Sands Capital Management, LLC Incresed Positions in Q3 2025

Sands Capital Management, LLC

  • $34.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
700K
+ 8.18%
$224.68 - $282.71 $157M - $198M
9.25M $2.58B
GOOGL
Alphabet Inc.

Communication Services
1.69M
+ 54.61%
$174.36 - $254.72 $294M - $429M
4.77M $1.16B
APP
App Lovin Corp

Technology
200K
+ 24.42%
$335.1 - $718.54 $66.9M - $143M
1.02M $731M
CVNA
Carvana Co.

Consumer Cyclical
790K
+ 87.69%
$326.09 - $392.66 $258M - $310M
1.69M $638M
ISRG
Intuitive Surgical Inc

Healthcare
584K
+ 77.03%
$433.66 - $544.47 $253M - $318M
1.34M $600M
BLDR
Builders First Source, Inc.

Industrials
1.41M
+ 139.08%
$116.91 - $149.21 $165M - $211M
2.43M $295M
AVGO
Broadcom Inc.

Technology
217K
+ 11.79%
$264.74 - $369.57 $57.5M - $80.3M
2.06M $680M
CSL
Carlisle Companies Inc

Industrials
423K
+ 99.25%
$327.52 - $435.11 $139M - $184M
850K $279M
SQ
Block, Inc.

Technology
1.26M
+ 12.21%
N/A
11.6M $664M
META
Meta Platforms, Inc.

Communication Services
82K
+ 6.28%
$695.21 - $791.73 $57M - $64.9M
1.39M $1.02B
ONON
On Holding Ag

Consumer Cyclical
2.16M
+ 46.7%
$42.35 - $54.36 $91.3M - $117M
6.77M $287M
SPOT
Spotify Technology S.A.

Communication Services
193K
+ 14.23%
$620.01 - $738.53 $120M - $142M
1.55M $1.08B
SAP
Sap Se

Technology
151K
+ 52.14%
$252.42 - $311.93 $38.1M - $47.1M
440K $118M
CDNS
Cadence Design Systems Inc

Technology
23.7K
+ 7.69%
$309.46 - $373.37 $7.33M - $8.85M
332K $117M
MCK
Mckesson Corp

Healthcare
11.3K
+ 7.73%
$659.01 - $772.54 $7.43M - $8.71M
157K $121M
PANW
Palo Alto Networks Inc

Technology
39.8K
+ 25.67%
$167.06 - $208.19 $6.64M - $8.28M
195K $39.6M
RACE
Ferrari N.V.

Consumer Cyclical
7.98K
+ 3.27%
$436.24 - $517.65 $3.48M - $4.13M
252K $122M
STVN
Stevanato Group S.P.A.

Healthcare
296
+ 0.06%
$21.65 - $27.95 $6.41K - $8.27K
465K $12M
Liberty Media Corp Del
104K
+ 5.42%
N/A
2.01M $0
Flutter Entmt PLC
4.67K
+ 0.22%
N/A
2.13M $0
Atlassian Corporation
53K
+ 2.05%
N/A
2.64M $0
WCN
Waste Connections, Inc.

Industrials
63.1K
+ 5.63%
$171.32 - $191.84 $10.8M - $12.1M
1.18M $208M
IOT
Samsara Inc.

Technology
1.24M
+ 6.44%
$32.22 - $42.09 $40M - $52.3M
20.5M $764M
TDG
Trans Digm Group Inc

Industrials
6.4K
+ 7.36%
$1271.04 - $1620.83 $8.13M - $10.4M
93.3K $123M
HDB
Hdfc Bank LTD

Financial Services
3.31M
+ 114.71%
$34.14 - $78.94 $113M - $261M
6.19M $211M
ROP
Roper Technologies Inc

Industrials
23.9K
+ 7.3%
$495.03 - $573.0 $11.8M - $13.7M
352K $175M
ICE
Intercontinental Exchange, Inc.

Financial Services
364K
+ 6.86%
$167.28 - $188.45 $60.9M - $68.6M
5.68M $957M
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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