Fund detail
Sands Capital Management
large-active, growth, lo
Quarters
52
2022-03-31
$43.49B
Positions
68
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 | $2.82B | 6.49% | 865,637 | +22,425 | +2.66% | 5.22% | 2013-06-30 | $3,260 | ~$1,100 | +196.29% | |
| 2 | SEA LTD SE | $2.41B | 5.54% | 20,100,417 | +1,940,505 | +10.69% | 7.54% | 2017-12-31 | $120 | ~$52 | +128.76% | |
| 3 | DEXCOM INC DXCM | $2.14B | 4.93% | 4,189,245 | +1,060,655 | +33.90% | 3.12% | 2020-03-31 | $512 | ~$400 | +27.97% | |
| 4 | BLOCK INC XYZ | $2.07B | 4.76% | 15,271,728 | +4,001,510 | +35.51% | 3.38% | 2020-03-31 | $136 | ~$136 | -0.16% | |
| 5 | ATLASSIAN CORP PLC | $1.79B | 4.13% | 6,106,826 | +725,599 | +13.48% | 3.81% | 2018-06-30 | $294 | ~$122 | +140.41% | |
| 6 | CLOUDFLARE INC NET | $1.62B | 3.73% | 13,550,528 | +4,731,354 | +53.65% | 2.15% | 2021-03-31 | $120 | ~$113 | +6.30% | |
| 7 | MERCADOLIBRE INC MELI | $1.56B | 3.58% | 1,307,891 | +104,932 | +8.72% | 3.01% | 2013-06-30 | $1,189 | ~$1,028 | +15.76% | |
| 8 | SERVICENOW INC NOW | $1.52B | 3.50% | 2,735,070 | +87,874 | +3.32% | 3.19% | 2016-06-30 | $557 | ~$107 | +419.57% | |
| 9 | SHOPIFY INC SHOP | $1.44B | 3.31% | 2,127,581 | +724,767 | +51.67% | 3.59% | 2017-03-31 | $676 | ~$663 | +1.96% | |
| 10 | SNOWFLAKE INC SNOW | $1.23B | 2.83% | 5,367,215 | +1,047,041 | +24.24% | 2.72% | 2020-09-30 | $229 | ~$256 | -10.50% | |
| 11 | DOORDASH INC DASH | $1.07B | 2.45% | 9,101,753 | +1,296,144 | +16.61% | 2.16% | 2020-12-31 | $117 | ~$152 | -23.14% | |
| 12 | INTUIT INTU | $1.03B | 2.38% | 2,151,624 | +76,571 | +3.69% | 2.48% | 2017-03-31 | $481 | ~$252 | +90.74% | |
| 13 | MATCH GROUP INC NEW MTCH | $805.1M | 1.85% | 7,404,306 | +239,292 | +3.34% | 1.76% | 2020-09-30 | $109 | ~$114 | -4.96% | |
| 14 | ALPHABET INC GOOGL | $774.6M | 1.78% | 278,504 | +5,011 | +1.83% | 1.47% | 2015-12-31 | $2,781 | ~$937 | +196.83% | |
| 15 | COSTAR GROUP INC CSGP | $711.6M | 1.64% | 10,683,596 | +403,931 | +3.93% | 1.51% | 2014-12-31 | $67 | ~$36 | +82.82% | |
| 16 | APTIV PLC | $620.6M | 1.43% | 5,184,415 | +114,301 | +2.25% | 1.55% | 2018-03-31 | $120 | ~$79 | +51.21% | |
| 17 | AIRBNB INC ABNB | $452.7M | 1.04% | 2,635,443 | +71,910 | +2.81% | 0.79% | 2020-12-31 | $172 | ~$157 | +9.37% | |
| 18 | WARNER MUSIC GROUP CORP WMG | $447.5M | 1.03% | 11,822,919 | +269,476 | +2.33% | 0.93% | 2020-06-30 | $38 | ~$31 | +23.95% | |
| 19 | OKTA INC OKTA | $397.6M | 0.91% | 2,633,732 | +23,800 | +0.91% | 1.09% | 2019-06-30 | $151 | ~$163 | -7.64% | |
| 20 | GLOBANT S A | $351.5M | 0.81% | 1,341,415 | +103,265 | +8.34% | 0.72% | 2020-03-31 | $262 | ~$144 | +82.12% | |
| 21 | FLOOR & DECOR HLDGS INC FND | $342.0M | 0.79% | 4,221,881 | +88,623 | +2.14% | 1.00% | 2018-06-30 | $81 | ~$43 | +86.61% | |
| 22 | 10X GENOMICS INC TXG | $243.5M | 0.56% | 3,201,394 | +1,537,427 | +92.40% | 0.46% | 2021-12-31 | $76 | ~$131 | -42.13% | |
| 23 | CHEGG INC CHGG | $156.1M | 0.36% | 4,301,885 | +277,333 | +6.89% | 0.23% | 2020-06-30 | $36 | ~$58 | -37.20% | |
| 24 | MICROSOFT CORP MSFT | $142.0M | 0.33% | 460,530 | +29,681 | +6.89% | 0.27% | 2014-09-30 | $308 | ~$175 | +76.20% | |
| 25 | HDFC BANK LTD HDB | $133.5M | 0.31% | 2,177,380 | +175,387 | +8.76% | 0.24% | 2017-03-31 | $61 | ~$59 | +4.34% | |
| 26 | IQVIA HLDGS INC IQV | $130.8M | 0.30% | 565,821 | +34,589 | +6.51% | 0.28% | 2019-09-30 | $231 | ~$162 | +42.56% | |
| 27 | FIVERR INTL LTD | $126.1M | 0.29% | 1,657,089 | +49,107 | +3.05% | 0.34% | 2020-12-31 | $76 | ~$192 | -60.41% | |
| 28 | NIO INC NIO | $118.0M | 0.27% | 5,604,468 | +2,201,068 | +64.67% | 0.20% | 2021-09-30 | $21 | ~$32 | -34.17% | |
| 29 | NU HLDGS LTD | $117.1M | 0.27% | 15,173,934 | +116,093 | +0.77% | 0.26% | 2021-12-31 | $8 | ~$9 | -17.64% | |
| 30 | KANZHUN LIMITED BZ | $111.6M | 0.26% | 4,479,290 | +1,221,957 | +37.51% | 0.21% | 2021-06-30 | $25 | ~$37 | -32.53% |