Fund detail
Sands Capital Management
large-active, growth, lo
Quarters
52
2021-09-30
$59.97B
Positions
71
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 | SEA LTD SE | $6.52B | 10.88% | 20,469,459 | -2,623,034 | -11.36% | 10.75% | 2017-12-31 | $319 | ~$40 | +704.73% | |
| 2 | NETFLIX INC NFLX | $3.18B | 5.29% | 5,202,192 | -43,063 | -0.82% | 4.70% | 2015-12-31 | $610 | ~$202 | +202.18% | |
| 3 | VISA INC V | $3.08B | 5.14% | 13,848,830 | +203,488 | +1.49% | 5.41% | 2013-06-30 | $223 | ~$65 | +240.39% | |
| 4 | AMAZON COM INC AMZN | $2.67B | 4.45% | 812,276 | +109,043 | +15.51% | 4.10% | 2013-06-30 | $3,285 | ~$955 | +243.81% | |
| 5 | SQUARE INC XYZ | $2.54B | 4.23% | 10,585,033 | +3,307,189 | +45.44% | 3.01% | 2020-03-31 | $240 | ~$127 | +89.16% | |
| 6 | ATLASSIAN CORP PLC | $2.24B | 3.73% | 5,715,280 | +53,744 | +0.95% | 2.47% | 2018-06-30 | $391 | ~$93 | +320.05% | |
| 7 | MERCADOLIBRE INC MELI | $2.07B | 3.45% | 1,231,475 | +26,212 | +2.17% | 3.18% | 2013-06-30 | $1,679 | ~$1,006 | +66.86% | |
| 8 | ALIGN TECHNOLOGY INC ALGN | $1.94B | 3.23% | 2,907,936 | +18,167 | +0.63% | 2.99% | 2018-03-31 | $665 | ~$263 | +152.75% | |
| 9 | FACEBOOK INC META | $1.92B | 3.20% | 5,652,187 | +9,819 | +0.17% | 3.33% | 2013-06-30 | $339 | ~$79 | +327.49% | |
| 10 | SHOPIFY INC SHOP | $1.83B | 3.05% | 1,347,329 | +20,076 | +1.51% | 3.29% | 2017-03-31 | $1,356 | ~$438 | +209.27% | |
| 11 | DEXCOM INC DXCM | $1.82B | 3.03% | 3,324,368 | +287,092 | +9.45% | 2.20% | 2020-03-31 | $547 | ~$358 | +52.93% | |
| 12 | TWILIO INC TWLO | $1.74B | 2.90% | 5,451,329 | +920,349 | +20.31% | 3.03% | 2019-03-31 | $319 | ~$215 | +48.44% | |
| 13 | SERVICENOW INC NOW | $1.71B | 2.85% | 2,742,929 | -81,830 | -2.90% | 2.63% | 2016-06-30 | $622 | ~$91 | +585.89% | |
| 14 | ASML HOLDING NV ADR | $1.69B | 2.82% | 2,271,641 | -119,258 | -4.99% | 2.80% | 2013-06-30 | $745 | ~$102 | +627.90% | |
| 15 | DOORDASH INC DASH | $1.68B | 2.81% | 8,166,440 | +1,626,033 | +24.86% | 1.98% | 2020-12-31 | $206 | ~$156 | +32.30% | |
| 16 | EDWARDS LIFESCIENCES CORP EW | $1.53B | 2.56% | 13,550,416 | +113,882 | +0.85% | 2.36% | 2015-09-30 | $113 | ~$39 | +188.62% | |
| 17 | SNOWFLAKE INC SNOW | $1.38B | 2.30% | 4,561,278 | +841,600 | +22.63% | 1.53% | 2020-09-30 | $302 | ~$249 | +21.33% | |
| 18 | INTUIT INTU | $1.29B | 2.16% | 2,399,551 | -30,612 | -1.26% | 2.02% | 2017-03-31 | $540 | ~$241 | +124.18% | |
| 19 | TAIWAN SEMICONDUCTOR MFG LTD TSM | $1.13B | 1.89% | 10,138,793 | +249,812 | +2.53% | 2.01% | 2015-09-30 | $112 | ~$67 | +66.93% | |
| 20 | NIKE INC NKE | $1.05B | 1.76% | 7,255,317 | +139,754 | +1.96% | 1.86% | 2013-06-30 | $145 | ~$52 | +178.74% | |
| 21 | MATCH GROUP INC NEW MTCH | $1.01B | 1.68% | 6,414,973 | -51,957 | -0.80% | 1.77% | 2020-09-30 | $157 | ~$111 | +41.88% | |
| 22 | UBER TECHNOLOGIES INC UBER | $958.6M | 1.60% | 21,397,459 | -12,048,664 | -36.02% | 2.84% | 2020-03-31 | $45 | ~$35 | +29.44% | |
| 23 | CLOUDFLARE INC NET | $937.6M | 1.56% | 8,323,377 | +7,289,490 | +705.06% | 0.19% | 2021-03-31 | $113 | ~$105 | +7.64% | |
| 24 | COSTAR GROUP INC CSGP | $906.9M | 1.51% | 10,537,662 | +1,514,150 | +16.78% | 1.27% | 2014-12-31 | $86 | ~$35 | +145.85% | |
| 25 | LAM RESEARCH CORPORATION LRCXEUR | $848.9M | 1.42% | 1,491,443 | +26,683 | +1.82% | 1.62% | 2020-12-31 | $569 | ~$483 | +17.89% | |
| 26 | CHARTER COMMUNICATIONS INC N CHTR | $840.3M | 1.40% | 1,154,978 | -6,217 | -0.54% | 1.42% | 2020-06-30 | $728 | ~$535 | +36.02% | |
| 27 | ALIBABA GROUP HOLDING LTD BABA | $818.7M | 1.37% | 5,529,962 | -586,246 | -9.59% | 2.35% | 2014-09-30 | $148 | ~$126 | +17.75% | |
| 28 | APTIV PLC | $810.5M | 1.35% | 5,440,613 | +134,487 | +2.53% | 1.42% | 2018-03-31 | $149 | ~$78 | +91.62% | |
| 29 | ALPHABET INC GOOGL | $777.3M | 1.30% | 290,738 | +4,785 | +1.67% | 1.18% | 2015-12-31 | $2,674 | ~$902 | +196.35% | |
| 30 | YANDEX N V | $719.2M | 1.20% | 9,024,689 | +213,209 | +2.42% | 1.06% | 2013-06-30 | $80 | ~$44 | +82.40% |