Sands Capital Management

Sands Capital Management as of June 30, 2022

Portfolio Holdings for Sands Capital Management

Sands Capital Management holds 69 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Visa Com Cl A (V) 8.2 $2.4B 12M 196.89
Amazon (AMZN) 6.4 $1.8B 17M 106.21
Sea Sponsored Ads (SE) 4.7 $1.4B 21M 66.86
Dex (DXCM) 4.6 $1.3B 18M 74.53
Servicenow (NOW) 4.5 $1.3B 2.7M 475.52
Atlassian Corp Cl A 4.2 $1.2B 6.5M 187.40
Edwards Lifesciences (EW) 3.9 $1.1B 12M 95.09
Block Cl A (SQ) 3.5 $1.0B 17M 61.46
Asml Holding Nv N Y Registry Shs (ASML) 3.2 $925M 1.9M 475.88
MercadoLibre (MELI) 2.9 $827M 1.3M 636.87
Lam Research Corporation (LRCX) 2.8 $800M 1.9M 426.15
Snowflake Cl A (SNOW) 2.8 $796M 5.7M 139.06
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.6 $738M 9.0M 81.75
Shopify Cl A (SHOP) 2.5 $736M 24M 31.24
Cloudflare Cl A Com (NET) 2.4 $684M 16M 43.75
Nike CL B (NKE) 2.2 $645M 6.3M 102.20
CoStar (CSGP) 2.2 $634M 11M 60.41
Alphabet Cap Stk Cl A (GOOGL) 2.1 $612M 281k 2179.26
Align Technology (ALGN) 2.0 $592M 2.5M 236.67
Netflix (NFLX) 2.0 $585M 3.3M 174.87
Doordash Com Cl A (DASH) 2.0 $585M 9.1M 64.17
Intuit (INTU) 2.0 $571M 1.5M 385.44
Match Group (MTCH) 1.8 $508M 7.3M 69.69
Aptiv SHS (APTV) 1.6 $464M 5.2M 89.07
Entegris (ENTG) 1.5 $438M 4.8M 92.13
Charter Communications Inc N Cl A (CHTR) 1.4 $405M 865k 468.53
Uber Technologies (UBER) 1.3 $380M 19M 20.46
Twilio Cl A (TWLO) 1.3 $375M 4.5M 83.81
Airbnb Com Cl A (ABNB) 1.3 $365M 4.1M 89.08
Irhythm Technologies (IRTC) 1.1 $330M 3.1M 108.03
Warner Music Group Corp Com Cl A (WMG) 1.0 $284M 12M 24.36
Sarepta Therapeutics (SRPT) 1.0 $278M 3.7M 74.96
Floor & Decor Hldgs Cl A (FND) 0.9 $261M 4.2M 62.96
Globant S A (GLOB) 0.9 $261M 1.5M 174.00
Meta Platforms Cl A (META) 0.9 $253M 1.6M 161.25
Okta Cl A (OKTA) 0.8 $240M 2.7M 90.40
NVIDIA Corporation (NVDA) 0.8 $222M 1.5M 151.59
Datadog Cl A Com (DDOG) 0.7 $204M 2.1M 95.24
Alphabet Cap Stk Cl C (GOOG) 0.7 $197M 90k 2187.45
10x Genomics Cl A Com (TXG) 0.6 $160M 3.5M 45.25
XP Cl A (XP) 0.5 $152M 8.5M 17.96
Roper Industries (ROP) 0.4 $123M 311k 394.65
Nio Spon Ads (NIO) 0.4 $119M 5.5M 21.72
Iqvia Holdings (IQV) 0.4 $118M 543k 216.99
Hdfc Bank Sponsored Ads (HDB) 0.4 $117M 2.1M 54.96
Kanzhun Sponsored Ads (BZ) 0.4 $115M 4.4M 26.28
Microsoft Corporation (MSFT) 0.4 $114M 442k 256.83
Liberty Media Corp Del Com Ser C Frmla 0.4 $111M 1.7M 63.47
Zoetis Cl A (ZTS) 0.4 $105M 612k 171.89
Texas Instruments Incorporated (TXN) 0.3 $99M 641k 153.65
Chegg (CHGG) 0.3 $89M 4.8M 18.78
UnitedHealth (UNH) 0.3 $89M 174k 513.63
Nu Hldgs Ord Shs Cl A (NU) 0.3 $79M 21M 3.74
Steris Shs Usd (STE) 0.3 $77M 373k 206.15
Dlocal Class A Com (DLO) 0.3 $74M 2.8M 26.25
TransDigm Group Incorporated (TDG) 0.2 $72M 134k 536.67
Pagseguro Digital Com Cl A (PAGS) 0.2 $64M 6.2M 10.24
Fiverr Intl Ord Shs (FVRR) 0.2 $56M 1.6M 34.39
Bio-techne Corporation (TECH) 0.2 $55M 159k 346.64
Intercontinental Exchange (ICE) 0.2 $51M 538k 94.04
Siteone Landscape Supply (SITE) 0.1 $34M 289k 118.87
Sansara Com Cl A (IOT) 0.1 $19M 1.7M 11.17
Uipath Inc Cl A (PATH) 0.1 $16M 873k 18.19
Waste Connections (WCN) 0.0 $11M 88k 123.96
Ishares Tr Msci India Etf (INDA) 0.0 $9.5M 241k 39.37
Cadence Design Systems (CDNS) 0.0 $7.0M 46k 150.04
Opendoor Technologies (OPEN) 0.0 $986k 209k 4.71
Gitlab Class A Com (GTLB) 0.0 $894k 17k 53.13
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $301k 1.4k 218.91