SC
Sands Capital disclosed new in H WORLD GROUP LTD
Sands Capital filed a 13F change in H WORLD GROUP LTD (44332N106) on 2025-02-13, covering period end 2024-12-31.
Action
New
Capital
$112,329,514 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
76 changes from Sands Capital, filed 2025-02-13 for period end 2024-12-31.
$33.8B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
512807108 LAM RESEARCH CORP | Sold out | -$672.5M | $0 | 1.99% |
679295105 OKTA INC | Reduced | -$604.9M | $36.1M | 1.79% |
81762P102 SERVICENOW INC | Increased | $480.8M | $1.5B | 1.42% |
L8681T102 SPOTIFY TECHNOLOGY S A | Increased | $463.9M | $831.8M | 1.37% |
49468101 ATLASSIAN CORPORATION | Increased | $425.2M | $1.1B | 1.26% |
58733R102 MERCADOLIBRE INC | Reduced | -$413.8M | $1.1B | 1.22% |
N07059210 ASML HOLDING N V | Reduced | -$366.1M | $1.2B | 1.08% |
2.8176E+112 EDWARDS LIFESCIENCES CORP | Reduced | -$350.9M | $1.3M | 1.04% |
05464C101 AXON ENTERPRISE INC | Increased | $331.8M | $1.2B | 0.98% |
18915M107 CLOUDFLARE INC | Increased | $323.1M | $836.2M | 0.96% |
G6683N103 NU HLDGS LTD | Reduced | -$270.2M | $600.8M | 0.80% |
03831W108 APPLOVIN CORP | New | $267.6M | $267.6M | 0.79% |
23135106 AMAZON COM INC | Increased | $252.0M | $2.6B | 0.75% |
82509L107 SHOPIFY INC | Increased | $249.2M | $1.5B | 0.74% |
339750101 FLOOR & DECOR HLDGS INC | Sold out | -$229.9M | $0 | 0.68% |
64110L106 NETFLIX INC | Increased | $214.6M | $1.3B | 0.64% |
16255101 ALIGN TECHNOLOGY INC | Sold out | -$203.6M | $0 | 0.60% |
88162G103 TETRA TECH INC NEW | New | $172.8M | $172.8M | 0.51% |
252131107 DEXCOM INC | Increased | $172.2M | $864.0M | 0.51% |
67066G104 NVIDIA CORPORATION | Increased | $159.8M | $3.0B | 0.47% |
29362U104 ENTEGRIS INC | Reduced | -$159.4M | $714.6M | 0.47% |
25809K105 DOORDASH INC | Increased | $135.7M | $988.4M | 0.40% |
450056106 IRHYTHM TECHNOLOGIES INC | Increased | $128.8M | $286.4M | 0.38% |
594918104 MICROSOFT CORP | Reduced | -$127.8M | $1.2B | 0.38% |
852234103 BLOCK INC | Increased | $125.1M | $878.8M | 0.37% |
G3643J108 FLUTTER ENTMT PLC | Increased | $114.3M | $597.2M | 0.34% |
44332N106 H WORLD GROUP LTD | New | $112.3M | $112.3M | 0.33% |
90400D108 ULTRAGENYX PHARMACEUTICAL IN | Reduced | -$103.5M | $180.8M | 0.31% |
833445109 SNOWFLAKE INC | Increased | $102.7M | $450.5M | 0.30% |
G98239109 XP INC | Reduced | -$98.5M | $57.6M | 0.29% |
46266C105 IQVIA HLDGS INC | Sold out | -$94.3M | $0 | 0.28% |
92826C839 VISA INC | Increased | $71.2M | $1.4B | 0.21% |
35969L108 FULL TRUCK ALLIANCE CO LTD | New | $66.6M | $66.6M | 0.20% |
654106103 NIKE INC | Reduced | -$64.5M | $299.4M | 0.19% |
02079K305 ALPHABET INC | Increased | $62.6M | $685.2M | 0.19% |
