Sands Capital Management

Latest statistics and disclosures from Sands Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are NVDA, AMZN, ASML, MELI, V, and represent 29.32% of Sands Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: NVDA (+$2.5B), AAPL (+$636M), SPOT (+$368M), IOT (+$320M), ICE (+$259M), RBLX (+$196M), SHOP (+$155M), GRAB (+$84M), WCN (+$80M), RARE (+$70M).
  • Started 4 new stock positions in IWF, GRAB, SPOT, RBLX.
  • Reduced shares in these 10 stocks: , LRCX (-$482M), META (-$434M), V (-$346M), NU (-$338M), SNOW (-$243M), NOW (-$219M), MELI (-$206M), ASML (-$185M), UBER (-$178M).
  • Sold out of its positions in ADBE, BILL, TECH, CP, CSGP, COUR, ILMN, INTU, MTCH, ZTS. ICLR, LIN, STE.
  • Sands Capital Management was a net buyer of stock by $49M.
  • Sands Capital Management has $33B in assets under management (AUM), dropping by -7.84%.
  • Central Index Key (CIK): 0001020066

Tip: Access up to 7 years of quarterly data

Positions held by Sands Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Sands Capital Management

Sands Capital Management holds 67 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 8.5 $2.8B +754% 23M 121.44
 View chart
Amazon (AMZN) 7.1 $2.3B 13M 186.33
 View chart
Asml Holding N V N Y Registry Shs (ASML) 4.9 $1.6B -10% 1.9M 833.25
 View chart
MercadoLibre (MELI) 4.7 $1.6B -11% 756k 2051.96
 View chart
Visa Com Cl A (V) 4.1 $1.4B -20% 5.0M 274.95
 View chart
Microsoft Corporation (MSFT) 4.0 $1.3B -9% 3.0M 430.30
 View chart
Shopify Cl A (SHOP) 3.7 $1.2B +14% 15M 80.14
 View chart
Netflix (NFLX) 3.4 $1.1B -7% 1.6M 709.27
 View chart
Servicenow (NOW) 3.2 $1.1B -17% 1.2M 894.39
 View chart
Entegris (ENTG) 2.7 $874M -3% 7.8M 112.53
 View chart
Nu Hldgs Ord Shs Cl A (NU) 2.6 $871M -27% 64M 13.65
 View chart
Doordash Cl A (DASH) 2.6 $853M -12% 6.0M 142.73
 View chart
Axon Enterprise (AXON) 2.6 $843M -16% 2.1M 399.60
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.5 $813M -10% 4.7M 173.67
 View chart
Meta Platforms Cl A (META) 2.5 $810M -34% 1.4M 572.44
 View chart
Sea Sponsord Ads (SE) 2.4 $786M -10% 8.3M 94.28
 View chart
Block Cl A (SQ) 2.3 $754M -6% 11M 67.13
 View chart
Dex (DXCM) 2.1 $692M -5% 10M 67.04
 View chart
Atlassian Corporation Cl A (TEAM) 2.0 $675M 4.2M 158.81
 View chart
Lam Research Corporation (LRCX) 2.0 $673M -41% 824k 816.08
 View chart
Okta Cl A (OKTA) 1.9 $641M -4% 8.6M 74.34
 View chart
Apple (AAPL) 1.9 $637M +267531% 2.7M 233.00
 View chart
Alphabet Cap Stk Cl A (GOOGL) 1.9 $623M 3.8M 165.85
 View chart
Cloudflare Cl A Com (NET) 1.6 $513M 6.3M 80.89
 View chart
Datadog Cl A Com (DDOG) 1.5 $491M 4.3M 115.06
 View chart
Flutter Entmt SHS (FLUT) 1.5 $483M 2.0M 237.28
 View chart
Samsara Com Cl A (IOT) 1.2 $395M +422% 8.2M 48.12
