SC
Sands Capital disclosed reduced in SERVICENOW INC
Sands Capital filed a 13F change in SERVICENOW INC (81762P102) on 2025-11-13, covering period end 2025-09-30.
Action
Reduced
Capital
$1,146,923,798 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
70 changes from Sands Capital, filed 2025-11-13 for period end 2025-09-30.
$36.2B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Increased | $647.0M | $2.6B | 1.78% |
02079K305 ALPHABET INC | Increased | $616.0M | $1.2B | 1.70% |
252131107 DEXCOM INC | Reduced | -$536.3M | $332.0M | 1.48% |
67066G104 NVIDIA CORPORATION | Increased | $480.4M | $3.9B | 1.33% |
03831W108 APPLOVIN CORP | Increased | $444.6M | $730.7M | 1.23% |
146869102 CARVANA CO | Increased | $334.4M | $638.1M | 0.92% |
81762P102 SERVICENOW INC | Reduced | -$301.0M | $1.1B | 0.83% |
05464C101 AXON ENTERPRISE INC | Reduced | -$299.0M | $1.0B | 0.82% |
68389X105 ORACLE CORP | New | $263.3M | $263.3M | 0.73% |
46120E602 INTUITIVE SURGICAL INC | Increased | $188.1M | $599.8M | 0.52% |
23135106 AMAZON COM INC | Reduced | -$177.5M | $1.8B | 0.49% |
12008R107 BUILDERS FIRSTSOURCE INC | Increased | $176.1M | $294.7M | 0.49% |
64110L106 NETFLIX INC | Reduced | -$171.9M | $1.3B | 0.47% |
11135F101 BROADCOM INC | Increased | $171.7M | $679.8M | 0.47% |
82509L107 SHOPIFY INC | Increased | $166.7M | $1.0B | 0.46% |
759916109 REPLIGEN CORP | Sold out | -$155.6M | $0 | 0.43% |
58733R102 MERCADOLIBRE INC | Reduced | -$150.7M | $1.2B | 0.42% |
18915M107 CLOUDFLARE INC | Reduced | -$148.0M | $817.2M | 0.41% |
852234103 BLOCK INC | Increased | $136.1M | $838.6M | 0.38% |
142339100 CARLISLE COS INC | Increased | $120.2M | $279.5M | 0.33% |
02079K107 ALPHABET INC | Sold out | -$107.0M | $0 | 0.30% |
771049103 ROBLOX CORP | Increased | $104.3M | $481.6M | 0.29% |
49468101 ATLASSIAN CORPORATION | Reduced | -$103.9M | $421.9M | 0.29% |
23804L103 DATADOG INC | Reduced | -$102.6M | $269.8M | 0.28% |
16119P108 CHARTER COMMUNICATIONS INC N | Sold out | -$99.1M | $0 | 0.27% |
N07059210 ASML HOLDING N V | Increased | $87.1M | $512.3M | 0.24% |
25809K105 DOORDASH INC | Reduced | -$87.0M | $1.1B | 0.24% |
G3643J108 FLUTTER ENTMT PLC | Reduced | -$66.2M | $540.1M | 0.18% |
450056106 IRHYTHM TECHNOLOGIES INC | Reduced | -$64.3M | $384.6M | 0.18% |
G6683N103 NU HLDGS LTD | Increased | $61.7M | $809.5M | 0.17% |
92826C839 VISA INC | Reduced | -$56.1M | $1.4B | 0.15% |
30303M102 META PLATFORMS INC | Increased | $55.4M | $1.0B | 0.15% |
88162G103 TETRA TECH INC NEW | Increased | $52.6M | $239.6M | 0.15% |
H5919C104 ON HLDG AG | Increased | $46.5M | $286.7M | 0.13% |
L8681T102 SPOTIFY TECHNOLOGY S A | Increased | $40.7M | $1.1B | 0.11% |
81141R100 SEA LTD | Reduced | -$35.4M | $872.8M | 0.10% |
L44385109 GLOBANT S A | Reduced | -$30.3M | $48.7M | 0.08% |
679295105 OKTA INC | Sold out | -$30.0M | $0 | 0.08% |
90400D108 ULTRAGENYX PHARMACEUTICAL IN | Reduced | -$30.0M | $113.4M | 0.08% |
803054204 SAP SE | Increased | $29.6M | $117.6M | 0.08% |
22788C105 CROWDSTRIKE HLDGS INC | Sold out | -$22.9M | $0 | 0.06% |
127387108 CADENCE DESIGN SYSTEM INC | Increased | $21.6M | $116.6M | 0.06% |
363576109 GALLAGHER ARTHUR J & CO | Reduced | -$20.1M | $338.9M | 0.06% |
G4124C109 GRAB HOLDINGS LIMITED | Reduced | -$19.2M | $75.2M | 0.05% |
45866F104 INTERCONTINENTAL EXCHANGE IN | Reduced | -$18.3M | $956.5M | 0.05% |
92333F101 VENTURE GLOBAL INC | Reduced | -$16.2M | $106.2M | 0.04% |
26603R106 DUOLINGO INC | New | $15.3M | $15.3M | 0.04% |
594918104 MICROSOFT CORP | Increased | $14.5M | $1.5B | 0.04% |
58155Q103 MCKESSON CORP | Increased | $14.5M | $121.4M | 0.04% |
M7S64H106 MONDAY COM LTD | Reduced | -$14.2M | $22.5M | 0.04% |
G4705A100 ICON PLC | Sold out | -$13.3M | $0 | 0.04% |
04016X101 ARGENX SE | New | $12.3M | $12.3M | 0.03% |
316841105 FIGMA INC | New | $11.8M | $11.8M | 0.03% |
531229755 LIBERTY MEDIA CORP DEL | Increased | $10.7M | $210.4M | 0.03% |
776696106 ROPER TECHNOLOGIES INC | Reduced | -$10.4M | $175.4M | 0.03% |
40415F101 HDFC BANK LTD | Reduced | -$9.6M | $211.5M | 0.03% |
893641100 TRANSDIGM GROUP INC | Reduced | -$9.2M | $123.0M | 0.03% |
48581R205 KASPI KZ JSC | Reduced | -$8.5M | $134.3M | 0.02% |
697435105 PALO ALTO NETWORKS INC | Increased | $7.9M | $39.6M | 0.02% |
49845K101 KLAVIYO INC | Reduced | -$6.6M | $30.6M | 0.02% |
35969L108 FULL TRUCK ALLIANCE CO LTD | Increased | $6.0M | $87.8M | 0.02% |
32095101 AMPHENOL CORP NEW | Increased | $5.6M | $98.4M | 0.02% |
22266T109 COUPANG INC | Reduced | -$4.5M | $355.0M | 0.01% |
N3167Y103 FERRARI N V | Increased | $2.5M | $122.1M | 0.01% |
79589L106 SAMSARA INC | Reduced | -$2.5M | $764.3M | 0.01% |
94106B101 WASTE CONNECTIONS INC | Reduced | -$1.1M | $208.0M | 0.00% |
T9224W109 STEVANATO GROUP S P A | Increased | $620,940 | $12.0M | 0.00% |
G54950103 LINDE PLC | Reduced | -$585,752 | $40.1M | 0.00% |
833445109 SNOWFLAKE INC | Increased | $21,289 | $2.7M | 0.00% |
37637K108 GITLAB INC | Reduced | -$3,824 | $5.7M | 0.00% |