SANDS CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings64 positions
Nvidia Corp | 20.8M | $3.9B | 10.7% | $39.27 | +373.93% | 14 qtrssince 2022-Q2 | Decreased 0 |
Taiwan Semiconductor Mfg ADR | 9.3M | $2.6B | 7.1% | $128.68 | +114.77% | 28 qtrssince 2018-Q4 | Increased 67 |
Amazon.com Inc | 8.4M | $1.8B | 5.1% | $97.49 | +125.22% | 28 qtrssince 2018-Q4 | Decreased 0 |
Microsoft Corp. | 2.9M | $1.5B | 4.1% | $317.34 | +61.88% | 27 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 4M | $1.4B | 3.8% | $146.73 | +130.81% | 28 qtrssince 2018-Q4 | Decreased 0 |
Netflix Inc | 1.1M | $1.3B | 3.7% | $30.45 | +293.77% | 28 qtrssince 2018-Q4 | Decreased 0 |
MercadoLibre Inc | 509,845 | $1.2B | 3.3% | $1,181.10 | +97.86% | 28 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc | 4.8M | $1.2B | 3.2% | $123.40 | +96.49% | 28 qtrssince 2018-Q4 | Increased 83 |
ServiceNow Inc | 1.2M | $1.1B | 3.2% | $70.56 | +160.85% | 28 qtrssince 2018-Q4 | Decreased 0 |
DOORDASH INC | 4M | $1.1B | 3.0% | $146.62 | +85.51% | 20 qtrssince 2020-Q4 | Decreased 0 |
Spotify Technology SA | 1.5M | $1.1B | 3.0% | $441.54 | +58.08% | 5 qtrssince 2024-Q3 | Increased 62 |
AXON ENTERPRISE INC | 1.4M | $1B | 2.9% | $208.61 | +244.02% | 11 qtrssince 2023-Q1 | Decreased 0 |
Shopify Inc. | 6.9M | $1B | 2.8% | $55.14 | +169.51% | 28 qtrssince 2018-Q4 | Decreased 0 |
Meta Platforms Inc | 1.4M | $1B | 2.8% | $356.38 | +105.37% | 10 qtrssince 2023-Q2 | Increased 58 |
Intercontinental Exchange Inc | 5.7M | $956.5M | 2.6% | $160.36 | +3.68% | 28 qtrssince 2018-Q4 | Increased 59 |
Sea LTD ADR | 4.9M | $872.8M | 2.4% | $54.10 | +230.35% | 28 qtrssince 2018-Q4 | Decreased 0 |
BLOCK INC | 11.6M | $838.6M | 2.3% | $115.09 | -34.49% | 23 qtrssince 2020-Q1 | Increased 61 |
CLOUDFLARE INC | 3.8M | $817.2M | 2.3% | $104.92 | +108.33% | 19 qtrssince 2021-Q1 | Decreased 0 |
Nu Holdings Ltd/Cayman Isl-A | 50.6M | $809.5M | 2.2% | $7.69 | +107.35% | 16 qtrssince 2021-Q4 | Decreased 0 |
SAMSARA INC | 20.5M | $764.3M | 2.1% | $37.08 | +0.38% | 16 qtrssince 2021-Q4 | Increased 58 |
SANDS CAPITAL MANAGEMENT, LLC manages $36.2B across 64 positions as of Q3 2025. Top holdings: NVDA (10.7%), TSM (7.1%), AMZN (5.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 4 new positions, 6 exits, 28 increased. Top move: GOOGL (INCREASED, conviction 83). Portfolio: $36.2B across 64 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR