Sands Capital Management

Sands Capital Management as of Dec. 31, 2022

Portfolio Holdings for Sands Capital Management

Sands Capital Management holds 67 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Visa Com Cl A (V) 8.1 $2.2B 10M 207.76
Dex (DXCM) 6.6 $1.8B 16M 113.24
Amazon (AMZN) 5.1 $1.4B 16M 84.00
MercadoLibre (MELI) 4.0 $1.1B 1.2M 846.24
Netflix (NFLX) 4.0 $1.0B 3.6M 294.88
Lam Research Corporation 3.7 $991M 2.4M 420.30
Block Cl A (SQ) 3.7 $990M 16M 62.84
Servicenow (NOW) 3.7 $987M 2.5M 388.27
Asml Holding Nv N Y Registry Shs (ASML) 3.6 $945M 1.7M 546.40
Shopify Cl A (SHOP) 3.3 $861M 25M 34.71
Sea Sponsored Ads (SE) 3.0 $782M 15M 52.03
CoStar (CSGP) 2.9 $769M 10M 77.28
Snowflake Cl A (SNOW) 2.8 $743M 5.2M 143.54
Atlassian Corporation Cl A (TEAM) 2.7 $720M 5.6M 128.68
Cloudflare Cl A Com (NET) 2.6 $699M 16M 45.21
Nike CL B (NKE) 2.3 $604M 5.2M 117.01
Align Technology (ALGN) 2.1 $561M 2.7M 210.90
Edwards Lifesciences (EW) 2.1 $561M 7.5M 74.61
Intuit (INTU) 1.9 $500M 1.3M 389.22
Doordash Com Cl A (DASH) 1.8 $464M 9.5M 48.82
Aptiv SHS (APTV) 1.7 $442M 4.7M 93.13
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.7 $439M 5.9M 74.49
Alphabet Cap Stk Cl A (GOOGL) 1.7 $438M 5.0M 88.23
Okta Cl A (OKTA) 1.6 $431M 6.3M 68.33
Warner Music Group Corp Com Cl A (WMG) 1.4 $374M 11M 35.02
Uber Technologies (UBER) 1.4 $373M 15M 24.73
Entegris (ENTG) 1.3 $340M 5.2M 65.59
Repligen Corporation (RGEN) 1.1 $302M 1.8M 169.31
Datadog Cl A Com (DDOG) 1.1 $299M 4.1M 73.50
Sarepta Therapeutics (SRPT) 1.1 $279M 2.2M 129.58
Match Group (MTCH) 1.0 $277M 6.7M 41.49
Charter Communications Inc N Cl A (CHTR) 1.0 $276M 814k 339.10
Airbnb Com Cl A (ABNB) 1.0 $268M 3.1M 85.50
Floor & Decor Hldgs Cl A (FND) 1.0 $265M 3.8M 69.63
Irhythm Technologies (IRTC) 0.9 $250M 2.7M 93.67
Globant S A (GLOB) 0.9 $235M 1.4M 168.16
NVIDIA Corporation (NVDA) 0.8 $223M 1.5M 146.14
Hdfc Bank Sponsored Ads (HDB) 0.7 $182M 2.7M 68.41
Nu Hldgs Ord Shs Cl A (NU) 0.6 $170M 42M 4.07
Coupang Cl A (CPNG) 0.6 $159M 11M 14.71
Roper Industries (ROP) 0.6 $154M 356k 432.09
Liberty Media Corp Del Com Ser C Frmla 0.6 $154M 2.6M 59.78
Alphabet Cap Stk Cl C (GOOG) 0.5 $140M 1.6M 88.73
Chegg (CHGG) 0.5 $138M 5.5M 25.27
XP Cl A (XP) 0.5 $133M 8.7M 15.34
Microsoft Corporation (MSFT) 0.5 $121M 506k 239.82
Texas Instruments Incorporated (TXN) 0.4 $117M 710k 165.22
10x Genomics Cl A Com (TXG) 0.4 $117M 3.2M 36.44
Iqvia Holdings (IQV) 0.4 $111M 544k 204.89
TransDigm Group Incorporated (TDG) 0.4 $97M 154k 629.65
Kanzhun Sponsored Ads (BZ) 0.3 $81M 4.0M 20.37
Steris Shs Usd (STE) 0.3 $79M 427k 184.69
Zoetis Cl A (ZTS) 0.3 $70M 474k 146.55
Intercontinental Exchange (ICE) 0.2 $64M 619k 102.59
UnitedHealth (UNH) 0.2 $61M 116k 530.18
Bio-techne Corporation (TECH) 0.2 $61M 737k 82.88
Pagseguro Digital Com Cl A (PAGS) 0.2 $48M 5.5M 8.74
Nio Spon Ads (NIO) 0.2 $47M 4.8M 9.75
Siteone Landscape Supply (SITE) 0.1 $39M 332k 117.32
Sansara Com Cl A (IOT) 0.1 $22M 1.7M 12.43
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $15M 72k 214.23
Uipath Inc Cl A (PATH) 0.0 $11M 871k 12.71
Ishares Tr Msci India Etf (INDA) 0.0 $9.1M 218k 41.74
Waste Connections (WCN) 0.0 $8.2M 62k 132.56
Cadence Design Systems (CDNS) 0.0 $6.6M 41k 160.65
Vanguard Index Fds Growth Etf (VUG) 0.0 $2.5M 12k 213.14
Gitlab Class A Com (GTLB) 0.0 $1.8M 39k 45.45