The Analysis of SANDS CAPITAL MANAGEMENT, LLC's Holdings
Currently, SANDS CAPITAL MANAGEMENT, LLC holds 66 types of securities in its portfolio with a total value $32.9B. In the most recent quarter, they have increased their positions in NVDA (+20.0M shares, valued at $3.7B), TSM (+6.8M shares, valued at $2.1B), AMZN (+7.4M shares, valued at $1.7B); decreased their positions in IRTC (-536.5K shares, valued at $95.2M); initiated new positions in NVDA (+20.0M shares, valued at $3.7B), TSM (+6.8M shares, valued at $2.1B), AMZN (+7.4M shares, valued at $1.7B). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION20.0M sharesnew addition2025-12-312026-02-13
TSM TAIWAN SEMICONDUCTOR MFG LTD6.8M sharesnew addition2025-12-312026-02-13 AMZN AMAZON COM INC7.4M sharesnew addition2025-12-312026-02-13 ALPHABET INC ALPHABET INC4.9M sharesnew addition2025-12-312026-02-13 SHOP SHOPIFY INC9.5M sharesnew addition2025-12-312026-02-13 MSFT MICROSOFT CORP2.5M sharesnew addition2025-12-312026-02-13 V VISA INC3.1M sharesnew addition2025-12-312026-02-13 CVNA CARVANA CO2.4M sharesnew addition2025-12-312026-02-13 MELI MERCADOLIBRE INC509.6K sharesnew addition2025-12-312026-02-13 DASH DOORDASH INC4.5M sharesnew addition2025-12-312026-02-13 APP APPLOVIN CORP1.5M sharesnew addition2025-12-312026-02-13 NFLX NETFLIX INC10.0M sharesnew addition2025-12-312026-02-13 AXON AXON ENTERPRISE INC1.6M sharesnew addition2025-12-312026-02-13 ICE INTERCONTINENTAL EXCHANGE IN5.5M sharesnew addition2025-12-312026-02-13 SPOT SPOTIFY TECHNOLOGY S A1.5M sharesnew addition2025-12-312026-02-13 META META PLATFORMS INC1.3M sharesnew addition2025-12-312026-02-13 ISRG INTUITIVE SURGICAL INC1.4M sharesnew addition2025-12-312026-02-13 NU NU HLDGS LTD44.4M sharesnew addition2025-12-312026-02-13 NET CLOUDFLARE INC3.7M sharesnew addition2025-12-312026-02-13 BROADCOM INC BROADCOM INC2.1M sharesnew addition2025-12-312026-02-13 ASML ASML HOLDING N V670.0K sharesnew addition2025-12-312026-02-13 SE SEA LTD5.5M sharesnew addition2025-12-312026-02-13 IOT SAMSARA INC19.1M sharesnew addition2025-12-312026-02-13 NOW SERVICENOW INC3.8M sharesnew addition2025-12-312026-02-13 FLUT FLUTTER ENTMT PLC2.1M sharesnew addition2025-12-312026-02-13 XYZ BLOCK INC5.9M sharesnew addition2025-12-312026-02-13 CSL CARLISLE COS INC967.6K sharesnew addition2025-12-312026-02-13 ONON ON HLDG AG6.6M sharesnew addition2025-12-312026-02-13 IRTC IRHYTHM TECHNOLOGIES INC1.7M shares-23.99%2025-12-312026-02-13 ARGX ARGENX SE356.9K sharesnew addition2025-12-312026-02-13 BLDR BUILDERS FIRSTSOURCE INC2.8M sharesnew addition2025-12-312026-02-13 RBLX ROBLOX CORP3.2M sharesnew addition2025-12-312026-02-13 PWR QUANTA SVCS INC576.9K sharesnew addition2025-12-312026-02-13 CPNG COUPANG INC10.3M sharesnew addition2025-12-312026-02-13 TTEK TETRA TECH INC NEW7.0M sharesnew addition2025-12-312026-02-13 HDB HDFC BANK LTD6.1M sharesnew addition2025-12-312026-02-13 DDOG DATADOG INC1.5M sharesnew addition2025-12-312026-02-13 CRS CARPENTER TECHNOLOGY CORP621.7K sharesnew addition2025-12-312026-02-13 WCN WASTE CONNECTIONS INC965.9K sharesnew addition2025-12-312026-02-13 KSPI KASPI KZ JSC1.9M sharesnew addition2025-12-312026-02-13 MCK MCKESSON CORP174.3K sharesnew addition2025-12-312026-02-13 TDG TRANSDIGM GROUP INC103.2K sharesnew addition2025-12-312026-02-13 ROP ROPER TECHNOLOGIES INC287.3K sharesnew addition2025-12-312026-02-13 APH AMPHENOL CORP NEW879.0K sharesnew addition2025-12-312026-02-13 RACE FERRARI N V310.0K sharesnew addition2025-12-312026-02-13 SAP SAP SE394.1K sharesnew addition2025-12-312026-02-13 RARE ULTRAGENYX PHARMACEUTICAL IN3.5M sharesnew addition2025-12-312026-02-13 CDNS CADENCE DESIGN SYSTEM INC252.0K sharesnew addition2025-12-312026-02-13 BSX BOSTON SCIENTIFIC CORP805.2K sharesnew addition2025-12-312026-02-13 YMM FULL TRUCK ALLIANCE CO LTD6.1M sharesnew addition2025-12-312026-02-13 AJG GALLAGHER ARTHUR J & CO244.3K sharesnew addition2025-12-312026-02-13 GRAB GRAB HOLDINGS LIMITED11.2M sharesnew addition2025-12-312026-02-13 GLOB GLOBANT S A770.6K sharesnew addition2025-12-312026-02-13 KVYO KLAVIYO INC928.8K sharesnew addition2025-12-312026-02-13 PANW PALO ALTO NETWORKS INC163.0K sharesnew addition2025-12-312026-02-13 LINDE PLC LINDE PLC59.2K sharesnew addition2025-12-312026-02-13 STVN STEVANATO GROUP S P A493.0K sharesnew addition2025-12-312026-02-13 FIG FIGMA INC189.8K sharesnew addition2025-12-312026-02-13 DUOL DUOLINGO INC40.0K sharesnew addition2025-12-312026-02-13 GTLB GITLAB INC127.5K sharesnew addition2025-12-312026-02-13 IWF ISHARES TR8.2K sharesnew addition2025-12-312026-02-13 PLTR PALANTIR TECHNOLOGIES INC19.8K sharesnew addition2025-12-312026-02-13 SNOW SNOWFLAKE INC12.0K sharesnew addition2025-12-312026-02-13 BABA ALIBABA GROUP HLDG LTD7.5K sharesnew addition2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available