SANDS CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings71 positions
NVIDIA Corp. | 22M | $3B | 8.8% | $29.59 | +352.67% | 11 qtrssince 2022-Q2 | Decreased 0 |
Amazon.com, Inc. | 11.8M | $2.6B | 7.7% | $123.17 | +78.12% | 25 qtrssince 2018-Q4 | Decreased 0 |
Servicenow Inc | 1.5M | $1.5B | 4.6% | $97.51 | +117.43% | 25 qtrssince 2018-Q4 | Increased 71 |
Shopify Inc | 13.8M | $1.5B | 4.3% | $63.53 | +67.36% | 25 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 4.5M | $1.4B | 4.3% | $172.52 | +80.81% | 25 qtrssince 2018-Q4 | Decreased 0 |
Netflix, Inc. | 1.5M | $1.3B | 3.9% | $39.42 | +126.11% | 25 qtrssince 2018-Q4 | Decreased 0 |
ASML Holding N.V. | 1.8M | $1.2B | 3.7% | $497.79 | +37.26% | 25 qtrssince 2018-Q4 | Decreased 0 |
Microsoft Corp. | 2.8M | $1.2B | 3.5% | $295.87 | +40.53% | 24 qtrssince 2019-Q1 | Decreased 0 |
Axon Enterprise Inc | 2M | $1.2B | 3.5% | $208.61 | +184.90% | 8 qtrssince 2023-Q1 | Decreased 0 |
Mercadolibre Inc | 668,506 | $1.1B | 3.4% | $1,397.62 | +21.67% | 25 qtrssince 2018-Q4 | Decreased 0 |
ATLASSIAN CORPORATION CL A | 4.5M | $1.1B | 3.3% | $136.32 | +81.27% | 9 qtrssince 2022-Q4 | Increased 62 |
DOORDASH INC CL A | 5.9M | $988.4M | 2.9% | $146.78 | +15.55% | 17 qtrssince 2020-Q4 | Decreased 0 |
SQUARE INC | 10.3M | $878.8M | 2.6% | $159.19 | -45.05% | 20 qtrssince 2020-Q1 | Decreased 0 |
TAIWAN SEMICONDUCTOR MFG LTD | 4.4M | $869.1M | 2.6% | $76.80 | +151.75% | 25 qtrssince 2018-Q4 | Decreased 0 |
DEXCOM INC | 11.1M | $864M | 2.6% | $102.63 | -24.00% | 20 qtrssince 2020-Q1 | Increased 59 |
Cloudflare Inc | 7.8M | $836.2M | 2.5% | $104.92 | +3.92% | 16 qtrssince 2021-Q1 | Increased 66 |
SPOTIFY TECHNOLOGY S A | 1.9M | $831.8M | 2.5% | $405.04 | +10.45% | 2 qtrssince 2024-Q3 | Increased 85 |
SEA LTD SPONSORD ADS | 7.4M | $784.3M | 2.3% | $99.76 | +7.74% | 25 qtrssince 2018-Q4 | Decreased 0 |
Meta Platforms Inc | 1.3M | $779.8M | 2.3% | $301.00 | +93.41% | 7 qtrssince 2023-Q2 | Decreased 0 |
Entegris Inc | 7.2M | $714.6M | 2.1% | $108.05 | -8.37% | 12 qtrssince 2022-Q1 | Decreased 0 |
SANDS CAPITAL MANAGEMENT, LLC manages $33.8B across 71 positions as of Q4 2024. Top holdings: NVDA (8.8%), AMZN (7.7%), NOW (4.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 9 new positions, 5 exits, 14 increased. Top move: SPOT (INCREASED, conviction 85). Portfolio: $33.8B across 71 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