SANDS CAPITAL MANAGEMENT, LLC

Q4 2024 13F-HR Holdings

Location
Arlington, VA
Holdings as of
12/31/2024
Date filed
2/13/2025
Form type
13F-HR
Num holdings
71
Total value ($000)
$33,795,783
Net value change ($000)
+847,738 (2.6%)
New positions
9
Sold out positions
5
Turnover %
5.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2024 Next filing: 5/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NOW 480,835 45.4%
SPOT 463,896 126.1%
TEAM 425,221 63.0%
AXON 331,818 39.3%
NET 323,052 62.9%
APP 267,611 NEW
AMZN 251,972 10.8%
SHOP 249,247 20.5%
NFLX 214,642 19.4%
TTEK 172,834 NEW
Top Reduces (Value $000, Stocks/ETFs)
LRCX -672,543 -100.0%
OKTA -604,901 -94.4%
MELI -413,777 -26.7%
ASML -366,100 -22.8%
EW -350,923 -99.6%
NU -270,194 -31.0%
FND -229,915 -100.0%
ALGN -203,560 -100.0%
ENTG -159,401 -18.2%
MSFT -127,796 -9.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type