13F HOLDINGS REPORT
SANDS CAPITAL MANAGEMENT, LLC
Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001020066-24-000004
Total Value
$35.75B
Positions
76
Other Managers
0
Confidential Omitted
No
Holdings (76)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 2,698,401 | $2.44B | 6.82% |
| 2 | AMAZON COM INC | AMZN | 12,508,711 | $2.26B | 6.31% |
| 3 | ASML HOLDING N V | ASMLF | 2,146,867 | $2.08B | 5.83% |
| 4 | VISA INC | V | 6,225,388 | $1.74B | 4.86% |
| 5 | DEXCOM INC | DXCM | 10,896,764 | $1.51B | 4.23% |
| 6 | MICROSOFT CORP | MSFT | 3,373,000 | $1.42B | 3.97% |
| 7 | LAM RESEARCH CORP | LRCX | 1,414,612 | $1.37B | 3.84% |
| 8 | MERCADOLIBRE INC | MELI | 856,065 | $1.29B | 3.62% |
| 9 | ENTEGRIS INC | ENTG | 8,058,899 | $1.13B | 3.17% |
| 10 | SERVICENOW INC | NOW | 1,428,149 | $1.09B | 3.05% |
| 11 | NU HLDGS LTD | NU | 88,565,044 | $1.06B | 2.96% |
| 12 | META PLATFORMS INC | META | 2,173,637 | $1.06B | 2.95% |
| 13 | NETFLIX INC | NFLX | 1,687,387 | $1.02B | 2.87% |
| 14 | SHOPIFY INC | SHOP | 13,239,020 | $1.02B | 2.86% |
| 15 | BLOCK INC | BSQKZ | 11,947,814 | $1.01B | 2.83% |
| 16 | OKTA INC | OKTA | 9,038,677 | $945.6M | 2.64% |
| 17 | DOORDASH INC | DASH | 6,826,736 | $940.2M | 2.63% |
| 18 | SNOWFLAKE INC | SNOW | 5,140,945 | $830.8M | 2.32% |
| 19 | ATLASSIAN CORPORATION | TEAM | 4,210,974 | $821.6M | 2.30% |
| 20 | AXON ENTERPRISE INC | AXON | 2,530,094 | $791.6M | 2.21% |
| 21 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 5,217,894 | $709.9M | 1.99% |
| 22 | CLOUDFLARE INC | NET | 6,466,122 | $626.1M | 1.75% |
| 23 | ALPHABET INC | GOOG | 3,785,236 | $571.3M | 1.60% |
| 24 | EDWARDS LIFESCIENCES CORP | EW | 5,802,552 | $554.5M | 1.55% |
| 25 | DATADOG INC | DDOG | 4,293,387 | $530.7M | 1.48% |
| 26 | COSTAR GROUP INC | CSGP | 5,375,482 | $519.3M | 1.45% |
| 27 | SEA LTD | SE | 9,328,229 | $501.0M | 1.40% |
| 28 | ALIGN TECHNOLOGY INC | ALGN | 1,356,310 | $444.8M | 1.24% |
| 29 | FLUTTER ENTMT PLC | G3643J108 | 2,072,134 | $409.2M | 1.14% |
| 30 | AIRBNB INC | ABNB | 2,439,061 | $402.3M | 1.13% |
| 31 | NIKE INC | NKE | 4,154,199 | $390.4M | 1.09% |
| 32 | UBER TECHNOLOGIES INC | UBER | 5,060,223 | $389.6M | 1.09% |
| 33 | FLOOR & DECOR HLDGS INC | FND | 2,095,384 | $271.6M | 0.76% |
| 34 | GLOBANT S A | GLOB | 1,344,335 | $271.4M | 0.76% |
| 35 | REPLIGEN CORP | RGEN | 1,432,737 | $263.5M | 0.74% |
| 36 | XP INC | XP | 9,705,411 | $249.0M | 0.70% |
