SANDS CAPITAL MANAGEMENT, LLC 13F Holdings

CIK 0001020066 · ARLINGTON, VA

As of Sep 30, 2025, SANDS CAPITAL MANAGEMENT, LLC reported 64 positions worth $36.2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology20,828,827$3.9B10.72%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology9,251,889$2.6B7.13%
AMAZON.COM INCAMZNEquity8,413,999 .8B5.10%
MICROSOFT CORPMSFTTechnology2,865,638 .5B4.09%
VISA INC-CLASS A SHARESVFinancial Services4,027,033 .4B3.79%
NETFLIX INCNFLXCommunication Services1,120,658 .3B3.71%
MERCADOLIBRE INCMELIConsumer Cyclical509,845 .2B3.29%
ALPHABET INCGOOGLEquity4,771,097 .2B3.20%
SERVICENOW INCNOWTechnology1,246,277 .1B3.16%
DOORDASH INCDASHCommunication Services4,023,291 .1B3.02%
SPOTIFY TECHNOLOGY SASPOTCommunication Services1,547,640 .1B2.98%
AXON ENTERPRISE INCAXONIndustrials1,442,341 .0B2.86%
SHOPIFY INCSHOPTechnology6,937,271 .0B2.84%
META PLATFORMS INCMETACommunication Services1,388,064 .0B2.81%
INTERCONTINENTAL EXCHANGE INCICEFinancial Services5,677,266$956.5M2.64%
SEA LTDSEConsumer Cyclical4,883,167$872.8M2.41%
BLOCK INCXYZTechnology11,603,057$838.6M2.31%
CLOUDFLARE INCNETTechnology3,808,319$817.2M2.25%
NU HOLDINGS LTDNUFinancial Services50,562,162$809.5M2.23%
SAMSARA INCIOTEquity20,518,332$764.3M2.11%
APPLOVIN CORPAPPTechnology1,016,959$730.7M2.02%
BROADCOM INCAVGOTechnology2,060,624$679.8M1.88%
CARVANA COCVNAConsumer Cyclical1,691,515$638.1M1.76%
INTUITIVE SURGICAL INCISRGHealthcare1,341,109$599.8M1.65%
FLUTTER ENTERTAINMENT PLCFLUTConsumer Cyclical2,126,306$540.1M1.49%