SANDS CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings66 positions
NVIDIA Corp | 21.6M | $3.4B | 9.8% | $39.27 | +301.29% | 13 qtrssince 2022-Q2 | Increased 67 |
Amazon.com Inc | 9.2M | $2B | 5.8% | $123.17 | +78.12% | 27 qtrssince 2018-Q4 | Decreased 0 |
Taiwan Semiconductor Manufactu | 8.6M | $1.9B | 5.6% | $122.41 | +82.51% | 27 qtrssince 2018-Q4 | Increased 66 |
Netflix Inc | 1.1M | $1.5B | 4.4% | $39.42 | +239.71% | 27 qtrssince 2018-Q4 | Decreased 0 |
Microsoft Corp | 3M | $1.5B | 4.2% | $316.27 | +55.73% | 26 qtrssince 2019-Q1 | Increased 65 |
ServiceNow Inc | 1.4M | $1.4B | 4.2% | $97.76 | +110.33% | 27 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 4M | $1.4B | 4.1% | $182.17 | +93.02% | 27 qtrssince 2018-Q4 | Increased 62 |
MercadoLibre Inc | 513,532 | $1.3B | 3.9% | $1,397.62 | +87.01% | 27 qtrssince 2018-Q4 | Decreased 0 |
Axon Enterprise Inc | 1.6M | $1.3B | 3.8% | $208.61 | +296.89% | 10 qtrssince 2023-Q1 | Decreased 0 |
DoorDash Inc | 4.8M | $1.2B | 3.4% | $146.78 | +65.09% | 19 qtrssince 2020-Q4 | Decreased 0 |
SPOTIFY TECHNOLOGY S A | 1.4M | $1B | 3.0% | $405.04 | +89.45% | 4 qtrssince 2024-Q3 | Decreased 0 |
Intercontinental Exchange Inc | 5.3M | $974.8M | 2.8% | $160.74 | +12.32% | 27 qtrssince 2018-Q4 | Increased 88 |
Cloudflare Inc | 4.9M | $965.2M | 2.8% | $104.92 | +84.95% | 18 qtrssince 2021-Q1 | Decreased 0 |
Facebook Inc | 1.3M | $964M | 2.8% | $332.79 | +120.89% | 9 qtrssince 2023-Q2 | Decreased 0 |
Sea Ltd | 5.7M | $908.1M | 2.6% | $100.22 | +59.59% | 27 qtrssince 2018-Q4 | Decreased 0 |
DexCom Inc | 9.9M | $868.4M | 2.5% | $102.63 | -15.88% | 22 qtrssince 2020-Q1 | Decreased 0 |
Shopify Inc | 7.5M | $864.3M | 2.5% | $63.53 | +81.56% | 27 qtrssince 2018-Q4 | Decreased 0 |
Samsara Inc | 19.3M | $766.8M | 2.2% | $37.07 | +6.82% | 15 qtrssince 2021-Q4 | Increased 63 |
NU Holdings Ltd/Cayman Islands | 54.5M | $747.8M | 2.1% | $7.69 | +72.25% | 15 qtrssince 2021-Q4 | Increased 58 |
Square Inc | 10.3M | $702.4M | 2.0% | $143.00 | -53.40% | 22 qtrssince 2020-Q1 | Increased 65 |
SANDS CAPITAL MANAGEMENT, LLC manages $34.8B across 66 positions as of Q2 2025. Top holdings: NVDA (9.8%), AMZN (5.8%), TSM (5.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 3 new positions, 12 exits, 25 increased. Top move: ICE (INCREASED, conviction 88). Portfolio: $34.8B 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
Verify source filings on SEC EDGAR