Sands Capital Management, LLC Top Holdings and 13F Report (2025) About Sands Capital Management, LLCInvestment ActivitySands Capital Management, LLC has $26.93 billion in total holdings as of March 31, 2025.Sands Capital Management, LLC owns shares of 71 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 13.38% of the portfolio was purchased this quarter.About 21.55% of the portfolio was sold this quarter.This quarter, Sands Capital Management, LLC has purchased 67 new stocks and bought additional shares in 15 stocks.Sands Capital Management, LLC sold shares of 42 stocks and completely divested from 9 stocks this quarter.Largest Holdings NVIDIA $2,813,156,151Taiwan Semiconductor Manufacturing $1,874,672,381Alphabet $1,748,753,286Amazon.com $1,158,623,890ASML $1,061,750,202 Largest New Holdings this Quarter 595112103 - Micron Technology $608,091,515 Holding007903107 - Advanced Micro Devices $390,693,925 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $389,004,480 Holding80004C200 - SANDISK CORP $348,092,147 Holding55826T102 - Sphere Entertainment $235,030,283 Holding Largest Purchases this Quarter Micron Technology 526,810 shares (about $608.09M)Carvana 6,345,697 shares (about $417.67M)Advanced Micro Devices 672,555 shares (about $390.69M)SPACE EXPLORATION TECHN CORP 2,276,744 shares (about $389.00M)SANDISK CORP 153,093 shares (about $348.09M) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 1,937,245 shares (about $925.17M)NVIDIA 4,026,288 shares (about $805.62M)Amazon.com 1,857,832 shares (about $442.80M)DOORDASH INC 1,631,265 shares (about $301.02M)NU 21,866,415 shares (about $292.14M) 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$2,813,156,151$805,619,966 â–¼-22.3%14,059,45410.4%TechnologyTSMTaiwan Semiconductor Manufacturing$1,874,672,381$925,170,095 â–¼-33.0%3,925,4407.0%TechnologyGOOGLAlphabet$1,748,753,286$82,587,135 â–¼-4.5%4,893,3976.5%Communication ServicesAMZNAmazon.com$1,158,623,890$442,795,679 â–¼-27.7%4,861,2234.3%Consumer DiscretionaryASMLASML$1,061,750,202$211,159,162 â–¼-16.6%533,6933.9%TechnologyBEBloom Energy$885,869,107$347,354,304 â–²64.5%2,926,5583.3%IndustrialsAXONAxon Enterprise$830,160,818$46,915,769 â–¼-5.3%1,480,8173.1%IndustrialsSHOPIFY INC$826,900,580$193,373,764 â–¼-19.0%7,242,0793.1%CL A SUB VTG SHSVVisa$815,558,896$134,948,276 â–¼-14.2%2,377,0993.0%FinanceSPOTSpotify Technology$808,622,511$15,160,473 â–¼-1.8%1,761,2063.0%Communication ServicesNETCloudflare$794,585,541$103,568,254 â–¼-11.5%3,239,5043.0%TechnologySTXSeagate Technology$695,515,065$182,239,285 â–²35.5%720,7412.6%TechnologyMELIMercadoLibre$641,966,477$165,066,085 â–¼-20.5%378,2082.4%Consumer DiscretionaryMUMicron Technology$608,091,515$608,091,515 â–²New Holding526,8102.3%TechnologyCVNACarvana$557,031,040$417,673,777 â–²299.7%8,462,9452.1%Consumer DiscretionaryMETAMeta Platforms$546,323,142$174,192,926 â–¼-24.2%969,8792.0%Communication ServicesPWRQuanta Services$540,374,899$89,379,285 â–²19.8%750,4792.0%IndustrialsICEIntercontinental Exchange$499,305,968$40,444,959 â–¼-7.5%4,055,7711.9%FinanceISRGIntuitive Surgical$498,063,976$27,380,268 â–¼-5.2%1,252,4241.8%HealthcareLAM RESEARCH CORP$491,381,053$164,120,704 â–²50.1%1,133,9651.8%COM NEWMSFTMicrosoft$488,368,975$82,397,880 â–¼-14.4%1,309,2301.8%TechnologyCRSCarpenter Technology$484,928,766$22,901,419 â–¼-4.5%786,1501.8%IndustrialsDOORDASH INC$429,178,951$301,017,330 â–¼-41.2%2,325,7951.6%CL AAPPLOVIN CORP$428,515,245$72,062,129 â–¼-14.4%831,6971.6%COM CL ABLOCK INC$428,070,380$9,246,920 â–²2.2%5,632,5051.6%CL AAVGOBroadcom$425,691,008$104,229,913 â–¼-19.7%1,126,9121.6%TechnologyAMDAdvanced Micro Devices$390,693,925$390,693,925 â–²New Holding672,5551.5%TechnologySPACE