Fund detail
Sands Capital Management
large-active, growth, lo
Quarters
52
2021-06-30
$58.98B
Positions
77
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 | VISA INC V | $3.19B | 5.41% | 13,645,342 | +199,977 | +1.49% | 5.50% | 2013-06-30 | $234 | ~$63 | +271.07% | |
| 2 | NETFLIX INC NFLX | $2.77B | 4.70% | 5,245,255 | +13,568 | +0.26% | 5.27% | 2015-12-31 | $528 | ~$202 | +161.52% | |
| 3 | AMAZON COM INC AMZN | $2.42B | 4.10% | 703,233 | +16,798 | +2.45% | 4.10% | 2013-06-30 | $3,440 | ~$582 | +490.87% | |
| 4 | FACEBOOK INC META | $1.96B | 3.33% | 5,642,368 | +64,110 | +1.15% | 3.17% | 2013-06-30 | $348 | ~$79 | +340.52% | |
| 5 | SHOPIFY INC SHOP | $1.94B | 3.29% | 1,327,253 | +48,933 | +3.83% | 2.73% | 2017-03-31 | $1,461 | ~$424 | +244.81% | |
| 6 | MERCADOLIBRE INC MELI | $1.88B | 3.18% | 1,205,263 | +55,633 | +4.84% | 3.27% | 2013-06-30 | $1,558 | ~$993 | +56.86% | |
| 7 | TWILIO INC TWLO | $1.79B | 3.03% | 4,530,980 | +11,088 | +0.25% | 2.98% | 2019-03-31 | $394 | ~$186 | +111.74% | |
| 8 | ALIGN TECHNOLOGY INC ALGN | $1.77B | 2.99% | 2,889,769 | +31,625 | +1.11% | 2.99% | 2018-03-31 | $611 | ~$261 | +134.17% | |
| 9 | ASML HOLDING NV ADR | $1.65B | 2.80% | 2,390,899 | +85,977 | +3.73% | 2.75% | 2013-06-30 | $691 | ~$102 | +574.88% | |
| 10 | ATLASSIAN CORP PLC | $1.45B | 2.47% | 5,661,536 | +157,258 | +2.86% | 2.24% | 2018-06-30 | $257 | ~$91 | +182.29% | |
| 11 | EDWARDS LIFESCIENCES CORP EW | $1.39B | 2.36% | 13,436,534 | +456,072 | +3.51% | 2.10% | 2015-09-30 | $104 | ~$39 | +168.05% | |
| 12 | ALIBABA GROUP HOLDING LTD BABA | $1.39B | 2.35% | 6,116,208 | +308,741 | +5.32% | 2.54% | 2014-09-30 | $227 | ~$126 | +80.37% | |
| 13 | DEXCOM INC DXCM | $1.30B | 2.20% | 3,037,276 | +100,774 | +3.43% | 2.04% | 2020-03-31 | $427 | ~$345 | +23.64% | |
| 14 | TAIWAN SEMICONDUCTOR MFG LTD TSM | $1.19B | 2.01% | 9,888,981 | +591,739 | +6.36% | 2.13% | 2015-09-30 | $120 | ~$66 | +83.04% | |
| 15 | DOORDASH INC DASH | $1.17B | 1.98% | 6,540,407 | +2,116,415 | +47.84% | 1.12% | 2020-12-31 | $178 | ~$147 | +21.62% | |
| 16 | NIKE INC NKE | $1.10B | 1.86% | 7,115,563 | +386,328 | +5.74% | 1.73% | 2013-06-30 | $154 | ~$50 | +207.85% | |
| 17 | LAM RESEARCH CORPORATION LRCXEUR | $953.1M | 1.62% | 1,464,760 | +79,616 | +5.75% | 1.59% | 2020-12-31 | $651 | ~$480 | +35.43% | |
| 18 | SNOWFLAKE INC SNOW | $899.4M | 1.53% | 3,719,678 | +606,095 | +19.47% | 1.38% | 2020-09-30 | $242 | ~$244 | -0.94% | |
| 19 | APTIV PLC | $834.8M | 1.42% | 5,306,126 | +321,089 | +6.44% | 1.33% | 2018-03-31 | $157 | ~$76 | +107.47% | |
| 20 | COSTAR GROUP INC CSGP | $747.3M | 1.27% | 9,023,512 | +8,113,177 | +891.23% | 1.45% | 2014-12-31 | $83 | ~$27 | +210.08% | |
| 21 | WORKDAY INC WDAY | $745.1M | 1.26% | 3,120,764 | +2,835 | +0.09% | 1.50% | 2014-03-31 | $239 | ~$98 | +143.39% | |
| 22 | ALPHABET INC GOOGL | $698.2M | 1.18% | 285,953 | +14,444 | +5.32% | 1.08% | 2015-12-31 | $2,442 | ~$874 | +179.24% | |
| 23 | ZOETIS INC ZTS | $667.4M | 1.13% | 3,581,218 | +35,154 | +0.99% | 1.08% | 2017-03-31 | $186 | ~$114 | +63.52% | |
| 24 | YANDEX N V | $623.4M | 1.06% | 8,811,480 | +185,751 | +2.15% | 1.07% | 2013-06-30 | $71 | ~$43 | +64.81% | |
| 25 | OKTA INC OKTA | $474.7M | 0.80% | 1,940,214 | +103,501 | +5.64% | 0.78% | 2019-06-30 | $245 | ~$131 | +87.02% | |
| 26 | ALPHABET INC GOOG | $462.7M | 0.78% | 184,601 | +10,028 | +5.74% | 0.70% | 2015-12-31 | $2,506 | ~$854 | +193.46% | |
| 27 | SAREPTA THERAPEUTICS INC SRPT | $435.9M | 0.74% | 5,607,148 | +2,579,058 | +85.17% | 0.44% | 2018-09-30 | $78 | ~$104 | -25.06% | |
| 28 | ZOOM VIDEO COMMUNICATIONS IN ZM | $430.3M | 0.73% | 1,111,694 | +58,337 | +5.54% | 0.65% | 2019-06-30 | $387 | ~$103 | +275.87% | |
| 29 | COUPA SOFTWARE INC COUPEUR | $388.9M | 0.66% | 1,483,709 | +66,481 | +4.69% | 0.70% | 2020-06-30 | $262 | ~$282 | -7.15% | |
| 30 | XP INC | $369.7M | 0.63% | 8,488,888 | +190,666 | +2.30% | 0.60% | 2020-06-30 | $44 | ~$40 | +8.70% |