Sands Capital Management

Sands Capital Management as of March 31, 2021

Portfolio Holdings for Sands Capital Management

Sands Capital Management holds 74 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sea Sponsored Ads (SE) 10.5 $5.3B 24M 223.23
Visa Com Cl A (V) 5.6 $2.8B 13M 211.73
Netflix (NFLX) 5.4 $2.7B 5.2M 521.66
Amazon (AMZN) 4.2 $2.1B 686k 3094.08
Uber Technologies (UBER) 3.6 $1.8B 34M 54.51
Square Cl A (SQ) 3.6 $1.8B 7.9M 227.05
MercadoLibre (MELI) 3.3 $1.7B 1.1M 1472.14
Facebook Cl A (META) 3.2 $1.6B 5.6M 294.53
Align Technology (ALGN) 3.1 $1.5B 2.9M 541.53
Twilio Cl A (TWLO) 3.0 $1.5B 4.5M 340.76
Servicenow (NOW) 2.8 $1.4B 2.9M 500.11
Asml Holding Nv N Y Registry Shs (ASML) 2.8 $1.4B 2.3M 617.36
Shopify Cl A (SHOP) 2.8 $1.4B 1.3M 1106.50
Alibaba Group Holding Sponsored Ads (BABA) 2.6 $1.3B 5.8M 226.73
Atlassian Corp Cl A 2.3 $1.2B 5.5M 210.76
Match Group (MTCH) 2.2 $1.1B 8.3M 137.38
Illumina (ILMN) 2.2 $1.1B 2.9M 384.06
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.2 $1.1B 9.3M 118.28
Dex (DXCM) 2.1 $1.1B 2.9M 359.39
Intuit (INTU) 1.8 $935M 2.4M 383.06
Nike CL B (NKE) 1.8 $894M 6.7M 132.89
Lam Research Corporation (LRCX) 1.6 $825M 1.4M 595.24
Workday Cl A (WDAY) 1.5 $775M 3.1M 248.43
CoStar (CSGP) 1.5 $748M 910k 821.89
Charter Communications Inc N Cl A (CHTR) 1.4 $723M 1.2M 617.02
Snowflake Cl A (SNOW) 1.4 $714M 3.1M 229.28
Aptiv SHS (APTV) 1.4 $687M 5.0M 137.90
Zillow Group Cl C Cap Stk (Z) 1.2 $615M 4.7M 129.64
Doordash Com Cl A (DASH) 1.1 $580M 4.4M 131.13
Alphabet Cap Stk Cl A (GOOGL) 1.1 $560M 272k 2062.52
Zoetis Cl A (ZTS) 1.1 $558M 3.5M 157.48
Yandex N V Shs Class A (YNDX) 1.1 $553M 8.6M 64.06
Floor & Decor Hldgs Cl A (FND) 1.1 $546M 5.7M 95.48
Warner Music Group Corp Com Cl A (WMG) 1.0 $510M 15M 34.33
Irhythm Technologies (IRTC) 0.8 $423M 3.0M 138.86
Okta Cl A (OKTA) 0.8 $405M 1.8M 220.43
Fiverr Intl Ord Shs (FVRR) 0.7 $380M 1.7M 217.18
Alphabet Cap Stk Cl C (GOOG) 0.7 $361M 175k 2068.63
Coupa Software 0.7 $361M 1.4M 254.48
Zoom Video Communications In Cl A (ZM) 0.7 $338M 1.1M 321.29
XP Cl A (XP) 0.6 $313M 8.3M 37.67
Grocery Outlet Hldg Corp (GO) 0.6 $312M 8.5M 36.89
New Oriental Ed & Tech Grp I Spon Adr 0.6 $284M 20M 14.00
Pagseguro Digital Com Cl A (PAGS) 0.6 $280M 6.0M 46.30
Airbnb Com Cl A (ABNB) 0.5 $270M 1.4M 187.94
Trip Com Group Ads (TCOM) 0.5 $267M 6.7M 39.63
Globant S A (GLOB) 0.5 $243M 1.2M 207.61
Sarepta Therapeutics (SRPT) 0.4 $226M 3.0M 74.53
Tencent Music Entmt Group Spon Ads (TME) 0.4 $217M 11M 20.49
Texas Instruments Incorporated (TXN) 0.3 $142M 753k 188.99
Hdfc Bank Sponsored Ads (HDB) 0.3 $135M 1.7M 77.69
Roper Industries (ROP) 0.3 $135M 334k 403.34
Chegg (CHGG) 0.3 $130M 1.5M 85.66
Hutchison China Meditech Sponsored Adr (HCM) 0.2 $113M 4.0M 28.25
Iqvia Holdings (IQV) 0.2 $104M 538k 193.14
Microsoft Corporation (MSFT) 0.2 $99M 420k 235.77
TransDigm Group Incorporated (TDG) 0.2 $78M 133k 587.92
Intercontinental Exchange (ICE) 0.2 $77M 691k 111.68
UnitedHealth (UNH) 0.1 $73M 197k 372.07
Equinix (EQIX) 0.1 $72M 106k 679.59
Bright Horizons Fam Sol In D (BFAM) 0.1 $71M 416k 171.45
Cloudflare Cl A Com (NET) 0.1 $65M 918k 70.26
Dollar General (DG) 0.1 $57M 281k 202.62
Karuna Therapeutics Ord 0.1 $52M 429k 120.23
Bio-techne Corporation (TECH) 0.1 $33M 87k 381.93
Adobe Systems Incorporated (ADBE) 0.1 $33M 69k 475.36
908 Devices (MASS) 0.0 $16M 326k 48.50
Slack Technologies Com Cl A 0.0 $15M 367k 40.63
Taysha Gene Therapies Com Shs (TSHA) 0.0 $15M 725k 20.30
EXACT Sciences Corporation (EXAS) 0.0 $14M 103k 131.78
Spruce Biosciences (SPRB) 0.0 $13M 787k 16.60
Ishares Tr Msci India Etf (INDA) 0.0 $10M 240k 42.18
Tarsus Pharmaceuticals (TARS) 0.0 $8.4M 260k 32.23
Beigene Sponsored Adr (BGNE) 0.0 $653k 1.9k 348.27