SANDS CAPITAL MANAGEMENT, LLC
· CIK 0001020066
66 New
| # | Ticker | Company | Sector | Shares | Value | % Port | Chg Shares | Chg % |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | Technology | 20,043,571 | $3.74B | 11.37% | NEW | — |
| 2 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 6,826,175 | $2.07B | 6.31% | NEW | — |
| 3 | AMZN | AMAZON COM INC | Consumer Cyclical | 7,440,012 | $1.72B | 5.22% | NEW | — |
| 4 | GOOGL | ALPHABET INC | Communication Services | 4,939,049 | $1.55B | 4.70% | NEW | — |
| 5 | SHOP | SHOPIFY INC | Technology | 9,506,036 | $1.53B | 4.66% | NEW | — |
| 6 | MSFT | MICROSOFT CORP | Technology | 2,470,769 | $1.19B | 3.63% | NEW | — |
| 7 | V | VISA INC | Financial Services | 3,090,129 | $1.08B | 3.30% | NEW | — |
| 8 | CVNA | CARVANA CO | Consumer Cyclical | 2,442,534 | $1.03B | 3.13% | NEW | — |
| 9 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 509,645 | $1.03B | 3.12% | NEW | — |
| 10 | DASH | DOORDASH INC | Communication Services | 4,496,607 | $1.02B | 3.10% | NEW | — |
| 11 | APP | APPLOVIN CORP | Technology | 1,463,351 | $986.0M | 3.00% | NEW | — |
| 12 | NFLX | NETFLIX INC | Communication Services | 10,023,088 | $939.8M | 2.86% | NEW | — |
| 13 | AXON | AXON ENTERPRISE INC | Industrials | 1,609,436 | $914.0M | 2.78% | NEW | — |
| 14 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 5,502,896 | $891.2M | 2.71% | NEW | — |
| 15 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 1,469,848 | $853.6M | 2.60% | NEW | — |
| 16 | META | META PLATFORMS INC | Communication Services | 1,254,871 | $828.3M | 2.52% | NEW | — |
| 17 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 1,376,958 | $779.9M | 2.37% | NEW | — |
| 18 | — | NU HLDGS LTD | — | 44,423,895 | $743.7M | 2.26% | NEW | — |
| 19 | NET | CLOUDFLARE INC | Technology | 3,731,287 | $735.6M | 2.24% | NEW | — |
| 20 | AVGO | BROADCOM INC | Technology | 2,114,521 | $731.8M | 2.23% | NEW | — |
| 21 | ASML | ASML HOLDING N V | Technology | 669,985 | $716.8M | 2.18% | NEW | — |
| 22 | XME | SEA LTD | — | 5,501,013 | $701.8M | 2.13% | NEW | — |
| 23 | IOT | SAMSARA INC | Technology | 19,123,318 | $677.9M | 2.06% | NEW | — |
| 24 | NOW | SERVICENOW INC | Technology | 3,842,914 | $588.7M | 1.79% | NEW | — |
| 25 | FLUT | FLUTTER ENTMT PLC | Consumer Cyclical | 2,087,048 | $448.8M | 1.36% | NEW | — |
| 26 | XYZ | BLOCK INC | Technology | 5,929,883 | $386.0M | 1.17% | NEW | — |
| 27 | CSL | CARLISLE COS INC | Industrials | 967,640 | $309.5M | 0.94% | NEW | — |
| 28 | — | ON HLDG AG | — | 6,635,050 | $308.4M | 0.94% | NEW | — |
| 29 | IRTC | IRHYTHM TECHNOLOGIES INC | Healthcare | 1,699,645 | $301.6M | 0.92% | NEW | — |
| 30 | ARGX | ARGENX SE | Healthcare | 356,870 | $300.1M | 0.91% | NEW | — |
| 31 | BLDR | BUILDERS FIRSTSOURCE INC | Industrials | 2,757,969 | $283.8M | 0.86% | NEW | — |
| 32 | RBLX | ROBLOX CORP | Technology | 3,183,399 | $258.0M | 0.79% | NEW | — |
| 33 | PWR | QUANTA SVCS INC | Industrials | 576,896 | $243.5M | 0.74% | NEW | — |
