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 | 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% | |
| 2 | SHOPIFY INC SHOP | $1.93B | 3.59% | 1,402,814 | +55,485 | +4.12% | 3.05% | 2017-03-31 | $1,377 | ~$475 | +189.92% | |
| 3 | BLOCK INC XYZ | $1.82B | 3.38% | 11,270,218 | +685,185 | +6.47% | 4.23% | 2020-03-31 | $162 | ~$131 | +23.02% | |
| 4 | TWILIO INC TWLO | $1.50B | 2.78% | 5,694,725 | +243,396 | +4.46% | 2.90% | 2019-03-31 | $263 | ~$218 | +20.69% | |
| 5 | CLOUDFLARE INC NET | $1.16B | 2.15% | 8,819,174 | +495,797 | +5.96% | 1.56% | 2021-03-31 | $131 | ~$106 | +24.49% | |
| 6 | 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% | |
| 7 | YANDEX N V | $557.2M | 1.03% | 9,209,474 | +184,785 | +2.05% | 1.20% | 2013-06-30 | $60 | ~$44 | +36.82% | |
| 8 | GLOBANT S A | $388.9M | 0.72% | 1,238,150 | +12,244 | +1.00% | 0.57% | 2020-03-31 | $314 | ~$132 | +138.17% | |
| 9 | XP INC | $252.3M | 0.47% | 8,780,029 | +85,947 | +0.99% | 0.58% | 2020-06-30 | $29 | ~$40 | -28.24% | |
| 10 | PAGSEGURO DIGITAL LTD | $169.5M | 0.31% | 6,463,920 | +76,938 | +1.20% | 0.55% | 2019-06-30 | $26 | ~$39 | -32.76% | |
| 11 | HUTCHISON CHINA MEDITECH LTD HCM | $148.5M | 0.28% | 4,233,337 | +43,884 | +1.05% | 0.26% | 2018-09-30 | $35 | ~$27 | +28.82% | |
| 12 | TEXAS INSTRS INC TXN | $145.0M | 0.27% | 769,186 | +6,425 | +0.84% | 0.24% | 2019-03-31 | $188 | ~$129 | +46.38% | |
| 13 | CHEGG INC CHGG | $123.6M | 0.23% | 4,024,552 | +2,296,081 | +132.84% | 0.20% | 2020-06-30 | $31 | ~$59 | -48.35% | |
| 14 | KANZHUN LIMITED BZ | $113.6M | 0.21% | 3,257,333 | +36,973 | +1.15% | 0.19% | 2021-06-30 | $35 | ~$40 | -11.82% | |
| 15 | NIO INC NIO | $107.8M | 0.20% | 3,403,400 | +39,024 | +1.16% | 0.20% | 2021-09-30 | $32 | ~$36 | -11.03% | |
| 16 | TENCENT MUSIC ENTMT GROUP TME | $77.3M | 0.14% | 11,279,499 | +123,355 | +1.11% | 0.13% | 2021-03-31 | $7 | ~$20 | -65.84% | |
| 17 | ADOBE SYSTEMS INCORPORATED ADBE | $44.3M | 0.08% | 78,151 | +11,946 | +18.04% | 0.06% | 2014-09-30 | $567 | ~$148 | +283.88% | |
| 18 | UIPATH INC PATH | $23.8M | 0.04% | 552,204 | +122,100 | +28.39% | 0.04% | 2021-06-30 | $43 | ~$64 | -32.66% | |
| 19 | ISHARES TR INDA | $11.0M | 0.02% | 239,246 | +26,835 | +12.63% | 0.02% | 2014-12-31 | $46 | ~$37 | +22.38% |