Sands Capital Management as of Sept. 30, 2023
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 75 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 6.1 | $1.8B | 14M | 127.12 | |
| Visa Com Cl A (V) | 6.1 | $1.8B | 7.8M | 230.01 | |
| NVIDIA Corporation (NVDA) | 5.4 | $1.6B | 3.7M | 434.99 | |
| Microsoft Corporation (MSFT) | 4.4 | $1.3B | 4.1M | 315.75 | |
| MercadoLibre (MELI) | 4.4 | $1.3B | 1.0M | 1267.88 | |
| Dex (DXCM) | 4.3 | $1.3B | 14M | 93.30 | |
| Lam Research Corporation (LRCX) | 4.1 | $1.2B | 1.9M | 626.77 | |
| Servicenow (NOW) | 4.0 | $1.2B | 2.1M | 558.96 | |
| Atlassian Corporation Cl A (TEAM) | 3.4 | $1.0B | 5.0M | 201.51 | |
| Netflix (NFLX) | 3.2 | $948M | 2.5M | 377.60 | |
| Asml Holding N V N Y Registry Shs (ASML) | 3.0 | $880M | 1.5M | 588.66 | |
| Shopify Cl A (SHOP) | 2.9 | $860M | 16M | 54.57 | |
| Entegris (ENTG) | 2.9 | $842M | 9.0M | 93.91 | |
| Snowflake Cl A (SNOW) | 2.5 | $738M | 4.8M | 152.77 | |
| Sea Sponsord Ads (SE) | 2.4 | $709M | 16M | 43.95 | |
| Cloudflare Cl A Com (NET) | 2.4 | $694M | 11M | 63.04 | |
| Doordash Cl A (DASH) | 2.3 | $669M | 8.4M | 79.47 | |
| Block Cl A (SQ) | 2.1 | $622M | 14M | 44.26 | |
| CoStar (CSGP) | 2.1 | $610M | 7.9M | 76.89 | |
| Meta Platforms Cl A (META) | 2.1 | $603M | 2.0M | 300.21 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $562M | 4.3M | 130.86 | |
| Axon Enterprise (AXON) | 1.8 | $520M | 2.6M | 198.99 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.7 | $494M | 5.7M | 86.90 | |
| Okta Cl A (OKTA) | 1.6 | $479M | 5.9M | 81.51 | |
| Align Technology (ALGN) | 1.6 | $468M | 1.5M | 305.32 | |
| Uber Technologies (UBER) | 1.5 | $452M | 9.8M | 45.99 | |
| Nike CL B (NKE) | 1.5 | $435M | 4.6M | 95.62 | |
| Aptiv SHS (APTV) | 1.4 | $417M | 4.2M | 98.59 | |
| Datadog Cl A Com (DDOG) | 1.4 | $401M | 4.4M | 91.09 | |
| Airbnb Com Cl A (ABNB) | 1.3 | $380M | 2.8M | 137.21 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.1 | $321M | 44M | 7.25 | |
| Edwards Lifesciences (EW) | 1.1 | $314M | 4.5M | 69.28 | |
| Globant S A (GLOB) | 1.0 | $293M | 1.5M | 197.85 | |
| XP Cl A (XP) | 0.9 | $254M | 11M | 23.05 | |
| Repligen Corporation (RGEN) | 0.8 | $250M | 1.6M | 159.01 | |
| Coupang Cl A (CPNG) | 0.8 | $244M | 14M | 17.00 | |
| Floor & Decor Hldgs Cl A (FND) | 0.8 | $223M | 2.5M | 90.50 | |
| Irhythm Technologies (IRTC) | 0.8 | $222M | 2.3M | 94.26 | |
| Match Group (MTCH) | 0.7 | $217M | 5.5M | 39.17 | |
| Roper Industries (ROP) | 0.6 | $171M | 353k | 484.28 | |
| 10x Genomics Cl A Com (TXG) | 0.6 | $164M | 4.0M | 41.25 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.5 | $147M | 2.4M | 62.30 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.5 | $146M | 2.5M | 59.01 | |
| Charter Communications Inc N Cl A (CHTR) | 0.5 | $133M | 303k | 439.82 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $100M | 760k | 131.85 | |
| Ultragenyx Pharmaceutical (RARE) | 0.3 | $92M | 2.6M | 35.65 | |
| TransDigm Group Incorporated (TDG) | 0.3 | $91M | 108k | 843.13 | |
| Kanzhun Sponsored Ads (BZ) | 0.3 | $85M | 5.6M | 15.17 | |
| Steris Shs Usd (STE) | 0.3 | $84M | 381k | 219.42 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $78M | 492k | 159.01 | |
| Zoetis Cl A (ZTS) | 0.3 | $74M | 423k | 173.98 | |
| Iqvia Holdings (IQV) | 0.3 | $74M | 374k | 196.75 | |
| UnitedHealth (UNH) | 0.2 | $73M | 145k | 504.19 | |
| Intercontinental Exchange (ICE) | 0.2 | $61M | 550k | 110.02 | |
| Stevanato Group S P A Ord Shs (STVN) | 0.2 | $55M | 1.9M | 29.72 | |
| Siteone Landscape Supply (SITE) | 0.2 | $48M | 295k | 163.45 | |
| Chegg (CHGG) | 0.1 | $43M | 4.8M | 8.92 | |
| Samsara Com Cl A (IOT) | 0.1 | $38M | 1.5M | 25.21 | |
| Ferrari Nv Ord (RACE) | 0.1 | $26M | 88k | 295.54 | |
| Klaviyo Com Ser A (KVYO) | 0.1 | $22M | 639k | 34.50 | |
| Ishares Tr Msci India Etf (INDA) | 0.0 | $9.6M | 218k | 44.22 | |
| Gitlab Class A Com (GTLB) | 0.0 | $4.0M | 88k | 45.22 | |
| Uipath Cl A (PATH) | 0.0 | $764k | 45k | 17.11 | |
| Bio-techne Corporation (TECH) | 0.0 | $649k | 9.5k | 68.07 | |
| Cadence Design Systems (CDNS) | 0.0 | $571k | 2.4k | 234.30 | |
| Bill Com Holdings Ord (BILL) | 0.0 | $136k | 1.3k | 108.57 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $121k | 455.00 | 265.99 | |
| Intuit (INTU) | 0.0 | $100k | 195.00 | 510.94 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $82k | 160.00 | 509.90 | |
| Icon SHS (ICLR) | 0.0 | $63k | 255.00 | 246.25 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $31k | 413.00 | 74.41 | |
| Waste Connections (WCN) | 0.0 | $29k | 214.00 | 134.30 | |
| Coursera (COUR) | 0.0 | $24k | 1.3k | 18.69 | |
| Illumina (ILMN) | 0.0 | $14k | 103.00 | 137.28 | |
| Zai Lab Adr (ZLAB) | 0.0 | $2.4k | 98.00 | 24.31 |
