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 | VISA INC V | $2.76B | 6.34% | 12,423,741 | -766,808 | -5.81% | 5.30% | 2013-06-30 | $222 | ~$65 | +238.89% | |
| 3 | SEA LTD SE | $2.41B | 5.54% | 20,100,417 | +1,940,505 | +10.69% | 7.54% | 2017-12-31 | $120 | ~$52 | +128.76% | |
| 4 | DEXCOM INC DXCM | $2.14B | 4.93% | 4,189,245 | +1,060,655 | +33.90% | 3.12% | 2020-03-31 | $512 | ~$400 | +27.97% | |
| 5 | BLOCK INC XYZ | $2.07B | 4.76% | 15,271,728 | +4,001,510 | +35.51% | 3.38% | 2020-03-31 | $136 | ~$136 | -0.16% | |
| 6 | ATLASSIAN CORP PLC | $1.79B | 4.13% | 6,106,826 | +725,599 | +13.48% | 3.81% | 2018-06-30 | $294 | ~$122 | +140.41% | |
| 7 | CLOUDFLARE INC NET | $1.62B | 3.73% | 13,550,528 | +4,731,354 | +53.65% | 2.15% | 2021-03-31 | $120 | ~$113 | +6.30% | |
| 8 | 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% | |
| 9 | SERVICENOW INC NOW | $1.52B | 3.50% | 2,735,070 | +87,874 | +3.32% | 3.19% | 2016-06-30 | $557 | ~$107 | +419.57% | |
| 10 | SHOPIFY INC SHOP | $1.44B | 3.31% | 2,127,581 | +724,767 | +51.67% | 3.59% | 2017-03-31 | $676 | ~$663 | +1.96% | |
| 11 | EDWARDS LIFESCIENCES CORP EW | $1.38B | 3.17% | 11,702,285 | -1,010,762 | -7.95% | 3.06% | 2015-09-30 | $118 | ~$39 | +200.12% | |
| 12 | ASML HOLDING NV ADR | $1.28B | 2.94% | 1,916,866 | -186,708 | -8.88% | 3.11% | 2013-06-30 | $668 | ~$102 | +552.50% | |
| 13 | NETFLIX INC NFLX | $1.27B | 2.92% | 3,393,966 | -1,181,583 | -25.82% | 5.12% | 2015-12-31 | $375 | ~$202 | +85.46% | |
| 14 | SNOWFLAKE INC SNOW | $1.23B | 2.83% | 5,367,215 | +1,047,041 | +24.24% | 2.72% | 2020-09-30 | $229 | ~$256 | -10.50% | |
| 15 | DOORDASH INC DASH | $1.07B | 2.45% | 9,101,753 | +1,296,144 | +16.61% | 2.16% | 2020-12-31 | $117 | ~$152 | -23.14% | |
| 16 | INTUIT INTU | $1.03B | 2.38% | 2,151,624 | +76,571 | +3.69% | 2.48% | 2017-03-31 | $481 | ~$252 | +90.74% | |
| 17 | ALIGN TECHNOLOGY INC ALGN | $1.03B | 2.37% | 2,362,663 | -187,014 | -7.33% | 3.11% | 2018-03-31 | $436 | ~$263 | +65.60% | |
| 18 | TAIWAN SEMICONDUCTOR MFG LTD TSM | $960.3M | 2.21% | 9,210,909 | -641,775 | -6.51% | 2.20% | 2015-09-30 | $104 | ~$67 | +55.88% | |
| 19 | NIKE INC NKE | $896.6M | 2.06% | 6,662,886 | -34,091 | -0.51% | 2.07% | 2013-06-30 | $135 | ~$52 | +158.26% | |
| 20 | TWILIO INC TWLO | $855.1M | 1.97% | 5,188,223 | -506,502 | -8.89% | 2.78% | 2019-03-31 | $165 | ~$218 | -24.47% | |
| 21 | 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% | |
| 22 | ALPHABET INC GOOGL | $774.6M | 1.78% | 278,504 | +5,011 | +1.83% | 1.47% | 2015-12-31 | $2,781 | ~$937 | +196.83% | |
| 23 | COSTAR GROUP INC CSGP | $711.6M | 1.64% | 10,683,596 | +403,931 | +3.93% | 1.51% | 2014-12-31 | $67 | ~$36 | +82.82% | |
| 24 | LAM RESEARCH CORPORATION LRCXEUR | $705.7M | 1.62% | 1,312,592 | -77,166 | -5.55% | 1.85% | 2020-12-31 | $538 | ~$483 | +11.36% | |
| 25 | UBER TECHNOLOGIES INC UBER | $681.4M | 1.57% | 19,096,409 | -1,971,037 | -9.36% | 1.64% | 2020-03-31 | $36 | ~$35 | +3.09% | |
| 26 | APTIV PLC | $620.6M | 1.43% | 5,184,415 | +114,301 | +2.25% | 1.55% | 2018-03-31 | $120 | ~$79 | +51.21% | |
| 27 | ENTEGRIS INC ENTG | $583.9M | 1.34% | 4,448,146 | +4,448,146 | 2022-03-31 | $131 | ~$131 | +0.00% | |||
| 28 | ZOETIS INC ZTS | $556.7M | 1.28% | 2,951,768 | -374,108 | -11.25% | 1.51% | 2017-03-31 | $189 | ~$114 | +65.47% | |
| 29 | CHARTER COMMUNICATIONS INC N CHTR | $540.8M | 1.24% | 991,422 | -124,947 | -11.19% | 1.35% | 2020-06-30 | $546 | ~$535 | +1.98% | |
| 30 | IRHYTHM TECHNOLOGIES INC IRTC | $476.3M | 1.10% | 3,024,758 | -17,109 | -0.56% | 0.66% | 2020-09-30 | $157 | ~$227 | -30.65% |