000,312 ▼-100.0%00.0%Computer and TechnologyBZKANZHUN$0$75,421,125 ▼-100.0%00.0%Computer and TechnologyGLBEGlobal-e Online$0$18,610,548 ▼-100.0%00.0%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$0$9,556,247 ▼-100.0%00.0%ETFEWEdwards Lifesciences$0$1,394,805 ▼-100.0%00.0%MedicalENTGEntegris$0$977,327 ▼-100.0%00.0%Computer and TechnologyPATHUiPath$0$459,813 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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