Fund detail
Sands Capital Management
large-active, growth, lo
Quarters
52
2021-12-31
$53.89B
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 | $4.06B | 7.54% | 18,159,912 | -2,309,547 | -11.28% | 10.88% | 2017-12-31 | $224 | ~$40 | +464.82% | |
| 2 | VISA INC V | $2.86B | 5.30% | 13,190,549 | -658,281 | -4.75% | 5.14% | 2013-06-30 | $217 | ~$65 | +231.16% | |
| 3 | AMAZON COM INC AMZN | $2.81B | 5.22% | 843,212 | +30,936 | +3.81% | 4.45% | 2013-06-30 | $3,334 | ~$1,042 | +220.04% | |
| 4 | NETFLIX INC NFLX | $2.76B | 5.12% | 4,575,549 | -626,643 | -12.05% | 5.29% | 2015-12-31 | $602 | ~$202 | +198.27% | |
| 5 | ATLASSIAN CORP PLC | $2.05B | 3.81% | 5,381,227 | -334,053 | -5.84% | 3.73% | 2018-06-30 | $381 | ~$93 | +309.18% | |
| 6 | SHOPIFY INC SHOP | $1.93B | 3.59% | 1,402,814 | +55,485 | +4.12% | 3.05% | 2017-03-31 | $1,377 | ~$475 | +189.92% | |
| 7 | BLOCK INC XYZ | $1.82B | 3.38% | 11,270,218 | +685,185 | +6.47% | 4.23% | 2020-03-31 | $162 | ~$131 | +23.02% | |
| 8 | META PLATFORMS INC META | $1.81B | 3.36% | 5,382,275 | -269,912 | -4.78% | 3.20% | 2013-06-30 | $336 | ~$79 | +323.66% | |
| 9 | SERVICENOW INC NOW | $1.72B | 3.19% | 2,647,196 | -95,733 | -3.49% | 2.85% | 2016-06-30 | $649 | ~$91 | +615.47% | |
| 10 | DEXCOM INC DXCM | $1.68B | 3.12% | 3,128,590 | -195,778 | -5.89% | 3.03% | 2020-03-31 | $537 | ~$358 | +50.16% | |
| 11 | ALIGN TECHNOLOGY INC ALGN | $1.68B | 3.11% | 2,549,677 | -358,259 | -12.32% | 3.23% | 2018-03-31 | $657 | ~$263 | +149.61% | |
| 12 | ASML HOLDING NV ADR | $1.67B | 3.11% | 2,103,574 | -168,067 | -7.40% | 2.82% | 2013-06-30 | $796 | ~$102 | +677.75% | |
| 13 | EDWARDS LIFESCIENCES CORP EW | $1.65B | 3.06% | 12,713,047 | -837,369 | -6.18% | 2.56% | 2015-09-30 | $130 | ~$39 | +230.28% | |
| 14 | MERCADOLIBRE INC MELI | $1.62B | 3.01% | 1,202,959 | -28,516 | -2.32% | 3.45% | 2013-06-30 | $1,348 | ~$1,006 | +33.98% | |
| 15 | TWILIO INC TWLO | $1.50B | 2.78% | 5,694,725 | +243,396 | +4.46% | 2.90% | 2019-03-31 | $263 | ~$218 | +20.69% | |
| 16 | SNOWFLAKE INC SNOW | $1.46B | 2.72% | 4,320,174 | -241,104 | -5.29% | 2.30% | 2020-09-30 | $339 | ~$249 | +35.90% | |
| 17 | INTUIT INTU | $1.33B | 2.48% | 2,075,053 | -324,498 | -13.52% | 2.16% | 2017-03-31 | $643 | ~$241 | +167.28% | |
| 18 | TAIWAN SEMICONDUCTOR MFG LTD TSM | $1.19B | 2.20% | 9,852,684 | -286,109 | -2.82% | 1.89% | 2015-09-30 | $120 | ~$67 | +79.88% | |
| 19 | DOORDASH INC DASH | $1.16B | 2.16% | 7,805,609 | -360,831 | -4.42% | 2.81% | 2020-12-31 | $149 | ~$156 | -4.36% | |
| 20 | CLOUDFLARE INC NET | $1.16B | 2.15% | 8,819,174 | +495,797 | +5.96% | 1.56% | 2021-03-31 | $131 | ~$106 | +24.49% | |
| 21 | NIKE INC NKE | $1.12B | 2.07% | 6,696,977 | -558,340 | -7.70% | 1.76% | 2013-06-30 | $167 | ~$52 | +219.89% | |
| 22 | LAM RESEARCH CORPORATION LRCXEUR | $999.4M | 1.85% | 1,389,758 | -101,685 | -6.82% | 1.42% | 2020-12-31 | $719 | ~$483 | +48.96% | |
| 23 | MATCH GROUP INC NEW MTCH | $947.6M | 1.76% | 7,165,014 | +750,041 | +11.69% | 1.68% | 2020-09-30 | $132 | ~$114 | +15.80% | |
| 24 | UBER TECHNOLOGIES INC UBER | $883.4M | 1.64% | 21,067,446 | -330,013 | -1.54% | 1.60% | 2020-03-31 | $42 | ~$35 | +21.15% | |
| 25 | APTIV PLC | $836.3M | 1.55% | 5,070,114 | -370,499 | -6.81% | 1.35% | 2018-03-31 | $165 | ~$78 | +112.18% | |
| 26 | COSTAR GROUP INC CSGP | $812.4M | 1.51% | 10,279,665 | -257,997 | -2.45% | 1.51% | 2014-12-31 | $79 | ~$35 | +125.77% | |
| 27 | ZOETIS INC ZTS | $811.6M | 1.51% | 3,325,876 | -223,727 | -6.30% | 1.15% | 2017-03-31 | $244 | ~$114 | +114.12% | |
| 28 | ALPHABET INC GOOGL | $792.3M | 1.47% | 273,493 | -17,245 | -5.93% | 1.30% | 2015-12-31 | $2,897 | ~$902 | +221.13% | |
| 29 | CHARTER COMMUNICATIONS INC N CHTR | $727.8M | 1.35% | 1,116,369 | -38,609 | -3.34% | 1.40% | 2020-06-30 | $652 | ~$535 | +21.88% | |
| 30 | OKTA INC OKTA | $585.1M | 1.09% | 2,609,932 | -138,607 | -5.04% | 1.09% | 2019-06-30 | $224 | ~$163 | +37.33% |