13F HOLDINGS REPORT
SANDS CAPITAL MANAGEMENT, LLC
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001020066-23-000004
Total Value
$30.35B
Positions
66
Other Managers
0
Confidential Omitted
No
Holdings (66)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISA INC | V | 9,006,916 | $2.03B | 6.69% |
| 2 | DEXCOM INC | DXCM | 13,738,968 | $1.60B | 5.26% |
| 3 | AMAZON COM INC | AMZN | 15,208,913 | $1.57B | 5.18% |
| 4 | MERCADOLIBRE INC | MELI | 1,150,140 | $1.52B | 4.99% |
| 5 | SEA LTD | SE | 15,709,367 | $1.36B | 4.48% |
| 6 | LAM RESEARCH CORPORATION | LRCX | 2,229,038 | $1.18B | 3.89% |
| 7 | SHOPIFY INC | SHOP | 23,648,206 | $1.13B | 3.73% |
| 8 | SERVICENOW INC | NOW | 2,372,846 | $1.10B | 3.63% |
| 9 | NETFLIX INC | NFLX | 3,167,755 | $1.09B | 3.61% |
| 10 | ASML HOLDING NV ADR | ASMLF | 1,526,048 | $1.04B | 3.42% |
| 11 | BLOCK INC | BSQKZ | 14,949,238 | $1.03B | 3.38% |
| 12 | ATLASSIAN CORPORATION | TEAM | 5,307,262 | $908.4M | 2.99% |
| 13 | CLOUDFLARE INC | NET | 14,663,001 | $904.1M | 2.98% |
| 14 | SNOWFLAKE INC | SNOW | 5,144,541 | $793.8M | 2.61% |
| 15 | ALIGN TECHNOLOGY INC | ALGN | 2,296,401 | $767.3M | 2.53% |
| 16 | ENTEGRIS INC | ENTG | 8,792,591 | $721.1M | 2.38% |
| 17 | COSTAR GROUP INC | CSGP | 9,600,576 | $661.0M | 2.18% |
| 18 | NIKE INC | NKE | 4,684,277 | $574.5M | 1.89% |
| 19 | DOORDASH INC | DASH | 8,955,755 | $569.2M | 1.88% |
| 20 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 5,826,837 | $542.0M | 1.79% |
| 21 | NVIDIA CORPORATION | NVDA | 1,872,252 | $520.1M | 1.71% |
| 22 | EDWARDS LIFESCIENCES CORP | EW | 6,207,824 | $513.6M | 1.69% |
| 23 | OKTA INC | OKTA | 5,809,857 | $501.0M | 1.65% |
| 24 | APTIV PLC | APTV | 4,396,461 | $493.2M | 1.62% |
| 25 | MICROSOFT CORP | MSFT | 1,648,482 | $475.3M | 1.57% |
| 26 | ALPHABET INC | GOOG | 4,410,777 | $457.5M | 1.51% |
| 27 | INTUIT | INTU | 996,684 | $444.4M | 1.46% |
| 28 | AIRBNB INC | ABNB | 2,952,989 | $367.4M | 1.21% |
| 29 | UBER TECHNOLOGIES INC | UBER | 10,811,672 | $342.7M | 1.13% |
| 30 | WARNER MUSIC GROUP CORP | WMG | 10,269,281 | $342.7M | 1.13% |
| 31 | FLOOR & DECOR HLDGS INC | FND | 3,328,933 | $327.0M | 1.08% |
| 32 | IRHYTHM TECHNOLOGIES INC | IRTC | 2,418,399 | $300.0M | 0.99% |
| 33 | DATADOG INC | DDOG | 4,049,393 | $294.2M | 0.97% |
| 34 | CHARTER COMMUNICATIONS INC N | 16119P108 | 803,494 | $287.3M | 0.95% |
| 35 | REPLIGEN CORP | RGEN | 1,614,851 | $271.9M | 0.90% |
| 36 | MATCH GROUP INC NEW | MTCH | 6,066,344 | $232.9M | 0.77% |
| 37 | GLOBANT S A | GLOB | 1,407,943 | $230.9M | 0.76% |
| 38 | AXON ENTERPRISE INC | AXON | 988,570 | $222.3M | 0.73% |
| 39 | 10X GENOMICS INC | TXG | 3,737,768 | $208.5M | 0.69% |
| 40 | NU HLDGS LTD | NU | 42,061,056 | $200.2M | 0.66% |
| 41 | LIBERTY MEDIA CORP DEL | FWONB | 2,647,773 | $198.1M | 0.65% |
| 42 | COUPANG INC | CPNG | 11,855,460 | $189.7M | 0.62% |
| 43 | ROPER TECHNOLOGIES INC | ROP | 426,795 | $188.1M | 0.62% |
| 44 | HDFC BANK LTD | HDB | 2,707,181 | $180.5M | 0.59% |
| 45 | ALPHABET INC | GOOG | 1,426,117 | $148.3M | 0.49% |
| 46 | TEXAS INSTRS INC | 882508104 | 716,758 | $133.3M | 0.44% |
| 47 | XP INC | XP | 11,199,858 | $132.9M | 0.44% |
| 48 | CHEGG INC | CHGG | 7,738,094 | $126.1M | 0.42% |
| 49 | SAREPTA THERAPEUTICS INC | SRPT | 874,765 | $120.6M | 0.40% |
| 50 | TRANSDIGM GROUP INC | TDG | 156,186 | $115.1M | 0.38% |
| 51 | IQVIA HLDGS INC | IQV | 551,911 | $109.8M | 0.36% |
| 52 | KANZHUN LIMITED | BZ | 5,688,118 | $108.2M | 0.36% |
| 53 | STERIS PLC | STE | 432,993 | $82.8M | 0.27% |
| 54 | ZOETIS INC | ZTS | 481,015 | $80.1M | 0.26% |
| 55 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 626,336 | $65.3M | 0.22% |
| 56 | BIO-TECHNE CORPORATION | TECH | 747,354 | $55.4M | 0.18% |
| 57 | UNITEDHEALTH GROUP INC | UNH | 116,954 | $55.3M | 0.18% |
| 58 | SITEONE LANDSCAPE SUPPLY INC | SITE | 335,575 | $45.9M | 0.15% |
| 59 | SANSARA INC | IOT | 1,718,635 | $33.9M | 0.11% |
| 60 | UIPATH INC | PATH | 862,338 | $15.1M | 0.05% |
| 61 | FERRARI N V | RACE | 51,442 | $13.9M | 0.05% |
| 62 | CADENCE DESIGN SYSTEM INC | CDNS | 41,076 | $8.6M | 0.03% |
| 63 | ISHARES TR | 46429B598 | 217,545 | $8.6M | 0.03% |
| 64 | WASTE CONNECTIONS INC | WCN | 61,324 | $8.5M | 0.03% |
| 65 | ISHARES TR | 464287614 | 13,075 | $3.2M | 0.01% |
| 66 | GITLAB INC | GTLB | 55,530 | $1.9M | 0.01% |