HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 AMAZON COM INC |
13,226,458 | -918,321 | $2,009,628 |
| AMZN | 13,226,458 | -918,321 | $2,009,628 |
| DEXCOM INC |
15,058,806 | +1,398,136 | $1,868,647 |
| DXCM | 15,058,806 | +1,398,136 | $1,868,647 |
| VISA INC |
6,473,745 | -1,312,959 | $1,685,440 |
| V | 6,473,745 | -1,312,959 | $1,685,440 |
| NVIDIA CORPORATION |
3,097,459 | -558,268 | $1,533,924 |
| NVDA | 3,097,459 | -558,268 | $1,533,924 |
| MERCADOLIBRE INC |
920,701 | -102,947 | $1,446,918 |
| MELI | 920,701 | -102,947 | $1,446,918 |
| LAM RESEARCH CORP |
1,680,182 | -253,811 | $1,316,019 |
| LRCX | 1,680,182 | -253,811 | $1,316,019 |
| MICROSOFT CORP |
3,473,119 | -662,681 | $1,306,032 |
| MSFT | 3,473,119 | -662,681 | $1,306,032 |
| ASML HOLDING N V |
1,617,083 | +121,847 | $1,224,002 |
| ASML | 1,617,083 | +121,847 | $1,224,002 |
| SERVICENOW INC |
1,696,598 | -395,399 | $1,198,630 |
| NOW | 1,696,598 | -395,399 | $1,198,630 |
| SHOPIFY INC |
14,805,951 | -950,764 | $1,153,384 |
| SHOP | 14,805,951 | -950,764 | $1,153,384 |
| SNOWFLAKE INC |
5,443,406 | +610,970 | $1,083,238 |
| SNOW | 5,443,406 | +610,970 | $1,083,238 |
| BLOCK INC |
13,748,994 | -293,655 | $1,063,485 |
| SQ | 13,748,994 | -293,655 | $1,063,485 |
| ATLASSIAN CORPORATION |
4,443,216 | -542,699 | $1,056,863 |
| TEAM | 4,443,216 | -542,699 | $1,056,863 |
| ENTEGRIS INC |
8,464,883 | -500,309 | $1,014,262 |
| ENTG | 8,464,883 | -500,309 | $1,014,262 |
| NETFLIX INC |
1,936,091 | -574,431 | $942,644 |
| NFLX | 1,936,091 | -574,431 | $942,644 |
| CLOUDFLARE INC |
10,593,642 | -413,749 | $882,027 |
| NET | 10,593,642 | -413,749 | $882,027 |
| OKTA INC |
8,358,414 | +2,486,456 | $756,687 |
| OKTA | 8,358,414 | +2,486,456 | $756,687 |
| NU HLDGS LTD |
85,220,661 | +40,992,413 | $709,888 |
| NU | 85,220,661 | +40,992,413 | $709,888 |
| DOORDASH INC |
7,176,867 | -1,240,330 | $709,720 |
| DASH | 7,176,867 | -1,240,330 | $709,720 |
| META PLATFORMS INC |
1,992,560 | -16,473 | $705,287 |
| META | 1,992,560 | -16,473 | $705,287 |
| AXON ENTERPRISE INC |
2,628,652 | +16,347 | $679,060 |
| AXON | 2,628,652 | +16,347 | $679,060 |
| TAIWAN SEMICONDUCTOR MFG LTD |
5,591,558 | -91,357 | $581,522 |
| TSM | 5,591,558 | -91,357 | $581,522 |
| ALPHABET INC |
4,123,803 | -166,950 | $576,054 |
| GOOGL | 4,123,803 | -166,950 | $576,054 |
| DATADOG INC |
4,564,776 | +162,108 | $554,073 |
| DDOG | 4,564,776 | +162,108 | $554,073 |
| COSTAR GROUP INC |
5,620,801 | -2,310,039 | $491,202 |
| CSGP | 5,620,801 | -2,310,039 | $491,202 |
| NIKE INC |
4,336,666 | -214,971 | $470,832 |
| NKE | 4,336,666 | -214,971 | $470,832 |
| EDWARDS LIFESCIENCES CORP |
