Sands Capital Management

Sands Capital Management as of Dec. 31, 2020

Portfolio Holdings for Sands Capital Management

Sands Capital Management holds 70 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sea Ltd Adr Isin Us81141r1005 (SE) 9.1 $4.8B 24M 199.05
Visa (V) 5.8 $3.0B 14M 218.73
Amazon (AMZN) 5.0 $2.6B 805k 3256.93
Netflix (NFLX) 5.0 $2.6B 4.8M 540.73
MercadoLibre (MELI) 3.5 $1.8B 1.1M 1675.22
Square Inc cl a (SQ) 3.4 $1.8B 8.3M 217.64
Uber Technologies (UBER) 3.4 $1.8B 35M 51.00
Servicenow (NOW) 3.1 $1.6B 3.0M 550.43
Align Technology (ALGN) 3.0 $1.6B 2.9M 534.38
Twilio Inc cl a (TWLO) 2.8 $1.5B 4.3M 338.50
Facebook Inc cl a (META) 2.7 $1.4B 5.3M 273.16
Match Group (MTCH) 2.5 $1.3B 8.7M 151.19
Alibaba Group Holding (BABA) 2.4 $1.2B 5.4M 232.73
Atlassian Corp Plc cl a 2.3 $1.2B 5.1M 233.87
Asml Holding (ASML) 2.2 $1.1B 2.3M 487.72
Illumina (ILMN) 2.1 $1.1B 3.0M 370.00
Adobe Systems Incorporated (ADBE) 2.1 $1.1B 2.2M 500.12
Edwards Lifesciences (EW) 2.0 $1.1B 12M 91.23
Shopify Inc cl a (SHOP) 1.9 $1.0B 886k 1131.95
Nike (NKE) 1.8 $962M 6.8M 141.47
Intuit (INTU) 1.8 $962M 2.5M 379.85
CoStar (CSGP) 1.6 $856M 926k 924.28
Dex (DXCM) 1.6 $847M 2.3M 369.72
Zoetis Inc Cl A (ZTS) 1.5 $810M 4.9M 165.50
Taiwan Semiconductor Mfg (TSM) 1.5 $790M 7.2M 109.04
Charter Communications Inc New Cl A cl a (CHTR) 1.5 $787M 1.2M 661.55
Workday Cl A (WDAY) 1.4 $753M 3.1M 239.61
Irhythm Technologies (IRTC) 1.4 $729M 3.1M 237.21
Lam Research Corporation (LRCX) 1.3 $659M 1.4M 472.27
Delphi Automotive Inc international (APTV) 1.3 $659M 5.1M 130.29
Zillow Group Inc Cl C Cap Stk (Z) 1.2 $646M 5.0M 129.80
Warner Music Group Corp (WMG) 1.1 $592M 16M 37.99
Floor & Decor Hldgs Inc cl a (FND) 1.1 $558M 6.0M 92.85
Snowflake Inc Cl A (SNOW) 1.0 $535M 1.9M 281.40
Doordash (DASH) 1.0 $531M 3.7M 142.75
Yandex N V Shs Class A (YNDX) 1.0 $530M 7.6M 69.58
Abiomed 0.9 $480M 1.5M 324.20
Alphabet Inc Class A cs (GOOGL) 0.9 $479M 273k 1752.64
Okta Inc cl a (OKTA) 0.9 $471M 1.9M 254.26
Zoom Video Communications In cl a (ZM) 0.7 $358M 1.1M 337.32
Fiverr Intl Ltd ord (FVRR) 0.7 $357M 1.8M 195.10
Grocery Outlet Hldg Corp (GO) 0.7 $348M 8.9M 39.25
New Oriental Education & Tech 0.6 $332M 1.8M 185.81
Coupa Software 0.6 $324M 957k 338.91
Airbnb (ABNB) 0.6 $316M 2.2M 146.80
Alphabet Inc Class C cs (GOOG) 0.6 $309M 176k 1751.88
Pagseguro Digital Ltd-cl A (PAGS) 0.6 $303M 5.3M 56.88
Globant S A (GLOB) 0.4 $225M 1.0M 217.61
Trip Com Intl Ltd Sponsored Ad (TCOM) 0.4 $201M 5.9M 33.73
Sarepta Therapeutics (SRPT) 0.3 $167M 977k 170.49
Xp Inc cl a (XP) 0.3 $163M 4.1M 39.67
Chegg (CHGG) 0.3 $144M 1.6M 90.33
HDFC Bank (HDB) 0.3 $140M 1.9M 72.26
Bluebird Bio (BLUE) 0.3 $137M 3.2M 43.27
Texas Instruments Incorporated (TXN) 0.2 $115M 702k 164.13
Ishares Tr Msci India Etf (INDA) 0.2 $115M 2.9M 40.22
Hutchison China Meditech (HCM) 0.2 $113M 3.5M 32.02
Roper Industries (ROP) 0.2 $108M 251k 431.09
Mirati Therapeutics 0.2 $87M 394k 219.64
Beigene (BGNE) 0.2 $85M 328k 258.39
Iqvia Holdings (IQV) 0.2 $82M 457k 179.17
Microsoft Corporation (MSFT) 0.2 $79M 357k 222.42
TransDigm Group Incorporated (TDG) 0.1 $70M 112k 618.85
Intercontinental Exchange (ICE) 0.1 $68M 589k 115.29
Equinix (EQIX) 0.1 $66M 92k 714.18
Bright Horizons Fam Sol In D (BFAM) 0.1 $61M 353k 172.99
UnitedHealth (UNH) 0.1 $59M 167k 350.68
Boston Scientific Corporation (BSX) 0.1 $58M 1.6M 35.95
Dollar General (DG) 0.1 $50M 238k 210.30
Slack Technologies 0.0 $16M 367k 42.24