SC
Sands Capital disclosed reduced in ENTEGRIS INC
Sands Capital filed a 13F change in ENTEGRIS INC (29362U104) on 2025-05-14, covering period end 2025-03-31.
Action
Reduced
Capital
$977,327 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
80 changes from Sands Capital, filed 2025-05-14 for period end 2025-03-31.
$29.4B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
N07059210 ASML HOLDING N V | Reduced | -$868.3M | $369.4M | 2.95% |
67066G104 NVIDIA CORPORATION | Reduced | -$800.1M | $2.2B | 2.72% |
29362U104 ENTEGRIS INC | Reduced | -$713.6M | $977,327 | 2.43% |
37833100 APPLE INC | Reduced | -$600.9M | $79.0M | 2.04% |
23135106 AMAZON COM INC | Reduced | -$479.6M | $2.1B | 1.63% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Increased | $463.4M | $1.3B | 1.58% |
852234103 BLOCK INC | Reduced | -$415.2M | $463.5M | 1.41% |
81762P102 SERVICENOW INC | Reduced | -$378.8M | $1.2B | 1.29% |
833445109 SNOWFLAKE INC | Reduced | -$363.3M | $87.2M | 1.24% |
82509L107 SHOPIFY INC | Reduced | -$305.4M | $1.2B | 1.04% |
03831W108 APPLOVIN CORP | Increased | $277.7M | $545.4M | 0.94% |
46120E602 INTUITIVE SURGICAL INC | New | $269.5M | $269.5M | 0.92% |
49468101 ATLASSIAN CORPORATION | Reduced | -$268.6M | $831.6M | 0.91% |
11135F101 BROADCOM INC | New | $237.9M | $237.9M | 0.81% |
23804L103 DATADOG INC | Reduced | -$214.6M | $289.2M | 0.73% |
594918104 MICROSOFT CORP | Reduced | -$187.7M | $994.1M | 0.64% |
79589L106 SAMSARA INC | Increased | $177.2M | $630.3M | 0.60% |
05464C101 AXON ENTERPRISE INC | Reduced | -$175.9M | $999.2M | 0.60% |
02079K305 ALPHABET INC | Reduced | -$167.2M | $518.0M | 0.57% |
252131107 DEXCOM INC | Reduced | -$152.8M | $711.2M | 0.52% |
L8681T102 SPOTIFY TECHNOLOGY S A | Increased | $151.9M | $983.8M | 0.52% |
12008R107 BUILDERS FIRSTSOURCE INC | New | $131.4M | $131.4M | 0.45% |
94106B101 WASTE CONNECTIONS INC | Increased | $113.9M | $216.3M | 0.39% |
18915M107 CLOUDFLARE INC | Reduced | -$111.9M | $724.3M | 0.38% |
G3643J108 FLUTTER ENTMT PLC | Reduced | -$110.8M | $486.4M | 0.38% |
L44385109 GLOBANT S A | Reduced | -$106.3M | $106.2M | 0.36% |
81141R100 SEA LTD | Increased | $105.4M | $889.7M | 0.36% |
92826C839 VISA INC | Reduced | -$101.1M | $1.3B | 0.34% |
30303M102 META PLATFORMS INC | Increased | $89.2M | $869.0M | 0.30% |
92333F101 VENTURE GLOBAL INC | New | $87.9M | $87.9M | 0.30% |
G6683N103 NU HLDGS LTD | Reduced | -$74.0M | $526.8M | 0.25% |
882508104 TEXAS INSTRS INC | Sold out | -$73.5M | $0 | 0.25% |
363576109 GALLAGHER ARTHUR J & CO | New | $70.0M | $70.0M | 0.24% |
35969L108 FULL TRUCK ALLIANCE CO LTD | Increased | $64.3M | $130.9M | 0.22% |
58155Q103 MCKESSON CORP | New | $61.7M | $61.7M | 0.21% |
654106103 NIKE INC | Reduced | -$61.1M | $238.3M | 0.21% |
32095101 AMPHENOL CORP NEW | New | $60.9M | $60.9M | 0.21% |
