SANDS CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings67 positions
NVIDIA Corp. | 23.1M | $2.8B | 8.5% | $29.59 | +309.33% | 10 qtrssince 2022-Q2 | Decreased 0 |
Amazon.com, Inc. | 12.6M | $2.3B | 7.1% | $123.17 | +51.28% | 24 qtrssince 2018-Q4 | Decreased 0 |
ASML Holding N.V. | 1.9M | $1.6B | 4.9% | $497.79 | +64.63% | 24 qtrssince 2018-Q4 | Decreased 0 |
Mercadolibre Inc | 755,634 | $1.6B | 4.7% | $1,397.62 | +46.82% | 24 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 5M | $1.4B | 4.1% | $172.52 | +57.01% | 24 qtrssince 2018-Q4 | Decreased 0 |
Microsoft Corp. | 3M | $1.3B | 4.0% | $295.87 | +43.17% | 23 qtrssince 2019-Q1 | Decreased 0 |
Shopify Inc | 15.2M | $1.2B | 3.7% | $63.53 | +26.14% | 24 qtrssince 2018-Q4 | Increased 60 |
Netflix, Inc. | 1.6M | $1.1B | 3.4% | $39.42 | +79.93% | 24 qtrssince 2018-Q4 | Decreased 0 |
Servicenow Inc | 1.2M | $1.1B | 3.2% | $71.54 | +150.04% | 24 qtrssince 2018-Q4 | Decreased 0 |
Entegris Inc | 7.8M | $874M | 2.7% | $108.05 | +5.64% | 11 qtrssince 2022-Q1 | Increased 56 |
NU HLDGS LTD ORD SHS CL A | 63.8M | $871M | 2.6% | $7.36 | +88.40% | 12 qtrssince 2021-Q4 | Decreased 0 |
DOORDASH INC CL A | 6M | $852.6M | 2.6% | $146.78 | -3.10% | 16 qtrssince 2020-Q4 | Decreased 0 |
Axon Enterprise Inc | 2.1M | $843.3M | 2.6% | $208.61 | +91.56% | 7 qtrssince 2023-Q1 | Decreased 0 |
TAIWAN SEMICONDUCTOR MFG LTD | 4.7M | $813.4M | 2.5% | $76.80 | +120.69% | 24 qtrssince 2018-Q4 | Decreased 0 |
Meta Platforms Inc | 1.4M | $810.3M | 2.5% | $301.00 | +88.94% | 6 qtrssince 2023-Q2 | Decreased 0 |
SEA LTD SPONSORD ADS | 8.3M | $786.4M | 2.4% | $100.22 | -5.93% | 24 qtrssince 2018-Q4 | Decreased 0 |
SQUARE INC | 11.2M | $753.7M | 2.3% | $159.19 | -57.93% | 19 qtrssince 2020-Q1 | Decreased 0 |
DEXCOM INC | 10.3M | $691.8M | 2.1% | $104.52 | -35.62% | 19 qtrssince 2020-Q1 | Decreased 0 |
ATLASSIAN CORPORATION CL A | 4.2M | $674.9M | 2.0% | $129.27 | +24.72% | 8 qtrssince 2022-Q4 | Decreased 0 |
LAM RESEARCH CORP | 824,114 | $672.5M | 2.0% | $42.28 | +654.19% | 16 qtrssince 2020-Q4 | Decreased 0 |
SANDS CAPITAL MANAGEMENT, LLC manages $32.9B across 67 positions as of Q3 2024. Top holdings: NVDA (8.5%), AMZN (7.1%), ASML (4.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Added 3 new positions, exited 2, increased 10, trimmed 51. Top move: SHOP (INCREASED, conviction 60). Portfolio: $32.9B across 67 positions.
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Portfolio allocation by GICS sector
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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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