Sands Capital Management

Sands Capital Management as of Sept. 30, 2021

Portfolio Holdings for Sands Capital Management

Sands Capital Management holds 71 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sea Sponsored Ads (SE) 10.9 $6.5B 21M 318.73
Netflix (NFLX) 5.3 $3.2B 5.2M 610.34
Visa Com Cl A (V) 5.1 $3.1B 14M 222.75
Amazon (AMZN) 4.4 $2.7B 812k 3285.04
Square Cl A (SQ) 4.2 $2.5B 11M 239.84
Atlassian Corp Cl A 3.7 $2.2B 5.7M 391.42
MercadoLibre (MELI) 3.4 $2.1B 1.2M 1679.40
Align Technology (ALGN) 3.2 $1.9B 2.9M 665.43
Facebook Cl A (META) 3.2 $1.9B 5.7M 339.39
Shopify Cl A (SHOP) 3.0 $1.8B 1.3M 1355.78
Dex (DXCM) 3.0 $1.8B 3.3M 546.86
Twilio Cl A (TWLO) 2.9 $1.7B 5.5M 319.05
Servicenow (NOW) 2.8 $1.7B 2.7M 622.27
Asml Holding Nv N Y Registry Shs (ASML) 2.8 $1.7B 2.3M 745.11
Doordash Com Cl A (DASH) 2.8 $1.7B 8.2M 205.98
Edwards Lifesciences (EW) 2.6 $1.5B 14M 113.21
Snowflake Cl A (SNOW) 2.3 $1.4B 4.6M 302.43
Intuit (INTU) 2.2 $1.3B 2.4M 539.51
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.9 $1.1B 10M 111.65
Nike CL B (NKE) 1.8 $1.1B 7.3M 145.23
Match Group (MTCH) 1.7 $1.0B 6.4M 156.99
Uber Technologies (UBER) 1.6 $959M 21M 44.80
Cloudflare Cl A Com (NET) 1.6 $938M 8.3M 112.65
CoStar (CSGP) 1.5 $907M 11M 86.06
Lam Research Corporation (LRCX) 1.4 $849M 1.5M 569.15
Charter Communications Inc N Cl A (CHTR) 1.4 $840M 1.2M 727.56
Alibaba Group Holding Sponsored Ads (BABA) 1.4 $819M 5.5M 148.05
Aptiv SHS (APTV) 1.4 $811M 5.4M 148.97
Alphabet Cap Stk Cl A (GOOGL) 1.3 $777M 291k 2673.52
Yandex N V Shs Class A (YNDX) 1.2 $719M 9.0M 79.69
Zoetis Cl A (ZTS) 1.1 $689M 3.5M 194.14
Okta Cl A (OKTA) 1.1 $652M 2.7M 237.34
Floor & Decor Hldgs Cl A (FND) 1.0 $598M 5.0M 120.79
Warner Music Group Corp Com Cl A (WMG) 1.0 $576M 14M 42.74
Sarepta Therapeutics (SRPT) 0.9 $515M 5.6M 92.48
Alphabet Cap Stk Cl C (GOOG) 0.8 $502M 188k 2665.31
Airbnb Com Cl A (ABNB) 0.7 $444M 2.6M 167.75
Zillow Group Cl C Cap Stk (Z) 0.7 $401M 4.5M 88.14
Carvana Cl A (CVNA) 0.6 $374M 1.2M 301.54
XP Cl A (XP) 0.6 $349M 8.7M 40.17
Globant S A (GLOB) 0.6 $345M 1.2M 281.01
Pagseguro Digital Com Cl A (PAGS) 0.6 $330M 6.4M 51.72
Fiverr Intl Ord Shs (FVRR) 0.5 $306M 1.7M 182.68
Irhythm Technologies (IRTC) 0.3 $193M 3.3M 58.56
Roper Industries (ROP) 0.3 $170M 382k 446.13
Hdfc Bank Sponsored Ads (HDB) 0.3 $161M 2.2M 73.09
Hutchison China Meditech Sponsored Adr (HCM) 0.3 $153M 4.2M 36.61
Texas Instruments Incorporated (TXN) 0.2 $147M 763k 192.21
Microsoft Corporation (MSFT) 0.2 $134M 477k 281.92
Iqvia Holdings (IQV) 0.2 $130M 542k 239.54
Nio Spon Ads (NIO) 0.2 $120M 3.4M 35.63
Chegg (CHGG) 0.2 $118M 1.7M 68.02
Kanzhun Sponsored Ads (BZ) 0.2 $116M 3.2M 35.99
TransDigm Group Incorporated (TDG) 0.2 $94M 151k 624.57
Equinix (EQIX) 0.2 $92M 117k 790.13
Intercontinental Exchange (ICE) 0.2 $91M 789k 114.82
UnitedHealth (UNH) 0.1 $88M 224k 390.74
Tencent Music Entmt Group Spon Ads (TME) 0.1 $81M 11M 7.25
Dollar General (DG) 0.1 $68M 319k 212.14
Bright Horizons Fam Sol In D (BFAM) 0.1 $66M 474k 139.42
Coupa Software 0.1 $51M 230k 219.18
Bio-techne Corporation (TECH) 0.1 $48M 99k 484.57
Adobe Systems Incorporated (ADBE) 0.1 $38M 66k 575.73
Uipath Inc Cl A (PATH) 0.0 $23M 430k 52.61
Workday Cl A (WDAY) 0.0 $22M 88k 249.89
Waste Connections (WCN) 0.0 $16M 129k 125.93
Ansys (ANSS) 0.0 $12M 34k 340.44
Ishares Tr Msci India Etf (INDA) 0.0 $10M 212k 48.69
Wayfair Cl A (W) 0.0 $5.6M 22k 255.51
Opendoor Technologies 0.0 $3.5M 172k 20.53
Illumina (ILMN) 0.0 $932k 2.3k 405.57