SANDS CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AJG | 1.09M | $338.88M |
 | APP | 1.02M | $730.73M |
 | ORCL | 936K | $263.25M |
 | CSL | 850K | $279.45M |
 | GLOB | 848K | $48.67M |
 | APH | 795K | $98.41M |
 | ASML | 529K | $512.28M |
 | MELI | 510K | $1.19B |
 | STVN | 465K | $11.97M |
 | SAP | 440K | $117.64M |
 | ROP | 352K | $175.43M |
 | CDNS | 332K | $116.58M |
 | RACE | 252K | $122.13M |
 | FIG | 227K | $11.76M |
 | PANW | 195K | $39.63M |
 | MCK | 157K | $121.40M |
 | GTLB | 127K | $5.75M |
 | MNDY | 116K | $22.51M |
 | TDG | 93K | $122.97M |
 | LIN | 84K | $40.07M |
Arthur J. Gallagher & Co.
AJG
Shares Held
1.09M
Value
$338.88M
AppLovin Corporation
APP
Shares Held
1.02M
Value
$730.73M
Oracle Corporation
ORCL
Shares Held
936K
Value
$263.25M
Carlisle Companies Incorporated
CSL
Shares Held
850K
Value
$279.45M
Globant S.A.
GLOB
Shares Held
848K
Value
$48.67M
Amphenol Corporation
APH
Shares Held
795K
Value
$98.41M
ASML Holding N.V.
ASML
Shares Held
529K
Value
$512.28M
MercadoLibre, Inc.
MELI
Shares Held
510K
Value
$1.19B
Stevanato Group S.p.A.
STVN
Shares Held
465K
Value
$11.97M
SAP SE
SAP
Shares Held
440K
Value
$117.64M
Roper Technologies, Inc.
ROP
Shares Held
352K
Value
$175.43M
Cadence Design Systems, Inc.
CDNS
Shares Held
332K
Value
$116.58M
Ferrari N.V.
RACE
Shares Held
252K
Value
$122.13M
Figma, Inc.
FIG
Shares Held
227K
Value
$11.76M
Palo Alto Networks, Inc.
PANW
Shares Held
195K
Value
$39.63M
McKesson Corporation
MCK
Shares Held
157K
Value
$121.40M
GitLab Inc.
GTLB
Shares Held
127K
Value
$5.75M
monday.com Ltd.
MNDY
Shares Held
116K
Value
$22.51M
TransDigm Group Incorporated
TDG
Shares Held
93K
Value
$122.97M
Linde plc
LIN
Shares Held
84K
Value
$40.07M