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
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
AMAZON COM INC	AMZN	Common	14,622,704	-586,209	1,906,215,693,000	335,287,069,000	5.92		Hist	06/30/2023
DEXCOM INC	DXCM	COM	13,103,127	-635,841	1,683,882,851,000	87,689,549,000	5.23	3.39	Hist	06/30/2023
LAM RESEARCH CORP	LRCX	Common	2,105,046	-123,992	1,353,249,872,000	171,592,247,000	4.20	1.56	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
MICROSOFT CORP	MSFT	Common	3,808,703	2,160,221	1,297,015,720,000	821,758,359,000	4.03	0.05	Hist	06/30/2023
NVIDIA CORP	NVDA	Common	3,057,672	1,185,420	1,293,456,409,000	773,400,971,000	4.02	0.12	Hist	06/30/2023
ServiceNow, Inc.	NOW	COM	2,204,473	-168,373	1,238,847,692,000	136,138,699,000	3.85		Hist	06/30/2023
NETFLIX INC	NFLX	Common	2,803,822	-363,933	1,235,055,553,000	140,659,556,000	3.83	0.63	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
ENTEGRIS INC	ENTG	Common	9,329,123	536,532	1,033,853,411,000	312,773,023,000	3.21	6.23	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
Block, Inc.	SQ	Common	14,473,603	-475,635	963,507,752,000	-62,757,437,000	2.99		Hist	06/30/2023
Sea Ltd	SE	Common	15,576,947	15,576,947	904,086,004,000	904,086,004,000	2.81	2.76	Hist	06/30/2023
Snowflake Inc.	SNOW	Common	4,971,043	-173,498	874,804,147,000	81,052,916,000	2.72		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
Cloudflare, Inc.	NET	Common	11,404,544	-3,258,457	745,515,041,000	-158,605,601,000	2.31		Hist	06/30/2023
COSTAR GROUP, INC.	CSGP	Common	8,325,696	-1,274,880	740,986,944,000	79,987,286,000	2.30	2.05	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
DoorDash, Inc.	DASH	COM	8,650,798	-304,957	661,093,983,000	91,866,195,000	2.05		Hist	06/30/2023
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	TSM	SPONSORED ADS	5,816,094	-10,743	586,960,206,000	44,947,828,000	1.82		Hist	06/30/2023
Meta Platforms, Inc.	FB	Common	1,956,686	1,956,686	561,529,748,000	561,529,748,000	1.74		Hist	06/30/2023
Alphabet Inc.	GOOGL	COM	4,348,749	-62,028	520,545,255,000	63,015,357,000	1.62		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
Datadog, Inc.	DDOG	Common	4,554,589	505,196	448,080,466,000	153,851,571,000	1.39		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
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
Uber Technologies, Inc	UBER	Common Stock	10,186,630	-625,042	439,756,817,000	97,026,815,000	1.37		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
AXON ENTERPRISE, INC.	AAXN	COM	1,993,126	1,004,556	388,898,745,000	166,618,781,000	1.21	2.70	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
Nu Holdings Ltd.	NU	COM	41,953,429	-107,627	331,012,555,000	130,801,928,000	1.03		Hist	06/30/2023
GLOBAL MED TECHNOLOGIES INC	GLOB	COM	1,522,069	114,126	273,546,241,000	42,629,510,000	0.85		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
XP Inc.		Common	11,186,052	-13,806	262,424,780,000	129,482,466,000	0.81		Hist	06/30/2023
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