Fund detail
Sands Capital Management
large-active, growth, lo
Quarters
52
2022-06-30
$28.89B
Positions
69
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 | $2.38B | 8.25% | 12,097,484 | -326,257 | -2.63% | 6.34% | 2013-06-30 | $197 | ~$65 | +200.87% | |
| 2 | AMAZON COM INC AMZN | $1.84B | 6.37% | 17,336,780 | +16,471,143 | +1902.78% | 6.49% | 2013-06-30 | $106 | ~$55 | +92.68% | |
| 3 | SEA LTD SE | $1.37B | 4.74% | 20,470,449 | +370,032 | +1.84% | 5.54% | 2017-12-31 | $67 | ~$53 | +25.90% | |
| 4 | DEXCOM INC DXCM | $1.33B | 4.62% | 17,902,213 | +13,712,968 | +327.34% | 4.93% | 2020-03-31 | $75 | ~$100 | -25.49% | |
| 5 | SERVICENOW INC NOW | $1.29B | 4.46% | 2,710,191 | -24,879 | -0.91% | 3.50% | 2016-06-30 | $476 | ~$107 | +343.65% | |
| 6 | ATLASSIAN CORP PLC | $1.22B | 4.22% | 6,504,421 | +397,595 | +6.51% | 4.13% | 2018-06-30 | $187 | ~$129 | +44.76% | |
| 7 | EDWARDS LIFESCIENCES CORP EW | $1.11B | 3.86% | 11,711,787 | +9,502 | +0.08% | 3.17% | 2015-09-30 | $95 | ~$39 | +142.09% | |
| 8 | BLOCK INC XYZ | $1.01B | 3.50% | 16,450,950 | +1,179,222 | +7.72% | 4.76% | 2020-03-31 | $61 | ~$133 | -53.84% | |
| 9 | ASML HOLDING NV ADR | $924.5M | 3.20% | 1,942,740 | +25,874 | +1.35% | 2.94% | 2013-06-30 | $476 | ~$109 | +338.12% | |
| 10 | MERCADOLIBRE INC MELI | $827.2M | 2.86% | 1,298,775 | -9,116 | -0.70% | 3.58% | 2013-06-30 | $637 | ~$1,028 | -38.02% | |
| 11 | LAM RESEARCH CORPORATION LRCXEUR | $800.0M | 2.77% | 1,877,199 | +564,607 | +43.01% | 1.62% | 2020-12-31 | $426 | ~$483 | -11.68% | |
| 12 | SNOWFLAKE INC SNOW | $795.7M | 2.75% | 5,721,972 | +354,757 | +6.61% | 2.83% | 2020-09-30 | $139 | ~$252 | -44.72% | |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD TSM | $738.1M | 2.56% | 9,028,657 | -182,252 | -1.98% | 2.21% | 2015-09-30 | $82 | ~$67 | +22.23% | |
| 14 | SHOPIFY INC SHOP | $736.0M | 2.55% | 23,560,742 | +21,433,161 | +1007.40% | 3.31% | 2017-03-31 | $31 | ~$65 | -51.69% | |
| 15 | CLOUDFLARE INC NET | $684.4M | 2.37% | 15,643,953 | +2,093,425 | +15.45% | 3.73% | 2021-03-31 | $44 | ~$108 | -59.67% | |
| 16 | NIKE INC NKE | $644.5M | 2.23% | 6,306,606 | -356,280 | -5.35% | 2.06% | 2013-06-30 | $102 | ~$52 | +96.15% | |
| 17 | COSTAR GROUP INC CSGP | $633.5M | 2.19% | 10,486,090 | -197,506 | -1.85% | 1.64% | 2014-12-31 | $60 | ~$36 | +65.80% | |
| 18 | ALPHABET INC GOOGL | $611.7M | 2.12% | 280,694 | +2,190 | +0.79% | 1.78% | 2015-12-31 | $2,179 | ~$949 | +129.63% | |
| 19 | ALIGN TECHNOLOGY INC ALGN | $591.8M | 2.05% | 2,500,535 | +137,872 | +5.84% | 2.37% | 2018-03-31 | $237 | ~$267 | -11.46% | |
| 20 | NETFLIX INC NFLX | $585.2M | 2.03% | 3,346,494 | -47,472 | -1.40% | 2.92% | 2015-12-31 | $175 | ~$202 | -13.42% | |
| 21 | DOORDASH INC DASH | $585.0M | 2.03% | 9,116,759 | +15,006 | +0.16% | 2.45% | 2020-12-31 | $64 | ~$152 | -57.88% | |
| 22 | INTUIT INTU | $571.0M | 1.98% | 1,481,296 | -670,328 | -31.15% | 2.38% | 2017-03-31 | $385 | ~$252 | +52.90% | |
| 23 | MATCH GROUP INC NEW MTCH | $508.3M | 1.76% | 7,294,223 | -110,083 | -1.49% | 1.85% | 2020-09-30 | $70 | ~$114 | -39.09% | |
| 24 | APTIV PLC | $464.0M | 1.61% | 5,209,526 | +25,111 | +0.48% | 1.43% | 2018-03-31 | $89 | ~$79 | +12.34% | |
| 25 | ENTEGRIS INC ENTG | $438.0M | 1.52% | 4,754,208 | +306,062 | +6.88% | 1.34% | 2022-03-31 | $92 | ~$130 | -29.13% | |
| 26 | CHARTER COMMUNICATIONS INC N CHTR | $405.3M | 1.40% | 864,990 | -126,432 | -12.75% | 1.24% | 2020-06-30 | $469 | ~$535 | -12.41% | |
| 27 | UBER TECHNOLOGIES INC UBER | $379.9M | 1.31% | 18,566,568 | -529,841 | -2.77% | 1.57% | 2020-03-31 | $20 | ~$35 | -40.88% | |
| 28 | TWILIO INC TWLO | $375.2M | 1.30% | 4,477,343 | -710,880 | -13.70% | 1.97% | 2019-03-31 | $84 | ~$218 | -61.59% | |
| 29 | AIRBNB INC ABNB | $364.6M | 1.26% | 4,092,548 | +1,457,105 | +55.29% | 1.04% | 2020-12-31 | $89 | ~$148 | -39.63% | |
| 30 | IRHYTHM TECHNOLOGIES INC IRTC | $329.6M | 1.14% | 3,051,447 | +26,689 | +0.88% | 1.10% | 2020-09-30 | $108 | ~$226 | -52.25% |