6,103,702 | +1,567,526 | $465,407 |
| EW | 6,103,702 | +1,567,526 | $465,407 |
| UBER TECHNOLOGIES INC |
6,491,319 | -3,325,545 | $399,671 |
| UBER | 6,491,319 | -3,325,545 | $399,671 |
| ALIGN TECHNOLOGY INC |
1,430,098 | -101,568 | $391,847 |
| ALGN | 1,430,098 | -101,568 | $391,847 |
| AIRBNB INC |
2,564,680 | -202,735 | $349,156 |
| ABNB | 2,564,680 | -202,735 | $349,156 |
| GLOBANT S A |
1,465,976 | -15,274 | $348,873 |
| GLOB | 1,465,976 | -15,274 | $348,873 |
| SEA LTD |
7,348,797 | -8,771,146 | $297,626 |
| SE | 7,348,797 | -8,771,146 | $297,626 |
| XP INC |
10,783,113 | -234,894 | $281,116 |
| XP | 10,783,113 | -234,894 | $281,116 |
| REPLIGEN CORP |
1,495,337 | -75,026 | $268,862 |
| RGEN | 1,495,337 | -75,026 | $268,862 |
| FLOOR & DECOR HLDGS INC |
2,239,965 | -222,896 | $249,890 |
| FND | 2,239,965 | -222,896 | $249,890 |
| IRHYTHM TECHNOLOGIES INC |
2,237,750 | -111,970 | $239,529 |
| IRTC | 2,237,750 | -111,970 | $239,529 |
| COUPANG INC |
14,440,552 | +98,043 | $233,793 |
| CPNG | 14,440,552 | +98,043 | $233,793 |
| ROPER TECHNOLOGIES INC |
380,189 | +26,912 | $207,268 |
| ROP | 380,189 | +26,912 | $207,268 |
| 10X GENOMICS INC |
3,590,145 | -395,325 | $200,905 |
| TXG | 3,590,145 | -395,325 | $200,905 |
| ULTRAGENYX PHARMACEUTICAL IN |
4,118,008 | +1,540,791 | $196,923 |
| RARE | 4,118,008 | +1,540,791 | $196,923 |
| MATCH GROUP INC NEW |
4,906,043 | -622,381 | $179,071 |
| MTCH | 4,906,043 | -622,381 | $179,071 |
| HDFC BANK LTD |
2,596,258 | +130,000 | $174,235 |
| HDB | 2,596,258 | +130,000 | $174,235 |
| LIBERTY MEDIA CORP DEL |
2,603,509 | +236,926 | $164,360 |
| FWONK | 2,603,509 | +236,926 | $164,360 |
| CHARTER COMMUNICATIONS INC N |
319,860 | +17,112 | $124,323 |
| CHTR | 319,860 | +17,112 | $124,323 |
| TRANSDIGM GROUP INC |
114,629 | +6,241 | $115,959 |
| TDG | 114,629 | +6,241 | $115,959 |
| ALPHABET INC |
723,757 | -36,436 | $101,999 |
| GOOG | 723,757 | -36,436 | $101,999 |
| IQVIA HLDGS INC |
396,321 | +22,707 | $91,701 |
| IQV | 396,321 | +22,707 | $91,701 |
| KANZHUN LIMITED |
5,467,674 | -112,687 | $90,818 |
| BZ | 5,467,674 | -112,687 | $90,818 |
| TEXAS INSTRS INC |
520,209 | +27,807 | $88,675 |
| TXN | 520,209 | +27,807 | $88,675 |
| STERIS PLC |
402,102 | +21,447 | $88,402 |
| STE | 402,102 | +21,447 | $88,402 |
See Full List: All Stocks Held By Sands Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Sands Capital Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $32,900,845 At 09/30/2023: $29,380,236 Sands Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sands Capital Management LLC 13F filings. Link to 13F filings: SEC filings |
