SANDS CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings75 positions
Amazon.com Inc | 14.1M | $1.8B | 6.1% | $120.46 | +5.53% | 20 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 7.8M | $1.8B | 6.1% | $172.52 | +30.32% | 20 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA Corp | 3.7M | $1.6B | 5.4% | $29.59 | +46.57% | 6 qtrssince 2022-Q2 | Increased 73 |
Microsoft Corp | 4.1M | $1.3B | 4.4% | $295.87 | +4.28% | 19 qtrssince 2019-Q1 | Increased 64 |
MercadoLibre Inc | 1M | $1.3B | 4.4% | $1,397.62 | -9.28% | 20 qtrssince 2018-Q4 | Decreased 0 |
DexCom Inc | 13.7M | $1.3B | 4.3% | $102.52 | -8.99% | 15 qtrssince 2020-Q1 | Increased 61 |
Lam Research Corp | 1.9M | $1.2B | 4.1% | $42.28 | +44.61% | 12 qtrssince 2020-Q4 | Decreased 0 |
ServiceNow Inc | 2.1M | $1.2B | 4.0% | $71.54 | +56.26% | 20 qtrssince 2018-Q4 | Decreased 0 |
Atlassian Corp | 5M | $1B | 3.4% | $128.68 | +56.60% | 4 qtrssince 2022-Q4 | Decreased 0 |
Netflix Inc | 2.5M | $948M | 3.2% | $39.42 | -4.21% | 20 qtrssince 2018-Q4 | Decreased 0 |
ASML Holding NV | 1.5M | $880.2M | 3.0% | $317.55 | +80.83% | 20 qtrssince 2018-Q4 | Increased 59 |
Shopify Inc | 15.8M | $859.8M | 2.9% | $62.70 | -12.97% | 20 qtrssince 2018-Q4 | Decreased 0 |
Entegris Inc | 9M | $841.9M | 2.9% | $107.88 | -13.79% | 7 qtrssince 2022-Q1 | Decreased 0 |
Snowflake Inc | 4.8M | $738.3M | 2.5% | $258.48 | -40.90% | 13 qtrssince 2020-Q3 | Decreased 0 |
Sea Ltd | 16.1M | $708.5M | 2.4% | $112.75 | -61.02% | 20 qtrssince 2018-Q4 | Increased 56 |
Cloudflare Inc | 11M | $693.9M | 2.4% | $104.01 | -39.39% | 11 qtrssince 2021-Q1 | Decreased 0 |
DoorDash Inc | 8.4M | $668.9M | 2.3% | $146.78 | -45.86% | 12 qtrssince 2020-Q4 | Decreased 0 |
Square Inc | 14M | $621.5M | 2.1% | $159.19 | -72.20% | 15 qtrssince 2020-Q1 | Decreased 0 |
CoStar Group Inc | 7.9M | $609.8M | 2.1% | $65.66 | +17.10% | 20 qtrssince 2018-Q4 | Decreased 0 |
Facebook Inc | 2M | $603.1M | 2.1% | $284.60 | +4.48% | 2 qtrssince 2023-Q2 | Increased 55 |
SANDS CAPITAL MANAGEMENT, LLC manages $29.4B across 75 positions as of Q3 2023. Top holdings: AMZN (6.1%), V (6.1%), NVDA (5.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 10 new positions, 1 exits, 16 increased. Top move: NVDA (INCREASED, conviction 73). Portfolio: $29.4B across 75 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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