13F HOLDINGS REPORT
SANDS CAPITAL MANAGEMENT, LLC
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0001020066-24-000006
Total Value
$34.03B
Positions
66
Other Managers
0
Confidential Omitted
No
Holdings (66)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 25,116,421 | $3.10B | 9.12% |
| 2 | AMAZON COM INC | AMZN | 12,993,065 | $2.51B | 7.38% |
| 3 | ASML HOLDING N V | ASMLF | 1,974,018 | $2.02B | 5.93% |
| 4 | MICROSOFT CORP | MSFT | 3,199,422 | $1.43B | 4.20% |
| 5 | VISA INC | V | 5,281,359 | $1.39B | 4.07% |
| 6 | MERCADOLIBRE INC | MELI | 782,581 | $1.29B | 3.78% |
| 7 | LAM RESEARCH CORP | LRCX | 1,149,710 | $1.22B | 3.60% |
| 8 | DEXCOM INC | DXCM | 10,606,503 | $1.20B | 3.53% |
| 9 | NETFLIX INC | NFLX | 1,600,958 | $1.08B | 3.17% |
| 10 | NU HLDGS LTD | NU | 79,341,079 | $1.02B | 3.01% |
| 11 | ENTEGRIS INC | ENTG | 7,551,714 | $1.02B | 3.00% |
| 12 | META PLATFORMS INC | META | 1,990,662 | $1.00B | 2.95% |
| 13 | SERVICENOW INC | NOW | 1,262,175 | $992.9M | 2.92% |
| 14 | SHOPIFY INC | SHOP | 14,736,374 | $973.3M | 2.86% |
| 15 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 4,779,253 | $830.7M | 2.44% |
| 16 | OKTA INC | OKTA | 8,812,081 | $824.9M | 2.42% |
| 17 | ATLASSIAN CORPORATION | TEAM | 4,262,719 | $754.0M | 2.22% |
| 18 | AXON ENTERPRISE INC | AXON | 2,559,692 | $753.2M | 2.21% |
| 19 | BLOCK INC | BSQKZ | 11,510,438 | $742.3M | 2.18% |
| 20 | DOORDASH INC | DASH | 6,373,337 | $693.3M | 2.04% |
| 21 | ALPHABET INC | GOOG | 3,758,396 | $684.6M | 2.01% |
| 22 | SEA LTD | SE | 8,691,528 | $620.7M | 1.82% |
| 23 | DATADOG INC | DDOG | 4,203,680 | $545.2M | 1.60% |
| 24 | CLOUDFLARE INC | NET | 6,469,002 | $535.8M | 1.57% |
| 25 | EDWARDS LIFESCIENCES CORP | EW | 5,648,655 | $521.8M | 1.53% |
| 26 | SNOWFLAKE INC | SNOW | 3,785,371 | $511.4M | 1.50% |
| 27 | FLUTTER ENTMT PLC | G3643J108 | 2,040,665 | $372.1M | 1.09% |
| 28 | AIRBNB INC | ABNB | 2,268,780 | $344.0M | 1.01% |
| 29 | ALIGN TECHNOLOGY INC | ALGN | 1,311,368 | $316.6M | 0.93% |
| 30 | NIKE INC | NKE | 4,121,603 | $310.6M | 0.91% |
| 31 | APPLE INC | AAPL | 1,307,375 | $275.4M | 0.81% |
| 32 | COUPANG INC | CPNG | 12,689,542 | $265.8M | 0.78% |
| 33 | SAMSARA INC | IOT | 7,612,221 | $256.5M | 0.75% |
| 34 | ROPER TECHNOLOGIES INC | ROP | 406,490 | $229.1M | 0.67% |
| 35 | IRHYTHM TECHNOLOGIES INC | IRTC | 2,126,003 | $228.8M | 0.67% |
| 36 | GLOBANT S A | GLOB | 1,264,737 | $225.5M | 0.66% |
| 37 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 5,354,750 | $220.1M | 0.65% |
| 38 | UBER TECHNOLOGIES INC | UBER | 2,839,640 | $206.4M | 0.61% |
| 39 | KASPI KZ JSC | 48581R205 | 1,520,341 | $196.1M | 0.58% |
| 40 | FLOOR & DECOR HLDGS INC | FND | 1,951,145 | $194.0M | 0.57% |
| 41 | HDFC BANK LTD | HDB | 2,954,101 | $190.0M | 0.56% |
| 42 | LIBERTY MEDIA CORP DEL | FWONB | 2,631,724 | $189.1M | 0.56% |
| 43 | REPLIGEN CORP | RGEN | 1,421,532 | $179.2M | 0.53% |
| 44 | XP INC | XP | 8,955,234 | $157.5M | 0.46% |
| 45 | TRANSDIGM GROUP INC | TDG | 120,882 | $154.4M | 0.45% |
| 46 | ALPHABET INC | GOOG | 685,219 | $125.7M | 0.37% |
| 47 | UNITEDHEALTH GROUP INC | UNH | 243,363 | $123.9M | 0.36% |
| 48 | TEXAS INSTRS INC | 882508104 | 548,354 | $106.7M | 0.31% |
| 49 | CHARTER COMMUNICATIONS INC N | 16119P108 | 337,305 | $100.8M | 0.30% |
| 50 | FERRARI N V | RACE | 218,512 | $89.2M | 0.26% |
| 51 | IQVIA HLDGS INC | IQV | 417,892 | $88.4M | 0.26% |
| 52 | KANZHUN LIMITED | BZ | 4,556,908 | $85.7M | 0.25% |
| 53 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 612,078 | $83.8M | 0.25% |
| 54 | ZOETIS INC | ZTS | 470,851 | $81.6M | 0.24% |
| 55 | CADENCE DESIGN SYSTEM INC | CDNS | 261,404 | $80.4M | 0.24% |
| 56 | WASTE CONNECTIONS INC | WCN | 362,335 | $63.5M | 0.19% |
| 57 | SITEONE LANDSCAPE SUPPLY INC | SITE | 508,140 | $61.7M | 0.18% |
| 58 | 10X GENOMICS INC | TXG | 2,334,901 | $45.4M | 0.13% |
| 59 | KLAVIYO INC | KVYO | 1,429,762 | $35.6M | 0.10% |
| 60 | STEVANATO GROUP S P A | STVN | 1,795,866 | $32.9M | 0.10% |
| 61 | GLOBAL E ONLINE LTD | GLBE | 666,481 | $24.2M | 0.07% |
| 62 | GITLAB INC | GTLB | 127,475 | $6.3M | 0.02% |
| 63 | ISHARES TR | 46429B598 | 111,999 | $6.2M | 0.02% |
| 64 | ISHARES TR | 464287614 | 6,500 | $2.4M | 0.01% |
| 65 | UIPATH INC | PATH | 73,641 | $933,768 | 0.00% |
| 66 | COSTAR GROUP INC | CSGP | 5,398 | $400,208 | 0.00% |