Sands Capital Management as of Sept. 30, 2020
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 77 positions in its portfolio as reported in the September 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Sea Sponsored Ads (SE) | 8.6 | $4.0B | 26M | 154.04 | |
Amazon (AMZN) | 6.8 | $3.1B | 992k | 3148.73 | |
Netflix (NFLX) | 5.5 | $2.6B | 5.1M | 500.03 | |
Visa Com Cl A (V) | 5.4 | $2.5B | 13M | 199.97 | |
Alibaba Group Holding Sponsored Ads (BABA) | 4.9 | $2.2B | 7.6M | 293.98 | |
Servicenow (NOW) | 3.4 | $1.6B | 3.2M | 485.00 | |
Square Inc cl a (SQ) | 3.1 | $1.4B | 8.8M | 162.55 | |
Facebook Inc cl a (META) | 2.7 | $1.3B | 4.9M | 261.90 | |
Adobe Systems Incorporated (ADBE) | 2.5 | $1.1B | 2.3M | 490.43 | |
Match Group (MTCH) | 2.4 | $1.1B | 10M | 110.65 | |
Align Technology (ALGN) | 2.2 | $1.0B | 3.1M | 327.36 | |
Asml Holding Nv N Y Registry Shs (ASML) | 2.1 | $975M | 2.6M | 369.27 | |
Atlassian Corp Plc cl a | 2.1 | $969M | 5.3M | 181.79 | |
Edwards Lifesciences (EW) | 2.1 | $963M | 12M | 79.82 | |
Dex (DXCM) | 2.1 | $961M | 2.3M | 412.23 | |
Illumina (ILMN) | 2.1 | $952M | 3.1M | 309.08 | |
Shopify Cl A (SHOP) | 2.0 | $915M | 895k | 1022.97 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $884M | 603k | 1465.60 | |
Intuit (INTU) | 1.9 | $881M | 2.7M | 326.21 | |
Microsoft Corporation (MSFT) | 1.9 | $873M | 4.1M | 210.33 | |
Zoetis Cl A (ZTS) | 1.9 | $867M | 5.2M | 165.37 | |
Nike CL B (NKE) | 1.9 | $862M | 6.9M | 125.54 | |
CoStar (CSGP) | 1.8 | $810M | 955k | 848.51 | |
Workday Cl A (WDAY) | 1.7 | $808M | 3.8M | 215.13 | |
Uber Technologies (UBER) | 1.6 | $733M | 20M | 36.48 | |
Twilio Cl A (TWLO) | 1.5 | $689M | 2.8M | 247.09 | |
Charter Communications Inc New Cl A cl a (CHTR) | 1.3 | $604M | 967k | 624.34 | |
Snowflake Inc Cl A (SNOW) | 1.3 | $598M | 2.4M | 251.00 | |
MercadoLibre (MELI) | 1.2 | $563M | 520k | 1082.48 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.2 | $552M | 6.8M | 81.07 | |
Zillow Group Inc Cl C Cap Stk (Z) | 1.2 | $533M | 5.2M | 101.59 | |
Zoom Video Communications In Cl A (ZM) | 1.1 | $503M | 1.1M | 470.11 | |
Floor & Decor Hldgs Inc cl a (FND) | 1.1 | $486M | 6.5M | 74.80 | |
Regeneron Pharmaceuticals (REGN) | 1.0 | $479M | 857k | 559.78 | |
Aptiv SHS (APTV) | 1.0 | $466M | 5.1M | 91.68 | |
Yandex N V Shs Class A (YNDX) | 1.0 | $461M | 7.1M | 65.25 | |
Irhythm Technologies (IRTC) | 1.0 | $454M | 1.9M | 238.11 | |
Abiomed | 0.9 | $414M | 1.5M | 277.06 | |
Okta Cl A (OKTA) | 0.9 | $400M | 1.9M | 213.85 | |
Warner Music Group Corp (WMG) | 0.8 | $355M | 12M | 28.74 | |
Galapagos Nv Spon Adr (GLPG) | 0.7 | $324M | 2.3M | 141.91 | |
Grocery Outlet Hldg Corp (GO) | 0.7 | $322M | 8.2M | 39.32 | |
Alphabet Cap Stk Cl C (GOOG) | 0.6 | $277M | 189k | 1469.60 | |
Coupa Software | 0.6 | $270M | 985k | 274.24 | |
Sarepta Therapeutics (SRPT) | 0.6 | $262M | 1.9M | 140.43 | |
Monster Beverage Corp (MNST) | 0.6 | $260M | 3.2M | 80.20 | |
New Oriental Ed & Tech Grp I Spon Adr | 0.5 | $248M | 1.7M | 149.50 | |
Mirati Therapeutics | 0.5 | $221M | 1.3M | 166.05 | |
Pagseguro Digital Com Cl A (PAGS) | 0.4 | $187M | 4.9M | 37.71 | |
Bluebird Bio (BLUE) | 0.4 | $172M | 3.2M | 53.95 | |
Trip Com Group Ads (TCOM) | 0.4 | $172M | 5.5M | 31.14 | |
Globant S A (GLOB) | 0.4 | $172M | 958k | 179.22 | |
Beigene Sponsored Adr (BGNE) | 0.3 | $134M | 467k | 286.44 | |
Xp Inc cl a (XP) | 0.2 | $107M | 2.6M | 41.69 | |
Hutchison China Meditech Sponsored Adr (HCM) | 0.2 | $106M | 3.3M | 32.30 | |
Baidu Spon Adr Rep A (BIDU) | 0.2 | $104M | 818k | 126.59 | |
Hdfc Bank Sponsored Ads (HDB) | 0.2 | $99M | 2.0M | 49.96 | |
Texas Instruments Incorporated (TXN) | 0.2 | $97M | 680k | 142.79 | |
Chegg (CHGG) | 0.2 | $83M | 1.2M | 71.44 | |
Roper Industries (ROP) | 0.2 | $71M | 179k | 395.11 | |
TransDigm Group Incorporated (TDG) | 0.1 | $68M | 144k | 475.12 | |
Equinix (EQIX) | 0.1 | $68M | 89k | 760.13 | |
Boston Scientific Corporation (BSX) | 0.1 | $60M | 1.6M | 38.21 | |
Iqvia Holdings (IQV) | 0.1 | $58M | 369k | 157.63 | |
Intercontinental Exchange (ICE) | 0.1 | $57M | 568k | 100.05 | |
UnitedHealth (UNH) | 0.1 | $50M | 161k | 311.77 | |
Dollar General (DG) | 0.1 | $48M | 229k | 209.62 | |
salesforce (CRM) | 0.1 | $37M | 148k | 251.32 | |
Karuna Therapeutics Ord | 0.1 | $33M | 429k | 77.32 | |
Live Nation Entertainment (LYV) | 0.1 | $33M | 607k | 53.88 | |
Ross Stores (ROST) | 0.1 | $32M | 348k | 93.32 | |
Ishares Tr Msci India Etf (INDA) | 0.0 | $23M | 665k | 33.86 | |
Taysha Gene Therapies (TSHA) | 0.0 | $18M | 820k | 21.52 | |
Ansys (ANSS) | 0.0 | $15M | 47k | 327.23 | |
Crown Castle Intl (CCI) | 0.0 | $12M | 74k | 166.50 | |
Activision Blizzard | 0.0 | $11M | 135k | 80.95 | |
Slack Technologies Com Cl A | 0.0 | $9.9M | 367k | 26.86 |