Sands Capital Management

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

  • Top 5 stock holdings are V, AMZN, DXCM, TEAM, SE, and represent 27.86% of Sands Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: GOOGL (+$462M), RGEN (+$307M), LRCX (+$190M), GOOG (+$148M), NU (+$102M), DDOG (+$85M), NFLX (+$79M), HDB (+$60M), ENTG (+$38M), FWONK (+$32M).
  • Started 1 new stock positions in RGEN.
  • Reduced shares in these 10 stocks: TWLO (-$375M), V (-$240M), TSM (-$191M), TEAM (-$148M), SRPT (-$136M), EW (-$108M), AMZN (-$107M), DXCM (-$97M), NKE (-$80M), UBER (-$71M).
  • Sold out of its positions in OPEN, TWLO, FVRR.
  • Sands Capital Management was a net seller of stock by $-620M.
  • Sands Capital Management has $27B in assets under management (AUM), dropping by -7.75%.
  • 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 September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Visa Com Cl A (V) 7.2 $1.9B -11% 11M 177.65
Amazon (AMZN) 7.0 $1.9B -5% 16M 113.00
Dex (DXCM) 5.0 $1.3B -6% 17M 80.54
Atlassian Corp Cl A (TEAM) 4.6 $1.2B -10% 5.8M 210.59
Sea Sponsored Ads (SE) 4.1 $1.1B -4% 20M 56.05
MercadoLibre (MELI) 3.9 $1.0B -3% 1.3M 827.78
Servicenow (NOW) 3.7 $985M -3% 2.6M 377.61
Snowflake Cl A (SNOW) 3.4 $912M -6% 5.4M 169.96
Cloudflare Cl A Com (NET) 3.3 $883M 16M 55.31
Lam Research Corporation (LRCX) 3.3 $877M +27% 2.4M 366.00
Block Cl A (SQ) 3.3 $873M -3% 16M 54.99
Netflix (NFLX) 3.3 $867M +9% 3.7M 235.44
Edwards Lifesciences (EW) 3.2 $860M -11% 10M 82.63
Asml Holding Nv N Y Registry Shs (ASML) 2.8 $736M -8% 1.8M 415.35

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CoStar (CSGP) 2.7 $720M 10M 69.65
Shopify Cl A (SHOP) 2.3 $608M -4% 23M 26.94
Intuit (INTU) 1.9 $519M -9% 1.3M 387.32
Alphabet Cap Stk Cl A (GOOGL) 1.8 $489M +1722% 5.1M 95.65
Align Technology (ALGN) 1.8 $480M -7% 2.3M 207.11
Nike CL B (NKE) 1.7 $444M -15% 5.3M 83.12
Entegris (ENTG) 1.6 $432M +9% 5.2M 83.02
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.6 $428M -30% 6.2M 68.56
Doordash Com Cl A (DASH) 1.6 $422M -6% 8.5M 49.45
Uber Technologies (UBER) 1.6 $421M -14% 16M 26.50
Airbnb Com Cl A (ABNB) 1.5 $404M -5% 3.8M 105.04
Aptiv SHS (APTV) 1.4 $381M -6% 4.9M 78.21
Irhythm Technologies (IRTC) 1.3 $346M -9% 2.8M 125.28
Match Group (MTCH) 1.2 $333M -4% 7.0M 47.75
Repligen Corporation (RGEN) 1.2 $307M NEW 1.6M 187.11
Floor & Decor Hldgs Cl A (FND) 1.1 $280M -4% 4.0M 70.26
Datadog Cl A Com (DDOG) 1.0 $275M +44% 3.1M 88.78
Globant S A (GLOB) 1.0 $275M 1.5M 187.08
Sarepta Therapeutics (SRPT) 1.0 $274M -33% 2.5M 110.54
Warner Music Group Corp Com Cl A (WMG) 1.0 $259M -4% 11M 23.21
Charter Communications Inc N Cl A (CHTR) 0.9 $239M -8% 788k 303.35
Meta Platforms Cl A (META) 0.8 $204M -4% 1.5M 135.68
Nu Hldgs Ord Shs Cl A (NU) 0.7 $194M +110% 44M 4.40
NVIDIA Corporation (NVDA) 0.7 $194M +9% 1.6M 121.39
Hdfc Bank Sponsored Ads (HDB) 0.7 $185M +48% 3.2M 58.42
Alphabet Cap Stk Cl C (GOOG) 0.6 $157M +1711% 1.6M 96.15
XP Cl A (XP) 0.6 $155M -4% 8.1M 19.01
Okta Cl A (OKTA) 0.5 $139M -7% 2.4M 56.87
Liberty Media Corp Del Com Ser C Frmla (FWONK) 0.5 $134M +31% 2.3M 58.50
Roper Industries (ROP) 0.5 $126M +12% 351k 359.64
Microsoft Corporation (MSFT) 0.4 $116M +13% 500k 232.90
Chegg (CHGG) 0.4 $113M +12% 5.4M 21.07
Texas Instruments Incorporated (TXN) 0.4 $109M +9% 705k 154.78
UnitedHealth (UNH) 0.4 $99M +12% 196k 505.04
Iqvia Holdings (IQV) 0.4 $97M 536k 181.14
10x Genomics Cl A Com (TXG) 0.4 $97M -3% 3.4M 28.48
Nio Spon Ads (NIO) 0.3 $83M -3% 5.3M 15.77
TransDigm Group Incorporated (TDG) 0.3 $80M +13% 152k 524.82
Pagseguro Digital Com Cl A (PAGS) 0.3 $79M -3% 6.0M 13.23
Dlocal Class A Com (DLO) 0.3 $79M +35% 3.8M 20.52
Kanzhun Sponsored Ads (BZ) 0.3 $71M -3% 4.2M 16.88
Steris Shs Usd (STE) 0.3 $70M +12% 421k 166.28
Zoetis Cl A (ZTS) 0.3 $69M -23% 468k 148.29
Intercontinental Exchange (ICE) 0.2 $55M +12% 606k 90.35
Bio-techne Corporation (TECH) 0.2 $51M +13% 181k 284.00
Siteone Landscape Supply (SITE) 0.1 $34M +12% 327k 104.14
Sansara Com Cl A (IOT) 0.1 $21M 1.7M 12.07
Waste Connections (WCN) 0.0 $11M -4% 83k 135.13
Uipath Inc Cl A (PATH) 0.0 $11M 871k 12.61
Ishares Tr Msci India Etf (INDA) 0.0 $9.8M 241k 40.78
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $8.2M +2734% 39k 210.40
Cadence Design Systems (CDNS) 0.0 $7.2M -4% 44k 163.43
Gitlab Class A Com (GTLB) 0.0 $862k 17k 51.23

Past Filings by Sands Capital Management

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

View all past filings