Sands Capital Management, LLC Reduced Holdings in Q3 2025

Sands Capital Management, LLC

  • $34.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DXCM
Dexcom Inc

Healthcare
-5.01M
- 50.4%
$66.46 - $89.53 $333M - $449M
4.93M $332M
NOW
Service Now, Inc.

Technology
-162K
- 11.51%
$850.86 - $1044.69 $138M - $169M
1.25M $1.15B
AXON
Axon Enterprise, Inc.

Industrials
-169K
- 10.49%
$698.02 - $870.97 $118M - $147M
1.44M $1.04B
AMZN
Amazon Com Inc

Consumer Cyclical
-816K
- 8.84%
$211.65 - $238.24 $173M - $194M
8.41M $1.85B
NFLX
Netflix Inc

Communication Services
-11K
- 0.97%
$1147.87 - $1297.18 $12.7M - $14.3M
1.12M $1.34B
MELI
Mercadolibre Inc

Consumer Cyclical
-3.69K
- 0.72%
$2292.04 - $2514.05 $8.45M - $9.27M
510K $1.19B
NET
Cloudflare, Inc.

Technology
-1.12M
- 22.73%
$181.39 - $228.28 $203M - $256M
3.81M $817M
DDOG
Datadog, Inc.

Technology
-877K
- 31.65%
$124.52 - $155.15 $109M - $136M
1.89M $270M
DASH
Door Dash, Inc.

Communication Services
-769K
- 16.04%
$234.5 - $272.5 $180M - $210M
4.02M $1.09B
IRTC
I Rhythm Technologies, Inc.

Healthcare
-679K
- 23.3%
$132.29 - $187.07 $89.9M - $127M
2.24M $385M
SE
Sea LTD

Consumer Cyclical
-795K
- 14.0%
$146.23 - $196.5 $116M - $156M
4.88M $873M
GLOB
Globant S.A.

Technology
-21.1K
- 2.43%
$55.6 - $93.3 $1.17M - $1.97M
848K $48.7M
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
-174K
- 4.4%
$26.31 - $41.44 $4.57M - $7.2M
3.77M $113M
AJG
Arthur J. Gallagher & Co.

Financial Services
-27.2K
- 2.42%
$284.17 - $319.49 $7.72M - $8.68M
1.09M $339M
GRAB
Grab Holdings LTD

Technology
-6.27M
- 33.41%
$4.77 - $6.45 $29.9M - $40.4M
12.5M $75.2M
MNDY
Monday.Com Ltd.

Technology
-378
- 0.32%
$171.46 - $309.62 $64.8K - $117K
116K $22.5M
CPNG
Coupang, Inc.

Consumer Cyclical
-976K
- 8.13%
$27.67 - $33.53 $27M - $32.7M
11M $355M
Venture Global Inc
-370K
- 4.72%
N/A
7.48M $0
Klaviyo Inc
-3.51K
- 0.32%
N/A
1.11M $0
KKS.F
Joint Stock Company Kaspi.Kz

Technology
-37.8K
- 2.25%
N/A
1.64M $0
Linde PLC
-2.3K
- 2.65%
N/A
84.4K $0
APH
Amphenol Corp

Technology
-145K
- 15.41%
$97.39 - $125.4 $14.1M - $18.2M
795K $98.4M
YMM
Full Truck Alliance Co. Ltd.

Technology
-160K
- 2.31%
$10.66 - $13.88 $1.7M - $2.22M
6.77M $87.8M
MSFT
Microsoft Corp

Technology
-89.1K
- 3.02%
$491.09 - $535.64 $43.8M - $47.7M
2.87M $1.48B
NU
Nu Holdings Ltd.

Financial Services
-3.94M
- 7.23%
$11.92 - $16.3 $47M - $64.3M
50.6M $810M
ASML
Asml Holding Nv

Technology
-1.4K
- 0.26%
$689.63 - $968.09 $964K - $1.35M
529K $512M
RBLX
Roblox Corp

Communication Services
-110K
- 3.07%
$100.65 - $141.56 $11.1M - $15.6M
3.48M $482M
SHOP
Shopify Inc.

Technology
-555K
- 7.41%
$112.11 - $157.12 $62.3M - $87.3M
6.94M $1.03B
NVDA
Nvidia Corp

Technology
-728K
- 3.38%
$153.3 - $186.58 $112M - $136M
20.8M $3.89B
Activity Summary
Buys All Purchases 32 New Holdings 4 Increased Positions 28 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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