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Fund detail

Sands Capital Management

large-active, growth, lo

Quarters 52
2024-12-31 $33.80B
Positions 71
Showing 9 of 9 rows (filtered from 76)

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 APPLOVIN CORP APP $267.6M 0.79% 826,394 +826,394 2024-12-31 $324 ~$324 +0.00%
2 TETRA TECH INC NEW TTEK $172.8M 0.51% 4,338,203 +4,338,203 2024-12-31 $40 ~$40 +0.00%
3 H WORLD GROUP LTD HTHT $112.3M 0.33% 3,400,833 +3,400,833 2024-12-31 $33 ~$33 +0.00%
4 FULL TRUCK ALLIANCE CO LTD YMM $66.6M 0.20% 6,158,039 +6,158,039 2024-12-31 $11 ~$11 +0.00%
5 LINDE PLC $37.5M 0.11% 89,643 +89,643 2023-12-31 $419 ~$441 -5.16%
6 CANADIAN PACIFIC KANSAS CITY CP $29.8M 0.09% 411,228 +411,228 2023-09-30 $72 ~$80 -9.84%
7 CROWDSTRIKE HLDGS INC CRWD $27.0M 0.08% 78,958 +78,958 2024-12-31 $342 ~$342 +0.00%
8 MONDAY COM LTD $20.6M 0.06% 87,458 +87,458 2024-12-31 $235 ~$235 +0.00%
9 ICON PLC $19.9M 0.06% 94,700 +94,700 2023-09-30 $210 ~$273 -23.12%