Sands Capital Management, LLC Top Holdings and 13F Report (2025) About Sands Capital Management, LLCInvestment ActivitySands Capital Management, LLC has $25.49 billion in total holdings as of March 31, 2025.Sands Capital Management, LLC owns shares of 67 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 3.92% of the portfolio was purchased this quarter.About 16.68% of the portfolio was sold this quarter.This quarter, Sands Capital Management, LLC has purchased 66 new stocks and bought additional shares in 9 stocks.Sands Capital Management, LLC sold shares of 48 stocks and completely divested from 8 stocks this quarter.Largest Holdings NVIDIA $3,154,153,405Taiwan Semiconductor Manufacturing $1,981,294,396Alphabet $1,473,599,495Amazon.com $1,399,377,585SHOPIFY INC $1,059,948,701 Largest New Holdings this Quarter 093712107 - Bloom Energy $241,041,859 HoldingG7997R103 - Seagate Technology $208,374,010 Holding512807306 - LAM RESEARCH CORP $161,360,733 Holding532457108 - Eli Lilly and Company $30,248,476 Holding037833100 - Apple $816,950 Holding Largest Purchases this Quarter Bloom Energy 1,779,038 shares (about $241.04M)Seagate Technology 531,892 shares (about $208.37M)LAM RESEARCH CORP 755,222 shares (about $161.36M)Spotify Technology 324,378 shares (about $157.29M)Carpenter Technology 201,593 shares (about $79.46M) Largest Sales this Quarter ServiceNow 3,811,393 shares (about $398.48M)Microsoft 940,645 shares (about $348.20M)NVIDIA 1,957,829 shares (about $341.45M)Taiwan Semiconductor Manufacturing 963,490 shares (about $325.61M)Broadcom 711,686 shares (about $220.27M) 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$3,154,153,405$341,445,378 â–¼-9.8%18,085,74212.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,981,294,396$325,611,446 â–¼-14.1%5,862,6857.8%Computer and TechnologyGOOGLAlphabet$1,473,599,495$53,326,564 â–²3.8%5,124,4945.8%Computer and TechnologyAMZNAmazon.com$1,399,377,585$150,153,714 â–¼-9.7%6,719,0555.5%Retail/WholesaleSHOPIFY INC$1,059,948,701$67,657,289 â–¼-6.0%8,935,6664.2%CL A SUB VTG SHSNFLXNetflix$905,220,328$58,499,583 â–¼-6.1%9,414,6683.6%Consumer DiscretionarySPOTSpotify Technology$870,038,130$157,294,136 â–²22.1%1,794,2263.4%Computer and TechnologyASMLASML$845,110,621$39,825,666 â–¼-4.5%639,8333.3%Computer and TechnologyVVisa$837,335,065$96,625,523 â–¼-10.3%2,770,4313.3%Business ServicesMELIMercadoLibre$822,071,204$59,115,194 â–¼-6.7%475,4553.2%Retail/WholesaleNETCloudflare$755,565,289$14,348,471 â–¼-1.9%3,661,7493.0%Computer and TechnologyMETAMeta Platforms$731,823,498$13,874,153 â–²1.9%1,279,1212.9%Computer and TechnologyICEIntercontinental Exchange$689,562,389$175,933,093 â–¼-20.3%4,384,2982.7%FinanceCVNACarvana$665,620,426$102,263,413 â–¼-13.3%2,117,2482.6%Retail/WholesaleAXONAxon Enterprise$664,429,204$19,082,171 â–¼-2.8%1,564,5042.6%AerospaceISRGIntuitive Surgical$609,094,101$25,669,767 â–¼-4.0%1,321,2742.4%MedicalDOORDASH INC$594,152,559$81,012,982 â–¼-12.0%3,957,0602.3%CL AMSFTMicrosoft$566,406,001$348,198,560 â–¼-38.1%1,530,1242.2%Computer and TechnologyIOTSamsara$496,193,907$109,824,040 â–¼-18.1%15,657,7441.9%Computer and TechnologyNUNU$493,497,716$144,873,655 â–¼-22.7%34,342,2211.9%FinanceAVGOBroadcom$434,191,461$220,273,934 â–¼-33.7%1,402,8351.7%Computer and TechnologySESEA$391,571,225$63,967,661 â–¼-14.0%4,728,5501.5%Computer and TechnologyAPPLOVIN CORP$386,681,278$195,732,420 â–¼-33.6%971,5611.5%COM CL APWRQuanta Services$343,877,579$27,150,137 â–²8.6%626,3481.3%ConstructionBLOCK INC$331,642,050$25,218,309 â–¼-7.1%5,510,8351.3%CL ACRSCarpenter Technology$324,494,630$79,457,881 â–²32.4%823,2771.3%Basic