13F HOLDINGS REPORT
SANDS CAPITAL MANAGEMENT, LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001020066-23-000010
Total Value
$29.38B
Positions
75
Other Managers
0
Confidential Omitted
No
Holdings (75)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 14,144,779 | $1.80B | 6.12% |
| 2 | VISA INC | V | 7,786,704 | $1.79B | 6.10% |
| 3 | NVIDIA CORPORATION | NVDA | 3,655,727 | $1.59B | 5.41% |
| 4 | MICROSOFT CORP | MSFT | 4,135,800 | $1.31B | 4.44% |
| 5 | MERCADOLIBRE INC | MELI | 1,023,648 | $1.30B | 4.42% |
| 6 | DEXCOM INC | DXCM | 13,660,670 | $1.27B | 4.34% |
| 7 | LAM RESEARCH CORP | LRCX | 1,933,993 | $1.21B | 4.13% |
| 8 | SERVICENOW INC | NOW | 2,091,997 | $1.17B | 3.98% |
| 9 | ATLASSIAN CORPORATION | TEAM | 4,985,915 | $1.00B | 3.42% |
| 10 | NETFLIX INC | NFLX | 2,510,522 | $948.0M | 3.23% |
| 11 | ASML HOLDING N V | ASMLF | 1,495,236 | $880.2M | 3.00% |
| 12 | SHOPIFY INC | SHOP | 15,756,715 | $859.8M | 2.93% |
| 13 | ENTEGRIS INC | ENTG | 8,965,192 | $841.9M | 2.87% |
| 14 | SNOWFLAKE INC | SNOW | 4,832,436 | $738.3M | 2.51% |
| 15 | SEA LTD | SE | 16,119,943 | $708.5M | 2.41% |
| 16 | CLOUDFLARE INC | NET | 11,007,391 | $693.9M | 2.36% |
| 17 | DOORDASH INC | DASH | 8,417,197 | $668.9M | 2.28% |
| 18 | BLOCK INC | BSQKZ | 14,042,649 | $621.5M | 2.12% |
| 19 | COSTAR GROUP INC | CSGP | 7,930,840 | $609.8M | 2.08% |
| 20 | META PLATFORMS INC | META | 2,009,033 | $603.1M | 2.05% |
| 21 | ALPHABET INC | GOOG | 4,290,753 | $561.5M | 1.91% |
| 22 | AXON ENTERPRISE INC | AXON | 2,612,305 | $519.8M | 1.77% |
| 23 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 5,682,915 | $493.8M | 1.68% |
| 24 | OKTA INC | OKTA | 5,871,958 | $478.6M | 1.63% |
| 25 | ALIGN TECHNOLOGY INC | ALGN | 1,531,666 | $467.6M | 1.59% |
| 26 | UBER TECHNOLOGIES INC | UBER | 9,816,864 | $451.5M | 1.54% |
| 27 | NIKE INC | NKE | 4,551,637 | $435.2M | 1.48% |
| 28 | APTIV PLC | APTV | 4,225,733 | $416.6M | 1.42% |
| 29 | DATADOG INC | DDOG | 4,402,668 | $401.0M | 1.36% |
| 30 | AIRBNB INC | ABNB | 2,767,415 | $379.7M | 1.29% |
| 31 | NU HLDGS LTD | NU | 44,228,248 | $320.7M | 1.09% |
| 32 | EDWARDS LIFESCIENCES CORP | EW | 4,536,176 | $314.3M | 1.07% |
| 33 | GLOBANT S A | GLOB | 1,481,250 | $293.1M | 1.00% |
| 34 | XP INC | XP | 11,018,007 | $254.0M | 0.86% |
| 35 | REPLIGEN CORP | RGEN | 1,570,363 | $249.7M | 0.85% |
| 36 | COUPANG INC | CPNG | 14,342,509 | $243.8M | 0.83% |
