Fund detail
Sands Capital Management
large-active, growth, lo
Quarters
52
2024-12-31
$33.80B
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 | SERVICENOW INC NOW | $1.54B | 4.56% | 1,452,255 | +268,510 | +22.68% | 3.21% | 2016-06-30 | $1,060 | ~$268 | +295.49% | |
| 2 | ATLASSIAN CORPORATION TEAM | $1.10B | 3.26% | 4,520,175 | +270,450 | +6.36% | 2.05% | 2022-12-31 | $243 | ~$134 | +82.08% | |
| 3 | DEXCOM INC DXCM | $864.0M | 2.56% | 11,109,501 | +790,303 | +7.66% | 2.10% | 2020-03-31 | $78 | ~$99 | -21.59% | |
| 4 | CLOUDFLARE INC NET | $836.2M | 2.47% | 7,766,054 | +1,421,670 | +22.41% | 1.56% | 2021-03-31 | $108 | ~$105 | +2.63% | |
| 5 | SPOTIFY TECHNOLOGY S A | $831.8M | 2.46% | 1,859,330 | +860,956 | +86.24% | 1.12% | 2024-09-30 | $447 | ~$387 | +15.67% | |
| 6 | FLUTTER ENTMT PLC | $597.2M | 1.77% | 2,310,697 | +275,575 | +13.54% | 1.47% | 2024-03-31 | $258 | ~$203 | +27.00% | |
| 7 | SAMSARA INC IOT | $453.1M | 1.34% | 10,369,764 | +2,154,027 | +26.22% | 1.20% | 2021-12-31 | $44 | ~$37 | +18.68% | |
| 8 | INTERCONTINENTAL EXCHANGE IN ICE | $408.9M | 1.21% | 2,744,278 | +539,883 | +24.49% | 1.07% | 2017-03-31 | $149 | ~$138 | +8.01% | |
| 9 | IRHYTHM TECHNOLOGIES INC IRTC | $286.4M | 0.85% | 3,176,702 | +1,053,811 | +49.64% | 0.48% | 2020-09-30 | $90 | ~$178 | -49.47% | |
| 10 | UBER TECHNOLOGIES INC UBER | $242.7M | 0.72% | 4,023,173 | +1,336,921 | +49.77% | 0.61% | 2020-03-31 | $60 | ~$46 | +32.23% | |
| 11 | FERRARI N V | $105.5M | 0.31% | 248,314 | +39,697 | +19.03% | 0.30% | 2023-03-31 | $425 | ~$328 | +29.51% | |
| 12 | WASTE CONNECTIONS INC WCN | $102.4M | 0.30% | 596,885 | +152,175 | +34.22% | 0.24% | 2021-06-30 | $172 | ~$175 | -1.68% | |
| 13 | GLOBAL E ONLINE LTD | $36.6M | 0.11% | 671,364 | +4,242 | +0.64% | 0.08% | 2024-03-31 | $55 | ~$36 | +49.80% | |
| 14 | ISHARES TR IWF | $6.5M | 0.02% | 16,228 | +11,328 | +231.18% | 0.01% | 2013-12-31 | $402 | ~$357 | +12.51% |