Sands Capital Management

Sands Capital Management as of June 30, 2021

Portfolio Holdings for Sands Capital Management

Sands Capital Management holds 77 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sea Sponsored Ads (SE) 10.8 $6.3B 23M 274.60
Visa Com Cl A (V) 5.4 $3.2B 14M 233.82
Netflix (NFLX) 4.7 $2.8B 5.2M 528.21
Amazon (AMZN) 4.1 $2.4B 703k 3440.16
Facebook Cl A (META) 3.3 $2.0B 5.6M 347.71
Shopify Cl A (SHOP) 3.3 $1.9B 1.3M 1460.98
MercadoLibre (MELI) 3.2 $1.9B 1.2M 1557.79
Twilio Cl A (TWLO) 3.0 $1.8B 4.5M 394.16
Square Cl A (SQ) 3.0 $1.8B 7.3M 243.80
Align Technology (ALGN) 3.0 $1.8B 2.9M 611.00
Uber Technologies (UBER) 2.8 $1.7B 33M 50.12
Asml Holding Nv N Y Registry Shs (ASML) 2.8 $1.7B 2.4M 690.84
Servicenow (NOW) 2.6 $1.6B 2.8M 549.55
Atlassian Corp Cl A 2.5 $1.5B 5.7M 256.86
Edwards Lifesciences (EW) 2.4 $1.4B 13M 103.57
Alibaba Group Holding Sponsored Ads (BABA) 2.4 $1.4B 6.1M 226.78
Dex (DXCM) 2.2 $1.3B 3.0M 427.00
Intuit (INTU) 2.0 $1.2B 2.4M 490.17
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.0 $1.2B 9.9M 120.16
Doordash Com Cl A (DASH) 2.0 $1.2B 6.5M 178.33
Nike CL B (NKE) 1.9 $1.1B 7.1M 154.49
Match Group (MTCH) 1.8 $1.0B 6.5M 161.25
Lam Research Corporation (LRCX) 1.6 $953M 1.5M 650.70
Snowflake Cl A (SNOW) 1.5 $899M 3.7M 241.80
Charter Communications Inc N Cl A (CHTR) 1.4 $838M 1.2M 721.45
Aptiv SHS (APTV) 1.4 $835M 5.3M 157.33
Illumina (ILMN) 1.3 $793M 1.7M 473.21
CoStar (CSGP) 1.3 $747M 9.0M 82.82
Workday Cl A (WDAY) 1.3 $745M 3.1M 238.74
Alphabet Cap Stk Cl A (GOOGL) 1.2 $698M 286k 2441.79
Zoetis Cl A (ZTS) 1.1 $667M 3.6M 186.36
Yandex N V Shs Class A (YNDX) 1.1 $623M 8.8M 70.75
Zillow Group Cl C Cap Stk (Z) 1.0 $561M 4.6M 122.22
Floor & Decor Hldgs Cl A (FND) 0.9 $526M 5.0M 105.70
Warner Music Group Corp Com Cl A (WMG) 0.8 $489M 14M 36.04
Okta Cl A (OKTA) 0.8 $475M 1.9M 244.68
Alphabet Cap Stk Cl C (GOOG) 0.8 $463M 185k 2506.32
Sarepta Therapeutics (SRPT) 0.7 $436M 5.6M 77.74
Zoom Video Communications In Cl A (ZM) 0.7 $430M 1.1M 387.03
Fiverr Intl Ord Shs (FVRR) 0.7 $409M 1.7M 242.49
Coupa Software 0.7 $389M 1.5M 262.11
Carvana Cl A (CVNA) 0.6 $377M 1.3M 301.82
XP Cl A (XP) 0.6 $370M 8.5M 43.55
Airbnb Com Cl A (ABNB) 0.6 $367M 2.4M 153.14
Pagseguro Digital Com Cl A (PAGS) 0.6 $345M 6.2M 55.92
Uipath Com Cl A (PATH) 0.5 $292M 4.3M 68.73
Grocery Outlet Hldg Corp (GO) 0.5 $283M 8.2M 34.66
Globant S A (GLOB) 0.4 $262M 1.2M 219.18
Trip Com Group Ads (TCOM) 0.4 $243M 6.9M 35.46
Irhythm Technologies (IRTC) 0.4 $214M 3.2M 66.35
Roper Industries (ROP) 0.3 $177M 377k 470.20
New Oriental Ed & Tech Grp I Spon Adr 0.3 $170M 21M 8.19
Tencent Music Entmt Group Spon Ads (TME) 0.3 $168M 11M 15.48
Hutchison China Meditech Sponsored Adr (HCM) 0.3 $161M 4.1M 39.27
Hdfc Bank Sponsored Ads (HDB) 0.3 $155M 2.1M 73.12
Texas Instruments Incorporated (TXN) 0.2 $146M 757k 192.30
Chegg (CHGG) 0.2 $142M 1.7M 83.11
Iqvia Holdings (IQV) 0.2 $130M 535k 242.32
Microsoft Corporation (MSFT) 0.2 $128M 473k 270.90
Kanzhun Sponsored Ads (BZ) 0.2 $124M 3.1M 39.65
Cloudflare Cl A Com (NET) 0.2 $109M 1.0M 105.84
TransDigm Group Incorporated (TDG) 0.2 $97M 149k 647.29
Equinix (EQIX) 0.2 $94M 117k 802.60
Intercontinental Exchange (ICE) 0.2 $93M 779k 118.70
UnitedHealth (UNH) 0.2 $89M 222k 400.44
Bright Horizons Fam Sol In D (BFAM) 0.1 $69M 468k 147.11
Dollar General (DG) 0.1 $68M 316k 216.39
Bio-techne Corporation (TECH) 0.1 $44M 98k 450.26
Karuna Therapeutics Ord 0.1 $43M 380k 113.99
Adobe Systems Incorporated (ADBE) 0.1 $40M 68k 585.64
Taysha Gene Therapies Com Shs (TSHA) 0.0 $15M 725k 21.20
Waste Connections (WCN) 0.0 $13M 107k 119.43
908 Devices (MASS) 0.0 $13M 326k 38.75
Ansys (ANSS) 0.0 $9.7M 28k 347.05
Ishares Tr Msci India Etf (INDA) 0.0 $9.3M 210k 44.25
Spruce Biosciences (SPRB) 0.0 $8.8M 787k 11.21
Tarsus Pharmaceuticals (TARS) 0.0 $7.5M 260k 28.98