SANDS CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings66 positions
NVIDIA Corp | 25.1M | $3.1B | 9.1% | $29.59 | +316.37% | 9 qtrssince 2022-Q2 | Increased 100 |
Amazon.com Inc | 13M | $2.5B | 7.4% | $123.17 | +56.90% | 23 qtrssince 2018-Q4 | Increased 64 |
ASML Holding NV | 2M | $2B | 5.9% | $497.79 | +101.70% | 23 qtrssince 2018-Q4 | Decreased 0 |
Microsoft Corp | 3.2M | $1.4B | 4.2% | $295.87 | +48.44% | 22 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 5.3M | $1.4B | 4.1% | $172.52 | +49.58% | 23 qtrssince 2018-Q4 | Decreased 0 |
MercadoLibre Inc | 782,581 | $1.3B | 3.8% | $1,397.62 | +17.59% | 23 qtrssince 2018-Q4 | Decreased 0 |
Lam Research Corp | 1.1M | $1.2B | 3.6% | $42.28 | +147.34% | 15 qtrssince 2020-Q4 | Decreased 0 |
DexCom Inc | 10.6M | $1.2B | 3.5% | $104.52 | +8.48% | 18 qtrssince 2020-Q1 | Decreased 0 |
Netflix Inc | 1.6M | $1.1B | 3.2% | $39.42 | +71.20% | 23 qtrssince 2018-Q4 | Decreased 0 |
NU Holdings Ltd/Cayman Islands | 79.3M | $1B | 3.0% | $7.36 | +75.09% | 11 qtrssince 2021-Q4 | Decreased 0 |
Entegris Inc | 7.6M | $1B | 3.0% | $107.88 | +24.63% | 10 qtrssince 2022-Q1 | Decreased 0 |
Facebook Inc | 2M | $1B | 2.9% | $301.00 | +66.27% | 5 qtrssince 2023-Q2 | Decreased 0 |
ServiceNow Inc | 1.3M | $992.9M | 2.9% | $71.54 | +119.92% | 23 qtrssince 2018-Q4 | Decreased 0 |
Shopify Inc | 14.7M | $973.3M | 2.9% | $63.04 | +4.77% | 23 qtrssince 2018-Q4 | Increased 61 |
Taiwan Semiconductor Manufactu | 4.8M | $830.7M | 2.4% | $76.80 | +120.05% | 23 qtrssince 2018-Q4 | Decreased 0 |
Okta Inc | 8.8M | $824.9M | 2.4% | $110.96 | -15.64% | 21 qtrssince 2019-Q2 | Decreased 0 |
Atlassian Corp | 4.3M | $754M | 2.2% | $129.27 | +36.84% | 7 qtrssince 2022-Q4 | Increased 55 |
Axon Enterprise Inc | 2.6M | $753.2M | 2.2% | $208.61 | +41.05% | 6 qtrssince 2023-Q1 | Increased 55 |
Square Inc | 11.5M | $742.3M | 2.2% | $159.19 | -59.49% | 18 qtrssince 2020-Q1 | Decreased 0 |
DoorDash Inc | 6.4M | $693.3M | 2.0% | $146.78 | -25.89% | 15 qtrssince 2020-Q4 | Decreased 0 |
SANDS CAPITAL MANAGEMENT, LLC manages $34B across 66 positions as of Q2 2024. Top holdings: NVDA (9.1%), AMZN (7.4%), ASML (5.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 1 new positions, 11 exits, 25 increased. Top move: NVDA (INCREASED, conviction 100). Portfolio: $34.0B across 66 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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