Sands Capital Management as of March 31, 2025
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 75 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.3 | $2.2B | 20M | 108.38 | |
| Amazon (AMZN) | 7.2 | $2.1B | 11M | 190.26 | |
| Netflix (NFLX) | 4.7 | $1.4B | 1.5M | 932.53 | |
| Visa Com Cl A (V) | 4.5 | $1.3B | 3.8M | 350.46 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.5 | $1.3B | 8.0M | 166.00 | |
| MercadoLibre (MELI) | 4.1 | $1.2B | 612k | 1950.87 | |
| Servicenow (NOW) | 3.9 | $1.2B | 1.5M | 796.14 | |
| Shopify Cl A (SHOP) | 3.9 | $1.2B | 12M | 95.48 | |
| Doordash Cl A (DASH) | 3.4 | $1.0B | 5.5M | 182.77 | |
| Axon Enterprise (AXON) | 3.4 | $999M | 1.9M | 525.95 | |
| Microsoft Corporation (MSFT) | 3.4 | $994M | 2.6M | 375.39 | |
| Spotify Technology S A SHS (SPOT) | 3.3 | $984M | 1.8M | 550.03 | |
| Sea Sponsord Ads (SE) | 3.0 | $890M | 6.8M | 130.49 | |
| Meta Platforms Cl A (META) | 3.0 | $869M | 1.5M | 576.36 | |
| Atlassian Corporation Cl A (TEAM) | 2.8 | $832M | 3.9M | 212.21 | |
| Cloudflare Cl A Com (NET) | 2.5 | $724M | 6.4M | 112.69 | |
| Dex (DXCM) | 2.4 | $711M | 10M | 68.29 | |
| Samsara Com Cl A (IOT) | 2.1 | $630M | 16M | 38.33 | |
| Applovin Corp Com Cl A (APP) | 1.9 | $545M | 2.1M | 264.97 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.8 | $527M | 51M | 10.24 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $518M | 3.3M | 154.64 | |
| Flutter Entmt SHS (FLUT) | 1.7 | $486M | 2.2M | 221.55 | |
| Intercontinental Exchange (ICE) | 1.6 | $465M | 2.7M | 172.50 | |
| Block Cl A (XYZ) | 1.6 | $464M | 8.5M | 54.33 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.3 | $369M | 557k | 662.63 | |
| Irhythm Technologies (IRTC) | 1.1 | $316M | 3.0M | 104.68 | |
| Datadog Cl A Com (DDOG) | 1.0 | $289M | 2.9M | 99.21 | |
| Uber Technologies (UBER) | 1.0 | $285M | 3.9M | 72.86 | |
| Intuitive Surgical Com New (ISRG) | 0.9 | $270M | 544k | 495.27 | |
| Coupang Cl A (CPNG) | 0.9 | $265M | 12M | 21.93 | |
| Nike CL B (NKE) | 0.8 | $238M | 3.8M | 63.48 | |
| Broadcom (AVGO) | 0.8 | $238M | 1.4M | 167.43 | |
| Roblox Corp Cl A (RBLX) | 0.8 | $234M | 4.0M | 58.29 | |
| Waste Connections (WCN) | 0.7 | $216M | 1.1M | 195.19 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.7 | $193M | 2.9M | 66.44 | |
| Roper Industries (ROP) | 0.7 | $192M | 326k | 589.58 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.6 | $173M | 1.9M | 90.01 | |
| Repligen Corporation (RGEN) | 0.6 | $165M | 1.3M | 127.24 | |
| Ultragenyx Pharmaceutical (RARE) | 0.5 | $151M | 4.2M | 36.21 | |
| H World Group Sponsored Ads (HTHT) | 0.5 | $133M | 3.6M | 37.01 | |
| Builders FirstSource (BLDR) | 0.4 | $131M | 1.1M | 124.94 | |
| Full Truck Alliance Sponsored Ads (YMM) | 0.4 | $131M | 10M | 12.77 | |
| Kaspi Kx Jsc Sponsored Ads (KSPI) | 0.4 | $122M | 1.3M | 92.85 | |
| Tetra Tech (TTEK) | 0.4 | $120M | 4.1M | 29.25 | |
| TransDigm Group Incorporated (TDG) | 0.4 | $119M | 86k | 1383.29 | |
| Airbnb Com Cl A (ABNB) | 0.4 | $114M | 951k | 119.46 | |
| Globant S A (GLOB) | 0.4 | $106M | 903k | 117.72 | |
| Ferrari Nv Ord (RACE) | 0.4 | $105M | 246k | 427.88 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $98M | 624k | 156.23 | |
| UnitedHealth (UNH) | 0.3 | $92M | 175k | 523.75 | |
| Charter Communications Inc N Cl A (CHTR) | 0.3 | $88M | 240k | 368.53 | |
| Grab Holdings Class A Ord (GRAB) | 0.3 | $88M | 20M | 4.53 | |
| Venture Global Com Cl A (VG) | 0.3 | $88M | 8.5M | 10.30 | |
| Snowflake Cl A (SNOW) | 0.3 | $87M | 596k | 146.16 | |
| Apple (AAPL) | 0.3 | $79M | 356k | 222.13 | |
| Cadence Design Systems (CDNS) | 0.3 | $78M | 305k | 254.33 | |
| Kanzhun Sponsored Ads (BZ) | 0.3 | $75M | 3.9M | 19.17 | |
| Arthur J. Gallagher & Co. (AJG) | 0.2 | $70M | 203k | 345.24 | |
| McKesson Corporation (MCK) | 0.2 | $62M | 92k | 672.99 | |
| Amphenol Corp Cl A (APH) | 0.2 | $61M | 929k | 65.59 | |
| Sap Se Spon Adr (SAP) | 0.2 | $60M | 223k | 268.44 | |
| Linde SHS (LIN) | 0.1 | $42M | 89k | 465.64 | |
| Okta Cl A (OKTA) | 0.1 | $38M | 359k | 105.22 | |
| Klaviyo Com Ser A (KVYO) | 0.1 | $29M | 973k | 30.26 | |
| Monday SHS (MNDY) | 0.1 | $28M | 115k | 243.16 | |
| Global E Online SHS (GLBE) | 0.1 | $19M | 522k | 35.65 | |
| Icon SHS (ICLR) | 0.1 | $17M | 94k | 174.99 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $16M | 44k | 352.58 | |
| Carvana Cl A (CVNA) | 0.0 | $13M | 61k | 209.08 | |
| Stevanato Group S P A Ord Shs (STVN) | 0.0 | $9.9M | 486k | 20.42 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $9.6M | 27k | 361.09 | |
| Gitlab Class A Com (GTLB) | 0.0 | $6.0M | 128k | 47.00 | |
| Edwards Lifesciences (EW) | 0.0 | $1.4M | 19k | 72.48 | |
| Entegris (ENTG) | 0.0 | $977k | 11k | 87.48 | |
| Uipath Cl A (PATH) | 0.0 | $460k | 45k | 10.30 |
