Sands Capital Management

Latest statistics and disclosures from Sands Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SE, V, NFLX, AMZN, UBER, and represent 28.66% of Sands Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: SHOP (+$434M), SNOW (+$278M), EDU (+$259M), TSM (+$242M), DXCM (+$232M), TME (+$217M), NFLX (+$213M), XP (+$158M), SRPT (+$153M), COUP (+$117M).
  • Started 4 new stock positions in TECH, TME, EXAS, NET.
  • Reduced shares in these 10 stocks: ADBE (-$993M), ABMD (-$480M), AMZN (-$368M), ZTS (-$212M), BLUE (-$137M), ABNB (-$135M), Snowflake (-$115M), BGNE (-$113M), INDA (-$110M), MRTX (-$87M).
  • Sold out of its positions in ABMD, BLUE, BSX, MRTX, Snowflake.
  • Sands Capital Management was a net seller of stock by $-156M.
  • Sands Capital Management has $52B in assets under management (AUM), dropping by -50.73%.
  • Central Index Key (CIK): 0001020066

Tip: Access up to 7 years of quarterly data

Positions held by Sands Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Sands Capital Management

Companies in the Sands Capital Management portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sea Sponsored Ads (SE) 10.2 $5.3B 24M 223.23
Visa Com Cl A (V) 5.5 $2.8B -2% 13M 211.73
Netflix (NFLX) 5.3 $2.7B +8% 5.2M 521.66
Amazon (AMZN) 4.1 $2.1B -14% 686k 3094.08
Uber Technologies (UBER) 3.5 $1.8B -3% 34M 54.51
Square Cl A (SQ) 3.5 $1.8B -4% 7.9M 227.05
MercadoLibre (MELI) 3.3 $1.7B +6% 1.1M 1472.14
Facebook Cl A (FB) 3.2 $1.6B +6% 5.6M 294.53
Align Technology (ALGN) 3.0 $1.5B -2% 2.9M 541.53
Twilio Cl A (TWLO) 3.0 $1.5B +4% 4.5M 340.76
Servicenow (NOW) 2.8 $1.4B -3% 2.9M 500.11
Asml Holding Nv N Y Registry Shs (ASML) 2.7 $1.4B 2.3M 617.36
Shopify Cl A (SHOP) 2.7 $1.4B +44% 1.3M 1106.50
Alibaba Group Holding Sponsored Ads (BABA) 2.5 $1.3B +8% 5.8M 226.73

Setup an alert

Sands Capital Management will file the next quarterly 13-HR in about 1 months. Would you like to be notified?