| 34 | CPNG | COUPANG INC | Consumer Cyclical | 10,319,665 | $243.4M | 0.74% | NEW | — |
| 35 | TTEK | TETRA TECH INC NEW | Industrials | 7,007,004 | $235.0M | 0.71% | NEW | — |
| 36 | HDB | HDFC BANK LTD | Financial Services | 6,117,362 | $223.5M | 0.68% | NEW | — |
| 37 | DDOG | DATADOG INC | Technology | 1,513,800 | $205.9M | 0.63% | NEW | — |
| 38 | DETX | LIBERTY MEDIA CORP DEL | Technology | 2,082,513 | $205.1M | 0.62% | NEW | — |
| 39 | CRS | CARPENTER TECHNOLOGY CORP | Industrials | 621,684 | $195.7M | 0.59% | NEW | — |
| 40 | WCN | WASTE CONNECTIONS INC | Industrials | 965,880 | $169.4M | 0.52% | NEW | — |
| 41 | — | KASPI KZ JSC | — | 1,948,761 | $152.3M | 0.46% | NEW | — |
| 42 | MCK | MCKESSON CORP | Healthcare | 174,268 | $143.0M | 0.43% | NEW | — |
| 43 | TDG | TRANSDIGM GROUP INC | Industrials | 103,179 | $137.2M | 0.42% | NEW | — |
| 44 | ROP | ROPER TECHNOLOGIES INC | Industrials | 287,318 | $127.9M | 0.39% | NEW | — |
| 45 | APH | AMPHENOL CORP NEW | Technology | 879,004 | $118.8M | 0.36% | NEW | — |
| 46 | RACE | FERRARI N V | Consumer Cyclical | 309,983 | $114.6M | 0.35% | NEW | — |
| 47 | SAP | SAP SE | Technology | 394,117 | $95.7M | 0.29% | NEW | — |
| 48 | RARE | ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 3,485,724 | $80.2M | 0.24% | NEW | — |
| 49 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 252,008 | $78.8M | 0.24% | NEW | — |
| 50 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 805,164 | $76.8M | 0.23% | NEW | — |
| 51 | YMM | FULL TRUCK ALLIANCE CO LTD | Technology | 6,123,768 | $65.7M | 0.20% | NEW | — |
| 52 | — | GALLAGHER ARTHUR J & CO | — | 244,255 | $63.2M | 0.19% | NEW | — |
| 53 | GRAB | GRAB HOLDINGS LIMITED | Technology | 11,244,055 | $56.1M | 0.17% | NEW | — |
| 54 | GLOB | GLOBANT S A | Technology | 770,560 | $50.4M | 0.15% | NEW | — |
| 55 | KVYO | KLAVIYO INC | Technology | 928,755 | $30.2M | 0.09% | NEW | — |
| 56 | PANW | PALO ALTO NETWORKS INC | Technology | 162,963 | $30.0M | 0.09% | NEW | — |
| 57 | LIN | LINDE PLC | Basic Materials | 59,214 | $25.2M | 0.08% | NEW | — |
| 58 | TEAM | ATLASSIAN CORPORATION | Technology | 136,534 | $22.1M | 0.07% | NEW | — |
| 59 | STVN | STEVANATO GROUP S P A | Healthcare | 493,006 | $9.9M | 0.03% | NEW | — |
| 60 | FIG | FIGMA INC | Technology | 189,782 | $7.1M | 0.02% | NEW | — |
| 61 | DUOL | DUOLINGO INC | Technology | 39,975 | $7.0M | 0.02% | NEW | — |
| 62 | GTLB | GITLAB INC | Technology | 127,475 | $4.8M | 0.01% | NEW | — |
| 63 | GSG | ISHARES TR | Financial Services | 8,215 | $3.9M | 0.01% | NEW | — |
| 64 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 19,840 | $3.5M | 0.01% | NEW | — |
| 65 | SNOW | SNOWFLAKE INC | Technology | 11,960 | $2.6M | 0.01% | NEW | — |
| 66 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 7,511 | $1.1M | 0.00% | NEW | — |
Sector Allocation
Technology
47.2%
Communication Services
16.8%
Consumer Cyclical
14.8%
Industrials
8.5%
Financial Services
7.1%
Healthcare
5.5%
Basic Materials
0.1%