EXPLORATION TECHN CORP$389,004,480$389,004,480 â–²New Holding2,276,7441.4%CLASS A COM STKNFLXNetflix$381,034,240$291,173,056 â–¼-43.3%5,336,6141.4%Communication ServicesIOTSamsara$368,039,379$139,741,259 â–¼-27.5%11,348,7321.4%TechnologySANDISK CORP$348,092,147$348,092,147 â–²New Holding153,0931.3%COMCSLCarlisle Companies$290,153,568$43,436,411 â–¼-13.0%799,8721.1%IndustrialsSESEA$287,330,635$165,806,312 â–¼-36.6%2,998,3371.1%Consumer DiscretionaryARGXargenex$277,031,194$38,675,020 â–¼-12.3%298,5991.0%HealthcareONONON$265,120,223$41,069,348 â–²18.3%7,485,0431.0%Consumer DiscretionaryDDOGDatadog$260,307,668$105,853,784 â–¼-28.9%999,7991.0%TechnologySPHRSphere Entertainment$235,030,283$235,030,283 â–²New Holding1,358,3210.9%Communication ServicesARM HOLDINGS PLC$227,927,879$227,927,879 â–²New Holding642,8290.8%SPONSORED ADSBLDRBuilders FirstSource$204,303,957$30,230,728 â–¼-12.9%2,283,2360.8%IndustrialsNUNU$166,676,768$292,135,304 â–¼-63.7%12,475,8060.6%FinanceFWONKLiberty Media Corporation - Liberty Formula One Series C$143,584,622$4,810,944 â–¼-3.2%1,509,1930.5%Communication ServicesMCKMcKesson$138,679,046$13,410,389 â–¼-8.8%183,5350.5%HealthcareAPHAmphenol$134,699,840$7,343,904 â–¼-5.2%763,9510.5%TechnologyKASPI KZ JSC$132,647,313$4,792,665 â–¼-3.5%1,531,0170.5%SPONSORED ADSCPNGCoupang$131,302,123$28,018,765 â–¼-17.6%7,559,1320.5%Consumer DiscretionaryTDGTransdigm Group$119,442,695$6,223,291 â–¼-5.0%89,6690.4%IndustrialsRAREUltragenyx Pharmaceutical$105,457,908$1,875,349 â–¼-1.7%3,158,3680.4%HealthcareRACEFerrari$104,278,801$2,832,382 â–¼-2.6%280,1010.4%Consumer DiscretionaryWCNWaste Connections$101,634,393$4,197,588 â–¼-4.0%609,7210.4%IndustrialsWWDWoodward$65,373,110$65,373,110 â–²New Holding153,6600.2%IndustrialsGRABGrab$61,773,629$27,382,060 â–²79.6%16,385,5780.2%IndustrialsLLYEli Lilly and Company$54,372,561$14,926,906 â–²37.8%45,3320.2%HealthcareYMMFull Truck Alliance$34,874,474$5,488,251 â–¼-13.6%4,294,8860.1%IndustrialsLINDE PLC$28,426,495$96,004 â–²0.3%54,7780.1%SHSHDBHDFC Bank$22,365,112$1,079,539 â–¼-4.6%865,8580.1%FinanceAAPLApple$13,194,237$12,262,787 â–²1,316.5%45,5980.0%TechnologyPANWPalo Alto Networks$10,678,018$44,252,800 â–¼-80.6%31,3120.0%TechnologySTVNStevanato Group$9,477,372$490,980 â–²5.5%524,4810.0%HealthcareCRWDCrowdStrike$7,646,663$7,646,663 â–²New Holding10,0200.0%TechnologyINTCIntel$5,464,001$5,464,001 â–²New Holding39,1320.0%TechnologyHOODRobinhood Markets$5,318,049$4,942,400 â–²1,315.7%53,0320.0%FinanceTTMITTM Technologies$4,418,347$4,418,347 â–²New Holding23,6250.0%TechnologyGTLBGitLab$3,891,8120.0%127,4750.0%TechnologyAVAVAeroVironment$3,135,175$2,913,651 â–²1,315.3%18,9930.0%IndustrialsKLAVIYO INC$3,001,971$5,984,946 â–¼-66.6%198,8060.0%COM SER AIWFiShares Russell 1000 Growth ETF$2,756,574$2,756,574 â–²New Holding22,2000.0%ETFLITELumentum$2,540,716$2,273,001 â–²849.0%2,9610.0%TechnologyCEREBRAS SYSTEMS INC$2,523,599$2,523,599 â–²New Holding11,4190.0%COM CL APALANTIR TECHNOLOGIES INC$2,093,526$580,433 â–¼-21.7%17,9440.0%CL ABABAAlibaba Group$667,061$80,911 â–¼-10.8%6,9500.0%Consumer DiscretionaryBBB FOODS INC$261,729$261,729 â–²New Holding6,2810.0%CL A COMFLUTTER ENTMT PLC$0$202,761,218 â–¼-100.0%00.0%SHSTTEKTetra Tech$0$200,563,749 â–¼-100.0%00.0%IndustrialsRBLXRoblox$0$154,222,209 â–¼-100.0%00.0%Communication ServicesBSXBoston Scientific$0$46,190,840 â–¼-100.0%00.0%HealthcareFIGMA INC$0$3,965,378 â–¼-100.0%00.0%CLASS A COM STKNOWServiceNow$0$3,295,521 â–¼-100.0%00.0%TechnologyTEAMAtlassian$0$974,678 â–¼-100.0%00.0%TechnologySNOWSnowflake$0$630,126 â–¼-100.0%00.0%TechnologyARISTA NETWORKS INC$0$331,260 â–¼-100.0%00.0%COM SHSShowing largest 100 holdings. 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