Fund detail
Sands Capital Management
large-active, growth, lo
Quarters
52
2026-03-31
$25.49B
Positions
67
2026-03-31
2025-12-31
2025-09-30
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
2014-12-31
2014-09-30
2014-06-30
2014-03-31
2013-12-31
2013-09-30
2013-06-30
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 | SNOWFLAKE INC SNOW | $630K | 0.00% | 4,178 | -7,782 | -65.07% | 0.01% | 2020-09-30 | $151 | ~$243 | -37.95% | |
| 2 | ATLASSIAN CORPORATION TEAM | $975K | 0.00% | 14,281 | -122,253 | -89.54% | 0.07% | 2022-12-31 | $68 | ~$135 | -49.30% | |
| 3 | SERVICENOW INC NOW | $3.3M | 0.01% | 31,521 | -3,811,393 | -99.18% | 1.79% | 2016-06-30 | $105 | ~$54 | +93.15% | |
| 4 | FIGMA INC FIG | $4.0M | 0.02% | 187,577 | -2,205 | -1.16% | 0.02% | 2025-09-30 | $21 | ~$52 | -59.24% | |
| 5 | KLAVIYO INC KVYO | $11.6M | 0.05% | 595,160 | -333,595 | -35.92% | 0.09% | 2023-09-30 | $19 | ~$30 | -36.04% | |
| 6 | HDFC BANK LTD HDB | $22.6M | 0.09% | 907,652 | -5,209,710 | -85.16% | 0.68% | 2017-03-31 | $25 | ~$30 | -16.80% | |
| 7 | PALO ALTO NETWORKS INC PANW | $25.8M | 0.10% | 161,078 | -1,885 | -1.16% | 0.09% | 2015-06-30 | $160 | ~$64 | +152.17% | |
| 8 | LINDE PLC | $27.1M | 0.11% | 54,593 | -4,621 | -7.80% | 0.08% | 2023-12-31 | $496 | ~$441 | +12.30% | |
| 9 | GRAB HOLDINGS LIMITED | $33.4M | 0.13% | 9,122,432 | -2,121,623 | -18.87% | 0.17% | 2024-09-30 | $4 | ~$4 | -3.68% | |
| 10 | FULL TRUCK ALLIANCE CO LTD YMM | $41.3M | 0.16% | 4,970,779 | -1,152,989 | -18.83% | 0.20% | 2024-12-31 | $8 | ~$11 | -25.95% | |
| 11 | BOSTON SCIENTIFIC CORP BSX | $46.2M | 0.18% | 736,109 | -69,055 | -8.58% | 0.23% | 2019-03-31 | $63 | ~$39 | +59.18% | |
| 12 | ULTRAGENYX PHARMACEUTICAL IN RARE | $67.3M | 0.26% | 3,214,533 | -271,191 | -7.78% | 0.24% | 2023-06-30 | $21 | ~$44 | -52.73% | |
| 13 | FERRARI N V | $97.4M | 0.38% | 287,709 | -22,274 | -7.19% | 0.35% | 2023-03-31 | $338 | ~$351 | -3.53% | |
| 14 | AMPHENOL CORP APH | $101.8M | 0.40% | 805,602 | -73,402 | -8.35% | 0.36% | 2025-03-31 | $126 | ~$72 | +75.85% | |
| 15 | WASTE CONNECTIONS INC WCN | $103.1M | 0.40% | 634,903 | -330,977 | -34.27% | 0.52% | 2021-06-30 | $162 | ~$179 | -9.19% | |
| 16 | TRANSDIGM GROUP INC TDG | $109.3M | 0.43% | 94,341 | -8,838 | -8.57% | 0.42% | 2017-03-31 | $1,159 | ~$689 | +68.30% | |
| 17 | KASPI KZ JSC KSPI | $117.5M | 0.46% | 1,586,334 | -362,427 | -18.60% | 0.46% | 2024-03-31 | $74 | ~$114 | -34.82% | |
| 18 | LIBERTY MEDIA CORP DEL FWONK | $132.6M | 0.52% | 1,559,760 | -522,753 | -25.10% | 0.62% | 2023-09-30 | $85 | ~$66 | +29.02% | |
| 19 | ROBLOX CORP RBLX | $154.2M | 0.61% | 2,726,701 | -456,698 | -14.35% | 0.78% | 2024-09-30 | $57 | ~$44 | +27.79% | |
| 20 | DATADOG INC DDOG | $166.0M | 0.65% | 1,406,366 | -107,434 | -7.10% | 0.63% | 2022-06-30 | $118 | ~$92 | +28.93% | |
| 21 | COUPANG INC CPNG | $173.2M | 0.68% | 9,172,187 | -1,147,478 | -11.12% | 0.74% | 2022-12-31 | $19 | ~$15 | +22.86% | |
| 22 | TETRA TECH INC NEW TTEK | $200.6M | 0.79% | 6,658,823 | -348,181 | -4.97% | 0.71% | 2024-12-31 | $30 | ~$37 | -19.29% | |
| 23 | FLUTTER ENTMT PLC | $202.8M | 0.80% | 1,988,830 | -98,218 | -4.71% | 1.37% | 2024-03-31 | $102 | ~$204 | -49.94% | |
| 24 | ON HLDG AG | $215.2M | 0.84% | 6,325,547 | -309,503 | -4.66% | 0.94% | 2025-06-30 | $34 | ~$51 | -32.64% | |
| 25 | BUILDERS FIRSTSOURCE INC BLDR | $215.8M | 0.85% | 2,621,085 | -136,884 | -4.96% | 0.86% | 2025-03-31 | $82 | ~$120 | -31.59% | |
| 26 | ARGENX SE ARGX | $248.5M | 0.97% | 340,285 | -16,585 | -4.65% | 0.91% | 2025-09-30 | $730 | ~$787 | -7.19% | |
| 27 | CARLISLE COS INC CSL | $306.8M | 1.20% | 919,614 | -48,026 | -4.96% | 0.94% | 2025-06-30 | $334 | ~$358 | -6.73% | |
| 28 | BLOCK INC XYZ | $331.6M | 1.30% | 5,510,835 | -419,048 | -7.07% | 1.17% | 2020-03-31 | $60 | ~$115 | -47.69% | |
| 29 | APPLOVIN CORP APP | $386.7M | 1.52% | 971,561 | -491,790 | -33.61% | 3.00% | 2024-12-31 | $398 | ~$456 | -12.77% | |
| 30 | SEA LTD SE | $391.6M | 1.54% | 4,728,550 | -772,463 | -14.04% | 2.13% | 2017-12-31 | $83 | ~$64 | +30.14% |