803054204 SAP SE | New | $59.9M | $59.9M | 0.20% |
531229755 LIBERTY MEDIA CORP DEL | Reduced | -$59.3M | $172.7M | 0.20% |
G98239109 XP INC | Sold out | -$57.6M | $0 | 0.20% |
58733R102 MERCADOLIBRE INC | Increased | $57.2M | $1.2B | 0.19% |
45866F104 INTERCONTINENTAL EXCHANGE IN | Increased | $55.6M | $464.5M | 0.19% |
82982L103 SITEONE LANDSCAPE SUPPLY INC | Sold out | -$54.7M | $0 | 0.19% |
88162G103 TETRA TECH INC NEW | Reduced | -$52.6M | $120.2M | 0.18% |
64110L106 NETFLIX INC | Increased | $47.4M | $1.4B | 0.16% |
90353T100 UBER TECHNOLOGIES INC | Increased | $42.4M | $285.1M | 0.14% |
759916109 REPLIGEN CORP | Reduced | -$31.7M | $164.7M | 0.11% |
90400D108 ULTRAGENYX PHARMACEUTICAL IN | Reduced | -$30.1M | $150.8M | 0.10% |
13646K108 CANADIAN PACIFIC KANSAS CITY | Sold out | -$29.8M | $0 | 0.10% |
450056106 IRHYTHM TECHNOLOGIES INC | Increased | $29.3M | $315.7M | 0.10% |
02079K107 ALPHABET INC | Reduced | -$27.7M | $97.5M | 0.09% |
776696106 ROPER TECHNOLOGIES INC | Increased | $22.8M | $192.3M | 0.08% |
22266T109 COUPANG INC | Reduced | -$22.0M | $264.9M | 0.07% |
49845K101 KLAVIYO INC | Reduced | -$21.6M | $29.4M | 0.07% |
127387108 CADENCE DESIGN SYSTEM INC | Increased | $20.9M | $77.5M | 0.07% |
44332N106 H WORLD GROUP LTD | Increased | $20.4M | $132.8M | 0.07% |
25809K105 DOORDASH INC | Increased | $18.1M | $1.0B | 0.06% |
9066101 AIRBNB INC | Reduced | -$18.1M | $113.6M | 0.06% |
M5216V106 GLOBAL E ONLINE LTD | Reduced | -$18.0M | $18.6M | 0.06% |
48553T106 KANZHUN LIMITED | Increased | $15.8M | $75.4M | 0.05% |
48581R205 KASPI KX JSC | Reduced | -$14.8M | $121.8M | 0.05% |
146869102 CARVANA CO | New | $12.8M | $12.8M | 0.04% |
G4124C109 GRAB HOLDINGS LIMITED | Reduced | -$12.7M | $88.2M | 0.04% |
22788C105 CROWDSTRIKE HLDGS INC | Reduced | -$11.4M | $15.7M | 0.04% |
771049103 ROBLOX CORP | Reduced | -$10.4M | $233.5M | 0.04% |
40415F101 HDFC BANK LTD | Increased | $9.7M | $193.4M | 0.03% |
893641100 TRANSDIGM GROUP INC | Increased | $9.3M | $118.8M | 0.03% |
M7S64H106 MONDAY COM LTD | Increased | $7.4M | $28.0M | 0.03% |
16119P108 CHARTER COMMUNICATIONS INC N | Increased | $5.7M | $88.3M | 0.02% |
G54950103 LINDE PLC | Increased | $4.0M | $41.6M | 0.01% |
G4705A100 ICON PLC | Reduced | -$3.4M | $16.5M | 0.01% |
464287614 ISHARES TR | Increased | $3.0M | $9.6M | 0.01% |
91324P102 UNITEDHEALTH GROUP INC | Increased | $2.7M | $91.5M | 0.01% |
679295105 OKTA INC | Increased | $1.7M | $37.7M | 0.01% |
37637K108 GITLAB INC | Reduced | -$1.2M | $6.0M | 0.00% |
T9224W109 STEVANATO GROUP S P A | Reduced | -$996,506 | $9.9M | 0.00% |
90364P105 UIPATH INC | Reduced | -$476,164 | $459,813 | 0.00% |
N3167Y103 FERRARI N V | Reduced | -$205,716 | $105.3M | 0.00% |
88025U109 10X GENOMICS INC | Sold out | -$180,103 | $0 | 0.00% |
2.8176E+112 EDWARDS LIFESCIENCES CORP | Increased | $57,009 | $1.4M | 0.00% |