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Fund detail

Sands Capital Management

large-active, growth, lo

Quarters 52
2018-06-30 $34.93B
Positions 66
Showing 30 of 70 rows

Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days.

# Issuer Value ↑ Weight Shares Share Δ Share Δ % Prev Weight First Held Price Est. Cost Unrealized % Status
1 ALLERGAN PLC $0 0 -45,058 -100.00% 0.02%
2 CELGENE CORP $0 0 -65,744 -100.00% 0.02%
3 MULESOFT INC $0 0 -368,443 -100.00% 0.05%
4 NETSHOES CAYMAN LTD $0 0 -1,329,225 -100.00% 0.02%
5 LENDINGCLUB CORP LCEUR $267K 0.00% 70,442 +0 +0.00% 0.00% 2014-12-31 $4 ~$20 -81.07%
6 MICROSOFT CORP MSFT $419K 0.00% 4,250 +0 +0.00% 0.00% 2014-09-30 $99 ~$46 +112.64%
7 CISCO SYS INC CSCO $465K 0.00% 10,800 +0 +0.00% 0.00% 2013-06-30 $43 ~$24 +76.77%
8 LIVE NATION ENTERTAINMENT IN LYV $5.4M 0.02% 110,167 +600 +0.55% 0.01% 2017-12-31 $49 ~$43 +14.25%
9 MOODYS CORP MCO $6.0M 0.02% 35,093 +175 +0.50% 0.02% 2017-03-31 $171 ~$138 +23.79%
10 IPG PHOTONICS CORP IPGP $6.7M 0.02% 30,300 +0 +0.00% 0.02% 2013-06-30 $221 ~$61 +259.01%
11 UNION PAC CORP UNP $8.3M 0.02% 58,796 +375 +0.64% 0.02% 2017-03-31 $142 ~$126 +12.59%
12 FOMENTO ECONOMICO MEXICANO S FMX $8.7M 0.02% 98,780 +500 +0.51% 0.03% 2017-03-31 $88 ~$93 -5.89%
13 ANSYS INC AKX $9.1M 0.03% 52,045 -1,100 -2.07% 0.02% 2013-06-30 $174 ~$74 +135.55%
14 APTIV PLC $9.4M 0.03% 103,085 +675 +0.66% 0.03% 2018-03-31 $92 ~$85 +7.81%
15 ROSS STORES INC ROST $9.8M 0.03% 116,196 +650 +0.56% 0.03% 2017-03-31 $85 ~$74 +14.49%
16 INTUIT INTU $9.9M 0.03% 48,530 +10,816 +28.68% 0.02% 2017-03-31 $204 ~$159 +28.15%
17 DOLLAR GEN CORP DG $10.5M 0.03% 106,001 +600 +0.57% 0.03% 2017-03-31 $99 ~$86 +14.50%
18 VERISK ANALYTICS INC VRSK $11.4M 0.03% 106,197 +550 +0.52% 0.03% 2017-03-31 $108 ~$92 +16.93%
19 INTERCONTINENTAL EXCHANGE IN ICE $12.8M 0.04% 173,551 +1,000 +0.58% 0.04% 2017-03-31 $74 ~$69 +6.17%
20 GUIDEWIRE SOFTWARE INC GWRE $13.5M 0.04% 152,445 +22,475 +17.29% 0.03% 2013-06-30 $89 ~$49 +81.72%
21 ZOETIS INC ZTS $15.3M 0.04% 179,135 +6,675 +3.87% 0.04% 2017-03-31 $85 ~$69 +23.38%
22 TRANSDIGM GROUP INC TDG $17.3M 0.05% 50,142 -3,535 -6.59% 0.05% 2017-03-31 $345 ~$265 +30.12%
23 AMERICAN TOWER CORP AMT $20.2M 0.06% 139,813 -1,400 -0.99% 0.06% 2016-12-31 $144 ~$121 +19.50%
24 DOCUSIGN INC DOCU $21.5M 0.06% 406,923 +406,923 2018-06-30 $53 ~$53 +0.00%
25 HDFC BANK LTD HDB $30.2M 0.09% 288,031 +29,700 +11.50% 0.08% 2017-03-31 $105 ~$94 +11.30%
26 SEA LTD SE $38.3M 0.11% 2,553,740 +88,800 +3.60% 0.08% 2017-12-31 $15 ~$13 +13.18%
27 GRUPO AEROPORTUARIO DEL SURE ASR $47.6M 0.14% 299,227 +93,458 +45.42% 0.10% 2017-06-30 $159 ~$189 -15.67%
28 CREDICORP LTD $49.8M 0.14% 221,280 +7,709 +3.61% 0.14% 2015-03-31 $225 ~$136 +65.13%
29 MERCADOLIBRE INC MELI $75.1M 0.22% 251,273 +9,300 +3.84% 0.26% 2013-06-30 $299 ~$127 +135.53%
30 MAKEMYTRIP LIMITED MAURITIUS $78.9M 0.23% 2,181,464 +60,400 +2.85% 0.22% 2016-12-31 $36 ~$28 +31.26%