Sands Capital Management

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 (LRCX) 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