| 37 | FLOOR & DECOR HLDGS INC | FND | 2,462,861 | $222.9M | 0.76% |
| 38 | IRHYTHM TECHNOLOGIES INC | IRTC | 2,349,720 | $221.5M | 0.75% |
| 39 | MATCH GROUP INC NEW | MTCH | 5,528,424 | $216.6M | 0.74% |
| 40 | ROPER TECHNOLOGIES INC | ROP | 353,277 | $171.1M | 0.58% |
| 41 | 10X GENOMICS INC | TXG | 3,985,470 | $164.4M | 0.56% |
| 42 | LIBERTY MEDIA CORP DEL | FWONB | 2,366,583 | $147.4M | 0.50% |
| 43 | HDFC BANK LTD | HDB | 2,466,258 | $145.5M | 0.50% |
| 44 | CHARTER COMMUNICATIONS INC N | 16119P108 | 302,748 | $133.2M | 0.45% |
| 45 | ALPHABET INC | GOOG | 760,193 | $100.2M | 0.34% |
| 46 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 2,577,217 | $91.9M | 0.31% |
| 47 | TRANSDIGM GROUP INC | TDG | 108,388 | $91.4M | 0.31% |
| 48 | KANZHUN LIMITED | BZ | 5,580,361 | $84.7M | 0.29% |
| 49 | STERIS PLC | STE | 380,655 | $83.5M | 0.28% |
| 50 | TEXAS INSTRS INC | 882508104 | 492,402 | $78.3M | 0.27% |
| 51 | ZOETIS INC | ZTS | 422,906 | $73.6M | 0.25% |
| 52 | IQVIA HLDGS INC | IQV | 373,614 | $73.5M | 0.25% |
| 53 | UNITEDHEALTH GROUP INC | UNH | 145,132 | $73.2M | 0.25% |
| 54 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 549,626 | $60.5M | 0.21% |
| 55 | STEVANATO GROUP S P A | STVN | 1,854,880 | $55.1M | 0.19% |
| 56 | SITEONE LANDSCAPE SUPPLY INC | SITE | 294,552 | $48.1M | 0.16% |
| 57 | CHEGG INC | CHGG | 4,782,211 | $42.7M | 0.15% |
| 58 | SAMSARA INC | IOT | 1,510,705 | $38.1M | 0.13% |
| 59 | FERRARI N V | RACE | 87,944 | $26.0M | 0.09% |
| 60 | KLAVIYO INC | KVYO | 638,974 | $22.0M | 0.08% |
| 61 | ISHARES TR | 46429B598 | 217,815 | $9.6M | 0.03% |
| 62 | GITLAB INC | GTLB | 88,032 | $4.0M | 0.01% |
| 63 | UIPATH INC | PATH | 44,642 | $763,825 | 0.00% |
| 64 | BIO-TECHNE CORP | TECH | 9,530 | $648,707 | 0.00% |
| 65 | CADENCE DESIGN SYSTEM INC | CDNS | 2,436 | $570,755 | 0.00% |
| 66 | BILL HOLDINGS INC | BILL | 1,255 | $136,255 | 0.00% |
| 67 | ISHARES TR | 464287614 | 455 | $121,025 | 0.00% |
| 68 | INTUIT | INTU | 195 | $99,633 | 0.00% |
| 69 | ADOBE INC | ADBE | 160 | $81,584 | 0.00% |
| 70 | ICON PLC | ICLR | 255 | $62,794 | 0.00% |
| 71 | CANADIAN PACIFIC KANSAS CITY | CP | 413 | $30,731 | 0.00% |
| 72 | WASTE CONNECTIONS INC | WCN | 214 | $28,740 | 0.00% |
| 73 | COURSERA INC | COUR | 1,285 | $24,017 | 0.00% |
| 74 | ILLUMINA INC | ILMN | 103 | $14,140 | 0.00% |
| 75 | ZAI LAB LTD | ZLAB | 98 | $2,382 | 0.00% |