Atlassian Corp Cl A (TEAM) 2.2 $1.2B +7% 5.5M 210.76
Match Group (MTCH) 2.2 $1.1B -4% 8.3M 137.38
Illumina (ILMN) 2.1 $1.1B -2% 2.9M 384.06
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.1 $1.1B +28% 9.3M 118.28
Edwards Lifesciences (EW) 2.1 $1.1B +11% 13M 83.64
Dex (DXCM) 2.0 $1.1B +28% 2.9M 359.39
Intuit (INTU) 1.8 $935M -3% 2.4M 383.06
Nike CL B (NKE) 1.7 $894M 6.7M 132.89
Lam Research Corporation (LRCX) 1.6 $825M 1.4M 595.24
Workday Cl A (WDAY) 1.5 $775M 3.1M 248.43
CoStar (CSGP) 1.4 $748M 910k 821.89
Charter Communications Inc N Cl A (CHTR) 1.4 $723M 1.2M 617.02
Snowflake Cl A (SNOW) 1.4 $714M +63% 3.1M 229.28
Aptiv SHS (APTV) 1.3 $687M 5.0M 137.90
Zillow Group Cl C Cap Stk (Z) 1.2 $615M -4% 4.7M 129.64
Doordash Com Cl A (DASH) 1.1 $580M +18% 4.4M 131.13
Alphabet Cap Stk Cl A (GOOGL) 1.1 $560M 272k 2062.52
Zoetis Cl A (ZTS) 1.1 $558M -27% 3.5M 157.48
Yandex N V Shs Class A (YNDX) 1.1 $553M +13% 8.6M 64.06
Floor & Decor Hldgs Cl A (FND) 1.1 $546M -4% 5.7M 95.48
Warner Music Group Corp Com Cl A (WMG) 1.0 $510M -4% 15M 34.33
Irhythm Technologies (IRTC) 0.8 $423M 3.0M 138.86
Okta Cl A (OKTA) 0.8 $405M 1.8M 220.43
Fiverr Intl Ord Shs (FVRR) 0.7 $380M -4% 1.7M 217.18
Alphabet Cap Stk Cl C (GOOG) 0.7 $361M 175k 2068.63
Coupa Software (COUP) 0.7 $361M +48% 1.4M 254.48
Zoom Video Communications In Cl A (ZM) 0.7 $338M 1.1M 321.29
XP Cl A (XP) 0.6 $313M +101% 8.3M 37.67
Grocery Outlet Hldg Corp (GO) 0.6 $312M -4% 8.5M 36.89
New Oriental Ed & Tech Grp I Spon Adr (EDU) 0.5 $284M +1034% 20M 14.00
Pagseguro Digital Com Cl A (PAGS) 0.5 $280M +13% 6.0M 46.30
Airbnb Com Cl A (ABNB) 0.5 $270M -33% 1.4M 187.94
Trip Com Group Ads (TCOM) 0.5 $267M +13% 6.7M 39.63
Globant S A (GLOB) 0.5 $243M +13% 1.2M 207.61
Sarepta Therapeutics (SRPT) 0.4 $226M +209% 3.0M 74.53
Tencent Music Entmt Group Spon Ads (TME) 0.4 $217M NEW 11M 20.49
Texas Instruments Incorporated (TXN) 0.3 $142M +7% 753k 188.99
Hdfc Bank Sponsored Ads (HDB) 0.3 $135M -10% 1.7M 77.69
Roper Industries (ROP) 0.3 $135M +33% 334k 403.34
Chegg (CHGG) 0.3 $130M -4% 1.5M 85.66
Hutchison China Meditech Sponsored Adr (HCM) 0.2 $113M +13% 4.0M 28.25
Iqvia Holdings (IQV) 0.2 $104M +17% 538k 193.14
Microsoft Corporation (MSFT) 0.2 $99M +17% 420k 235.77
TransDigm Group Incorporated (TDG) 0.2 $78M +17% 133k 587.92
Intercontinental Exchange (ICE) 0.1 $77M +17% 691k 111.68
UnitedHealth (UNH) 0.1 $73M +17% 197k 372.07
Equinix (EQIX) 0.1 $72M +15% 106k 679.59
Bright Horizons Fam Sol In D (BFAM) 0.1 $71M +17% 416k 171.45
Cloudflare Cl A Com (NET) 0.1 $65M NEW 918k 70.26
Dollar General (DG) 0.1 $57M +18% 281k 202.62
Karuna Therapeutics Ord (KRTX) 0.1 $52M 429k 120.23
Bio-techne Corporation (TECH) 0.1 $33M NEW 87k 381.93
Adobe Systems Incorporated (ADBE) 0.1 $33M -96% 69k 475.36
908 Devices (MASS) 0.0 $16M -16% 326k 48.50
Slack Technologies Com Cl A (WORK) 0.0 $15M 367k 40.63
Taysha Gene Therapies Com Shs (TSHA) 0.0 $15M -11% 725k 20.30
EXACT Sciences Corporation (EXAS) 0.0 $14M NEW 103k 131.78
Spruce Biosciences (SPRB) 0.0 $13M 787k 16.60
Ishares Tr Msci India Etf (INDA) 0.0 $10M -91% 240k 42.18
Tarsus Pharmaceuticals (TARS) 0.0 $8.4M 260k 32.23
Beigene Sponsored Adr (BGNE) 0.0 $653k -99% 1.9k 348.27

Past Filings by Sands Capital Management

SEC 13F filings are viewable for Sands Capital Management going back to 2010

View all past filings