13F HOLDINGS REPORT
SANDS CAPITAL MANAGEMENT, LLC
Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0001020066-24-000010
Total Value
$32.95B
Positions
67
Other Managers
0
Confidential Omitted
No
Holdings (67)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 23,055,228 | $2.80B | 8.50% |
| 2 | AMAZON COM INC | AMZN | 12,550,445 | $2.34B | 7.10% |
| 3 | ASML HOLDING N V | ASMLF | 1,924,736 | $1.60B | 4.87% |
| 4 | MERCADOLIBRE INC | MELI | 755,634 | $1.55B | 4.71% |
| 5 | VISA INC | V | 4,968,896 | $1.37B | 4.15% |
| 6 | MICROSOFT CORP | MSFT | 3,043,559 | $1.31B | 3.97% |
| 7 | SHOPIFY INC | SHOP | 15,171,797 | $1.22B | 3.69% |
| 8 | NETFLIX INC | NFLX | 1,559,983 | $1.11B | 3.36% |
| 9 | SERVICENOW INC | NOW | 1,183,745 | $1.06B | 3.21% |
| 10 | ENTEGRIS INC | ENTG | 7,767,059 | $874.0M | 2.65% |
| 11 | NU HLDGS LTD | NU | 63,806,801 | $871.0M | 2.64% |
| 12 | DOORDASH INC | DASH | 5,973,843 | $852.6M | 2.59% |
| 13 | AXON ENTERPRISE INC | AXON | 2,110,343 | $843.3M | 2.56% |
| 14 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 4,683,522 | $813.4M | 2.47% |
| 15 | META PLATFORMS INC | META | 1,415,480 | $810.3M | 2.46% |
| 16 | SEA LTD | SE | 8,340,858 | $786.4M | 2.39% |
| 17 | BLOCK INC | BSQKZ | 11,227,844 | $753.7M | 2.29% |
| 18 | DEXCOM INC | DXCM | 10,319,198 | $691.8M | 2.10% |
| 19 | ATLASSIAN CORPORATION | TEAM | 4,249,725 | $674.9M | 2.05% |
| 20 | LAM RESEARCH CORP | LRCX | 824,114 | $672.5M | 2.04% |
| 21 | OKTA INC | OKTA | 8,622,056 | $641.0M | 1.95% |
| 22 | APPLE INC | AAPL | 2,732,516 | $636.7M | 1.93% |
| 23 | ALPHABET INC | GOOG | 3,753,425 | $622.5M | 1.89% |
| 24 | CLOUDFLARE INC | NET | 6,344,384 | $513.2M | 1.56% |
| 25 | DATADOG INC | DDOG | 4,270,951 | $491.4M | 1.49% |
| 26 | FLUTTER ENTMT PLC | G3643J108 | 2,035,122 | $482.9M | 1.47% |
| 27 | SAMSARA INC | IOT | 8,215,737 | $395.3M | 1.20% |
| 28 | SPOTIFY TECHNOLOGY S A | SPOT | 998,374 | $367.9M | 1.12% |
| 29 | NIKE INC | NKE | 4,116,750 | $363.9M | 1.10% |
| 30 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 2,204,395 | $354.1M | 1.07% |
| 31 | EDWARDS LIFESCIENCES CORP | EW | 5,338,095 | $352.3M | 1.07% |
| 32 | SNOWFLAKE INC | SNOW | 3,027,836 | $347.8M | 1.06% |
| 33 | COUPANG INC | CPNG | 13,085,536 | $321.2M | 0.98% |
| 34 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 5,118,255 | $284.3M | 0.86% |
| 35 | FLOOR & DECOR HLDGS INC | FND | 1,851,612 | $229.9M | 0.70% |
| 36 | ROPER TECHNOLOGIES INC | ROP | 392,279 | $218.3M | 0.66% |
| 37 | REPLIGEN CORP | RGEN | 1,419,063 | $211.2M | 0.64% |
| 38 | ALIGN TECHNOLOGY INC | ALGN | 800,408 | $203.6M | 0.62% |
| 39 | GLOBANT S A | GLOB | 1,021,824 | $202.5M | 0.61% |
| 40 | UBER TECHNOLOGIES INC | UBER | 2,686,252 | $201.9M | 0.61% |
| 41 | LIBERTY MEDIA CORP DEL | FWONB | 2,536,806 | $196.4M | 0.60% |
| 42 | ROBLOX CORP | RBLX | 4,416,618 | $195.5M | 0.59% |
| 43 | HDFC BANK LTD | HDB | 2,891,413 | $180.9M | 0.55% |
| 44 | TRANSDIGM GROUP INC | TDG | 115,136 | $164.3M | 0.50% |
| 45 | IRHYTHM TECHNOLOGIES INC | IRTC | 2,122,891 | $157.6M | 0.48% |
| 46 | KASPI KZ JSC | 48581R205 | 1,478,214 | $156.7M | 0.48% |
| 47 | XP INC | XP | 8,705,724 | $156.2M | 0.47% |
| 48 | UNITEDHEALTH GROUP INC | UNH | 231,833 | $135.5M | 0.41% |
| 49 | AIRBNB INC | ABNB | 1,049,462 | $133.1M | 0.40% |
| 50 | ALPHABET INC | GOOG | 684,236 | $114.4M | 0.35% |
| 51 | TEXAS INSTRS INC | 882508104 | 522,260 | $107.9M | 0.33% |
| 52 | CHARTER COMMUNICATIONS INC N | 16119P108 | 321,256 | $104.1M | 0.32% |
| 53 | FERRARI N V | RACE | 208,617 | $98.1M | 0.30% |
| 54 | IQVIA HLDGS INC | IQV | 398,006 | $94.3M | 0.29% |
| 55 | GRAB HOLDINGS LIMITED | GRABW | 21,974,504 | $83.5M | 0.25% |
| 56 | SITEONE LANDSCAPE SUPPLY INC | SITE | 552,581 | $83.4M | 0.25% |
| 57 | WASTE CONNECTIONS INC | WCN | 444,710 | $79.5M | 0.24% |
| 58 | KANZHUN LIMITED | BZ | 4,430,261 | $76.9M | 0.23% |
| 59 | CADENCE DESIGN SYSTEM INC | CDNS | 249,702 | $67.7M | 0.21% |
| 60 | KLAVIYO INC | KVYO | 1,428,170 | $50.5M | 0.15% |
| 61 | STEVANATO GROUP S P A | STVN | 1,717,079 | $34.3M | 0.10% |
| 62 | GLOBAL E ONLINE LTD | GLBE | 667,122 | $25.6M | 0.08% |
| 63 | GITLAB INC | GTLB | 127,475 | $6.6M | 0.02% |
| 64 | ISHARES TR | 46429B598 | 111,999 | $6.6M | 0.02% |
| 65 | ISHARES TR | 464287614 | 4,900 | $1.8M | 0.01% |
| 66 | UIPATH INC | PATH | 73,641 | $942,605 | 0.00% |
| 67 | 10X GENOMICS INC | TXG | 12,542 | $283,198 | 0.00% |