Portfolio (Quarterly)
Guide ↗
SANDS CAPITAL MANAGEMENT, LLC
· CIK 0001020066| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | — | KASPI KZ JSC | — | 1,948,761.0 | $152.3M | 0.46% | NEW | — | $78.13 | — |
| 42 | MCK | MCKESSON CORP | Healthcare | 174,268.0 | $143.0M | 0.43% | NEW | — | $820.29 | +5.7% |
| 43 | TDG | TRANSDIGM GROUP INC | Industrials | 103,179.0 | $137.2M | 0.42% | NEW | — | $1329.85 | -16.1% |
| 44 | ROP | ROPER TECHNOLOGIES INC | Industrials | 287,318.0 | $127.9M | 0.39% | NEW | — | $445.13 | -19.4% |
| 45 | APH | AMPHENOL CORP NEW | Technology | 879,004.0 | $118.8M | 0.36% | NEW | — | $135.14 | -37.8% |
| 46 | RACE | FERRARI N V | Consumer Cyclical | 309,983.0 | $114.6M | 0.35% | NEW | — | $369.56 | +11.3% |
| 47 | SAP | SAP SE | Technology | 394,117.0 | $95.7M | 0.29% | NEW | — | $242.91 | -13.3% |
| 48 | RARE | ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 3,485,724.0 | $80.2M | 0.24% | NEW | — | $23.00 | -37.0% |
| 49 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 252,008.0 | $78.8M | 0.24% | NEW | — | $312.58 | +4.3% |
| 50 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 805,164.0 | $76.8M | 0.23% | NEW | — | $95.35 | -53.9% |
| 51 | YMM | FULL TRUCK ALLIANCE CO LTD | Technology | 6,123,768.0 | $65.7M | 0.20% | NEW | — | $10.73 | -24.2% |
| 52 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 244,255.0 | $63.2M | 0.19% | NEW | — | $258.79 | -10.7% |
| 53 | GRAB | GRAB HOLDINGS LIMITED | Technology | 11,244,055.0 | $56.1M | 0.17% | NEW | — | $4.99 | -37.3% |
| 54 | GLOB | GLOBANT S A | Technology | 770,560.0 | $50.4M | 0.15% | NEW | — | $65.37 | -47.2% |
| 55 | KVYO | KLAVIYO INC | Technology | 928,755.0 | $30.2M | 0.09% | NEW | — | $32.47 | -51.3% |
| 56 | PANW | PALO ALTO NETWORKS INC | Technology | 162,963.0 | $30.0M | 0.09% | NEW | — | $184.20 | +103.4% |
| 57 | LIN | LINDE PLC | Basic Materials | 59,214.0 | $25.2M | 0.08% | NEW | — | $426.39 | +10.2% |
| 58 | TEAM | ATLASSIAN CORPORATION | Technology | 136,534.0 | $22.1M | 0.07% | NEW | — | $162.14 | +15.8% |
| 59 | STVN | STEVANATO GROUP S P A | Healthcare | 493,006.0 | $9.9M | 0.03% | NEW | — | $20.12 | +5.0% |
| 60 | FIG | FIGMA INC | Technology | 189,782.0 | $7.1M | 0.02% | NEW | — | $37.37 | -44.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
44.2%
Communication Services
16.4%
Consumer Cyclical
16.2%
Financial Services
9.5%
Industrials
8.3%
Healthcare
5.3%
Basic Materials
0.1%