Sands Capital Management

Sands Capital Management as of Sept. 30, 2025

Portfolio Holdings for Sands Capital Management

Sands Capital Management holds 64 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 10.7 $3.9B 21M 186.58
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 7.1 $2.6B 9.3M 279.29
Amazon (AMZN) 5.1 $1.8B 8.4M 219.57
Microsoft Corporation (MSFT) 4.1 $1.5B 2.9M 517.95
Visa Com Cl A (V) 3.8 $1.4B 4.0M 341.38
Netflix (NFLX) 3.7 $1.3B 1.1M 1198.92
MercadoLibre (MELI) 3.3 $1.2B 510k 2336.94
Alphabet Cap Stk Cl A (GOOGL) 3.2 $1.2B 4.8M 243.10
Servicenow (NOW) 3.2 $1.1B 1.2M 920.28
Doordash Cl A (DASH) 3.0 $1.1B 4.0M 271.99
Spotify Technology S A SHS (SPOT) 3.0 $1.1B 1.5M 698.00
Axon Enterprise (AXON) 2.9 $1.0B 1.4M 717.64
Shopify Cl A Sub Vtg Shs (SHOP) 2.8 $1.0B 6.9M 148.61
Meta Platforms Cl A (META) 2.8 $1.0B 1.4M 734.38
Intercontinental Exchange (ICE) 2.6 $957M 5.7M 168.48
Sea Sponsord Ads (SE) 2.4 $873M 4.9M 178.73
Block Cl A (XYZ) 2.3 $839M 12M 72.27
Cloudflare Cl A Com (NET) 2.3 $817M 3.8M 214.59
Nu Hldgs Ord Shs Cl A (NU) 2.2 $810M 51M 16.01
Samsara Com Cl A (IOT) 2.1 $764M 21M 37.25
Applovin Corp Com Cl A (APP) 2.0 $731M 1.0M 718.54
Broadcom (AVGO) 1.9 $680M 2.1M 329.91
Carvana Cl A (CVNA) 1.8 $638M 1.7M 377.24
Intuitive Surgical Com New (ISRG) 1.7 $600M 1.3M 447.23
Flutter Entmt SHS (FLUT) 1.5 $540M 2.1M 254.00
Asml Holding N V N Y Registry Shs (ASML) 1.4 $512M 529k 968.09
Roblox Corp Cl A (RBLX) 1.3 $482M 3.5M 138.52
Atlassian Corporation Cl A (TEAM) 1.2 $422M 2.6M 159.70
Irhythm Technologies (IRTC) 1.1 $385M 2.2M 171.99
Coupang Cl A (CPNG) 1.0 $355M 11M 32.20
Arthur J. Gallagher & Co. (AJG) 0.9 $339M 1.1M 309.74
Dex (DXCM) 0.9 $332M 4.9M 67.29
Builders FirstSource (BLDR) 0.8 $295M 2.4M 121.25
On Hldg Namen Akt A (ONON) 0.8 $287M 6.8M 42.35
Carlisle Companies (CSL) 0.8 $280M 850k 328.96
Datadog Cl A Com (DDOG) 0.7 $270M 1.9M 142.40
Oracle Corporation (ORCL) 0.7 $263M 936k 281.24
Tetra Tech (TTEK) 0.7 $240M 7.2M 33.38
Hdfc Bank Sponsored Ads (HDB) 0.6 $212M 6.2M 34.16
Liberty Media Corp Del Com Lbty One S C (FWONK) 0.6 $210M 2.0M 104.45
Waste Connections (WCN) 0.6 $208M 1.2M 175.80
Roper Industries (ROP) 0.5 $175M 352k 498.69
Kaspi Kz Jsc Sponsored Ads (KSPI) 0.4 $134M 1.6M 81.68
TransDigm Group Incorporated (TDG) 0.3 $123M 93k 1318.02
Ferrari Nv Ord (RACE) 0.3 $122M 252k 485.22
McKesson Corporation (MCK) 0.3 $121M 157k 772.54
Sap Se Spon Adr (SAP) 0.3 $118M 440k 267.21
Cadence Design Systems (CDNS) 0.3 $117M 332k 351.26
Ultragenyx Pharmaceutical (RARE) 0.3 $113M 3.8M 30.08
Venture Global Com Cl A (VG) 0.3 $106M 7.5M 14.19
Amphenol Corp Cl A (APH) 0.3 $98M 795k 123.75
Full Truck Alliance Sponsored Ads (YMM) 0.2 $88M 6.8M 12.97
Grab Holdings Class A Ord (GRAB) 0.2 $75M 13M 6.02
Globant S A (GLOB) 0.1 $49M 848k 57.38
Linde SHS (LIN) 0.1 $40M 84k 475.00
Palo Alto Networks (PANW) 0.1 $40M 195k 203.62
Klaviyo Com Ser A (KVYO) 0.1 $31M 1.1M 27.69
Monday SHS (MNDY) 0.1 $23M 116k 193.69
Duolingo Cl A Com (DUOL) 0.0 $15M 48k 321.84
Argenx Se Sponsored Adr (ARGX) 0.0 $12M 17k 737.56
Stevanato Group S P A Ord Shs (STVN) 0.0 $12M 465k 25.75
Figma Class A Com Stk (FIG) 0.0 $12M 227k 51.87
Gitlab Class A Com (GTLB) 0.0 $5.7M 128k 45.08
Snowflake Com Shs (SNOW) 0.0 $2.7M 12k 225.55