Sands Capital Management as of Sept. 30, 2022
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 67 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Visa Com Cl A (V) | 7.2 | $1.9B | 11M | 177.65 | |
Amazon (AMZN) | 7.0 | $1.9B | 16M | 113.00 | |
Dex (DXCM) | 5.0 | $1.3B | 17M | 80.54 | |
Atlassian Corp Cl A | 4.6 | $1.2B | 5.8M | 210.59 | |
Sea Sponsored Ads (SE) | 4.1 | $1.1B | 20M | 56.05 | |
MercadoLibre (MELI) | 3.9 | $1.0B | 1.3M | 827.78 | |
Servicenow (NOW) | 3.7 | $985M | 2.6M | 377.61 | |
Snowflake Cl A (SNOW) | 3.4 | $912M | 5.4M | 169.96 | |
Cloudflare Cl A Com (NET) | 3.3 | $883M | 16M | 55.31 | |
Lam Research Corporation | 3.3 | $877M | 2.4M | 366.00 | |
Block Cl A (SQ) | 3.3 | $873M | 16M | 54.99 | |
Netflix (NFLX) | 3.3 | $867M | 3.7M | 235.44 | |
Edwards Lifesciences (EW) | 3.2 | $860M | 10M | 82.63 | |
Asml Holding Nv N Y Registry Shs (ASML) | 2.8 | $736M | 1.8M | 415.35 | |
CoStar (CSGP) | 2.7 | $720M | 10M | 69.65 | |
Shopify Cl A (SHOP) | 2.3 | $608M | 23M | 26.94 | |
Intuit (INTU) | 1.9 | $519M | 1.3M | 387.32 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $489M | 5.1M | 95.65 | |
Align Technology (ALGN) | 1.8 | $480M | 2.3M | 207.11 | |
Nike CL B (NKE) | 1.7 | $444M | 5.3M | 83.12 | |
Entegris (ENTG) | 1.6 | $432M | 5.2M | 83.02 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.6 | $428M | 6.2M | 68.56 | |
Doordash Com Cl A (DASH) | 1.6 | $422M | 8.5M | 49.45 | |
Uber Technologies (UBER) | 1.6 | $421M | 16M | 26.50 | |
Airbnb Com Cl A (ABNB) | 1.5 | $404M | 3.8M | 105.04 | |
Aptiv SHS (APTV) | 1.4 | $381M | 4.9M | 78.21 | |
Irhythm Technologies (IRTC) | 1.3 | $346M | 2.8M | 125.28 | |
Match Group (MTCH) | 1.2 | $333M | 7.0M | 47.75 | |
Repligen Corporation (RGEN) | 1.2 | $307M | 1.6M | 187.11 | |
Floor & Decor Hldgs Cl A (FND) | 1.1 | $280M | 4.0M | 70.26 | |
Datadog Cl A Com (DDOG) | 1.0 | $275M | 3.1M | 88.78 | |
Globant S A (GLOB) | 1.0 | $275M | 1.5M | 187.08 | |
Sarepta Therapeutics (SRPT) | 1.0 | $274M | 2.5M | 110.54 | |
Warner Music Group Corp Com Cl A (WMG) | 1.0 | $259M | 11M | 23.21 | |
Charter Communications Inc N Cl A (CHTR) | 0.9 | $239M | 788k | 303.35 | |
Meta Platforms Cl A (META) | 0.8 | $204M | 1.5M | 135.68 | |
Nu Hldgs Ord Shs Cl A (NU) | 0.7 | $194M | 44M | 4.40 | |
NVIDIA Corporation (NVDA) | 0.7 | $194M | 1.6M | 121.39 | |
Hdfc Bank Sponsored Ads (HDB) | 0.7 | $185M | 3.2M | 58.42 | |
Alphabet Cap Stk Cl C (GOOG) | 0.6 | $157M | 1.6M | 96.15 | |
XP Cl A (XP) | 0.6 | $155M | 8.1M | 19.01 | |
Okta Cl A (OKTA) | 0.5 | $139M | 2.4M | 56.87 | |
Liberty Media Corp Del Com Ser C Frmla | 0.5 | $134M | 2.3M | 58.50 | |
Roper Industries (ROP) | 0.5 | $126M | 351k | 359.64 | |
Microsoft Corporation (MSFT) | 0.4 | $116M | 500k | 232.90 | |
Chegg (CHGG) | 0.4 | $113M | 5.4M | 21.07 | |
Texas Instruments Incorporated (TXN) | 0.4 | $109M | 705k | 154.78 | |
UnitedHealth (UNH) | 0.4 | $99M | 196k | 505.04 | |
Iqvia Holdings (IQV) | 0.4 | $97M | 536k | 181.14 | |
10x Genomics Cl A Com (TXG) | 0.4 | $97M | 3.4M | 28.48 | |
Nio Spon Ads (NIO) | 0.3 | $83M | 5.3M | 15.77 | |
TransDigm Group Incorporated (TDG) | 0.3 | $80M | 152k | 524.82 | |
Pagseguro Digital Com Cl A (PAGS) | 0.3 | $79M | 6.0M | 13.23 | |
Dlocal Class A Com (DLO) | 0.3 | $79M | 3.8M | 20.52 | |
Kanzhun Sponsored Ads (BZ) | 0.3 | $71M | 4.2M | 16.88 | |
Steris Shs Usd (STE) | 0.3 | $70M | 421k | 166.28 | |
Zoetis Cl A (ZTS) | 0.3 | $69M | 468k | 148.29 | |
Intercontinental Exchange (ICE) | 0.2 | $55M | 606k | 90.35 | |
Bio-techne Corporation (TECH) | 0.2 | $51M | 181k | 284.00 | |
Siteone Landscape Supply (SITE) | 0.1 | $34M | 327k | 104.14 | |
Sansara Com Cl A (IOT) | 0.1 | $21M | 1.7M | 12.07 | |
Waste Connections (WCN) | 0.0 | $11M | 83k | 135.13 | |
Uipath Inc Cl A (PATH) | 0.0 | $11M | 871k | 12.61 | |
Ishares Tr Msci India Etf (INDA) | 0.0 | $9.8M | 241k | 40.78 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $8.2M | 39k | 210.40 | |
Cadence Design Systems (CDNS) | 0.0 | $7.2M | 44k | 163.43 | |
Gitlab Class A Com (GTLB) | 0.0 | $862k | 17k | 51.23 |