Sands Capital Management

Sands Capital Management as of Dec. 31, 2021

Portfolio Holdings for Sands Capital Management

Sands Capital Management holds 71 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sea Sponsored Ads (SE) 7.5 $4.1B 18M 223.71
Visa Com Cl A (V) 5.3 $2.9B 13M 216.71
Amazon (AMZN) 5.2 $2.8B 843k 3334.34
Netflix (NFLX) 5.1 $2.8B 4.6M 602.44
Atlassian Corp Cl A 3.8 $2.1B 5.4M 381.29
Shopify Cl A (SHOP) 3.6 $1.9B 1.4M 1377.39
Block Cl A (SQ) 3.4 $1.8B 11M 161.51
Meta Platforms Cl A (META) 3.4 $1.8B 5.4M 336.35
Servicenow (NOW) 3.2 $1.7B 2.6M 649.11
Dex (DXCM) 3.1 $1.7B 3.1M 536.95
Align Technology (ALGN) 3.1 $1.7B 2.5M 657.18
Asml Holding Nv N Y Registry Shs (ASML) 3.1 $1.7B 2.1M 796.14
Edwards Lifesciences (EW) 3.1 $1.6B 13M 129.55
MercadoLibre (MELI) 3.0 $1.6B 1.2M 1348.40
Twilio Cl A (TWLO) 2.8 $1.5B 5.7M 263.34
Snowflake Cl A (SNOW) 2.7 $1.5B 4.3M 338.75
Intuit (INTU) 2.5 $1.3B 2.1M 643.22
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.2 $1.2B 9.9M 120.31
Doordash Com Cl A (DASH) 2.2 $1.2B 7.8M 148.90
Cloudflare Cl A Com (NET) 2.2 $1.2B 8.8M 131.50
Nike CL B (NKE) 2.1 $1.1B 6.7M 166.67
Lam Research Corporation 1.9 $999M 1.4M 719.15
Match Group (MTCH) 1.8 $948M 7.2M 132.25
Uber Technologies (UBER) 1.6 $883M 21M 41.93
Aptiv SHS (APTV) 1.6 $836M 5.1M 164.95
CoStar (CSGP) 1.5 $812M 10M 79.03
Zoetis Cl A (ZTS) 1.5 $812M 3.3M 244.03
Alphabet Cap Stk Cl A (GOOGL) 1.5 $792M 274k 2897.04
Charter Communications Inc N Cl A (CHTR) 1.4 $728M 1.1M 651.97
Okta Cl A (OKTA) 1.1 $585M 2.6M 224.17
Yandex N V Shs Class A (NBIS) 1.0 $557M 9.2M 60.50
Floor & Decor Hldgs Cl A (FND) 1.0 $537M 4.1M 130.01
Alphabet Cap Stk Cl C (GOOG) 0.9 $503M 174k 2893.59
Warner Music Group Corp Com Cl A (WMG) 0.9 $499M 12M 43.18
Sarepta Therapeutics (SRPT) 0.9 $483M 5.4M 90.05
Alibaba Group Holding Sponsored Ads (BABA) 0.8 $434M 3.7M 118.79
Airbnb Com Cl A (ABNB) 0.8 $427M 2.6M 166.49
Globant S A (GLOB) 0.7 $389M 1.2M 314.09
Irhythm Technologies (IRTC) 0.7 $358M 3.0M 117.69
Carvana Cl A (CVNA) 0.5 $277M 1.2M 231.79
XP Cl A (XP) 0.5 $252M 8.8M 28.74
10x Genomics Cl A Com (TXG) 0.5 $248M 1.7M 148.96
Roper Industries (ROP) 0.3 $184M 374k 491.86
Fiverr Intl Ord Shs (FVRR) 0.3 $183M 1.6M 113.70
Pagseguro Digital Com Cl A (PAGS) 0.3 $170M 6.5M 26.22
Iqvia Holdings (IQV) 0.3 $150M 531k 282.14
Hutchison China Meditech Sponsored Adr (HCM) 0.3 $149M 4.2M 35.08
Texas Instruments Incorporated (TXN) 0.3 $145M 769k 188.47
Microsoft Corporation (MSFT) 0.3 $145M 431k 336.32
Nu Hldgs Ord Shs Cl A (NU) 0.3 $141M 15M 9.38
Hdfc Bank Sponsored Ads (HDB) 0.2 $130M 2.0M 65.07
Chegg (CHGG) 0.2 $124M 4.0M 30.70
Kanzhun Sponsored Ads (BZ) 0.2 $114M 3.3M 34.88
UnitedHealth (UNH) 0.2 $110M 220k 502.14
Nio Spon Ads (NIO) 0.2 $108M 3.4M 31.68
Intercontinental Exchange (ICE) 0.2 $106M 773k 136.77
TransDigm Group Incorporated (TDG) 0.2 $94M 148k 636.28
Steris Shs Usd (STE) 0.2 $89M 364k 243.41
Tencent Music Entmt Group Spon Ads (TME) 0.1 $77M 11M 6.85
Bright Horizons Fam Sol In D (BFAM) 0.1 $58M 464k 125.88
Bio-techne Corporation (TECH) 0.1 $50M 97k 517.34
Adobe Systems Incorporated (ADBE) 0.1 $44M 78k 567.06
Sansara Com Cl A (IOT) 0.1 $38M 1.4M 28.11
Uipath Inc Cl A (PATH) 0.0 $24M 552k 43.13
Waste Connections (WCN) 0.0 $15M 107k 136.27
Ishares Tr Msci India Etf (INDA) 0.0 $11M 239k 45.84
Ansys (ANSS) 0.0 $11M 27k 401.11
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $7.3M 24k 305.57
Wayfair Cl A (W) 0.0 $4.2M 22k 189.97
Opendoor Technologies (OPEN) 0.0 $3.1M 209k 14.61
Bill Com Holdings Ord (BILL) 0.0 $313k 1.3k 249.40