Frank Sands's Stock Picks (2025 Q2): Full SANDS CAPITAL MANAGEMENT, LLC Portfolio {year}

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Ticker	Name	Date	Activity	Shares	Shares Change	Value Change
ABNB	Airbnb, Inc.	06/30/2025	Sold Out	950,809	-950,809	$113.58 M
GOOG	Alphabet Inc.	06/30/2025	Reduce -3.3%	603,385	-20,799	$3.69 M
GOOGL	Alphabet Inc.	06/30/2025	Reduce -7.9%	3.09 M	-263,848	$46.5 M
AMZN	Amazon.com, Inc.	06/30/2025	Reduce -16.8%	9.23 M	-1.86 M	$409.06 M
APH	Amphenol Corporation	06/30/2025	Add 1.2%	940,121	+10,969	$1.08 M
AAPL	Apple Inc.	06/30/2025	Sold Out	355,649	-355,649	$79 M
APP	AppLovin Corporation	06/30/2025	Reduce -60.3%	817,346	-1.24 M	$434.4 M
TEAM	Atlassian Corporation	06/30/2025	Reduce -33.9%	2.59 M	-1.33 M	$270.08 M
AXON	Axon Enterprise, Inc.	06/30/2025	Reduce -15.2%	1.61 M	-288,527	$238.88 M
AVGO	Broadcom Inc.	06/30/2025	Add 29.7%	1.84 M	+422,457	$116.45 M
BLDR	Builders FirstSource, Inc.	06/30/2025	Reduce -3.3%	1.02 M	-34,771	$4.06 M
CDNS	Cadence Design Systems, Inc.	06/30/2025	Add 1.1%	308,191	+3,472	$1.07 M
CSL	Carlisle Companies Incorporated	06/30/2025	New Buy	426,360	+426,360	$159.2 M
CVNA	Carvana Co.	06/30/2025	Add 1374.3%	901,227	+840,096	$283.08 M
CHTR	Charter Communications, Inc.	06/30/2025	Add 1.2%	242,432	+2,828	$1.16 M
NET	Cloudflare, Inc.	06/30/2025	Reduce -23.3%	4.93 M	-1.5 M	$293.47 M
CPNG	Coupang, Inc.	06/30/2025	Reduce -0.7%	12 M	-80,763	$2.42 M
CRWD	CrowdStrike Holdings, Inc.	06/30/2025	Add 1.4%	45,021	+604	$307,623.25
DDOG	Datadog, Inc.	06/30/2025	Reduce -4.9%	2.77 M	-143,461	$19.27 M
DXCM	DexCom, Inc.	06/30/2025	Reduce -4.5%	9.95 M	-466,212	$40.7 M

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