Sands Capital Management

Sands Capital Management as of June 30, 2025

Portfolio Holdings for Sands Capital Management

Sands Capital Management holds 66 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 9.8 $3.4B 22M 157.99
Amazon (AMZN) 5.8 $2.0B 9.2M 219.39
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 5.6 $1.9B 8.6M 226.49
Netflix (NFLX) 4.4 $1.5B 1.1M 1339.13
Microsoft Corporation (MSFT) 4.2 $1.5B 3.0M 497.41
Servicenow (NOW) 4.2 $1.4B 1.4M 1028.08
Visa Com Cl A (V) 4.1 $1.4B 4.0M 355.05
MercadoLibre (MELI) 3.9 $1.3B 514k 2613.63
Axon Enterprise (AXON) 3.8 $1.3B 1.6M 827.94
Doordash Cl A (DASH) 3.4 $1.2B 4.8M 246.51
Spotify Technology S A SHS (SPOT) 3.0 $1.0B 1.4M 767.34
Intercontinental Exchange (ICE) 2.8 $975M 5.3M 183.47
Cloudflare Cl A Com (NET) 2.8 $965M 4.9M 195.83
Meta Platforms Cl A (META) 2.8 $964M 1.3M 738.09
Sea Sponsord Ads (SE) 2.6 $908M 5.7M 159.94
Dex (DXCM) 2.5 $868M 9.9M 87.29
Shopify Cl A Sub Vtg Shs (SHOP) 2.5 $864M 7.5M 115.35
Samsara Com Cl A (IOT) 2.2 $767M 19M 39.78
Nu Hldgs Ord Shs Cl A (NU) 2.1 $748M 55M 13.72
Block Cl A (XYZ) 2.0 $702M 10M 67.93
Flutter Entmt SHS (FLUT) 1.7 $606M 2.1M 285.76
Alphabet Cap Stk Cl A (GOOGL) 1.6 $544M 3.1M 176.23
Atlassian Corporation Cl A (TEAM) 1.5 $526M 2.6M 203.09
Broadcom (AVGO) 1.5 $508M 1.8M 275.65
Irhythm Technologies (IRTC) 1.3 $449M 2.9M 153.96
Asml Holding N V N Y Registry Shs (ASML) 1.2 $425M 531k 801.39
Intuitive Surgical Com New (ISRG) 1.2 $412M 758k 543.41
Roblox Corp Cl A (RBLX) 1.1 $377M 3.6M 105.20
Datadog Cl A Com (DDOG) 1.1 $372M 2.8M 134.33
Coupang Cl A (CPNG) 1.0 $360M 12M 29.96
Arthur J. Gallagher & Co. (AJG) 1.0 $359M 1.1M 320.12
Carvana Cl A (CVNA) 0.9 $304M 901k 336.96
Applovin Corp Com Cl A (APP) 0.8 $286M 817k 350.08
On Hldg Namen Akt A (ONON) 0.7 $240M 4.6M 52.05
Hdfc Bank Sponsored Ads (HDB) 0.6 $221M 2.9M 76.67
Waste Connections (WCN) 0.6 $209M 1.1M 186.72
Liberty Media Corp Del Com Lbty One S C (FWONK) 0.6 $200M 1.9M 104.50
Tetra Tech (TTEK) 0.5 $187M 5.2M 35.96
Roper Industries (ROP) 0.5 $186M 328k 566.84
Carlisle Companies (CSL) 0.5 $159M 426k 373.40
Repligen Corporation (RGEN) 0.4 $156M 1.3M 124.38
Ultragenyx Pharmaceutical (RARE) 0.4 $143M 3.9M 36.36
Kaspi Kz Jsc Sponsored Ads (KSPI) 0.4 $143M 1.7M 84.89
TransDigm Group Incorporated (TDG) 0.4 $132M 87k 1520.64
Venture Global Com Cl A (VG) 0.4 $122M 7.9M 15.58
Ferrari Nv Ord (RACE) 0.3 $120M 244k 490.74
Builders FirstSource (BLDR) 0.3 $119M 1.0M 116.69
Alphabet Cap Stk Cl C (GOOG) 0.3 $107M 603k 177.39
McKesson Corporation (MCK) 0.3 $107M 146k 732.78
Charter Communications Inc N Cl A (CHTR) 0.3 $99M 242k 408.81
Cadence Design Systems (CDNS) 0.3 $95M 308k 308.15
Grab Holdings Class A Ord (GRAB) 0.3 $94M 19M 5.03
Amphenol Corp Cl A (APH) 0.3 $93M 940k 98.75
Sap Se Spon Adr (SAP) 0.3 $88M 289k 304.10
Full Truck Alliance Sponsored Ads (YMM) 0.2 $82M 6.9M 11.81
Globant S A (GLOB) 0.2 $79M 869k 90.84
Linde SHS (LIN) 0.1 $41M 87k 469.18
Klaviyo Com Ser A (KVYO) 0.1 $37M 1.1M 33.58
Monday SHS (MNDY) 0.1 $37M 117k 314.48
Palo Alto Networks (PANW) 0.1 $32M 155k 204.64
Okta Cl A (OKTA) 0.1 $30M 301k 99.97
Crowdstrike Hldgs Cl A (CRWD) 0.1 $23M 45k 509.31
Icon SHS (ICLR) 0.0 $13M 92k 145.45
Stevanato Group S P A Ord Shs (STVN) 0.0 $11M 465k 24.43
Gitlab Class A Com (GTLB) 0.0 $5.8M 128k 45.11
Snowflake Cl A (SNOW) 0.0 $2.7M 12k 223.77