SC
Sands Capital disclosed increased in INTERCONTINENTAL EXCHANGE IN
Sands Capital filed a 13F change in INTERCONTINENTAL EXCHANGE IN (45866F104) on 2024-11-13, covering period end 2024-09-30.
Action
Increased
Capital
$354,114,013 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
69 changes from Sands Capital, filed 2024-11-13 for period end 2024-09-30.
$32.9B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
512807108 LAM RESEARCH CORP | Reduced | -$551.7M | $672.5M | 1.67% |
252131107 DEXCOM INC | Reduced | -$510.8M | $691.8M | 1.55% |
N07059210 ASML HOLDING N V | Reduced | -$415.1M | $1.6B | 1.26% |
L8681T102 SPOTIFY TECHNOLOGY S A | New | $367.9M | $367.9M | 1.12% |
37833100 APPLE INC | Increased | $361.3M | $636.7M | 1.10% |
67066G104 NVIDIA CORPORATION | Reduced | -$303.1M | $2.8B | 0.92% |
45866F104 INTERCONTINENTAL EXCHANGE IN | Increased | $270.3M | $354.1M | 0.82% |
58733R102 MERCADOLIBRE INC | Increased | $264.4M | $1.6B | 0.80% |
82509L107 SHOPIFY INC | Increased | $242.5M | $1.2B | 0.74% |
9066101 AIRBNB INC | Reduced | -$210.9M | $133.1M | 0.64% |
771049103 ROBLOX CORP | New | $195.5M | $195.5M | 0.59% |
30303M102 META PLATFORMS INC | Reduced | -$193.5M | $810.3M | 0.59% |
679295105 OKTA INC | Reduced | -$183.9M | $641.0M | 0.56% |
23135106 AMAZON COM INC | Reduced | -$172.4M | $2.3B | 0.52% |
2.8176E+112 EDWARDS LIFESCIENCES CORP | Reduced | -$169.5M | $352.3M | 0.51% |
81141R100 SEA LTD | Increased | $165.6M | $786.4M | 0.50% |
833445109 SNOWFLAKE INC | Reduced | -$163.6M | $347.8M | 0.50% |
25809K105 DOORDASH INC | Increased | $159.4M | $852.6M | 0.48% |
G6683N103 NU HLDGS LTD | Reduced | -$151.7M | $871.0M | 0.46% |
29362U104 ENTEGRIS INC | Reduced | -$148.5M | $874.0M | 0.45% |
79589L106 SAMSARA INC | Increased | $138.8M | $395.3M | 0.42% |
594918104 MICROSOFT CORP | Reduced | -$120.3M | $1.3B | 0.37% |
16255101 ALIGN TECHNOLOGY INC | Reduced | -$113.0M | $203.6M | 0.34% |
G3643J108 FLUTTER ENTMT PLC | Increased | $110.8M | $482.9M | 0.34% |
05464C101 AXON ENTERPRISE INC | Increased | $90.1M | $843.3M | 0.27% |
G4124C109 GRAB HOLDINGS LIMITED | New | $83.5M | $83.5M | 0.25% |
98978V103 ZOETIS INC | Sold out | -$81.6M | $0 | 0.25% |
49468101 ATLASSIAN CORPORATION | Reduced | -$79.1M | $674.9M | 0.24% |
450056106 IRHYTHM TECHNOLOGIES INC | Reduced | -$71.2M | $157.6M | 0.22% |
81762P102 SERVICENOW INC | Increased | $65.8M | $1.1B | 0.20% |
90400D108 ULTRAGENYX PHARMACEUTICAL IN | Increased | $64.2M | $284.3M | 0.19% |
02079K305 ALPHABET INC | Reduced | -$62.1M | $622.5M | 0.19% |
22266T109 COUPANG INC | Increased | $55.4M | $321.2M | 0.17% |
23804L103 DATADOG INC | Reduced | -$53.8M | $491.4M | 0.16% |
654106103 NIKE INC | Increased | $53.3M | $363.9M | 0.16% |
88025U109 10X GENOMICS INC | Reduced | -$45.1M | $283,198 | 0.14% |
48581R205 KASPI KZ JSC | Reduced | -$39.5M | $156.7M | 0.12% |
339750101 FLOOR & DECOR HLDGS INC | Increased | $36.0M | $229.9M | 0.11% |
759916109 REPLIGEN CORP | Increased | $32.0M | $211.2M | 0.10% |
64110L106 NETFLIX INC | Increased | $26.0M | $1.1B | 0.08% |
L44385109 GLOBANT S A | Reduced | -$23.0M | $202.5M | 0.07% |
18915M107 CLOUDFLARE INC | Reduced | -$22.6M | $513.2M | 0.07% |
82982L103 SITEONE LANDSCAPE SUPPLY INC | Increased | $21.7M | $83.4M | 0.07% |
92826C839 VISA INC | Reduced | -$20.0M | $1.4B | 0.06% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Reduced | -$17.3M | $813.4M | 0.05% |
94106B101 WASTE CONNECTIONS INC | Increased | $16.0M | $79.5M | 0.05% |
49845K101 KLAVIYO INC | Increased | $14.9M | $50.5M | 0.05% |
127387108 CADENCE DESIGN SYSTEM INC | Reduced | -$12.8M | $67.7M | 0.04% |
91324P102 UNITEDHEALTH GROUP INC | Increased | $11.6M | $135.5M | 0.04% |
852234103 BLOCK INC | Increased | $11.4M | $753.7M | 0.03% |
02079K107 ALPHABET INC | Reduced | -$11.3M | $114.4M | 0.03% |
776696106 ROPER TECHNOLOGIES INC | Reduced | -$10.8M | $218.3M | 0.03% |
893641100 TRANSDIGM GROUP INC | Increased | $9.9M | $164.3M | 0.03% |
40415F101 HDFC BANK LTD | Reduced | -$9.2M | $180.9M | 0.03% |
N3167Y103 FERRARI N V | Increased | $8.8M | $98.1M | 0.03% |
48553T106 KANZHUN LIMITED | Reduced | -$8.8M | $76.9M | 0.03% |
531229755 LIBERTY MEDIA CORP DEL | Increased | $7.4M | $196.4M | 0.02% |
46266C105 IQVIA HLDGS INC | Increased | $6.0M | $94.3M | 0.02% |
90353T100 UBER TECHNOLOGIES INC | Reduced | -$4.5M | $201.9M | 0.01% |
16119P108 CHARTER COMMUNICATIONS INC N | Increased | $3.3M | $104.1M | 0.01% |
M5216V106 GLOBAL E ONLINE LTD | Increased | $1.5M | $25.6M | 0.00% |
T9224W109 STEVANATO GROUP S P A | Increased | $1.4M | $34.3M | 0.00% |
G98239109 XP INC | Reduced | -$1.3M | $156.2M | 0.00% |
882508104 TEXAS INSTRS INC | Increased | $1.2M | $107.9M | 0.00% |
464287614 ISHARES TR | Reduced | -$529,953 | $1.8M | 0.00% |
22160N109 COSTAR GROUP INC | Sold out | -$400,208 | $0 | 0.00% |
46429B598 ISHARES TR | Increased | $307,997 | $6.6M | 0.00% |
37637K108 GITLAB INC | Increased | $232,004 | $6.6M | 0.00% |
90364P105 UIPATH INC | Increased | $8,837 | $942,605 | 0.00% |