Sands Capital Management

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 $17M 794k 21.56
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