Sands Capital Management

Sands Capital Management as of March 31, 2022

Portfolio Holdings for Sands Capital Management

Sands Capital Management holds 68 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 6.5 $2.8B 866k 3259.95
Visa Com Cl A (V) 6.3 $2.8B 12M 221.77
Sea Sponsored Ads (SE) 5.5 $2.4B 20M 119.79
Dex (DXCM) 4.9 $2.1B 4.2M 511.60
Block Cl A (SQ) 4.8 $2.1B 15M 135.60
Atlassian Corp Cl A 4.1 $1.8B 6.1M 293.83
Cloudflare Cl A Com (NET) 3.7 $1.6B 14M 119.70
MercadoLibre (MELI) 3.6 $1.6B 1.3M 1189.48
Servicenow (NOW) 3.5 $1.5B 2.7M 556.89
Shopify Cl A (SHOP) 3.3 $1.4B 2.1M 675.96
Edwards Lifesciences (EW) 3.2 $1.4B 12M 117.72
Asml Holding Nv N Y Registry Shs (ASML) 2.9 $1.3B 1.9M 667.93
Netflix (NFLX) 2.9 $1.3B 3.4M 374.59
Snowflake Cl A (SNOW) 2.8 $1.2B 5.4M 229.13
Doordash Com Cl A (DASH) 2.5 $1.1B 9.1M 117.19
Intuit (INTU) 2.4 $1.0B 2.2M 480.84
Align Technology (ALGN) 2.4 $1.0B 2.4M 436.00
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.2 $960M 9.2M 104.26
Nike CL B (NKE) 2.1 $897M 6.7M 134.56
Twilio Cl A (TWLO) 2.0 $855M 5.2M 164.81
Match Group (MTCH) 1.9 $805M 7.4M 108.74
Alphabet Cap Stk Cl A (GOOGL) 1.8 $775M 279k 2781.35
CoStar (CSGP) 1.6 $712M 11M 66.61
Lam Research Corporation (LRCX) 1.6 $706M 1.3M 537.61
Uber Technologies (UBER) 1.6 $681M 19M 35.68
Aptiv SHS (APTV) 1.4 $621M 5.2M 119.71
Entegris (ENTG) 1.3 $584M 4.4M 131.26
Zoetis Cl A (ZTS) 1.3 $557M 3.0M 188.59
Charter Communications Inc N Cl A (CHTR) 1.2 $541M 991k 545.52
Irhythm Technologies (IRTC) 1.1 $476M 3.0M 157.47
Airbnb Com Cl A (ABNB) 1.0 $453M 2.6M 171.76
Warner Music Group Corp Com Cl A (WMG) 1.0 $448M 12M 37.85
Meta Platforms Cl A (META) 1.0 $442M 2.0M 222.36
Okta Cl A (OKTA) 0.9 $398M 2.6M 150.96
Sarepta Therapeutics (SRPT) 0.9 $374M 4.8M 78.12
Alphabet Cap Stk Cl C (GOOG) 0.8 $353M 126k 2792.99
Globant S A (GLOB) 0.8 $352M 1.3M 262.07
Floor & Decor Hldgs Cl A (FND) 0.8 $342M 4.2M 81.00
XP Cl A (XP) 0.6 $262M 8.7M 30.10
10x Genomics Cl A Com (TXG) 0.6 $244M 3.2M 76.07
Roper Industries (ROP) 0.4 $169M 358k 472.23
Chegg (CHGG) 0.4 $156M 4.3M 36.28
Microsoft Corporation (MSFT) 0.3 $142M 461k 308.31
Hdfc Bank Sponsored Ads (HDB) 0.3 $134M 2.2M 61.33
Iqvia Holdings (IQV) 0.3 $131M 566k 231.21
Pagseguro Digital Com Cl A (PAGS) 0.3 $128M 6.4M 20.05
Fiverr Intl Ord Shs (FVRR) 0.3 $126M 1.7M 76.07
Texas Instruments Incorporated (TXN) 0.3 $121M 660k 183.48
Nio Spon Ads (NIO) 0.3 $118M 5.6M 21.05
Nu Hldgs Ord Shs Cl A (NU) 0.3 $117M 15M 7.72
Kanzhun Sponsored Ads (BZ) 0.3 $112M 4.5M 24.91
Steris Shs Usd (STE) 0.2 $94M 388k 241.77
UnitedHealth (UNH) 0.2 $92M 180k 509.97
TransDigm Group Incorporated (TDG) 0.2 $91M 140k 651.54
Liberty Media Corp Del Com Ser C Frmla 0.2 $91M 1.3M 69.84
Hutchison China Meditech Sponsored Adr (HCM) 0.2 $79M 4.2M 18.92
Intercontinental Exchange (ICE) 0.2 $74M 559k 132.12
Bio-techne Corporation (TECH) 0.2 $72M 166k 433.04
Bright Horizons Fam Sol In D (BFAM) 0.2 $66M 494k 132.69
Adobe Systems Incorporated (ADBE) 0.1 $33M 73k 455.63
Sansara Com Cl A (IOT) 0.1 $28M 1.7M 16.02
Uipath Inc Cl A (PATH) 0.0 $19M 872k 21.59
Waste Connections (WCN) 0.0 $17M 118k 139.70
Ishares Tr Msci India Etf (INDA) 0.0 $11M 242k 44.57
Ansys (ANSS) 0.0 $9.6M 30k 317.65
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $5.4M 19k 277.63
Opendoor Technologies (OPEN) 0.0 $1.8M 209k 8.65
Bill Com Holdings Ord (BILL) 0.0 $285k 1.3k 227.09