Fund detail
Sands Capital Management
large-active, growth, lo
Quarters
52
2025-06-30
$34.83B
Positions
66
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 | $2.02B | 5.81% | 9,230,023 | -1,864,520 | -16.81% | 7.18% | 2013-06-30 | $219 | ~$60 | +265.45% | |
| 2 | NETFLIX INC NFLX | $1.52B | 4.35% | 1,131,679 | -335,795 | -22.88% | 4.66% | 2015-12-31 | $1,339 | ~$202 | +562.07% | |
| 3 | SERVICENOW INC NOW | $1.45B | 4.16% | 1,408,333 | -49,645 | -3.41% | 3.95% | 2016-06-30 | $1,028 | ~$271 | +279.87% | |
| 4 | MERCADOLIBRE INC MELI | $1.34B | 3.85% | 513,532 | -98,467 | -16.09% | 4.06% | 2013-06-30 | $2,614 | ~$1,028 | +154.37% | |
| 5 | AXON ENTERPRISE INC AXON | $1.33B | 3.83% | 1,611,295 | -288,527 | -15.19% | 3.40% | 2023-03-31 | $828 | ~$214 | +287.44% | |
| 6 | DOORDASH INC DASH | $1.18B | 3.39% | 4,792,181 | -714,840 | -12.98% | 3.42% | 2020-12-31 | $247 | ~$142 | +73.73% | |
| 7 | SPOTIFY TECHNOLOGY S A | $1.04B | 2.98% | 1,354,803 | -433,747 | -24.25% | 3.35% | 2024-09-30 | $767 | ~$387 | +98.39% | |
| 8 | CLOUDFLARE INC NET | $965.2M | 2.77% | 4,928,874 | -1,498,572 | -23.32% | 2.46% | 2021-03-31 | $196 | ~$105 | +86.64% | |
| 9 | META PLATFORMS INC META | $964.0M | 2.77% | 1,306,041 | -201,721 | -13.38% | 2.96% | 2013-06-30 | $738 | ~$192 | +285.30% | |
| 10 | SEA LTD SE | $908.1M | 2.61% | 5,678,005 | -1,139,989 | -16.72% | 3.03% | 2017-12-31 | $160 | ~$52 | +205.79% | |
| 11 | DEXCOM INC DXCM | $868.4M | 2.49% | 9,947,944 | -466,212 | -4.48% | 2.42% | 2020-03-31 | $87 | ~$99 | -11.99% | |
| 12 | SHOPIFY INC SHOP | $864.3M | 2.48% | 7,492,615 | -4,653,206 | -38.31% | 3.95% | 2017-03-31 | $115 | ~$63 | +83.26% | |
| 13 | FLUTTER ENTMT PLC | $606.3M | 1.74% | 2,121,637 | -73,634 | -3.35% | 1.65% | 2024-03-31 | $286 | ~$203 | +40.42% | |
| 14 | ALPHABET INC GOOGL | $543.8M | 1.56% | 3,085,879 | -263,848 | -7.88% | 1.76% | 2015-12-31 | $176 | ~$47 | +271.38% | |
| 15 | ATLASSIAN CORPORATION TEAM | $525.7M | 1.51% | 2,588,723 | -1,329,865 | -33.94% | 2.83% | 2022-12-31 | $203 | ~$134 | +51.94% | |
| 16 | IRHYTHM TECHNOLOGIES INC IRTC | $448.9M | 1.29% | 2,915,527 | -100,680 | -3.34% | 1.07% | 2020-09-30 | $154 | ~$178 | -13.73% | |
| 17 | ASML HOLDING N V | $425.2M | 1.22% | 530,562 | -26,866 | -4.82% | 1.26% | 2013-06-30 | $801 | ~$354 | +126.47% | |
| 18 | ROBLOX CORP RBLX | $377.3M | 1.08% | 3,586,543 | -419,787 | -10.48% | 0.79% | 2024-09-30 | $105 | ~$44 | +137.69% | |
| 19 | DATADOG INC DDOG | $372.4M | 1.07% | 2,772,015 | -143,461 | -4.92% | 0.98% | 2022-06-30 | $134 | ~$92 | +46.71% | |
| 20 | COUPANG INC CPNG | $359.5M | 1.03% | 11,999,721 | -80,763 | -0.67% | 0.90% | 2022-12-31 | $30 | ~$15 | +94.96% | |
| 21 | APPLOVIN CORP APP | $286.1M | 0.82% | 817,346 | -1,240,847 | -60.29% | 1.86% | 2024-12-31 | $350 | ~$306 | +14.32% | |
| 22 | HDFC BANK LTD HDB | $221.1M | 0.63% | 2,883,335 | -27,855 | -0.96% | 0.66% | 2017-03-31 | $77 | ~$59 | +30.23% | |
| 23 | LIBERTY MEDIA CORP DEL FWONK | $199.7M | 0.57% | 1,911,033 | -8,196 | -0.43% | 0.59% | 2023-09-30 | $104 | ~$63 | +67.08% | |
| 24 | REPLIGEN CORP RGEN | $155.6M | 0.45% | 1,251,088 | -43,108 | -3.33% | 0.56% | 2022-09-30 | $124 | ~$186 | -33.27% | |
| 25 | ULTRAGENYX PHARMACEUTICAL IN RARE | $143.4M | 0.41% | 3,943,485 | -220,076 | -5.29% | 0.51% | 2023-06-30 | $36 | ~$44 | -17.96% | |
| 26 | VENTURE GLOBAL INC VG | $122.4M | 0.35% | 7,854,539 | -678,369 | -7.95% | 0.30% | 2025-03-31 | $16 | ~$10 | +51.26% | |
| 27 | FERRARI N V | $119.6M | 0.34% | 243,717 | -2,352 | -0.96% | 0.36% | 2023-03-31 | $491 | ~$328 | +49.59% | |
| 28 | BUILDERS FIRSTSOURCE INC BLDR | $118.6M | 0.34% | 1,016,773 | -34,771 | -3.31% | 0.45% | 2025-03-31 | $117 | ~$125 | -6.60% | |
| 29 | ALPHABET INC GOOG | $107.0M | 0.31% | 603,385 | -20,799 | -3.33% | 0.33% | 2015-12-31 | $177 | ~$44 | +299.77% | |
| 30 | GRAB HOLDINGS LIMITED | $94.4M | 0.27% | 18,757,824 | -719,253 | -3.69% | 0.30% | 2024-09-30 | $5 | ~$4 | +32.37% |