13F HOLDINGS REPORT
SANDS CAPITAL MANAGEMENT, LLC
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001020066-25-000014
Total Value
$33.80B
Positions
71
Other Managers
0
Confidential Omitted
No
Holdings (71)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 22,039,413 | $2.96B | 8.76% |
| 2 | AMAZON COM INC | AMZN | 11,807,720 | $2.59B | 7.67% |
| 3 | SERVICENOW INC | NOW | 1,452,255 | $1.54B | 4.56% |
| 4 | SHOPIFY INC | SHOP | 13,778,939 | $1.47B | 4.34% |
| 5 | VISA INC | V | 4,548,250 | $1.44B | 4.25% |
| 6 | NETFLIX INC | NFLX | 1,482,174 | $1.32B | 3.91% |
| 7 | ASML HOLDING N V | ASMLF | 1,785,776 | $1.24B | 3.66% |
| 8 | MICROSOFT CORP | MSFT | 2,803,908 | $1.18B | 3.50% |
| 9 | AXON ENTERPRISE INC | AXON | 1,977,236 | $1.18B | 3.48% |
| 10 | MERCADOLIBRE INC | MELI | 668,506 | $1.14B | 3.36% |
| 11 | ATLASSIAN CORPORATION | TEAM | 4,520,175 | $1.10B | 3.26% |
| 12 | DOORDASH INC | DASH | 5,891,970 | $988.4M | 2.92% |
| 13 | BLOCK INC | BSQKZ | 10,339,834 | $878.8M | 2.60% |
| 14 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 4,400,922 | $869.1M | 2.57% |
| 15 | DEXCOM INC | DXCM | 11,109,501 | $864.0M | 2.56% |
| 16 | CLOUDFLARE INC | NET | 7,766,054 | $836.2M | 2.47% |
| 17 | SPOTIFY TECHNOLOGY S A | SPOT | 1,859,330 | $831.8M | 2.46% |
| 18 | SEA LTD | SE | 7,391,632 | $784.3M | 2.32% |
| 19 | META PLATFORMS INC | META | 1,331,896 | $779.8M | 2.31% |
| 20 | ENTEGRIS INC | ENTG | 7,214,073 | $714.6M | 2.11% |
| 21 | ALPHABET INC | GOOG | 3,619,415 | $685.2M | 2.03% |
| 22 | APPLE INC | AAPL | 2,715,054 | $679.9M | 2.01% |
| 23 | NU HLDGS LTD | NU | 57,989,285 | $600.8M | 1.78% |
| 24 | FLUTTER ENTMT PLC | G3643J108 | 2,310,697 | $597.2M | 1.77% |
| 25 | DATADOG INC | DDOG | 3,526,424 | $503.9M | 1.49% |
| 26 | SAMSARA INC | IOT | 10,369,764 | $453.1M | 1.34% |
| 27 | SNOWFLAKE INC | SNOW | 2,917,641 | $450.5M | 1.33% |
| 28 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 2,744,278 | $408.9M | 1.21% |
| 29 | NIKE INC | NKE | 3,957,012 | $299.4M | 0.89% |
| 30 | COUPANG INC | CPNG | 13,052,550 | $286.9M | 0.85% |
| 31 | IRHYTHM TECHNOLOGIES INC | IRTC | 3,176,702 | $286.4M | 0.85% |
| 32 | APPLOVIN CORP | APP | 826,394 | $267.6M | 0.79% |
| 33 | ROBLOX CORP | RBLX | 4,215,531 | $243.9M | 0.72% |
| 34 | UBER TECHNOLOGIES INC | UBER | 4,023,173 | $242.7M | 0.72% |
| 35 | LIBERTY MEDIA CORP DEL | FWONB | 2,504,064 | $232.0M | 0.69% |
| 36 | GLOBANT S A | GLOB | 991,370 | $212.6M | 0.63% |
| 37 | REPLIGEN CORP | RGEN | 1,364,258 | $196.4M | 0.58% |
| 38 | HDFC BANK LTD | HDB | 2,876,252 | $183.7M | 0.54% |
| 39 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 4,298,003 | $180.8M | 0.54% |
| 40 | TETRA TECH INC NEW | TTEK | 4,338,203 | $172.8M | 0.51% |
| 41 | ROPER TECHNOLOGIES INC | ROP | 325,962 | $169.5M | 0.50% |
| 42 | KASPI KZ JSC | 48581R205 | 1,441,486 | $136.5M | 0.40% |
| 43 | AIRBNB INC | ABNB | 1,002,322 | $131.7M | 0.39% |
| 44 | ALPHABET INC | GOOG | 657,443 | $125.2M | 0.37% |
| 45 | H WORLD GROUP LTD | HWLDF | 3,400,833 | $112.3M | 0.33% |
| 46 | TRANSDIGM GROUP INC | TDG | 86,405 | $109.5M | 0.32% |
| 47 | FERRARI N V | RACE | 248,314 | $105.5M | 0.31% |
| 48 | WASTE CONNECTIONS INC | WCN | 596,885 | $102.4M | 0.30% |
| 49 | GRAB HOLDINGS LIMITED | GRABW | 21,377,711 | $100.9M | 0.30% |
| 50 | UNITEDHEALTH GROUP INC | UNH | 175,714 | $88.9M | 0.26% |
| 51 | CHARTER COMMUNICATIONS INC N | 16119P108 | 241,052 | $82.6M | 0.24% |
| 52 | TEXAS INSTRS INC | 882508104 | 391,807 | $73.5M | 0.22% |
| 53 | FULL TRUCK ALLIANCE CO LTD | YMM | 6,158,039 | $66.6M | 0.20% |
| 54 | KANZHUN LIMITED | BZ | 4,318,770 | $59.6M | 0.18% |
| 55 | XP INC | XP | 4,864,145 | $57.6M | 0.17% |
| 56 | CADENCE DESIGN SYSTEM INC | CDNS | 188,244 | $56.6M | 0.17% |
| 57 | SITEONE LANDSCAPE SUPPLY INC | SITE | 414,943 | $54.7M | 0.16% |
| 58 | KLAVIYO INC | KVYO | 1,237,540 | $51.0M | 0.15% |
| 59 | LINDE PLC | LIN | 89,643 | $37.5M | 0.11% |
| 60 | GLOBAL E ONLINE LTD | GLBE | 671,364 | $36.6M | 0.11% |
| 61 | OKTA INC | OKTA | 457,648 | $36.1M | 0.11% |
| 62 | CANADIAN PACIFIC KANSAS CITY | CP | 411,228 | $29.8M | 0.09% |
| 63 | CROWDSTRIKE HLDGS INC | CRWD | 78,958 | $27.0M | 0.08% |
| 64 | MONDAY COM LTD | MNDY | 87,458 | $20.6M | 0.06% |
| 65 | ICON PLC | ICLR | 94,700 | $19.9M | 0.06% |
| 66 | STEVANATO GROUP S P A | STVN | 500,685 | $10.9M | 0.03% |
| 67 | GITLAB INC | GTLB | 127,475 | $7.2M | 0.02% |
| 68 | ISHARES TR | 464287614 | 16,228 | $6.5M | 0.02% |
| 69 | EDWARDS LIFESCIENCES CORP | EW | 18,071 | $1.3M | 0.00% |
| 70 | UIPATH INC | PATH | 73,641 | $935,977 | 0.00% |
| 71 | 10X GENOMICS INC | TXG | 12,542 | $180,103 | 0.00% |