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Fund detail

Sands Capital Management

large-active, growth, lo

Quarters 52
2014-03-31 $38.38B
Positions 44
Showing 16 of 16 rows (filtered from 48)

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 GOOGLE INC $2.68B 6.99% 2,406,747 -29,804 -1.22% 7.14% 2013-06-30 $1,115 ~$880 +26.60%
2 BAIDU INC BIDU $1.99B 5.18% 13,051,534 -47,712 -0.36% 6.09% 2013-06-30 $152 ~$105 +45.41%
3 FACEBOOK INC META $1.85B 4.83% 30,778,827 -2,823,935 -8.40% 4.80% 2013-06-30 $60 ~$25 +142.12%
4 PRICELINE COM INC $1.80B 4.69% 1,508,687 -106,408 -6.59% 4.91% 2013-06-30 $1,192 ~$835 +42.75%
5 SALESFORCE COM INC CRM $1.56B 4.07% 27,346,611 -11,619,642 -29.82% 5.62% 2013-06-30 $57 ~$38 +49.53%
6 ASML HOLDING NV $1.27B 3.32% 13,631,026 -2,406,895 -15.01% 3.93% 2013-06-30 $93 ~$79 +18.01%
7 ALEXION PHARMACEUTICALS INC ALXN $801.5M 2.09% 5,268,418 -2,102,183 -28.52% 2.56% 2013-06-30 $152 ~$92 +64.93%
8 SPLUNK INC SPLKCHF $723.0M 1.88% 10,112,905 -55,301 -0.54% 1.83% 2013-06-30 $71 ~$49 +44.70%
9 BIOMARIN PHARMACEUTICAL INC BMRN $664.2M 1.73% 9,737,665 -498,612 -4.87% 1.88% 2013-06-30 $68 ~$56 +22.37%
10 ULTA SALON COSMETCS AND FRAG I ULTA $553.1M 1.44% 5,676,182 -1,676,021 -22.80% 1.86% 2013-06-30 $97 ~$100 -3.01%
11 MERCADOLIBRE INC MELI $132.2M 0.34% 1,390,425 -908,635 -39.52% 0.65% 2013-06-30 $95 ~$110 -13.47%
12 NETSUITE INC N2EUR $21.5M 0.06% 226,625 -56,735 -20.02% 0.08% 2013-06-30 $95 ~$92 +3.37%
13 GUIDEWIRE SOFTWARE INC GWRE $17.1M 0.04% 348,995 -1,100 -0.31% 0.04% 2013-06-30 $49 ~$42 +15.70%
14 IPG PHOTONICS CORP IPGP $16.7M 0.04% 235,540 -900 -0.38% 0.05% 2013-06-30 $71 ~$61 +17.04%
15 SAP AG SAP $15.1M 0.04% 185,285 -600 -0.32% 0.04% 2013-06-30 $81 ~$73 +11.65%
16 ANSYS INC AKX $10.6M 0.03% 137,745 -500 -0.36% 0.03% 2013-06-30 $77 ~$73 +5.36%