13F Notebook
← Dashboard
Fund detail

Sands Capital Management

large-active, growth, lo

Quarters 52
2019-09-30 $31.11B
Positions 78
Showing 30 of 82 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 IPG PHOTONICS CORP $0 0 -30,300 -100.00% 0.01%
2 ISHARES TR $0 0 -11,570 -100.00% 0.01%
3 LAS VEGAS SANDS CORP $0 0 -4,108,350 -100.00% 0.72%
4 SPLUNK INC $0 0 -89,430 -100.00% 0.03%
5 EVENTBRITE INC EB4 $4.3M 0.01% 240,735 -2,775 -1.14% 0.01% 2018-09-30 $18 ~$38 -53.36%
6 REVOLVE GROUP INC RVLV $4.9M 0.02% 211,650 -2,050 -0.96% 0.02% 2019-06-30 $23 ~$35 -32.27%
7 ANAPLAN INC PLANUSD $7.5M 0.02% 158,596 -1,225 -0.77% 0.02% 2018-12-31 $47 ~$27 +77.09%
8 KARUNA THERAPEUTICS INC $8.3M 0.03% 578,895 +0 +0.00% 0.03% 2019-06-30 $14 ~$16 -9.75%
9 SLACK TECHNOLOGIES INC WORK $8.7M 0.03% 368,305 -639,649 -63.46% 0.10% 2019-06-30 $24 ~$34 -30.74%
10 ANSYS INC AKX $11.0M 0.04% 49,898 -475 -0.94% 0.03% 2013-06-30 $221 ~$74 +199.35%
11 CROWN CASTLE INTL CORP CCI $11.1M 0.04% 79,741 -925 -1.15% 0.03% 2019-03-31 $139 ~$128 +8.61%
12 GUIDEWIRE SOFTWARE INC GWRE $12.8M 0.04% 121,160 -925 -0.76% 0.04% 2013-06-30 $105 ~$49 +115.70%
13 HUTCHISON CHINA MEDITECH LTD HCM $16.0M 0.05% 896,370 +28,497 +3.28% 0.06% 2018-09-30 $18 ~$30 -40.25%
14 UNION PACIFIC CORP UNP $17.2M 0.06% 106,391 +1,723 +1.65% 0.05% 2017-03-31 $162 ~$153 +6.14%
15 MOODYS CORP MCO $17.5M 0.06% 85,249 +1,333 +1.59% 0.05% 2017-03-31 $205 ~$170 +20.74%
16 UNITEDHEALTH GROUP INC UNH $23.3M 0.07% 107,012 +1,524 +1.44% 0.08% 2018-12-31 $217 ~$246 -11.80%
17 HEALTH CATALYST INC RESTRICTED HCAT $23.5M 0.08% 889,146 +889,146 2019-09-30 $26 ~$26 +0.00%
18 ROSS STORES INC ROST $25.4M 0.08% 230,871 +3,766 +1.66% 0.07% 2017-03-31 $110 ~$88 +24.60%
19 LIVE NATION ENTERTAINMENT IN LYV $26.7M 0.09% 402,957 +139,234 +52.80% 0.05% 2017-12-31 $66 ~$60 +10.72%
20 VERISK ANALYTICS INC VRSK $28.9M 0.09% 182,854 -36,290 -16.56% 0.10% 2017-03-31 $158 ~$121 +30.57%
21 IQVIA HLDGS INC IQV $29.6M 0.10% 198,163 +198,163 2019-09-30 $149 ~$149 +0.00%
22 BEIGENE LTD ONC $32.4M 0.10% 264,232 +8,416 +3.29% 0.09% 2018-09-30 $122 ~$159 -23.06%
23 BOSTON SCIENTIFIC CORP BSX $32.6M 0.10% 800,084 +229,560 +40.24% 0.07% 2019-03-31 $41 ~$41 +0.34%
24 INTERCONTINENTAL EXCHANGE IN ICE $34.8M 0.11% 376,853 +5,798 +1.56% 0.09% 2017-03-31 $92 ~$77 +20.39%
25 DOLLAR GEN CORP DG $41.0M 0.13% 257,713 +4,046 +1.60% 0.10% 2017-03-31 $159 ~$113 +41.27%
26 ROPER TECHNOLOGIES INC ROP $42.3M 0.14% 118,542 +1,757 +1.50% 0.13% 2019-06-30 $357 ~$366 -2.62%
27 EQUINIX INC EQIX $43.0M 0.14% 74,538 +4,133 +5.87% 0.11% 2018-12-31 $577 ~$441 +30.81%
28 TRANSDIGM GROUP INC TDG $49.6M 0.16% 95,280 -12,648 -11.72% 0.16% 2017-03-31 $521 ~$393 +32.44%
29 BAIDU INC BIDU $54.5M 0.18% 530,723 +17,153 +3.34% 0.18% 2013-06-30 $103 ~$125 -17.56%
30 MAKEMYTRIP LIMITED MAURITIUS $66.0M 0.21% 2,908,239 +94,975 +3.38% 0.21% 2016-12-31 $23 ~$27 -17.36%