| 37 | IRHYTHM TECHNOLOGIES INC | IRTC | 2,143,026 | $248.6M | 0.70% |
| 38 | COUPANG INC | CPNG | 13,156,258 | $234.0M | 0.65% |
| 39 | KASPI KZ JSC | 48581R205 | 1,648,137 | $212.0M | 0.59% |
| 40 | ROPER TECHNOLOGIES INC | ROP | 376,488 | $211.1M | 0.59% |
| 41 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 3,859,447 | $180.2M | 0.50% |
| 42 | LIBERTY MEDIA CORP DEL | FWONB | 2,546,921 | $167.1M | 0.47% |
| 43 | TRANSDIGM GROUP INC | TDG | 117,010 | $144.1M | 0.40% |
| 44 | HDFC BANK LTD | HDB | 2,432,967 | $136.2M | 0.38% |
| 45 | 10X GENOMICS INC | TXG | 3,383,141 | $127.0M | 0.36% |
| 46 | ALPHABET INC | GOOG | 690,488 | $105.1M | 0.29% |
| 47 | IQVIA HLDGS INC | IQV | 403,956 | $102.2M | 0.29% |
| 48 | FERRARI N V | RACE | 220,901 | $96.3M | 0.27% |
| 49 | CHARTER COMMUNICATIONS INC N | 16119P108 | 326,022 | $94.8M | 0.27% |
| 50 | TEXAS INSTRS INC | 882508104 | 530,226 | $92.4M | 0.26% |
| 51 | STERIS PLC | STE | 409,845 | $92.1M | 0.26% |
| 52 | KANZHUN LIMITED | BZ | 4,931,038 | $86.4M | 0.24% |
| 53 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 592,477 | $81.4M | 0.23% |
| 54 | UNITEDHEALTH GROUP INC | UNH | 156,972 | $77.7M | 0.22% |
| 55 | ZOETIS INC | ZTS | 455,297 | $77.0M | 0.22% |
| 56 | STEVANATO GROUP S P A | STVN | 1,860,141 | $59.7M | 0.17% |
| 57 | SAMSARA INC | IOT | 1,573,280 | $59.5M | 0.17% |
| 58 | SITEONE LANDSCAPE SUPPLY INC | SITE | 316,764 | $55.3M | 0.15% |
| 59 | KLAVIYO INC | KVYO | 1,432,037 | $36.5M | 0.10% |
| 60 | GLOBAL E ONLINE LTD | GLBE | 438,958 | $16.0M | 0.04% |
| 61 | ISHARES TR | 46429B598 | 179,504 | $9.3M | 0.03% |
| 62 | GITLAB INC | GTLB | 114,759 | $6.7M | 0.02% |
| 63 | CADENCE DESIGN SYSTEM INC | CDNS | 3,255 | $1.0M | 0.00% |
| 64 | UIPATH INC | PATH | 44,642 | $1.0M | 0.00% |
| 65 | BIO-TECHNE CORP | TECH | 12,732 | $896,205 | 0.00% |
| 66 | APPLE INC | AAPL | 1,021 | $175,081 | 0.00% |
| 67 | INTUIT | INTU | 195 | $126,750 | 0.00% |
| 68 | BILL HOLDINGS INC | BILL | 1,255 | $86,244 | 0.00% |
| 69 | ADOBE INC | ADBE | 160 | $80,736 | 0.00% |
| 70 | ICON PLC | ICLR | 199 | $66,854 | 0.00% |
| 71 | WASTE CONNECTIONS INC | WCN | 373 | $64,160 | 0.00% |
| 72 | LINDE PLC | LIN | 97 | $45,039 | 0.00% |
| 73 | CANADIAN PACIFIC KANSAS CITY | CP | 499 | $43,997 | 0.00% |
| 74 | MATCH GROUP INC NEW | MTCH | 821 | $29,786 | 0.00% |
| 75 | COURSERA INC | COUR | 1,285 | $18,016 | 0.00% |
| 76 | ILLUMINA INC | ILMN | 103 | $14,144 | 0.00% |