Sands Capital Management as of Dec. 31, 2024
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 71 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.8 | $3.0B | 22M | 134.29 | |
| Amazon (AMZN) | 7.7 | $2.6B | 12M | 219.39 | |
| Servicenow (NOW) | 4.6 | $1.5B | 1.5M | 1060.12 | |
| Shopify Cl A (SHOP) | 4.3 | $1.5B | 14M | 106.33 | |
| Visa Com Cl A (V) | 4.3 | $1.4B | 4.5M | 316.04 | |
| Netflix (NFLX) | 3.9 | $1.3B | 1.5M | 891.32 | |
| Asml Holding N V N Y Registry Shs (ASML) | 3.7 | $1.2B | 1.8M | 693.08 | |
| Microsoft Corporation (MSFT) | 3.5 | $1.2B | 2.8M | 421.50 | |
| Axon Enterprise (AXON) | 3.5 | $1.2B | 2.0M | 594.32 | |
| MercadoLibre (MELI) | 3.4 | $1.1B | 669k | 1700.44 | |
| Atlassian Corporation Cl A (TEAM) | 3.3 | $1.1B | 4.5M | 243.38 | |
| Doordash Cl A (DASH) | 2.9 | $988M | 5.9M | 167.75 | |
| Block Cl A (XYZ) | 2.6 | $879M | 10M | 84.99 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.6 | $869M | 4.4M | 197.49 | |
| Dex (DXCM) | 2.6 | $864M | 11M | 77.77 | |
| Cloudflare Cl A Com (NET) | 2.5 | $836M | 7.8M | 107.68 | |
| Spotify Technology S A SHS (SPOT) | 2.5 | $832M | 1.9M | 447.38 | |
| Sea Sponsord Ads (SE) | 2.3 | $784M | 7.4M | 106.10 | |
| Meta Platforms Cl A (META) | 2.3 | $780M | 1.3M | 585.51 | |
| Entegris (ENTG) | 2.1 | $715M | 7.2M | 99.06 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $685M | 3.6M | 189.30 | |
| Apple (AAPL) | 2.0 | $680M | 2.7M | 250.42 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.8 | $601M | 58M | 10.36 | |
| Flutter Entmt SHS (FLUT) | 1.8 | $597M | 2.3M | 258.45 | |
| Datadog Cl A Com (DDOG) | 1.5 | $504M | 3.5M | 142.89 | |
| Samsara Com Cl A (IOT) | 1.3 | $453M | 10M | 43.69 | |
| Snowflake Cl A (SNOW) | 1.3 | $451M | 2.9M | 154.41 | |
| Intercontinental Exchange (ICE) | 1.2 | $409M | 2.7M | 149.01 | |
| Nike CL B (NKE) | 0.9 | $299M | 4.0M | 75.67 | |
| Coupang Cl A (CPNG) | 0.8 | $287M | 13M | 21.98 | |
| Irhythm Technologies (IRTC) | 0.8 | $286M | 3.2M | 90.17 | |
| Applovin Corp Com Cl A (APP) | 0.8 | $268M | 826k | 323.83 | |
| Roblox Corp Cl A (RBLX) | 0.7 | $244M | 4.2M | 57.86 | |
| Uber Technologies (UBER) | 0.7 | $243M | 4.0M | 60.32 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.7 | $232M | 2.5M | 92.66 | |
| Globant S A (GLOB) | 0.6 | $213M | 991k | 214.42 | |
| Repligen Corporation (RGEN) | 0.6 | $196M | 1.4M | 143.94 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.5 | $184M | 2.9M | 63.86 | |
| Ultragenyx Pharmaceutical (RARE) | 0.5 | $181M | 4.3M | 42.07 | |
| Tetra Tech (TTEK) | 0.5 | $173M | 4.3M | 39.84 | |
| Roper Industries (ROP) | 0.5 | $170M | 326k | 519.85 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 0.4 | $137M | 1.4M | 94.71 | |
| Airbnb Com Cl A (ABNB) | 0.4 | $132M | 1.0M | 131.41 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $125M | 657k | 190.44 | |
| H World Group Sponsored Ads (HTHT) | 0.3 | $112M | 3.4M | 33.03 | |
| TransDigm Group Incorporated (TDG) | 0.3 | $110M | 86k | 1267.28 | |
| Ferrari Nv Ord (RACE) | 0.3 | $106M | 248k | 424.84 | |
| Waste Connections (WCN) | 0.3 | $102M | 597k | 171.58 | |
| Grab Holdings Class A Ord (GRAB) | 0.3 | $101M | 21M | 4.72 | |
| UnitedHealth (UNH) | 0.3 | $89M | 176k | 505.86 | |
| Charter Communications Inc N Cl A (CHTR) | 0.2 | $83M | 241k | 342.77 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $74M | 392k | 187.51 | |
| Full Truck Alliance Sponsored Ads (YMM) | 0.2 | $67M | 6.2M | 10.82 | |
| Kanzhun Sponsored Ads (BZ) | 0.2 | $60M | 4.3M | 13.80 | |
| XP Cl A (XP) | 0.2 | $58M | 4.9M | 11.85 | |
| Cadence Design Systems (CDNS) | 0.2 | $57M | 188k | 300.46 | |
| Siteone Landscape Supply (SITE) | 0.2 | $55M | 415k | 131.77 | |
| Klaviyo Com Ser A (KVYO) | 0.2 | $51M | 1.2M | 41.24 | |
| Linde SHS (LIN) | 0.1 | $38M | 90k | 418.67 | |
| Global E Online SHS (GLBE) | 0.1 | $37M | 671k | 54.53 | |
| Okta Cl A (OKTA) | 0.1 | $36M | 458k | 78.80 | |
| Canadian Pacific Kansas City (CP) | 0.1 | $30M | 411k | 72.37 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $27M | 79k | 342.16 | |
| Monday SHS (MNDY) | 0.1 | $21M | 88k | 235.44 | |
| Icon SHS (ICLR) | 0.1 | $20M | 95k | 209.71 | |
| Stevanato Group S P A Ord Shs (STVN) | 0.0 | $11M | 501k | 21.79 | |
| Gitlab Class A Com (GTLB) | 0.0 | $7.2M | 128k | 56.35 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $6.5M | 16k | 401.58 | |
| Edwards Lifesciences (EW) | 0.0 | $1.3M | 18k | 74.03 | |
| Uipath Cl A (PATH) | 0.0 | $936k | 74k | 12.71 | |
| 10x Genomics Cl A Com (TXG) | 0.0 | $180k | 13k | 14.36 |