 View chart
Spotify Technology S A SHS (SPOT) 1.1 $368M NEW 998k 368.53
 View chart
Nike CL B (NKE) 1.1 $364M 4.1M 88.40
 View chart
Intercontinental Exchange (ICE) 1.1 $354M +272% 2.2M 160.64
 View chart
Edwards Lifesciences (EW) 1.1 $352M -8% 5.3M 65.99
 View chart
Snowflake Cl A (SNOW) 1.1 $348M -41% 3.0M 114.86
 View chart
Coupang Cl A (CPNG) 1.0 $321M 13M 24.55
 View chart
Ultragenyx Pharmaceutical (RARE) 0.9 $284M +32% 5.1M 55.55
 View chart
Floor & Decor Hldgs Cl A (FND) 0.7 $230M -11% 1.9M 124.17
 View chart
Roper Industries (ROP) 0.7 $218M +4% 392k 556.44
 View chart
Repligen Corporation (RGEN) 0.6 $211M 1.4M 148.82
 View chart
Align Technology (ALGN) 0.6 $204M -40% 800k 254.32
 View chart
Globant S A (GLOB) 0.6 $203M -23% 1.0M 198.14
 View chart
Uber Technologies (UBER) 0.6 $202M -46% 2.7M 75.16
 View chart
Liberty Media Corp Del Com Lbty One S C (FWONK) 0.6 $196M 2.5M 77.43
 View chart
Roblox Corp Cl A (RBLX) 0.6 $196M NEW 4.4M 44.26
 View chart
Hdfc Bank Sponsored Ads (HDB) 0.5 $181M +18% 2.9M 62.56
 View chart
TransDigm Group Incorporated (TDG) 0.5 $164M 115k 1427.13
 View chart
Irhythm Technologies (IRTC) 0.5 $158M 2.1M 74.24
 View chart
Kaspi Kz Jsc Sponsored Ads (KSPI) 0.5 $157M -10% 1.5M 105.99
 View chart
XP Cl A (XP) 0.5 $156M -10% 8.7M 17.94
 View chart
UnitedHealth (UNH) 0.4 $136M +47% 232k 584.68
 View chart
Airbnb Com Cl A (ABNB) 0.4 $133M -56% 1.0M 126.81
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.3 $114M 684k 167.19
 View chart
Texas Instruments Incorporated (TXN) 0.3 $108M 522k 206.57
 View chart
Charter Communications Inc N Cl A (CHTR) 0.3 $104M 321k 324.08
 View chart
Ferrari Nv Ord (RACE) 0.3 $98M -5% 209k 470.11
 View chart
Iqvia Holdings (IQV) 0.3 $94M 398k 236.97
 View chart
Grab Holdings Class A Ord (GRAB) 0.3 $84M NEW 22M 3.80
 View chart
Siteone Landscape Supply (SITE) 0.3 $83M +74% 553k 150.91
 View chart
Waste Connections (WCN) 0.2 $80M +119125% 445k 178.82
 View chart
Kanzhun Sponsored Ads (BZ) 0.2 $77M -10% 4.4M 17.36
 View chart
Cadence Design Systems (CDNS) 0.2 $68M +7571% 250k 271.03
 View chart
Klaviyo Com Ser A (KVYO) 0.2 $51M 1.4M 35.38
 View chart
Stevanato Group S P A Ord Shs (STVN) 0.1 $34M -7% 1.7M 20.00
 View chart
Global E Online SHS (GLBE) 0.1 $26M +51% 667k 38.44
 View chart
Gitlab Class A Com (GTLB) 0.0 $6.6M +11% 128k 51.54
 View chart
Ishares Tr Msci India Etf (INDA) 0.0 $6.6M -37% 112k 58.53
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $1.8M NEW 4.9k 375.38
 View chart
Uipath Cl A (PATH) 0.0 $943k +64% 74k 12.80
 View chart
10x Genomics Cl A Com (TXG) 0.0 $283k -99% 13k 22.58
 View chart

Past Filings by Sands Capital Management

SEC 13F filings are viewable for Sands Capital Management going back to 2010

View all past filings