Sands Capital Management, LLC Incresed Positions in Q2 2025

Sands Capital Management, LLC

  • $33 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1.63M
+ 8.19%
$94.31 - $157.99 $154M - $258M
21.6M $3.41B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
525K
+ 6.54%
$141.37 - $228.57 $74.2M - $120M
8.55M $1.94B
ICE
Intercontinental Exchange, Inc.

Financial Services
2.62M
+ 97.31%
$151.62 - $183.47 $397M - $481M
5.31M $975M
MSFT
Microsoft Corp

Technology
306K
+ 11.57%
$354.56 - $497.45 $109M - $152M
2.95M $1.47B
CVNA
Carvana Co.

Consumer Cyclical
840K
+ 1374.26%
$162.57 - $345.64 $137M - $290M
901K $304M
AJG
Arthur J. Gallagher & Co.

Financial Services
919K
+ 453.35%
$310.86 - $348.77 $286M - $320M
1.12M $359M
AVGO
Broadcom Inc.

Technology
422K
+ 29.73%
$146.29 - $275.65 $61.8M - $116M
1.84M $508M
NU
Nu Holdings Ltd.

Financial Services
3.06M
+ 5.95%
$9.6 - $13.72 $29.4M - $42M
54.5M $748M
ISRG
Intuitive Surgical Inc

Healthcare
213K
+ 39.24%
$451.58 - $565.94 $96.4M - $121M
758K $412M
IOT
Samsara Inc.

Technology
2.83M
+ 17.23%
$33.46 - $47.74 $94.8M - $135M
19.3M $767M
V
Visa Inc.

Financial Services
217K
+ 5.69%
$308.27 - $373.31 $66.9M - $81M
4.03M $1.43B
TTEK
Tetra Tech Inc

Industrials
1.09M
+ 26.51%
$28.01 - $36.25 $30.5M - $39.5M
5.2M $187M
MCK
Mckesson Corp

Healthcare
54.1K
+ 58.98%
$652.83 - $732.78 $35.3M - $39.7M
146K $107M
APH
Amphenol Corp

Technology
11K
+ 1.18%
$59.09 - $98.75 $648K - $1.08M
940K $92.8M
SAP
Sap Se

Technology
66.4K
+ 29.75%
$237.53 - $309.8 $15.8M - $20.6M
289K $88M
CDNS
Cadence Design Systems Inc

Technology
3.47K
+ 1.14%
$231.64 - $323.08 $804K - $1.12M
308K $95M
TDG
Trans Digm Group Inc

Industrials
1.01K
+ 1.18%
$1231.75 - $1520.64 $1.25M - $1.54M
86.9K $132M
CHTR
Charter Communications, Inc.

Communication Services
2.83K
+ 1.18%
$321.68 - $427.25 $910K - $1.21M
242K $99.1M
MNDY
Monday.Com Ltd.

Technology
1.55K
+ 1.35%
$217.77 - $314.48 $338K - $487K
117K $36.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
604
+ 1.36%
$321.63 - $509.31 $194K - $308K
45K $22.9M
KKS.F
Joint Stock Company Kaspi.Kz

Technology
371K
+ 28.26%
N/A
1.68M $0
Klaviyo Inc
136K
+ 14.01%
N/A
1.11M $0
ROP
Roper Technologies Inc

Industrials
1.73K
+ 0.53%
$519.19 - $590.78 $900K - $1.02M
328K $186M
WCN
Waste Connections, Inc.

Industrials
11.7K
+ 1.05%
$183.26 - $199.95 $2.14M - $2.34M
1.12M $209M
Activity Summary
Buys All Purchases 28 New Holdings 3 Increased Positions 25 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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