Sands Capital Portfolio: Top Holdings - May 2025
Sands Capital's top holdings (May 2025) include NVIDIA Corp (NVDA), a company specializing in graphics processors and chipsets.
Sands Capital is a growth equity investment firm that manages investments for endowments, foundations, pension funds, and high-net-worth individuals. The firm focuses on identifying innovative and sustainable businesses with significant long-term growth potential. Sands Capital operates as an investment advisor, offering a range of investment strategies centered on global growth equities.
NVIDIA Corp (NVDA)
NVIDIA is a leading designer of graphics processing units (GPUs) that enhance the experience on computing platforms. The company's products are used in gaming, professional visualization, data centers, and automotive markets. NVIDIA has a market capitalization of $2.71T, with Sands Capital's position currently valued at $2.4B. The discounted cash flow value is $162.69, and analysts have set a price target of $171.71.
Here's an overview of Sands Capital's trades in NVIDIA Corp:
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Amazon.com Inc. (AMZN)
Amazon is a global e-commerce and cloud computing giant, operating a vast online marketplace for consumers and businesses. It also provides cloud services through Amazon Web Services (AWS), and produces consumer electronics. Amazon.com Inc. has a market cap of $2.01T, while the current value of Sands Capital's holding is $2.18B. Analysts have set a price target of $263.33 for Amazon.
Here's an overview of Sands Capital's trades in Amazon.com Inc.:
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Netflix Inc. (NFLX)
Netflix is the world's leading streaming entertainment service with millions of subscribers globally. The company offers a wide variety of award-winning TV shows, movies, anime, documentaries, and more. Netflix has a market capitalization of $468.78B, and the current value of Sands Capital's position is $1.68B. The company's discounted cash flow analysis suggests a value of $168.74 per share, and analysts have set a price target of $1.08K.
Here's an overview of Sands Capital's trades in Netflix Inc.:
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Visa Inc - Ordinary Shares - Class A (V)
Visa is a global payments technology company that facilitates electronic funds transfers worldwide. Visa connects consumers, merchants, financial institutions, and governments in more than 200 countries and territories. The company's market cap stands at $654.78B, while the current value of Sands Capital's holding is $1.57B. Analysts have set a price target of $361.0 for Visa. The discounted cash flow value is $257.67.
Here's an overview of Sands Capital's trades in Visa Inc:
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MercadoLibre Inc (MELI)
MercadoLibre operates online marketplaces dedicated to e-commerce and online auctions. The company provides a platform for users to buy and sell products in Latin America. This holding in Sands Capital's portfolio is currently worth $1.56B, and the company's market cap is $112.84B. The company's discounted cash flow analysis suggests a value of $1.31K per share, and analysts have set a price target of $2.4K.
Here's an overview of Sands Capital's trades in MercadoLibre Inc:
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