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 | VISA INC V | $3.08B | 5.14% | 13,848,830 | +203,488 | +1.49% | 5.41% | 2013-06-30 | $223 | ~$65 | +240.39% | |
| 2 | AMAZON COM INC AMZN | $2.67B | 4.45% | 812,276 | +109,043 | +15.51% | 4.10% | 2013-06-30 | $3,285 | ~$955 | +243.81% | |
| 3 | SQUARE INC XYZ | $2.54B | 4.23% | 10,585,033 | +3,307,189 | +45.44% | 3.01% | 2020-03-31 | $240 | ~$127 | +89.16% | |
| 4 | ATLASSIAN CORP PLC | $2.24B | 3.73% | 5,715,280 | +53,744 | +0.95% | 2.47% | 2018-06-30 | $391 | ~$93 | +320.05% | |
| 5 | 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% | |
| 6 | ALIGN TECHNOLOGY INC ALGN | $1.94B | 3.23% | 2,907,936 | +18,167 | +0.63% | 2.99% | 2018-03-31 | $665 | ~$263 | +152.75% | |
| 7 | FACEBOOK INC META | $1.92B | 3.20% | 5,652,187 | +9,819 | +0.17% | 3.33% | 2013-06-30 | $339 | ~$79 | +327.49% | |
| 8 | SHOPIFY INC SHOP | $1.83B | 3.05% | 1,347,329 | +20,076 | +1.51% | 3.29% | 2017-03-31 | $1,356 | ~$438 | +209.27% | |
| 9 | DEXCOM INC DXCM | $1.82B | 3.03% | 3,324,368 | +287,092 | +9.45% | 2.20% | 2020-03-31 | $547 | ~$358 | +52.93% | |
| 10 | TWILIO INC TWLO | $1.74B | 2.90% | 5,451,329 | +920,349 | +20.31% | 3.03% | 2019-03-31 | $319 | ~$215 | +48.44% | |
| 11 | DOORDASH INC DASH | $1.68B | 2.81% | 8,166,440 | +1,626,033 | +24.86% | 1.98% | 2020-12-31 | $206 | ~$156 | +32.30% | |
| 12 | EDWARDS LIFESCIENCES CORP EW | $1.53B | 2.56% | 13,550,416 | +113,882 | +0.85% | 2.36% | 2015-09-30 | $113 | ~$39 | +188.62% | |
| 13 | SNOWFLAKE INC SNOW | $1.38B | 2.30% | 4,561,278 | +841,600 | +22.63% | 1.53% | 2020-09-30 | $302 | ~$249 | +21.33% | |
| 14 | 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% | |
| 15 | NIKE INC NKE | $1.05B | 1.76% | 7,255,317 | +139,754 | +1.96% | 1.86% | 2013-06-30 | $145 | ~$52 | +178.74% | |
| 16 | CLOUDFLARE INC NET | $937.6M | 1.56% | 8,323,377 | +7,289,490 | +705.06% | 0.19% | 2021-03-31 | $113 | ~$105 | +7.64% | |
| 17 | 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% | |
| 18 | LAM RESEARCH CORPORATION LRCXEUR | $848.9M | 1.42% | 1,491,443 | +26,683 | +1.82% | 1.62% | 2020-12-31 | $569 | ~$483 | +17.89% | |
| 19 | APTIV PLC | $810.5M | 1.35% | 5,440,613 | +134,487 | +2.53% | 1.42% | 2018-03-31 | $149 | ~$78 | +91.62% | |
| 20 | ALPHABET INC GOOGL | $777.3M | 1.30% | 290,738 | +4,785 | +1.67% | 1.18% | 2015-12-31 | $2,674 | ~$902 | +196.35% | |
| 21 | YANDEX N V | $719.2M | 1.20% | 9,024,689 | +213,209 | +2.42% | 1.06% | 2013-06-30 | $80 | ~$44 | +82.40% | |
| 22 | OKTA INC OKTA | $652.3M | 1.09% | 2,748,539 | +808,325 | +41.66% | 0.80% | 2019-06-30 | $237 | ~$163 | +45.40% | |
| 23 | ALPHABET INC GOOG | $501.7M | 0.84% | 188,231 | +3,630 | +1.97% | 0.78% | 2015-12-31 | $2,665 | ~$887 | +200.33% | |
| 24 | AIRBNB INC ABNB | $443.9M | 0.74% | 2,646,079 | +248,417 | +10.36% | 0.62% | 2020-12-31 | $168 | ~$157 | +7.05% | |
| 25 | XP INC | $349.2M | 0.58% | 8,694,082 | +205,194 | +2.42% | 0.63% | 2020-06-30 | $40 | ~$40 | +0.16% | |
| 26 | GLOBANT S A | $344.5M | 0.57% | 1,225,906 | +29,159 | +2.44% | 0.44% | 2020-03-31 | $281 | ~$130 | +115.80% | |
| 27 | PAGSEGURO DIGITAL LTD | $330.3M | 0.55% | 6,386,982 | +210,020 | +3.40% | 0.59% | 2019-06-30 | $52 | ~$39 | +32.63% | |
| 28 | IRHYTHM TECHNOLOGIES INC IRTC | $192.9M | 0.32% | 3,293,424 | +63,605 | +1.97% | 0.36% | 2020-09-30 | $59 | ~$227 | -74.21% | |
| 29 | ROPER TECHNOLOGIES INC ROP | $170.2M | 0.28% | 381,524 | +4,603 | +1.22% | 0.30% | 2019-06-30 | $446 | ~$393 | +13.40% | |
| 30 | HDFC BANK LTD HDB | $161.2M | 0.27% | 2,204,992 | +80,525 | +3.79% | 0.26% | 2017-03-31 | $73 | ~$58 | +25.18% |