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 | CADENCE DESIGN SYSTEM INC | $0 | 0 | -252,008 | -100.00% | 0.24% | ||||||
| 2 | DUOLINGO INC | $0 | 0 | -39,975 | -100.00% | 0.02% | ||||||
| 3 | GALLAGHER ARTHUR J & CO | $0 | 0 | -244,255 | -100.00% | 0.19% | ||||||
| 4 | GLOBANT S A | $0 | 0 | -770,560 | -100.00% | 0.15% | ||||||
| 5 | IRHYTHM TECHNOLOGIES INC | $0 | 0 | -1,699,645 | -100.00% | 0.92% | ||||||
| 6 | ISHARES TR | $0 | 0 | -8,215 | -100.00% | 0.01% | ||||||
| 7 | ROPER TECHNOLOGIES INC | $0 | 0 | -287,318 | -100.00% | 0.39% | ||||||
| 8 | SAP SE | $0 | 0 | -394,117 | -100.00% | 0.29% | ||||||
| 9 | LUMENTUM HLDGS INC LITE | $219K | 0.00% | 312 | +312 | 2026-03-31 | $703 | ~$573 | +22.67% | |||
| 10 | AEROVIRONMENT INC AVAV | $246K | 0.00% | 1,342 | +1,342 | 2026-03-31 | $183 | ~$263 | -30.30% | |||
| 11 | ROBINHOOD MKTS INC HOOD | $260K | 0.00% | 3,746 | +3,746 | 2026-03-31 | $69 | ~$85 | -18.79% | |||
| 12 | ARISTA NETWORKS INC ANET | $331K | 0.00% | 2,698 | +2,698 | 2026-03-31 | $123 | ~$134 | -8.58% | |||
| 13 | SNOWFLAKE INC SNOW | $630K | 0.00% | 4,178 | -7,782 | -65.07% | 0.01% | 2020-09-30 | $151 | ~$243 | -37.95% | |
| 14 | APPLE INC AAPL | $817K | 0.00% | 3,219 | +3,219 | 2024-03-31 | $254 | ~$207 | +22.55% | |||
| 15 | ATLASSIAN CORPORATION TEAM | $975K | 0.00% | 14,281 | -122,253 | -89.54% | 0.07% | 2022-12-31 | $68 | ~$135 | -49.30% | |
| 16 | ALIBABA GROUP HLDG LTD BABA | $978K | 0.00% | 7,793 | +282 | +3.75% | 0.00% | 2014-09-30 | $125 | ~$127 | -0.93% | |
| 17 | GITLAB INC GTLB | $2.8M | 0.01% | 127,475 | +0 | +0.00% | 0.01% | 2022-06-30 | $22 | ~$50 | -56.95% | |
| 18 | SERVICENOW INC NOW | $3.3M | 0.01% | 31,521 | -3,811,393 | -99.18% | 1.79% | 2016-06-30 | $105 | ~$54 | +93.15% | |
| 19 | PALANTIR TECHNOLOGIES INC PLTR | $3.4M | 0.01% | 22,919 | +3,079 | +15.52% | 0.01% | 2025-12-31 | $146 | ~$174 | -16.01% | |
| 20 | FIGMA INC FIG | $4.0M | 0.02% | 187,577 | -2,205 | -1.16% | 0.02% | 2025-09-30 | $21 | ~$52 | -59.24% | |
| 21 | STEVANATO GROUP S P A | $6.8M | 0.03% | 497,310 | +4,304 | +0.87% | 0.03% | 2023-06-30 | $14 | ~$31 | -56.02% | |
| 22 | KLAVIYO INC KVYO | $11.6M | 0.05% | 595,160 | -333,595 | -35.92% | 0.09% | 2023-09-30 | $19 | ~$30 | -36.04% | |
| 23 | HDFC BANK LTD HDB | $22.6M | 0.09% | 907,652 | -5,209,710 | -85.16% | 0.68% | 2017-03-31 | $25 | ~$30 | -16.80% | |
| 24 | PALO ALTO NETWORKS INC PANW | $25.8M | 0.10% | 161,078 | -1,885 | -1.16% | 0.09% | 2015-06-30 | $160 | ~$64 | +152.17% | |
| 25 | LINDE PLC | $27.1M | 0.11% | 54,593 | -4,621 | -7.80% | 0.08% | 2023-12-31 | $496 | ~$441 | +12.30% | |
| 26 | ELI LILLY & CO LLY | $30.2M | 0.12% | 32,887 | +32,887 | 2026-03-31 | $920 | ~$1,018 | -9.61% | |||
| 27 | GRAB HOLDINGS LIMITED | $33.4M | 0.13% | 9,122,432 | -2,121,623 | -18.87% | 0.17% | 2024-09-30 | $4 | ~$4 | -3.68% | |
| 28 | 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% | |
| 29 | BOSTON SCIENTIFIC CORP BSX | $46.2M | 0.18% | 736,109 | -69,055 | -8.58% | 0.23% | 2019-03-31 | $63 | ~$39 | +59.18% | |
| 30 | ULTRAGENYX PHARMACEUTICAL IN RARE | $67.3M | 0.26% | 3,214,533 | -271,191 | -7.78% | 0.24% | 2023-06-30 | $21 | ~$44 | -52.73% |