79589L106 SAMSARA INC | Increased | $57.7M | $453.1M | 0.17% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Increased | $55.8M | $869.1M | 0.16% |
893641100 TRANSDIGM GROUP INC | Reduced | -$54.8M | $109.5M | 0.16% |
45866F104 INTERCONTINENTAL EXCHANGE IN | Increased | $54.8M | $408.9M | 0.16% |
776696106 ROPER TECHNOLOGIES INC | Reduced | -$48.8M | $169.5M | 0.14% |
771049103 ROBLOX CORP | Increased | $48.4M | $243.9M | 0.14% |
91324P102 UNITEDHEALTH GROUP INC | Reduced | -$46.7M | $88.9M | 0.14% |
37833100 APPLE INC | Increased | $43.2M | $679.9M | 0.13% |
90353T100 UBER TECHNOLOGIES INC | Increased | $40.8M | $242.7M | 0.12% |
G54950103 LINDE PLC | New | $37.5M | $37.5M | 0.11% |
531229755 LIBERTY MEDIA CORP DEL | Increased | $35.6M | $232.0M | 0.11% |
882508104 TEXAS INSTRS INC | Reduced | -$34.4M | $73.5M | 0.10% |
22266T109 COUPANG INC | Reduced | -$34.4M | $286.9M | 0.10% |
30303M102 META PLATFORMS INC | Reduced | -$30.4M | $779.8M | 0.09% |
13646K108 CANADIAN PACIFIC KANSAS CITY | New | $29.8M | $29.8M | 0.09% |
82982L103 SITEONE LANDSCAPE SUPPLY INC | Reduced | -$28.7M | $54.7M | 0.08% |
22788C105 CROWDSTRIKE HLDGS INC | New | $27.0M | $27.0M | 0.08% |
T9224W109 STEVANATO GROUP S P A | Reduced | -$23.4M | $10.9M | 0.07% |
94106B101 WASTE CONNECTIONS INC | Increased | $22.9M | $102.4M | 0.07% |
16119P108 CHARTER COMMUNICATIONS INC N | Reduced | -$21.5M | $82.6M | 0.06% |
M7S64H106 MONDAY COM LTD | New | $20.6M | $20.6M | 0.06% |
48581R205 KASPI KZ JSC | Reduced | -$20.2M | $136.5M | 0.06% |
G4705A100 ICON PLC | New | $19.9M | $19.9M | 0.06% |
G4124C109 GRAB HOLDINGS LIMITED | Increased | $17.4M | $100.9M | 0.05% |
48553T106 KANZHUN LIMITED | Reduced | -$17.3M | $59.6M | 0.05% |
759916109 REPLIGEN CORP | Reduced | -$14.8M | $196.4M | 0.04% |
23804L103 DATADOG INC | Increased | $12.5M | $503.9M | 0.04% |
127387108 CADENCE DESIGN SYSTEM INC | Reduced | -$11.1M | $56.6M | 0.03% |
M5216V106 GLOBAL E ONLINE LTD | Increased | $11.0M | $36.6M | 0.03% |
02079K107 ALPHABET INC | Increased | $10.8M | $125.2M | 0.03% |
L44385109 GLOBANT S A | Increased | $10.1M | $212.6M | 0.03% |
N3167Y103 FERRARI N V | Increased | $7.4M | $105.5M | 0.02% |
46429B598 ISHARES TR | Sold out | -$6.6M | $0 | 0.02% |
464287614 ISHARES TR | Increased | $4.7M | $6.5M | 0.01% |
40415F101 HDFC BANK LTD | Increased | $2.8M | $183.7M | 0.01% |
81141R100 SEA LTD | Reduced | -$2.1M | $784.3M | 0.01% |
9066101 AIRBNB INC | Reduced | -$1.4M | $131.7M | 0.00% |
37637K108 GITLAB INC | Increased | $613,155 | $7.2M | 0.00% |
49845K101 KLAVIYO INC | Increased | $507,495 | $51.0M | 0.00% |
88025U109 10X GENOMICS INC | Reduced | -$103,095 | $180,103 | 0.00% |
90364P105 UIPATH INC | Reduced | -$6,628 | $935,977 | 0.00% |