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Fund detail

Sands Capital Management

large-active, growth, lo

Quarters 52
2026-03-31 $25.49B
Positions 67
Showing 9 of 9 rows (filtered from 75)

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 ALPHABET INC GOOGL $1.47B 5.78% 5,124,494 +185,445 +3.75% 4.70% 2015-12-31 $288 ~$118 +143.66%
2 SPOTIFY TECHNOLOGY S A $870.0M 3.41% 1,794,226 +324,378 +22.07% 2.60% 2024-09-30 $485 ~$448 +8.12%
3 META PLATFORMS INC META $731.8M 2.87% 1,279,121 +24,250 +1.93% 2.52% 2013-06-30 $572 ~$232 +146.99%
4 QUANTA SVCS INC PWR $343.9M 1.35% 626,348 +49,452 +8.57% 0.74% 2025-12-31 $549 ~$430 +27.81%
5 CARPENTER TECHNOLOGY CORP CRS $324.5M 1.27% 823,277 +201,593 +32.43% 0.60% 2025-12-31 $394 ~$326 +21.06%
6 MCKESSON CORP MCK $174.2M 0.68% 201,283 +27,015 +15.50% 0.43% 2025-03-31 $865 ~$726 +19.21%
7 STEVANATO GROUP S P A $6.8M 0.03% 497,310 +4,304 +0.87% 0.03% 2023-06-30 $14 ~$31 -56.02%
8 PALANTIR TECHNOLOGIES INC PLTR $3.4M 0.01% 22,919 +3,079 +15.52% 0.01% 2025-12-31 $146 ~$174 -16.01%
9 ALIBABA GROUP HLDG LTD BABA $978K 0.00% 7,793 +282 +3.75% 0.00% 2014-09-30 $125 ~$127 -0.93%