MaterialsCSLCarlisle Companies$306,801,623$16,022,434 â–¼-5.0%919,6141.2%Multi-Sector ConglomeratesARGXargenex$248,493,121$12,111,196 â–¼-4.6%340,2851.0%MedicalBEBloom Energy$241,041,859$241,041,859 â–²New Holding1,779,0380.9%EnergyBLDRBuilders FirstSource$215,793,928$11,269,660 â–¼-5.0%2,621,0850.8%Retail/WholesaleONONON$215,195,109$10,529,292 â–¼-4.7%6,325,5470.8%Retail/WholesaleSTXSeagate Technology$208,374,010$208,374,010 â–²New Holding531,8920.8%Computer and TechnologyFLUTTER ENTMT PLC$202,761,218$10,013,325 â–¼-4.7%1,988,8300.8%SHSTTEKTetra Tech$200,563,749$10,487,212 â–¼-5.0%6,658,8230.8%IndustrialsMCKMcKesson$174,182,257$23,377,700 â–²15.5%201,2830.7%MedicalCPNGCoupang$173,170,891$21,664,385 â–¼-11.1%9,172,1870.7%Retail/WholesaleDDOGDatadog$166,021,506$12,682,584 â–¼-7.1%1,406,3660.7%Computer and TechnologyLAM RESEARCH CORP$161,360,733$161,360,733 â–²New Holding755,2220.6%COM NEWRBLXRoblox$154,222,209$25,830,839 â–¼-14.3%2,726,7010.6%Consumer DiscretionaryFWONKLiberty Media Corporation - Liberty Formula One Series C$132,610,795$44,444,460 â–¼-25.1%1,559,7600.5%Consumer DiscretionaryKASPI KZ JSC$117,499,759$26,844,968 â–¼-18.6%1,586,3340.5%SPONSORED ADSTDGTransdigm Group$109,337,445$10,242,888 â–¼-8.6%94,3410.4%AerospaceWCNWaste Connections$103,133,643$53,763,904 â–¼-34.3%634,9030.4%Business ServicesAPHAmphenol$101,787,813$9,274,343 â–¼-8.4%805,6020.4%Computer and TechnologyRACEFerrari$97,375,111$7,538,635 â–¼-7.2%287,7090.4%Auto/Tires/TrucksRAREUltragenyx Pharmaceutical$67,344,466$5,681,451 â–¼-7.8%3,214,5330.3%MedicalBSXBoston Scientific$46,190,840$4,333,201 â–¼-8.6%736,1090.2%MedicalYMMFull Truck Alliance$41,257,466$9,569,809 â–¼-18.8%4,970,7790.2%Business ServicesGRABGrab$33,388,101$7,765,140 â–¼-18.9%9,122,4320.1%Computer and TechnologyLLYEli Lilly and Company$30,248,476$30,248,476 â–²New Holding32,8870.1%MedicalLINDE PLC$27,065,026$2,290,907 â–¼-7.8%54,5930.1%SHSPANWPalo Alto Networks$25,824,025$302,203 â–¼-1.2%161,0780.1%Computer and TechnologyHDBHDFC Bank$22,582,382$129,617,586 â–¼-85.2%907,6520.1%FinanceKLAVIYO INC$11,581,814$6,491,759 â–¼-35.9%595,1600.0%COM SER ASTVNStevanato Group$6,838,012$59,180 â–²0.9%497,3100.0%MedicalFIGMA INC$3,965,378$46,614 â–¼-1.2%187,5770.0%CLASS A COM STKPALANTIR TECHNOLOGIES INC$3,352,591$450,396 â–²15.5%22,9190.0%CL ANOWServiceNow$3,295,521$398,481,193 â–¼-99.2%31,5210.0%Computer and TechnologyGTLBGitLab$2,758,5590.0%127,4750.0%Computer and TechnologyBABAAlibaba Group$977,710$35,380 â–²3.8%7,7930.0%Retail/WholesaleTEAMAtlassian$974,678$8,343,765 â–¼-89.5%14,2810.0%Computer and TechnologyAAPLApple$816,950$816,950 â–²New Holding3,2190.0%Computer and TechnologySNOWSnowflake$630,126$1,173,681 â–¼-65.1%4,1780.0%Computer and TechnologyARISTA NETWORKS INC$331,260$331,260 â–²New Holding2,6980.0%COM SHSHOODRobinhood Markets$259,598$259,598 â–²New Holding3,7460.0%FinanceAVAVAeroVironment$245,653$245,653 â–²New Holding1,3420.0%AerospaceLITELumentum$219,261$219,261 â–²New Holding3120.0%Computer and TechnologyIRTCiRhythm Technologies$0$301,585,009 â–¼-100.0%00.0%MedicalROPER TECHNOLOGIES INC$0$127,893,861 â–¼-100.0%00.0%COMSAPSAP$0$95,734,960 â–¼-100.0%00.0%Computer and TechnologyCDNSCadence Design Systems$0$78,772,661 â–¼-100.0%00.0%Computer and TechnologyAJGArthur J. Gallagher & Co.$0$63,210,751 â–¼-100.0%00.0%FinanceGLOBGlobant$0$50,371,507 â–¼-100.0%00.0%Computer and TechnologyDUOLINGO INC$0$7,015,612 â–¼-100.0%00.0%CL A COMIWFiShares Russell 1000 Growth ETF$0$3,888,159 â–¼-100.0%00.0%ETFShowing 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. 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