13F HOLDINGS REPORT
SANDS CAPITAL MANAGEMENT, LLC
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001020066-23-000001
Total Value
$26.5M
Positions
67
Other Managers
0
Confidential Omitted
No
Holdings (67)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISA INC | V | 10,355,910 | $2.2M | 8.13% |
| 2 | DEXCOM INC | DXCM | 15,514,435 | $1.8M | 6.64% |
| 3 | AMAZON COM INC | AMZN | 16,095,938 | $1.4M | 5.11% |
| 4 | MERCADOLIBRE INC | MELI | 1,249,407 | $1.1M | 3.99% |
| 5 | NETFLIX INC | NFLX | 3,554,621 | $1.0M | 3.96% |
| 6 | LAM RESEARCH CORPORATION | LRCX | 2,358,306 | $991,196 | 3.74% |
| 7 | BLOCK INC | BSQKZ | 15,756,368 | $990,130 | 3.74% |
| 8 | SERVICENOW INC | NOW | 2,541,653 | $986,848 | 3.73% |
| 9 | ASML HOLDING NV ADR | ASMLF | 1,729,077 | $944,768 | 3.57% |
| 10 | SHOPIFY INC | SHOP | 24,802,735 | $860,903 | 3.25% |
| 11 | SEA LTD | SE | 15,035,522 | $782,298 | 2.96% |
| 12 | COSTAR GROUP INC | CSGP | 9,953,309 | $769,192 | 2.91% |
| 13 | SNOWFLAKE INC | SNOW | 5,178,177 | $743,276 | 2.81% |
| 14 | ATLASSIAN CORPORATION | TEAM | 5,598,602 | $720,428 | 2.72% |
| 15 | CLOUDFLARE INC | NET | 15,454,122 | $698,681 | 2.64% |
| 16 | NIKE INC | NKE | 5,165,037 | $604,361 | 2.28% |
| 17 | ALIGN TECHNOLOGY INC | ALGN | 2,660,870 | $561,177 | 2.12% |
| 18 | EDWARDS LIFESCIENCES CORP | EW | 7,516,085 | $560,775 | 2.12% |
| 19 | INTUIT | INTU | 1,284,000 | $499,758 | 1.89% |
| 20 | DOORDASH INC | DASH | 9,507,105 | $464,137 | 1.75% |
| 21 | APTIV PLC | APTV | 4,745,000 | $441,902 | 1.67% |
| 22 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 5,891,001 | $438,821 | 1.66% |
| 23 | ALPHABET INC | GOOG | 4,966,175 | $438,166 | 1.66% |
| 24 | OKTA INC | OKTA | 6,313,967 | $431,433 | 1.63% |
| 25 | WARNER MUSIC GROUP CORP | WMG | 10,674,369 | $373,816 | 1.41% |
| 26 | UBER TECHNOLOGIES INC | UBER | 15,074,327 | $372,788 | 1.41% |
| 27 | ENTEGRIS INC | ENTG | 5,185,551 | $340,120 | 1.28% |
| 28 | REPLIGEN CORP | RGEN | 1,781,439 | $301,615 | 1.14% |
| 29 | DATADOG INC | DDOG | 4,066,310 | $298,874 | 1.13% |
| 30 | SAREPTA THERAPEUTICS INC | SRPT | 2,151,378 | $278,776 | 1.05% |
| 31 | MATCH GROUP INC NEW | MTCH | 6,667,725 | $276,644 | 1.05% |
| 32 | CHARTER COMMUNICATIONS INC N | 16119P108 | 814,312 | $276,133 | 1.04% |
| 33 | AIRBNB INC | ABNB | 3,129,253 | $267,551 | 1.01% |
| 34 | FLOOR & DECOR HLDGS INC | FND | 3,806,457 | $265,044 | 1.00% |
| 35 | IRHYTHM TECHNOLOGIES INC | IRTC | 2,667,428 | $249,858 | 0.94% |
| 36 | GLOBANT S A | GLOB | 1,397,826 | $235,058 | 0.89% |
| 37 | NVIDIA CORPORATION | NVDA | 1,526,087 | $223,022 | 0.84% |
| 38 | HDFC BANK LTD | HDB | 2,658,084 | $181,840 | 0.69% |
| 39 | NU HLDGS LTD | NU | 41,837,269 | $170,278 | 0.64% |
| 40 | COUPANG INC | CPNG | 10,803,846 | $158,925 | 0.60% |
| 41 | ROPER TECHNOLOGIES INC | ROP | 355,710 | $153,699 | 0.58% |
| 42 | LIBERTY MEDIA CORP DEL | FWONB | 2,569,017 | $153,576 | 0.58% |
| 43 | ALPHABET INC | GOOG | 1,573,102 | $139,581 | 0.53% |
| 44 | CHEGG INC | CHGG | 5,450,074 | $137,723 | 0.52% |
| 45 | XP INC | XP | 8,694,111 | $133,368 | 0.50% |
| 46 | MICROSOFT CORP | MSFT | 505,458 | $121,219 | 0.46% |
| 47 | TEXAS INSTRS INC | 882508104 | 710,422 | $117,376 | 0.44% |
| 48 | 10X GENOMICS INC | TXG | 3,206,783 | $116,855 | 0.44% |
| 49 | IQVIA HLDGS INC | IQV | 543,784 | $111,416 | 0.42% |
| 50 | TRANSDIGM GROUP INC | TDG | 154,267 | $97,134 | 0.37% |
| 51 | KANZHUN LIMITED | BZ | 3,964,548 | $80,758 | 0.31% |
| 52 | STERIS PLC | STE | 426,613 | $78,791 | 0.30% |
| 53 | ZOETIS INC | ZTS | 473,934 | $69,455 | 0.26% |
| 54 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 618,992 | $63,502 | 0.24% |
| 55 | UNITEDHEALTH GROUP INC | UNH | 115,485 | $61,228 | 0.23% |
| 56 | BIO-TECHNE CORPORATION | TECH | 736,473 | $61,039 | 0.23% |
| 57 | PAGSEGURO DIGITAL LTD | PAGS | 5,532,915 | $48,358 | 0.18% |
| 58 | NIO INC | NIOIF | 4,790,643 | $46,709 | 0.18% |
| 59 | SITEONE LANDSCAPE SUPPLY INC | SITE | 331,717 | $38,917 | 0.15% |
| 60 | SANSARA INC | IOT | 1,737,465 | $21,597 | 0.08% |
| 61 | ISHARES TR | 464287614 | 72,108 | $15,448 | 0.06% |
| 62 | UIPATH INC | PATH | 871,160 | $11,072 | 0.04% |
| 63 | ISHARES TR | 46429B598 | 217,940 | $9,097 | 0.03% |
| 64 | WASTE CONNECTIONS INC | WCN | 61,520 | $8,155 | 0.03% |
| 65 | CADENCE DESIGN SYSTEM INC | CDNS | 41,145 | $6,610 | 0.02% |
| 66 | VANGUARD INDEX FDS | 922908736 | 11,950 | $2,547 | 0.01% |
| 67 | GITLAB INC | GTLB | 38,703 | $1,759 | 0.01% |