SANDS CAPITAL MANAGEMENT, LLC [Rocket]

Holdings

SANDS CAPITAL MANAGEMENT, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
INTUIT INC.	INTU	Common	4,035	-992,649	1,848,797,000	-442,502,831,000	0.01	0.00	Hist	06/30/2023
MERCADOLIBRE INC	MELI	Common	1,109,415	-40,725	1,314,213,009,000	-201,740,519,000	4.08	2.21	Hist	06/30/2023
CHARTER COMMUNICATIONS, INC. /MO/	CHTR	COM	337,316	-466,178	123,919,779,000	-163,417,710,000	0.38		Hist	06/30/2023
Cloudflare, Inc.	NET	Common	11,404,544	-3,258,457	745,515,041,000	-158,605,601,000	2.31		Hist	06/30/2023
Okta, Inc.	OKTA	CL A	5,735,691	-74,166	397,770,171,000	-103,271,897,000	1.24		Hist	06/30/2023
SHOPIFY INC.	SHOP	Common	16,353,904	-7,294,302	1,056,462,198,000	-77,232,798,000	3.28		Hist	06/30/2023
VISA INC.	V	CL A	8,231,252	-775,664	1,954,757,819,000	-75,941,552,000	6.07		Hist	06/30/2023
Edwards Lifesciences Corp	EW	Common	4,663,213	-1,544,611	439,880,882,000	-73,692,398,000	1.37	0.77	Hist	06/30/2023
NIKE, Inc.	NKE	Common	4,621,271	-63,006	510,049,680,000	-64,430,051,000	1.58		Hist	06/30/2023
Block, Inc.	SQ	Common	14,473,603	-475,635	963,507,752,000	-62,757,437,000	2.99		Hist	06/30/2023
Floor & Decor Holdings, Inc.	FND	COM	2,555,728	-773,205	265,693,483,000	-61,274,316,000	0.82		Hist	06/30/2023
CHEGG, INC	CHGG	Common	7,577,694	-160,400	67,289,923,000	-58,841,009,000	0.21		Hist	06/30/2023
Alphabet Inc.	GOOG	COM	768,940	-657,177	93,018,672,000	-55,297,496,000	0.29		Hist	06/30/2023
BIO-TECHNE Corp	TECH	COM	7,566	-739,788	617,613,000	-54,828,580,000	0.00	0.00	Hist	06/30/2023
iRhythm Technologies, Inc.	IRTC	Common	2,386,585	-31,814	248,968,547,000	-50,985,481,000	0.77		Hist	06/30/2023
Aptiv PLC	APTV	SHS	4,335,799	-60,662	442,641,720,000	-50,597,240,000	1.37	1.60	Hist	06/30/2023
Atlassian Corp	TEAM	Stock	5,121,260	-186,002	859,398,641,000	-49,045,396,000	2.67		Hist	06/30/2023
REPLIGEN CORP	RGEN	COM	1,594,179	-20,672	225,512,561,000	-46,363,753,000	0.70	2.87	Hist	06/30/2023
ALIGN TECHNOLOGY INC	ALGN	Common	2,060,518	-235,883	728,681,586,000	-38,637,844,000	2.26		Hist	06/30/2023
ASML HOLDING NV	ASML	N Y REGISTRY SHS	1,389,897	-136,151	1,007,327,851,000	-31,468,283,000	3.13		Hist	06/30/2023
Kanzhun Ltd	BZ	SPONSORED ADS	5,656,782	-31,336	85,134,569,000	-23,110,317,000	0.26		Hist	06/30/2023
UiPath, Inc.	PATH	CL A	44,642	-817,696	739,718,000	-14,402,937,000	0.00		Hist	06/30/2023
TEXAS INSTRUMENTS INC	TXN	Common	673,819	-42,939	121,300,896,000	-12,023,260,000	0.38		Hist	06/30/2023
Waste Connections, Inc.	WCN	COM	31,872	-29,452	4,555,465,000	-3,972,864,000	0.01		Hist	06/30/2023
Liberty Media Corp	FWONK	Common	2,587,437	-60,336	194,782,257,000	-3,350,597,000	0.60	0.42	Hist	06/30/2023
CADENCE DESIGN SYSTEMS INC	CDNS	Common	23,225	-17,851	5,446,727,000	-3,182,930,000	0.02		Hist	06/30/2023
Airbnb, Inc.	ABNB	COM CL A	2,842,641	-110,348	364,312,871,000	-3,038,961,000	1.13		Hist	06/30/2023
UNITEDHEALTH GROUP INC	UNH	Common	114,593	-2,361	55,077,980,000	-193,311,000	0.17	0.01	Hist	06/30/2023
Zoetis Inc.	ZTS	COM	471,321	-9,694	81,166,189,000	1,106,052,000	0.25		Hist	06/30/2023
Ferrari N.V.	RACE	COM	50,790	-652	16,517,416,000	2,579,721,000	0.05	0.02	Hist	06/30/2023
Intercontinental Exchange, Inc.	ICE	COM	613,724	-12,612	69,399,910,000	4,079,329,000	0.22	0.11	Hist	06/30/2023
HDFC BANK LTD	HDB	SPONSORED ADS	2,652,077	-55,104	184,849,767,000	4,362,010,000	0.57		Hist	06/30/2023
Match Group, Inc.	MTCH	Common Stock	5,737,364	-328,980	240,108,683,000	7,221,737,000	0.75	2.06	Hist	06/30/2023
SiteOne Landscape Supply, Inc.	SITE	Common	328,828	-6,747	55,032,654,000	9,102,504,000	0.17	0.73	Hist	06/30/2023
IQVIA HOLDINGS INC.	IQV	COM	540,585	-11,326	121,507,290,000	11,737,711,000	0.38		Hist	06/30/2023
<< Prev Next >>