Sands Capital Management, LLC Reduced Holdings in Q2 2025

Sands Capital Management, LLC

  • $33 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHOP
Shopify Inc.

Technology
-4.65M
- 38.31%
$76.89 - $115.35 $358M - $537M
7.49M $864M
APP
App Lovin Corp

Technology
-1.24M
- 60.29%
$219.37 - $417.89 $272M - $519M
817K $286M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.86M
- 16.81%
$167.32 - $223.3 $312M - $416M
9.23M $2.02B
SNOW
Snowflake Inc.

Technology
-584K
- 97.99%
$130.53 - $223.77 $76.3M - $131M
12K $2.68M
YMM
Full Truck Alliance Co. Ltd.

Technology
-3.32M
- 32.43%
$9.67 - $13.01 $32.1M - $43.2M
6.93M $81.8M
GLOB
Globant S.A.

Technology
-33.2K
- 3.67%
$87.63 - $140.36 $2.91M - $4.65M
869K $79M
BLDR
Builders First Source, Inc.

Industrials
-34.8K
- 3.31%
$105.63 - $131.12 $3.67M - $4.56M
1.02M $119M
RGEN
Repligen Corp

Healthcare
-43.1K
- 3.33%
$108.89 - $145.23 $4.69M - $6.26M
1.25M $156M
OKTA
Okta, Inc.

Technology
-58.2K
- 16.23%
$91.24 - $127.3 $5.31M - $7.41M
301K $30M
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
-220K
- 5.29%
$31.06 - $39.3 $6.84M - $8.65M
3.94M $143M
Venture Global Inc
-678K
- 7.95%
N/A
7.85M $0
Linde PLC
-2.63K
- 2.94%
N/A
86.7K $0
Flutter Entmt PLC
-73.6K
- 3.35%
N/A
2.12M $0
Liberty Media Corp Del
-8.2K
- 0.43%
N/A
1.91M $0
Atlassian Corporation
-1.33M
- 33.94%
N/A
2.59M $0
STVN
Stevanato Group S.P.A.

Healthcare
-20.8K
- 4.29%
$18.57 - $25.25 $387K - $526K
465K $11.4M
GRAB
Grab Holdings LTD

Technology
-719K
- 3.69%
$3.48 - $5.25 $2.5M - $3.78M
18.8M $94.4M
GOOG
Alphabet Inc.

Communication Services
-20.8K
- 3.33%
$146.58 - $180.01 $3.05M - $3.74M
603K $107M
RACE
Ferrari N.V.

Consumer Cyclical
-2.35K
- 0.96%
$397.86 - $499.02 $936K - $1.17M
244K $120M
SE
Sea LTD

Consumer Cyclical
-1.14M
- 16.72%
$105.57 - $170.4 $120M - $194M
5.68M $908M
GOOGL
Alphabet Inc.

Communication Services
-264K
- 7.88%
$144.7 - $178.6 $38.2M - $47.1M
3.09M $544M
HDB
Hdfc Bank LTD

Financial Services
-27.9K
- 0.96%
$63.78 - $77.48 $1.78M - $2.16M
2.88M $221M
ASML
Asml Holding Nv

Technology
-26.9K
- 4.82%
$595.37 - $815.24 $16M - $21.9M
531K $425M
SPOT
Spotify Technology S.A.

Communication Services
-434K
- 24.25%
$503.3 - $775.9 $218M - $337M
1.35M $1.04B
DDOG
Datadog, Inc.

Technology
-143K
- 4.92%
$87.0 - $134.33 $12.5M - $19.3M
2.77M $372M
CPNG
Coupang, Inc.

Consumer Cyclical
-80.8K
- 0.67%
$19.76 - $30.81 $1.6M - $2.49M
12M $360M
META
Meta Platforms, Inc.

Communication Services
-202K
- 13.38%
$484.66 - $738.09 $97.8M - $149M
1.31M $964M
IRTC
I Rhythm Technologies, Inc.

Healthcare
-101K
- 3.34%
$96.84 - $154.71 $9.75M - $15.6M
2.92M $449M
RBLX
Roblox Corp

Communication Services
-420K
- 10.48%
$51.22 - $105.59 $21.5M - $44.3M
3.59M $377M
NFLX
Netflix Inc

Communication Services
-336K
- 22.88%
$855.86 - $1339.13 $287M - $450M
1.13M $1.52B
MELI
Mercadolibre Inc

Consumer Cyclical
-98.5K
- 16.09%
$1794.73 - $2613.63 $177M - $257M
514K $1.34B
DXCM
Dexcom Inc

Healthcare
-466K
- 4.48%
$59.83 - $87.57 $27.9M - $40.8M
9.95M $868M
DASH
Door Dash, Inc.

Communication Services
-715K
- 12.98%
$163.16 - $246.51 $117M - $176M
4.79M $1.18B
NET
Cloudflare, Inc.

Technology
-1.5M
- 23.32%
$97.08 - $195.83 $145M - $293M
4.93M $965M
NOW
Service Now, Inc.

Technology
-49.6K
- 3.41%
$721.65 - $1040.18 $35.8M - $51.6M
1.41M $1.45B
AXON
Axon Enterprise, Inc.

Industrials
-289K
- 15.19%
$497.13 - $827.94 $143M - $239M
1.61M $1.33B
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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