Sands Capital Management

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

  • Top 5 stock holdings are V, DXCM, AMZN, MELI, NFLX, and represent 27.83% of Sands Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: TEAM (+$720M), OKTA (+$264M), CPNG (+$159M), SHOP (+$77M), ALGN (+$73M), DDOG (+$71M), DASH (+$47M), TECH (+$46M), RGEN (+$24M), FWONK (+$17M).
  • Started 3 new stock positions in VUG, CPNG, TEAM.
  • Reduced shares in these 10 stocks: Atlassian Corp Plc cl a (-$1.2B), SE (-$235M), EW (-$216M), , DXCM (-$134M), V (-$81M), DLO (-$79M), ABNB (-$62M), SRPT (-$43M), UNH (-$43M).
  • Sold out of its positions in META, Atlassian Corp Plc cl a, DLO.
  • Sands Capital Management was a net seller of stock by $-1.3B.
  • Sands Capital Management has $27B in assets under management (AUM), dropping by -0.66%.
  • Central Index Key (CIK): 0001020066

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Portfolio Holdings for Sands Capital Management

Sands Capital Management holds 67 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Visa Com Cl A (V) 8.1 $2.2B -3% 10M 207.76
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Dex (DXCM) 6.6 $1.8B -7% 16M 113.24
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Amazon (AMZN) 5.1 $1.4B 16M 84.00
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MercadoLibre (MELI) 4.0 $1.1B 1.2M 846.24
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Netflix (NFLX) 4.0 $1.0B -3% 3.6M 294.88
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Lam Research Corporation (LRCX) 3.7 $991M 2.4M 420.30
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Block Cl A (SQ) 3.7 $990M 16M 62.84
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Servicenow (NOW) 3.7 $987M -2% 2.5M 388.27
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Asml Holding Nv N Y Registry Shs (ASML) 3.6 $945M -2% 1.7M 546.40
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Shopify Cl A (SHOP) 3.3 $861M +9% 25M 34.71
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Sea Sponsored Ads (SE) 3.0 $782M -23% 15M 52.03
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CoStar (CSGP) 2.9 $769M -3% 10M 77.28
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Snowflake Cl A (SNOW) 2.8 $743M -3% 5.2M 143.54
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Atlassian Corporation Cl A (TEAM) 2.7 $720M NEW 5.6M 128.68
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Cloudflare Cl A Com (NET) 2.6 $699M -3% 16M 45.21
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Nike CL B (NKE) 2.3 $604M -3% 5.2M 117.01
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Align Technology (ALGN) 2.1 $561M +14% 2.7M 210.90
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Edwards Lifesciences (EW) 2.1 $561M -27% 7.5M 74.61
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Intuit (INTU) 1.9 $500M -4% 1.3M 389.22
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Doordash Com Cl A (DASH) 1.8 $464M +11% 9.5M 48.82
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Aptiv SHS (APTV) 1.7 $442M -2% 4.7M 93.13
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.7 $439M -5% 5.9M 74.49
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Alphabet Cap Stk Cl A (GOOGL) 1.7 $438M -2% 5.0M 88.23
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Okta Cl A (OKTA) 1.6 $431M +158% 6.3M 68.33
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Warner Music Group Corp Com Cl A (WMG) 1.4 $374M -4% 11M 35.02
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Uber Technologies (UBER) 1.4 $373M -5% 15M 24.73
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Entegris (ENTG) 1.3 $340M 5.2M 65.59
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Repligen Corporation (RGEN) 1.1 $302M +8% 1.8M 169.31
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Datadog Cl A Com (DDOG) 1.1 $299M +31% 4.1M 73.50
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Sarepta Therapeutics (SRPT) 1.1 $279M -13% 2.2M 129.58
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Match Group (MTCH) 1.0 $277M -4% 6.7M 41.49
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Charter Communications Inc N Cl A (CHTR) 1.0 $276M +3% 814k 339.10
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Airbnb Com Cl A (ABNB) 1.0 $268M -18% 3.1M 85.50
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Floor & Decor Hldgs Cl A (FND) 1.0 $265M -4% 3.8M 69.63
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Irhythm Technologies (IRTC) 0.9 $250M -3% 2.7M 93.67
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Globant S A (GLOB) 0.9 $235M -4% 1.4M 168.16
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NVIDIA Corporation (NVDA) 0.8 $223M -4% 1.5M 146.14
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Hdfc Bank Sponsored Ads (HDB) 0.7 $182M -15% 2.7M 68.41
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Nu Hldgs Ord Shs Cl A (NU) 0.6 $170M -5% 42M 4.07
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Coupang Cl A (CPNG) 0.6 $159M NEW 11M 14.71
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Roper Industries (ROP) 0.6 $154M 356k 432.09
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Liberty Media Corp Del Com Ser C Frmla (FWONK) 0.6 $154M +12% 2.6M 59.78
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Alphabet Cap Stk Cl C (GOOG) 0.5 $140M -3% 1.6M 88.73
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Chegg (CHGG) 0.5 $138M 5.5M 25.27
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XP Cl A (XP) 0.5 $133M +6% 8.7M 15.34
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Microsoft Corporation (MSFT) 0.5 $121M 506k 239.82
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Texas Instruments Incorporated (TXN) 0.4 $117M 710k 165.22
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10x Genomics Cl A Com (TXG) 0.4 $117M -5% 3.2M 36.44
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Iqvia Holdings (IQV) 0.4 $111M 544k 204.89
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TransDigm Group Incorporated (TDG) 0.4 $97M 154k 629.65
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Kanzhun Sponsored Ads (BZ) 0.3 $81M -5% 4.0M 20.37
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Steris Shs Usd (STE) 0.3 $79M 427k 184.69
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Zoetis Cl A (ZTS) 0.3 $70M 474k 146.55
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Intercontinental Exchange (ICE) 0.2 $64M +2% 619k 102.59
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UnitedHealth (UNH) 0.2 $61M -40% 116k 530.18
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Bio-techne Corporation (TECH) 0.2 $61M +307% 737k 82.88
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Pagseguro Digital Com Cl A (PAGS) 0.2 $48M -7% 5.5M 8.74
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Nio Spon Ads (NIO) 0.2 $47M -8% 4.8M 9.75
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Siteone Landscape Supply (SITE) 0.1 $39M 332k 117.32
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Sansara Com Cl A (IOT) 0.1 $22M 1.7M 12.43
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $15M +84% 72k 214.23
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Uipath Inc Cl A (PATH) 0.0 $11M 871k 12.71
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Ishares Tr Msci India Etf (INDA) 0.0 $9.1M -9% 218k 41.74
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Waste Connections (WCN) 0.0 $8.2M -26% 62k 132.56
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Cadence Design Systems (CDNS) 0.0 $6.6M -6% 41k 160.65
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Vanguard Index Fds Growth Etf (VUG) 0.0 $2.5M NEW 12k 213.14
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Gitlab Class A Com (GTLB) 0.0 $1.8M +130% 39k 45.45
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Past Filings by Sands Capital Management

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

View all past filings