13F HOLDINGS REPORT
SANDS CAPITAL MANAGEMENT, LLC
Quarter ended Q3 2023 · Filed August 15, 2023 · Accession 0001020066-23-000006
Total Value
$32.21B
Positions
66
Other Managers
0
Confidential Omitted
No
Holdings (66)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISA INC | V | 8,231,252 | $1.95B | 6.07% |
| 2 | AMAZON COM INC | AMZN | 14,622,704 | $1.91B | 5.92% |
| 3 | DEXCOM INC | DXCM | 13,103,127 | $1.68B | 5.23% |
| 4 | LAM RESEARCH CORP | LRCX | 2,105,046 | $1.35B | 4.20% |
| 5 | MERCADOLIBRE INC | MELI | 1,109,415 | $1.31B | 4.08% |
| 6 | MICROSOFT CORP | MSFT | 3,808,703 | $1.30B | 4.03% |
| 7 | NVIDIA CORPORATION | NVDA | 3,057,672 | $1.29B | 4.02% |
| 8 | SERVICENOW INC | NOW | 2,204,473 | $1.24B | 3.85% |
| 9 | NETFLIX INC | NFLX | 2,803,822 | $1.24B | 3.83% |
| 10 | SHOPIFY INC | SHOP | 16,353,904 | $1.06B | 3.28% |
| 11 | ENTEGRIS INC | ENTG | 9,329,123 | $1.03B | 3.21% |
| 12 | ASML HOLDING N V | ASMLF | 1,389,897 | $1.01B | 3.13% |
| 13 | BLOCK INC | BSQKZ | 14,473,603 | $963.5M | 2.99% |
| 14 | SEA LTD | SE | 15,576,947 | $904.1M | 2.81% |
| 15 | SNOWFLAKE INC | SNOW | 4,971,043 | $874.8M | 2.72% |
| 16 | ATLASSIAN CORPORATION | TEAM | 5,121,260 | $859.4M | 2.67% |
| 17 | CLOUDFLARE INC | NET | 11,404,544 | $745.5M | 2.31% |
| 18 | COSTAR GROUP INC | CSGP | 8,325,696 | $741.0M | 2.30% |
| 19 | ALIGN TECHNOLOGY INC | ALGN | 2,060,518 | $728.7M | 2.26% |
| 20 | DOORDASH INC | DASH | 8,650,798 | $661.1M | 2.05% |
| 21 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 5,816,094 | $587.0M | 1.82% |
| 22 | META PLATFORMS INC | META | 1,956,686 | $561.5M | 1.74% |
| 23 | ALPHABET INC | GOOG | 4,348,749 | $520.5M | 1.62% |
| 24 | NIKE INC | NKE | 4,621,271 | $510.0M | 1.58% |
| 25 | DATADOG INC | DDOG | 4,554,589 | $448.1M | 1.39% |
| 26 | APTIV PLC | APTV | 4,335,799 | $442.6M | 1.37% |
| 27 | EDWARDS LIFESCIENCES CORP | EW | 4,663,213 | $439.9M | 1.37% |
| 28 | UBER TECHNOLOGIES INC | UBER | 10,186,630 | $439.8M | 1.37% |
| 29 | OKTA INC | OKTA | 5,735,691 | $397.8M | 1.24% |
| 30 | AXON ENTERPRISE INC | AXON | 1,993,126 | $388.9M | 1.21% |
| 31 | AIRBNB INC | ABNB | 2,842,641 | $364.3M | 1.13% |
| 32 | NU HLDGS LTD | NU | 41,953,429 | $331.0M | 1.03% |
| 33 | GLOBANT S A | GLOB | 1,522,069 | $273.5M | 0.85% |
| 34 | FLOOR & DECOR HLDGS INC | FND | 2,555,728 | $265.7M | 0.82% |
| 35 | XP INC | XP | 11,186,052 | $262.4M | 0.81% |
| 36 | IRHYTHM TECHNOLOGIES INC | IRTC | 2,386,585 | $249.0M | 0.77% |
| 37 | MATCH GROUP INC NEW | MTCH | 5,737,364 | $240.1M | 0.75% |
| 38 | COUPANG INC | CPNG | 13,632,642 | $237.2M | 0.74% |
| 39 | 10X GENOMICS INC | TXG | 4,120,269 | $230.1M | 0.71% |
| 40 | REPLIGEN CORP | RGEN | 1,594,179 | $225.5M | 0.70% |
| 41 | ROPER TECHNOLOGIES INC | ROP | 416,363 | $200.2M | 0.62% |
| 42 | LIBERTY MEDIA CORP DEL | FWONB | 2,587,437 | $194.8M | 0.60% |
| 43 | HDFC BANK LTD | HDB | 2,652,077 | $184.8M | 0.57% |
| 44 | TRANSDIGM GROUP INC | TDG | 152,980 | $136.8M | 0.42% |
| 45 | CHARTER COMMUNICATIONS INC n | 16119P108 | 337,316 | $123.9M | 0.38% |
| 46 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 2,673,638 | $123.3M | 0.38% |
| 47 | IQVIA HLDGS INC | IQV | 540,585 | $121.5M | 0.38% |
| 48 | TEXAS INSTRS INC | 882508104 | 673,819 | $121.3M | 0.38% |
| 49 | STERIS PLC | STE | 424,260 | $95.5M | 0.30% |
| 50 | ALPHABET INC | GOOG | 768,940 | $93.0M | 0.29% |
| 51 | KANZHUN LIMITED | BZ | 5,656,782 | $85.1M | 0.26% |
| 52 | ZOETIS INC | ZTS | 471,321 | $81.2M | 0.25% |
| 53 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 613,724 | $69.4M | 0.22% |
| 54 | CHEGG INC | CHGG | 7,577,694 | $67.3M | 0.21% |
| 55 | UNITEDHEALTH GROUP INC | UNH | 114,593 | $55.1M | 0.17% |
| 56 | SITEONE LANDSCAPE SUPPLY INC | SITE | 328,828 | $55.0M | 0.17% |
| 57 | SAMSARA INC | IOT | 1,697,320 | $47.0M | 0.15% |
| 58 | STEVANATO GROUP S P A | STVN | 1,266,123 | $41.0M | 0.13% |
| 59 | FERRARI N V | RACE | 50,790 | $16.5M | 0.05% |
| 60 | ISHARES TR | 46429B598 | 217,545 | $9.5M | 0.03% |
| 61 | CADENCE DESIGN SYSTEM INC | CDNS | 23,225 | $5.4M | 0.02% |
| 62 | WASTE CONNECTIONS INC | WCN | 31,872 | $4.6M | 0.01% |
| 63 | GITLAB INC | GTLB | 55,530 | $2.8M | 0.01% |
| 64 | INTUIT | INTU | 4,035 | $1.8M | 0.01% |
| 65 | UIPATH INC | PATH | 44,642 | $739,718 | 0.00% |
| 66 | BIO-TECHNE CORP | TECH | 7,566 | $617,613 | 0.00% |