Sands Capital Management, LLC Purchases and Sells in Q1 2025

Sands Capital Management, LLC

$27.6 Billion
Q1 2025

Top Buys

Incresed Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSM	3.63M + 82.4%	$165.25 - $224.62 $599M - $815M	8.03M $1.33B
APP	1.23M + 149.06%	$238.08 - $510.13 $293M - $628M	2.06M $545M
IOT	6.07M + 58.57%	$34.06 - $60.96 $207M - $370M	16.4M $630M
WCN	512K + 85.7%	$169.89 - $195.19 $86.9M - $99.8M	1.11M $216M
META	176K + 13.2%	$576.36 - $736.67 $101M - $130M	1.51M $869M
YMM	4.09M + 66.45%	$10.41 - $13.69 $42.6M - $56M	10.3M $131M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ISRG	544K New	$476.63 - $610.45 $259M - $332M	544K $269M
AVGO	1.42M New	$167.43 - $244.7 $238M - $348M	1.42M $238M
BLDR	1.05M New	$122.8 - $173.51 $129M - $182M	1.05M $131M
AJG	203K New	$275.89 - $345.24 $55.9M - $70M	203K $70M
MCK	91.8K New	$566.21 - $672.99 $51.9M - $61.7M	91.8K $61.7M
APH	929K New	$61.62 - $78.55 $57.3M - $73M	929K $60.9M

Top Sells

Reduced Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ASML	-1.23M - 68.79%	$662.63 - $776.99 $814M - $954M	557K $369M
NVDA	-2.11M - 9.59%	$106.98 - $149.43 $226M - $316M	19.9M $2.16B
ENTG	-7.2M - 99.85%	$87.48 - $109.53 $630M - $789M	11.2K $977K
AAPL	-2.36M - 86.9%	$209.68 - $247.1 $495M - $583M	356K $79M
AMZN	-713K - 6.04%	$190.26 - $242.06 $136M - $173M	11.1M $2.11B
SQ	-1.81M - 17.49%	$54.04 - $92.95 $97.7M - $168M	8.53M $488M

Activity Summary All Purchases 23 New Holdings 9 Increased Positions 14 All Sells 51 Reductions 51 Sold out 0 Calls 0 Puts 0

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