13F Notebook
← Dashboard
Fund detail

Sands Capital Management

large-active, growth, lo

Quarters 52
2021-09-30 $59.97B
Positions 71
Showing 30 of 80 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
1 908 DEVICES INC $0 0 -326,427 -100.00% 0.02%
2 GROCERY OUTLET HLDG CORP $0 0 -8,169,206 -100.00% 0.48%
3 KARUNA THERAPEUTICS INC $0 0 -380,307 -100.00% 0.07%
4 NEW ORIENTAL ED & TECH GRP I $0 0 -20,704,802 -100.00% 0.29%
5 SPRUCE BIOSCIENCES INC $0 0 -787,007 -100.00% 0.01%
6 TARSUS PHARMACEUTICALS INC $0 0 -260,000 -100.00% 0.01%
7 TAYSHA GENE THERAPIES INC $0 0 -724,873 -100.00% 0.03%
8 TRIP COM GROUP LTD $0 0 -6,859,392 -100.00% 0.41%
9 ZOOM VIDEO COMMUNICATIONS IN $0 0 -1,111,694 -100.00% 0.73%
10 ILLUMINA INC ILMN $932K 0.00% 2,298 -1,673,585 -99.86% 1.34% 2015-06-30 $406 ~$194 +108.52%
11 OPENDOOR TECHNOLOGIES INC $3.5M 0.01% 171,975 +171,975 2021-09-30 $21 ~$21 +0.00%
12 WAYFAIR INC W $5.6M 0.01% 22,109 +22,109 2021-09-30 $256 ~$256 +0.00%
13 ISHARES TR INDA $10.3M 0.02% 212,411 +2,270 +1.08% 0.02% 2014-12-31 $49 ~$36 +34.44%
14 ANSYS INC AKX $11.5M 0.02% 33,636 +5,721 +20.49% 0.02% 2013-06-30 $340 ~$120 +184.09%
15 WASTE CONNECTIONS INC WCN $16.3M 0.03% 129,142 +21,952 +20.48% 0.02% 2021-06-30 $126 ~$120 +4.96%
16 WORKDAY INC WDAY $22.0M 0.04% 88,039 -3,032,725 -97.18% 1.26% 2014-03-31 $250 ~$98 +154.76%
17 UIPATH INC PATH $22.6M 0.04% 430,104 -3,821,162 -89.88% 0.49% 2021-06-30 $53 ~$69 -23.36%
18 ADOBE SYSTEMS INCORPORATED ADBE $38.1M 0.06% 66,205 -1,442 -2.13% 0.07% 2014-09-30 $576 ~$71 +707.80%
19 BIO-TECHNE CORPORATION TECH $48.0M 0.08% 99,153 +1,217 +1.24% 0.07% 2021-03-31 $485 ~$387 +25.28%
20 COUPA SOFTWARE INC COUPEUR $50.5M 0.08% 230,192 -1,253,517 -84.49% 0.66% 2020-06-30 $219 ~$282 -22.36%
21 BRIGHT HORIZONS FAM SOL IN D BFAM $66.0M 0.11% 473,575 +5,178 +1.11% 0.12% 2020-12-31 $139 ~$171 -18.49%
22 DOLLAR GENERAL CORPORATION NEW DG $67.6M 0.11% 318,475 +2,339 +0.74% 0.12% 2017-03-31 $212 ~$143 +48.51%
23 TENCENT MUSIC ENTMT GROUP TME $80.9M 0.13% 11,156,144 +276,248 +2.54% 0.29% 2021-03-31 $7 ~$20 -64.11%
24 UNITEDHEALTH GROUP INC UNH $87.5M 0.15% 223,864 +1,912 +0.86% 0.15% 2018-12-31 $391 ~$283 +37.90%
25 INTERCONTINENTAL EXCHANGE IN ICE $90.6M 0.15% 788,652 +9,557 +1.23% 0.16% 2017-03-31 $115 ~$91 +26.39%
26 EQUINIX INC EQIX $92.1M 0.15% 116,601 -36 -0.03% 0.16% 2018-12-31 $790 ~$535 +47.78%
27 TRANSDIGM GROUP INC TDG $94.0M 0.16% 150,563 +1,299 +0.87% 0.16% 2017-03-31 $625 ~$484 +29.14%
28 KANZHUN LIMITED BZ $115.9M 0.19% 3,220,360 +85,131 +2.72% 0.21% 2021-06-30 $36 ~$40 -9.12%
29 CHEGG INC CHGG $117.6M 0.20% 1,728,471 +19,379 +1.13% 0.24% 2020-06-30 $68 ~$73 -6.62%
30 NIO INC NIO $119.9M 0.20% 3,364,376 +3,364,376 2021-09-30 $36 ~$36 +0.00%