SANDS CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NET | 3.81M | $817.23M |
 | RARE | 3.77M | $113.40M |
 | RBLX | 3.48M | $481.56M |
 | MSFT | 2.87M | $1.48B |
 | TEAM | 2.64M | $421.88M |
 | BLDR | 2.43M | $294.75M |
 | IRTC | 2.24M | $384.59M |
 | FLUT | 2.13M | $540.08M |
 | AVGO | 2.06M | $679.82M |
 | FWONK | 2.01M | $210.43M |
 | DDOG | 1.89M | $269.80M |
 | CVNA | 1.69M | $638.11M |
 | SPOT | 1.55M | $1.08B |
 | AXON | 1.44M | $1.04B |
 | META | 1.39M | $1.02B |
 | ISRG | 1.34M | $599.78M |
 | NOW | 1.25M | $1.15B |
 | WCN | 1.18M | $208.01M |
 | NFLX | 1.12M | $1.34B |
 | KVYO | 1.11M | $30.61M |
Cloudflare, Inc.
NET
Shares Held
3.81M
Value
$817.23M
Ultragenyx Pharmaceutical Inc.
RARE
Shares Held
3.77M
Value
$113.40M
Roblox Corporation
RBLX
Shares Held
3.48M
Value
$481.56M
Microsoft Corporation
MSFT
Shares Held
2.87M
Value
$1.48B
Atlassian Corporation
TEAM
Shares Held
2.64M
Value
$421.88M
Builders FirstSource, Inc.
BLDR
Shares Held
2.43M
Value
$294.75M
iRhythm Technologies, Inc.
IRTC
Shares Held
2.24M
Value
$384.59M
Flutter Entertainment plc
FLUT
Shares Held
2.13M
Value
$540.08M
Broadcom Inc.
AVGO
Shares Held
2.06M
Value
$679.82M
Formula One Group
FWONK
Shares Held
2.01M
Value
$210.43M
Datadog, Inc.
DDOG
Shares Held
1.89M
Value
$269.80M
Carvana Co.
CVNA
Shares Held
1.69M
Value
$638.11M
Spotify Technology S.A.
SPOT
Shares Held
1.55M
Value
$1.08B
Axon Enterprise, Inc.
AXON
Shares Held
1.44M
Value
$1.04B
Meta Platforms, Inc.
META
Shares Held
1.39M
Value
$1.02B
Intuitive Surgical, Inc.
ISRG
Shares Held
1.34M
Value
$599.78M
ServiceNow, Inc.
NOW
Shares Held
1.25M
Value
$1.15B
Waste Connections, Inc.
WCN
Shares Held
1.18M
Value
$208.01M
Netflix, Inc.
NFLX
Shares Held
1.12M
Value
$1.34B
Klaviyo, Inc.
KVYO
Shares Held
1.11M
Value
$30.61M