Portfolio (Quarterly)
Guide ↗
SANDS CAPITAL MANAGEMENT, LLC
· CIK 0001020066| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | LIN | LINDE PLC | Basic Materials | 54,593.0 | $27.1M | 0.11% | -5K | -7.8% | $495.76 | +1.2% |
| 42 | PANW | PALO ALTO NETWORKS INC | Technology | 161,078.0 | $25.8M | 0.10% | -2K | -1.2% | $160.32 | +66.1% |
| 43 | HDB | HDFC BANK LTD | Financial Services | 907,652.0 | $22.6M | 0.09% | -5.2M | -85.2% | $24.88 | -7.5% |
| 44 | KVYO | KLAVIYO INC | Technology | 595,160.0 | $11.6M | 0.04% | -334K | -35.9% | $19.46 | -21.8% |
| 45 | FIG | FIGMA INC | Technology | 187,577.0 | $4.0M | 0.02% | -2K | -1.2% | $21.14 | -0.2% |
| 46 | NOW | SERVICENOW INC | Technology | 31,521.0 | $3.3M | 0.01% | -3.8M | -99.2% | $104.55 | +9.2% |
| 47 | TEAM | ATLASSIAN CORPORATION | Technology | 14,281.0 | $975K | 0.00% | -122K | -89.5% | $68.25 | +43.4% |
| 48 | SNOW | SNOWFLAKE INC | Technology | 4,178.0 | $630K | 0.00% | -8K | -65.1% | $150.82 | +59.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%