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Gurus
Growth At A Reasonable Price, Growth
SANDS CAPITAL MANAGEMENT, LLC (Data extracted from 13F, 13D, 13G and Form 4)

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SANDS CAPITAL MANAGEMENT, LLC

AUM: $45.00 B

13-F Portfolio Value: $25.49 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 52.38%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
CDNS	CADENCE DESIGN SYSTEM INC				-252,008	Exited		13F
DUOL	DUOLINGO INC				-39,975	Exited		13F
AJG	GALLAGHER ARTHUR J & CO				-244,255	Exited		13F
IRTC	IRHYTHM TECHNOLOGIES INC				-1,699,645	Exited		13F
IWF	ISHARES TR				-8,215	Exited		13F
ROP	ROPER TECHNOLOGIES INC				-287,318	Exited		13F
SAP	SAP SE				-394,117	Exited		13F
GLOB	GLOBANT S A				-770,560	Exited		13F