Portfolio (Quarterly) Guide ↗

SANDS CAPITAL MANAGEMENT, LLC

· CIK 0001020066

13F Portfolio $25.5B AUM 67 positions Filed May 8, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 9 New 9 Added 48 Reduced 8 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IRTC	IRHYTHM TECHNOLOGIES INC	Healthcare	1,699,645	$301.6M	0.92%	SOLD
2	ROP	ROPER TECHNOLOGIES INC	Industrials	287,318	$127.9M	0.39%	SOLD
3	SAP	SAP SE	Technology	394,117	$95.7M	0.29%	SOLD
4	CDNS	CADENCE DESIGN SYSTEM INC	Technology	252,008	$78.8M	0.24%	SOLD
5	AJG	GALLAGHER ARTHUR J & CO	Financial Services	244,255	$63.2M	0.19%	SOLD
6	GLOB	GLOBANT S A	Technology	770,560	$50.4M	0.15%	SOLD
7	DUOL	DUOLINGO INC	Technology	39,975	$7.0M	0.02%	SOLD
8	IWF	ISHARES TR	—	8,215	$3.9M	0.01%	SOLD

Sector Allocation

Technology 42.9%

Communication Services 18.5%

Consumer Cyclical 15.2%

Industrials 10.2%

Financial Services 8.3%

Healthcare 4.8%

Basic Materials 0.1%